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2021-07-29
Hope it is good
Amazon Q2 FY2021 Earnings Report Preview: What to Look For<blockquote>亚马逊2021财年第二季度收益报告预览：寻找什么</blockquote>
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(AMZN) has seen its earnings and revenue balloon amid the shift to online commerce and cloud computing triggered by the COVID-19 pandemic. Now, Amazon is facing perhaps the biggest management transition in the company's 27-year history. The second quarter was the final period with founder Jeff Bezos at the helm. In his place, Amazon veteran Andy Jassy, who helped build the giant cloud services business, will lead the company's growth as the new chief executive officer (CEO). Bezos stepped down on July 5.1</p><p><blockquote><ul><li>分析师预计2020财年第二季度每股收益为12.47美元，而2020财年第二季度每股收益为10.30美元。</li><li>AWS收入预计将同比健康增长。</li><li>预计全公司收入将增长，但增速将低于最近几个季度，因为分析师预计大流行引发的在线购物热潮将放缓。</li></ul>随着COVID-19大流行引发向在线商务和云计算的转变，亚马逊公司(AMZN)的盈利和收入激增。现在，亚马逊正面临着可能是该公司27年历史上最大的管理层换届。第二季度是创始人杰夫·贝索斯掌舵的最后一个时期。接替他的是帮助建立庞大云服务业务的亚马逊资深人士安迪·贾西(Andy Jassy)，他将作为新任首席执行官(CEO)领导公司的发展。贝佐斯7月5日卸任.1</blockquote></p><p> Investors will be closely watching Amazon's financial performance, and Jassy's plans for future growth, when the company reports earnings on July 29, 2021 for Q2 FY 2021.2Analysts expect both earnings per share (EPS) and revenue to rise, but at a much slower pace than in recent quarters.3</p><p><blockquote>投资者将密切关注亚马逊的财务业绩以及Jassy对未来增长的计划，届时该公司将于2021年7月29日公布2021.2财年第二季度的收益。分析师预计每股收益(EPS)和收入都将增长，但速度要慢得多与最近几个季度相比。3</blockquote></p><p> Investors will also be focusing on revenue generated by Amazon Web Services (AWS), the company's high-margincloud computingbusiness. AWS still comprises a relatively small share of the company's overall revenue, but it generates the majority of Amazon's operating income. Analysts are expecting AWS revenue growth to slow slightly in the second quarter.3</p><p><blockquote>投资者还将关注亚马逊网络服务（AWS）产生的收入，该公司的高利润云计算业务。AWS在公司总收入中所占份额仍然相对较小，但它创造了亚马逊的大部分营业收入。分析师预计AWS第二季度收入增长将略有放缓。3</blockquote></p><p> Amazon's shares have underperformed the broader market over the past year. The stock had been keeping pace with the market from the end of July 2020 until early November 2020. It then started to lag. But the stock has begun to narrow its performance gap with the market since early June 2021. Shares of Amazon have provided a total return of 18.7% over the past year, below the S&P 500's total return of 35.9%.</p><p><blockquote>过去一年，亚马逊股价表现逊于大盘。从2020年7月底到2020年11月初，该股一直与市场同步。然后它开始滞后。但自2021年6月初以来，该股已开始缩小与市场的业绩差距。过去一年，亚马逊股票的总回报率为18.7%，低于标普500 35.9%的总回报率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7efc7554eea9b91f01379acc5abc25d2\" tg-width=\"1772\" tg-height=\"677\" referrerpolicy=\"no-referrer\"><span>Source: TradingView.Amazon Earnings History</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView.Amazon盈利历史</span></p></blockquote></p><p> The stock tumbled in the days following the release of Amazon'sQ1 FY 2021earnings report in late April despite dramatically beating analysts' consensus estimates. It continued to sink until around mid-May. EPS rose 215.2%, bouncing back after declining 29.4% in the year-ago quarter. Revenue grew 43.8% year over year (YOY), marking the fastest pace of growth in at least 15 quarters.3</p><p><blockquote>尽管大大超出了分析师的普遍预期，但亚马逊于4月底发布2021财年第一季度收益报告后的几天内，该股仍暴跌。