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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.60+1.5%3:59 PM EST
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To: Alomex who wrote (108126)9/8/2000 7:56:53 PM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
Very funny. What are they?

Your wording was last few quarters. Amazon never does it that way. It would look worse. I can compare some numbers but only those they release<G>.
Amazon claimed revenue per customer in Q2 2000 was $26 and revenue per active customer for the last 12 months was $125. Revenue per active customer for the prior twelve months to Q1 2000 was $121.00. This shows an increase in revenue per custmer which is a neat metric except during the conference call after Q2 Amazon never again made reference to the revenue per active customer in Q1 2000. Going back in time to find that number, revenue per active customer in Q1 2000 was $28 and was $29 for Q2 1999. Amazon would prefer you skip comparing Q1 2000 to Q2 2000 revenue per active customer due to a decline of 8% sequentially. Even worse is comparing Q1 2000 to Q4 99 which was a decline of 45% but that is understandable due to the holiday season. Please focus on the numbers management would like you to know. Revenue per active customer increased 16% year over year as long as we use the prior twelve months and not the fiscal year.

Return customer rate was 56%. I do not recall the return customer rates off hand for prior quarters and twelve months.

Glenn
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