Amazon.com, Inc. (AMZN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 247.35

+0.4%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Viapiano who wrote (70916)	7/31/1999 12:20:00 PM
From: Michael Young	Read Replies (1) of 164684

Barrons pokes a few holes in the "growth" thesis this weekend. Shouldn't revenue per customer be ACCELERATING rather than DECLINING????? It appears that revenue per customer FELL by 20% in the latest quarter! ___________________ "In fact, if you listen to Amazon and its acolytes, the primary thing that bears watching is the top line. "It's a revenue story," they chant. And until this year, Amazon's quarterly revenues grew at a 30% sequential clip. But in the first quarter, revenue growth slowed to 16%; and in the second, it crawled to 7%. Naturally, holiday shopping is likely to pick up some of that slack during the critical fourth quarter. What's more, as Amazon's annual revenues approach $2 billion, it's going to get a lot tougher to rack up 30% average quarterly rises based on the pure heft of the numbers alone. But here's the thing that even the most ardent believers must be starting to lose sleep over: revenues per customer are sliding. On average, even though Bezos is expanding his merchandise mix by leaps and bounds, his customers appear to be buying less."

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next