一直持续下沉到5月中旬左右。每股收益增长215.2%，继去年同期下降29.4%后反弹。收入同比增长43.8%，创下至少15个季度以来的最快增长速度。3</blockquote></p><p> InQ4 FY 2020, Amazon crushed analysts' earnings expectations. EPS rose 117.7% compared to the year-ago quarter, marking the second fastest pace of growth since Q3 FY 2018. Revenue expanded 43.6% YOY, accelerating from Q3's pace of 37.4%.3The company announced in its fourth quarter earnings release that Jassy would be taking over the role of CEO from Bezos beginning in the third quarter of FY 2021. \"Right now I see Amazon at its most inventive ever, making it an optimal time for this transition,\" said Bezos.4</p><p><blockquote>2020财年第四季度，亚马逊超出了分析师的盈利预期。每股收益较去年同期增长117.7%，创2018财年第三季度以来第二快增速。收入同比增长43.6%，较第三季度的37.4%有所加快。3该公司在第四季度财报中宣布，贾西将从2021财年第三季度开始接替贝佐斯担任首席执行官。贝佐斯说：“现在，我认为亚马逊正处于有史以来最具创造力的阶段，这是实现这一转变的最佳时机。”</blockquote></p><p> Analysts expect Amazon to post another quarter of healthy earnings and revenue growth in Q2 FY 2021. EPS is expected to rise 21.0% as revenue grows 29.8% compared to the year-ago quarter. It would be the slowest pace of growth for both the top and bottom lines since Q1 FY 2020. For full-year FY 2021, analysts expect EPS to rise 35.9% while annual revenue expands 27.1%, slowing from last year's pace.</p><p><blockquote>分析师预计亚马逊将在2021财年第二季度实现又一个季度的盈利和收入健康增长。每股收益预计将增长21.0%，收入将比去年同期增长29.8%。这将是自2020财年第一季度以来营收和利润的最慢增长速度。分析师预计2021财年全年每股收益将增长35.9%，而年收入将增长27.1%，较去年有所放缓。</blockquote></p><p> <b>Amazon Key Stats</b></p><p><blockquote><b>亚马逊关键统计数据</b></blockquote></p><p> <table></table> <table> <tbody> <tr> <td>Estimate for Q2 2021 (FY)</td> <td>Q2 2020 (FY)</td> <td>Q2 2019 (FY)</td> </tr> <tr> <td>Earnings Per Share ($)</td> <td>$12.47</td> <td>$10.30</td> <td>$5.22</td> </tr> <tr> <td>Revenue ($B)</td> <td>$115.4</td> <td>$88.9</td> <td>$63.4</td> </tr> <tr> <td>AWS Revenue ($B)</td> <td>$14.2</td> <td>$10.8</td> <td>$8.4</td> </tr> </tbody> </table> <b>The Key Metric</b></p><p><blockquote><table></table><table><tbody><tr><td>2021年第二季度（财年）预估</td><td>2020年第二季度（财年）</td><td>2019年第二季度（财年）</td></tr><tr><td>每股收益（美元）</td><td>$12.47</td><td>$10.30</td><td>$5.22</td></tr><tr><td>收入($B)</td><td>$115.4</td><td>$88.9</td><td>$63.4</td></tr><tr><td>AWS收入($B)</td><td>$14.2</td><td>$10.8</td><td>$8.4</td></tr></tbody></table><b>关键指标</b></blockquote></p><p></p><p> As mentioned above, investors will also be focused on revenue generated by AWS, Amazon's cloud-computing platform. AWS offers developers a range of on-demand technology services, such as compute, storage, database, analytics, machine learning, and other services.5These services are primarily used by start-ups, enterprises, government agencies, and academic institutions. The company's AWS business generates much higher margins than itse-commercebusiness. In FY 2020,Amazon'sglobal retail sales- and subscription-based business segments generated about 88% of the company's total revenue while AWS accounted for a mere 12%. However, AWS accounted for 59% of total operating income for the year, making it Amazon's main profit generator.6But investors won't want to ignore results for Amazon's e-commerce business, which has greatly expanded throughout the pandemic. Investors will want to see how much of the company's additional e-commerce sales generated during the pandemic will persist as more traditional brick-and-mortar shops begin to reopen again.</p><p><blockquote>如上所述，投资者还将关注亚马逊云计算平台AWS产生的收入。AWS为开发人员提供一系列按需技术服务，例如计算、存储、数据库、分析、机器学习和其他服务。5这些服务主要由初创企业、企业、政府机构和学术机构使用。该公司的AWS业务产生的利润率远高于其商业业务。2020财年，亚马逊的全球零售和订阅业务部门约占公司总收入的88%，而AWS仅占12%。然而，AWS占当年总营业收入的59%，使其成为亚马逊的主要利润来源。6但投资者不想忽视亚马逊电子商务业务的业绩，该业务在整个大流行期间大幅扩张。投资者希望看到，随着更多传统实体店开始重新开业，该公司在疫情期间产生的额外电子商务销售额中有多少将持续下去。</blockquote></p><p> Growth in AWS revenue has consistently slowed over the past five years, despite a brief acceleration in FY 2018. In FY 2015, annual AWS revenue grew 69.7%. Last year, revenue for Amazon's cloud segment grew at a healthy, but slower, 29.5% pace. In each of the last three quarters of FY 2020, growth in AWS revenue ranged between 28-29% YOY. In Q1 FY 2021, growth accelerated to a pace of 32.1%. At the end of the first quarter, AWS led the $150-billion global cloud market with a 32% share, well ahead of both Microsoft Corp.'s (MSFT) Azure and Alphabet Inc.'s (GOOGL) Google Cloud.7Analysts expect AWS revenue to increase 31.2% in Q2 FY 2021, slightly slower than the previous quarter's pace. For full-year FY 2021, AWS revenue is expected to rise 30.3%, slightly faster than last year.</p><p><blockquote>尽管在2018财年短暂加速，但AWS收入增长在过去五年中持续放缓。2015财年，AWS年收入增长了69.7%。去年，亚马逊云部门的收入以29.5%的速度健康增长，但速度较慢。2020财年最后三个季度，AWS收入同比增长在28-29%之间。2021财年第一季度，增长加速至32.1%。截至第一季度末，AWS以32%的份额引领着价值1500亿美元的全球云市场，远远领先于微软公司(MSFT)的Azure和Alphabet公司(GOOGL)的Google Cloud.7分析师预计2021财年第二季度AWS收入将增长31.2%，略低于上一季度的增速。2021财年全年，AWS收入预计将增长30.3%，略快于去年。</blockquote></p><p></p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Q2 FY2021 Earnings Report Preview: What to Look For<blockquote>亚马逊2021财年第二季度收益报告预览：寻找什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Q2 FY2021 Earnings Report Preview: What to Look For<blockquote>亚马逊2021财年第二季度收益报告预览：寻找什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investopedia</strong><span class=\"h-time small\">2021-07-29 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>KEY TAKEAWAYS</b></p><p><blockquote><b>关键要点</b></blockquote></p><p> <ul> <li>Analysts estimate EPS of $12.47 vs. $10.30 in Q2 FY 2020.</li> <li>AWS revenue is expected to rise at healthy pace YOY.</li> <li>Companywide revenue is expected to rise, but at a slower pace than recent quarters as analysts watch for the pandemic-induced boom in online shopping to slow.</li> </ul> Amazon.com Inc. (AMZN) has seen its earnings and revenue balloon amid the shift to online commerce and cloud computing triggered by the COVID-19 pandemic. Now, Amazon is facing perhaps the biggest management transition in the company's 27-year history. The second quarter was the final period with founder Jeff Bezos at the helm. In his place, Amazon veteran Andy Jassy, who helped build the giant cloud services business, will lead the company's growth as the new chief executive officer (CEO). Bezos stepped down on July 5.1</p><p><blockquote><ul><li>分析师预计2020财年第二季度每股收益为12.47美元，而2020财年第二季度每股收益为10.30美元。</li><li>AWS收入预计将同比健康增长。</li><li>预计全公司收入将增长，但增速将低于最近几个季度，因为分析师预计大流行引发的在线购物热潮将放缓。</li></ul>随着COVID-19大流行引发向在线商务和云计算的转变，亚马逊公司(AMZN)的盈利和收入激增。现在，亚马逊正面临着可能是该公司27年历史上最大的管理层换届。第二季度是创始人杰夫·贝索斯掌舵的最后一个时期。接替他的是帮助建立庞大云服务业务的亚马逊资深人士安迪·贾西(Andy Jassy)，他将作为新任首席执行官(CEO)领导公司的发展。贝佐斯7月5日卸任.1</blockquote></p><p> Investors will be closely watching Amazon's financial performance, and Jassy's plans for future growth, when the company reports earnings on July 29, 2021 for Q2 FY 2021.2Analysts expect both earnings per share (EPS) and revenue to rise, but at a much slower pace than in recent quarters.3</p><p><blockquote>投资者将密切关注亚马逊的财务业绩以及Jassy对未来增长的计划，届时该公司将于2021年7月29日公布2021.2财年第二季度的收益。分析师预计每股收益(EPS)和收入都将增长，但速度要慢得多与最近几个季度相比。3</blockquote></p><p> Investors will also be focusing on revenue generated by Amazon Web Services (AWS), the company's high-margincloud computingbusiness. AWS still comprises a relatively small share of the company's overall revenue, but it generates the majority of Amazon's operating income. Analysts are expecting AWS revenue growth to slow slightly in the second quarter.3</p><p><blockquote>投资者还将关注亚马逊网络服务（AWS）产生的收入，该公司的高利润云计算业务。AWS在公司总收入中所占份额仍然相对较小，但它创造了亚马逊的大部分营业收入。分析师预计AWS第二季度收入增长将略有放缓。3</blockquote></p><p> Amazon's shares have underperformed the broader market over the past year. The stock had been keeping pace with the market from the end of July 2020 until early November 2020. It then started to lag. But the stock has begun to narrow its performance gap with the market since early June 2021. Shares of Amazon have provided a total return of 18.7% over the past year, below the S&P 500's total return of 35.9%.</p><p><blockquote>过去一年，亚马逊股价表现逊于大盘。从2020年7月底到2020年11月初，该股一直与市场同步。然后它开始滞后。但自2021年6月初以来，该股已开始缩小与市场的业绩差距。过去一年，亚马逊股票的总回报率为18.7%，低于标普500 35.9%的总回报率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7efc7554eea9b91f01379acc5abc25d2\" tg-width=\"1772\" tg-height=\"677\" referrerpolicy=\"no-referrer\"><span>Source: TradingView.Amazon Earnings History</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView.Amazon盈利历史</span></p></blockquote></p><p> The stock tumbled in the days following the release of Amazon'sQ1 FY 2021earnings report in late April despite dramatically beating analysts' consensus estimates. It continued to sink until around mid-May. EPS rose 215.2%, bouncing back after declining 29.4% in the year-ago quarter. Revenue grew 43.8% year over year (YOY), marking the fastest pace of growth in at least 15 quarters.3</p><p><blockquote>尽管大大超出了分析师的普遍预期，但亚马逊于4月底发布2021财年第一季度收益报告后的几天内，该股仍暴跌。一直持续下沉到5月中旬左右。每股收益增长215.2%，继去年同期下降29.4%后反弹。收入同比增长43.8%，创下至少15个季度以来的最快增长速度。3</blockquote></p><p> InQ4 FY 2020, Amazon crushed analysts' earnings expectations. EPS rose 117.7% compared to the year-ago quarter, marking the second fastest pace of growth since Q3 FY 2018. Revenue expanded 43.6% YOY, accelerating from Q3's pace of 37.4%.3The company announced in its fourth quarter earnings release that Jassy would be taking over the role of CEO from Bezos beginning in the third quarter of FY 2021. \"Right now I see Amazon at its most inventive ever, making it an optimal time for this transition,\" said Bezos.4</p><p><blockquote>2020财年第四季度，亚马逊超出了分析师的盈利预期。每股收益较去年同期增长117.7%，创2018财年第三季度以来第二快增速。收入同比增长43.6%，较第三季度的37.4%有所加快。3该公司在第四季度财报中宣布，贾西将从2021财年第三季度开始接替贝佐斯担任首席执行官。贝佐斯说：“现在，我认为亚马逊正处于有史以来最具创造力的阶段，这是实现这一转变的最佳时机。”</blockquote></p><p> Analysts expect Amazon to post another quarter of healthy earnings and revenue growth in Q2 FY 2021. EPS is expected to rise 21.0% as revenue grows 29.8% compared to the year-ago quarter. It would be the slowest pace of growth for both the top and bottom lines since Q1 FY 2020. For full-year FY 2021, analysts expect EPS to rise 35.9% while annual revenue expands 27.1%, slowing from last year's pace.</p><p><blockquote>分析师预计亚马逊将在2021财年第二季度实现又一个季度的盈利和收入健康增长。每股收益预计将增长21.0%，收入将比去年同期增长29.8%。这将是自2020财年第一季度以来营收和利润的最慢增长速度。分析师预计2021财年全年每股收益将增长35.9%，而年收入将增长27.1%，较去年有所放缓。</blockquote></p><p> <b>Amazon Key Stats</b></p><p><blockquote><b>亚马逊关键统计数据</b></blockquote></p><p> <table></table> <table> <tbody> <tr> <td>Estimate for Q2 2021 (FY)</td> <td>Q2 2020 (FY)</td> <td>Q2 2019 (FY)</td> </tr> <tr> <td>Earnings Per Share ($)</td> <td>$12.47</td> <td>$10.30</td> <td>$5.22</td> </tr> <tr> <td>Revenue ($B)</td> <td>$115.4</td> <td>$88.9</td> <td>$63.4</td> </tr> <tr> <td>AWS Revenue ($B)</td> <td>$14.2</td> <td>$10.8</td> <td>$8.4</td> </tr> </tbody> </table> <b>The Key Metric</b></p><p><blockquote><table></table><table><tbody><tr><td>2021年第二季度（财年）预估</td><td>2020年第二季度（财年）</td><td>2019年第二季度（财年）</td></tr><tr><td>每股收益（美元）</td><td>$12.47</td><td>$10.30</td><td>$5.22</td></tr><tr><td>收入($B)</td><td>$115.4</td><td>$88.9</td><td>$63.4</td></tr><tr><td>AWS收入($B)</td><td>$14.2</td><td>$10.8</td><td>$8.4</td></tr></tbody></table><b>关键指标</b></blockquote></p><p></p><p> As mentioned above, investors will also be focused on revenue generated by AWS, Amazon's cloud-computing platform. AWS offers developers a range of on-demand technology services, such as compute, storage, database, analytics, machine learning, and other services.5These services are primarily used by start-ups, enterprises, government agencies, and academic institutions. The company's AWS business generates much higher margins than itse-commercebusiness. In FY 2020,Amazon'sglobal retail sales- and subscription-based business segments generated about 88% of the company's total revenue while AWS accounted for a mere 12%. However, AWS accounted for 59% of total operating income for the year, making it Amazon's main profit generator.6But investors won't want to ignore results for Amazon's e-commerce business, which has greatly expanded throughout the pandemic. Investors will want to see how much of the company's additional e-commerce sales generated during the pandemic will persist as more traditional brick-and-mortar shops begin to reopen again.</p><p><blockquote>如上所述，投资者还将关注亚马逊云计算平台AWS产生的收入。AWS为开发人员提供一系列按需技术服务，例如计算、存储、数据库、分析、机器学习和其他服务。5这些服务主要由初创企业、企业、政府机构和学术机构使用。该公司的AWS业务产生的利润率远高于其商业业务。2020财年，亚马逊的全球零售和订阅业务部门约占公司总收入的88%，而AWS仅占12%。然而，AWS占当年总营业收入的59%，使其成为亚马逊的主要利润来源。6但投资者不想忽视亚马逊电子商务业务的业绩，该业务在整个大流行期间大幅扩张。投资者希望看到，随着更多传统实体店开始重新开业，该公司在疫情期间产生的额外电子商务销售额中有多少将持续下去。</blockquote></p><p> Growth in AWS revenue has consistently slowed over the past five years, despite a brief acceleration in FY 2018. In FY 2015, annual AWS revenue grew 69.7%. Last year, revenue for Amazon's cloud segment grew at a healthy, but slower, 29.5% pace. In each of the last three quarters of FY 2020, growth in AWS revenue ranged between 28-29% YOY. In Q1 FY 2021, growth accelerated to a pace of 32.1%. At the end of the first quarter, AWS led the $150-billion global cloud market with a 32% share, well ahead of both Microsoft Corp.'s (MSFT) Azure and Alphabet Inc.'s (GOOGL) Google Cloud.7Analysts expect AWS revenue to increase 31.2% in Q2 FY 2021, slightly slower than the previous quarter's pace. For full-year FY 2021, AWS revenue is expected to rise 30.3%, slightly faster than last year.</p><p><blockquote>尽管在2018财年短暂加速，但AWS收入增长在过去五年中持续放缓。2015财年，AWS年收入增长了69.7%。去年，亚马逊云部门的收入以29.5%的速度健康增长，但速度较慢。2020财年最后三个季度，AWS收入同比增长在28-29%之间。2021财年第一季度，增长加速至32.1%。截至第一季度末，AWS以32%的份额引领着价值1500亿美元的全球云市场，远远领先于微软公司(MSFT)的Azure和Alphabet公司(GOOGL)的Google Cloud.7分析师预计2021财年第二季度AWS收入将增长31.2%，略低于上一季度的增速。2021财年全年，AWS收入预计将增长30.3%，略快于去年。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investopedia.com/amazon-q2-fy2021-earnings-report-preview-5194475\">investopedia</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.investopedia.com/amazon-q2-fy2021-earnings-report-preview-5194475","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114682225","content_text":"KEY TAKEAWAYS\n\nAnalysts estimate EPS of $12.47 vs. $10.30 in Q2 FY 2020.\nAWS revenue is expected to rise at healthy pace YOY.\nCompanywide revenue is expected to rise, but at a slower pace than recent quarters as analysts watch for the pandemic-induced boom in online shopping to slow.\n\nAmazon.com Inc. (AMZN) has seen its earnings and revenue balloon amid the shift to online commerce and cloud computing triggered by the COVID-19 pandemic. Now, Amazon is facing perhaps the biggest management transition in the company's 27-year history. The second quarter was the final period with founder Jeff Bezos at the helm. In his place, Amazon veteran Andy Jassy, who helped build the giant cloud services business, will lead the company's growth as the new chief executive officer (CEO). Bezos stepped down on July 5.1\nInvestors will be closely watching Amazon's financial performance, and Jassy's plans for future growth, when the company reports earnings on July 29, 2021 for Q2 FY 2021.2Analysts expect both earnings per share (EPS) and revenue to rise, but at a much slower pace than in recent quarters.3\nInvestors will also be focusing on revenue generated by Amazon Web Services (AWS), the company's high-margincloud computingbusiness. AWS still comprises a relatively small share of the company's overall revenue, but it generates the majority of Amazon's operating income. Analysts are expecting AWS revenue growth to slow slightly in the second quarter.3\nAmazon's shares have underperformed the broader market over the past year. The stock had been keeping pace with the market from the end of July 2020 until early November 2020. It then started to lag. But the stock has begun to narrow its performance gap with the market since early June 2021. Shares of Amazon have provided a total return of 18.7% over the past year, below the S&P 500's total return of 35.9%.\nSource: TradingView.Amazon Earnings History\nThe stock tumbled in the days following the release of Amazon'sQ1 FY 2021earnings report in late April despite dramatically beating analysts' consensus estimates. It continued to sink until around mid-May. EPS rose 215.2%, bouncing back after declining 29.4% in the year-ago quarter. Revenue grew 43.8% year over year (YOY), marking the fastest pace of growth in at least 15 quarters.3\nInQ4 FY 2020, Amazon crushed analysts' earnings expectations. EPS rose 117.7% compared to the year-ago quarter, marking the second fastest pace of growth since Q3 FY 2018. Revenue expanded 43.6% YOY, accelerating from Q3's pace of 37.4%.3The company announced in its fourth quarter earnings release that Jassy would be taking over the role of CEO from Bezos beginning in the third quarter of FY 2021. \"Right now I see Amazon at its most inventive ever, making it an optimal time for this transition,\" said Bezos.4\nAnalysts expect Amazon to post another quarter of healthy earnings and revenue growth in Q2 FY 2021. EPS is expected to rise 21.0% as revenue grows 29.8% compared to the year-ago quarter. It would be the slowest pace of growth for both the top and bottom lines since Q1 FY 2020. For full-year FY 2021, analysts expect EPS to rise 35.9% while annual revenue expands 27.1%, slowing from last year's pace.\nAmazon Key Stats\n\n\n\n\nEstimate for Q2 2021 (FY)\nQ2 2020 (FY)\nQ2 2019 (FY)\n\n\nEarnings Per Share ($)\n$12.47\n$10.30\n$5.22\n\n\nRevenue ($B)\n$115.4\n$88.9\n$63.4\n\n\nAWS Revenue ($B)\n$14.2\n$10.8\n$8.4\n\n\n\nThe Key Metric\nAs mentioned above, investors will also be focused on revenue generated by AWS, Amazon's cloud-computing platform. AWS offers developers a range of on-demand technology services, such as compute, storage, database, analytics, machine learning, and other services.5These services are primarily used by start-ups, enterprises, government agencies, and academic institutions. The company's AWS business generates much higher margins than itse-commercebusiness. In FY 2020,Amazon'sglobal retail sales- and subscription-based business segments generated about 88% of the company's total revenue while AWS accounted for a mere 12%. However, AWS accounted for 59% of total operating income for the year, making it Amazon's main profit generator.6But investors won't want to ignore results for Amazon's e-commerce business, which has greatly expanded throughout the pandemic. Investors will want to see how much of the company's additional e-commerce sales generated during the pandemic will persist as more traditional brick-and-mortar shops begin to reopen again.\nGrowth in AWS revenue has consistently slowed over the past five years, despite a brief acceleration in FY 2018. In FY 2015, annual AWS revenue grew 69.7%. Last year, revenue for Amazon's cloud segment grew at a healthy, but slower, 29.5% pace. In each of the last three quarters of FY 2020, growth in AWS revenue ranged between 28-29% YOY. In Q1 FY 2021, growth accelerated to a pace of 32.1%. At the end of the first quarter, AWS led the $150-billion global cloud market with a 32% share, well ahead of both Microsoft Corp.'s (MSFT) Azure and Alphabet Inc.'s (GOOGL) Google Cloud.7Analysts expect AWS revenue to increase 31.2% in Q2 FY 2021, slightly slower than the previous quarter's pace. For full-year FY 2021, AWS revenue is expected to rise 30.3%, slightly faster than last year.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2631,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["HOPE"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/801794469"}
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