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VisualMod t1_iuht25m wrote

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1

VisualMod t1_iuht2q3 wrote

>@Much_Blacksmith_9865 I'm not sure what you're trying to say with this post. Are you trying to provide information on Amazon's recent financials? If so, then thank you for the update.

−5

Brawmethius t1_iuhtp8k wrote

Maybe this will shed light to all the headline ER "traders".

"wHy StONk doWN, bEaT EPs"

Yeah well buddy no one was happy to see AWS slowing growth and this graphic does a great job of why people are not happy about that.

Plus bad Q4 guidance.

Investors probably starting to go "Hey amazon can you go from that we losing money to grow to just profit on the main business" and Amazon said yeah no lol.

208

brainwashedASSHOLE t1_iuhtv66 wrote

What happens when China invades Taiwan, US stops imports from china, and Amazon has nothing to sell?

−25

seethecopecuck t1_iuhyc9k wrote

This just highlights how much of a juggernaut APPL is. AAPL revenue is double.

Edit: this is not true, I looked at an incorrect graphic. Still beast but not that beast.

20

Wotg33k t1_iuhzb4w wrote

Replying to Brawmethius (#381,786)

Bezos ain't got it.

I just don't think he has the love for technology and human life that it takes to take Amazon to the next level. He got caught up in the profits like most do. None of these dudes are nerds or geeks. They're sell outs. Except maybe Elon, but he's disappointing in his own way.

−14

TheSneedles t1_iui0hu2 wrote

If Amazon had to pay taxes like they should, they would be literally losing money

−15

Tarron_Tarron t1_iui13ru wrote

What is the difference between COST OF REVENUE and OPERATING EXPENSE

102

Wirecard_trading t1_iui5slr wrote

So AMZN financials are shit? Thanks we knew that before.

They had a decrease of -19,X bn in FCF for Q3 btw. Let that sink in.

Edit: Everybody shits on META, but they are FCF positive despite huge R&D costs which might lead to something. the real fuck up is AMZN imho. warehouses..yeah right fucking geniuses over there.

4

owentrillson t1_iui687b wrote

What is cost of revenue? why is it not extrapolated I’m regarded thanks regards 👍🏼🌈🐻

5

_Jetto_ t1_iui7qs9 wrote

It’s insane Apple is higher than Amazon?

0

Brawmethius t1_iuibhc2 wrote

Replying to [deleted] (#385,928)

Yes exactly that. With out AWS they run at a loss.

What did we find out at Q3?

AWS slowing growth.

Or in other words; Amazon effectively came out and said there is a chance we return to operating at a quaterly loss.

Expecting additional costs to revenue and slowing revenue.

42

LeCheval t1_iuic58i wrote

Replying to [deleted] (#385,928)

Look at the profit margin for AWS compared to the entire rest of Amazon’s business.

AWS

  • Revenue = $20.8B
  • Operating Profit = $5.4B

Rest of Amazon

  • Revenue = $106.3B
  • Operating Profit (Loss) = ($2.98B)

If Amazon were to immediately sell off everything except for its AWS portion of the company, it would (theoretically) increase profits by ~$3B. Everything other than AWS looks like a money sink.

82

LeCheval t1_iuicv9z wrote

Replying to Tarron_Tarron (#384,055)

I believe that Cost of Revenue are generally direct/variable costs while operating expenses are fixed/indirect costs. The cost of revenue would include things like the cost of the goods sold, whereas operating costs would include things like electricity/lease/employee salary costs.

23

lrrc49 t1_iuicvk1 wrote

Replying to IcarusOnReddit (#387,191)

depends on if they have enough legit blackmail on enough key politicians.

The military industrial complex is also a huge lobby and would certainly push to send resources (and Taiwan is arming up as we speak $$).

2

AkoGTO t1_iuiep2v wrote

So trending to $50 per share soon?

1

yalogin t1_iuifav1 wrote

Does Amazon breakdown the revenue for their devices?

1

IcarusOnReddit t1_iuigbke wrote

Replying to lrrc49 (#387,464)

Hmmm. Hard to say. I think it’s safe to say that Russian blackmail/bribes are an influential factor on the GOP versus the dems, but have we seen enough to know what the pressure situation is in China? Speaking of money, is it good for Chinese stocks if Rs win the midterms? Does Russian influence carry over to China in a similar manner for US politicians? Will NIO be great again?

−2

Purple_Falcone t1_iuigi7h wrote

Comp this to Tesla and you can see why Tesla is so “overvalued” love to see some more profit from Amazon after all these years!

4

doolytokki t1_iuij3ua wrote

who mkes these beautiful breakdowns. is there something for other tickers? also has the data been vetted?

3

LavenderAutist t1_iuijcwd wrote

Why do people think it makes it easier to understand the financials of a business.

It would take me 10x the time to figure out what is going on then if this were in a table.

0

OB1KENOB t1_iuil5ca wrote

Go ahead, make them GME calls cheaper

−1

Brawmethius t1_iuilvu9 wrote

Replying to [deleted] (#390,198)

Apple has about 90B quaterly revenue, Amazon has 130B.

Apple has better margins and lower total overhead. They are better at turning their revenue into profit.

In theory why Amazon got run up to 100 P/E is if they could maintain this revenue stream and bring down their costs they would become more profitable than Apple.

This last Q3 earnings reminded investors that is not in the next year.

21

DustinKli t1_iuip182 wrote

Did you make this or is there a website that does breaks down this data?

2

hellish0098 t1_iuivi9m wrote

Replying to LeCheval (#387,269)

Well…we need a more detailed breakdown to identify which businesses are actually losing money, I wanna bet those physical stores and prime content are huge money drainers

13

ankole_watusi t1_iuj5ej2 wrote

That’s one thin mint there at upper right!

2

ankole_watusi t1_iuj641f wrote

Replying to spagetidoodle (#395,974)

If you control the full market at a loss eventually governments will crack down to prevent becoming a monopoly. And the unfair practice of “buying market share”

And this would be very damaging.

11

self-assembled t1_iuj6rri wrote

Great, so their tax rate is 3.4%. What happened to that minimum tax rate that was passed?

1

ih8karma t1_iuj6sj4 wrote

I think this graph is a good example to invest in MSFT. Specifically their Azure cloud services.

1

boygito t1_iujaw92 wrote

Replying to ankole_watusi (#396,930)

No they won’t. Governments only crackdown if a monopoly is hurting the public to make obscene profits. If a company is losing money, hrs hard to argue they are hurting the public

5

Notoriolus10 t1_iujbn8m wrote

Replying to discountgenghiskhan (#388,139)

They are a net issuer of shares and they rely on stock based compensation a lot to retain talent, to the tune of $17.7B in the last 12 months. Even if the company didn’t care about their stock price, their employees sure do.

31

lightning_whirler t1_iujciq7 wrote

Accountants can make the numbers look however they want. This is especially true with "Operating profit", a massive investment several years ago is now generating cash, but without knowing the depreciation of that initial investment, the operating profit number means nothing.

2

Chase-Lemon t1_iujd8yg wrote

Does anyone know how OP created this chart? Its a very solid way to visually show data and I want to use it at work on some presentations.

2

DRKMSTR t1_iujfege wrote

This is what happens when you tax profit. They pay barely any taxes.

Tax revenue instead.

−5

Hectosman t1_iujhlg5 wrote

What's "Cost of Revenue"? Debt payments?

Edit: NVM - It's another way of saying Cost of Goods sold (COGS)

1

mmjI t1_iujn0kq wrote

Why can't I deduct my opex (rent, food) from my taxes?

1

bbien12 t1_iujvw0h wrote

nice tax bracket of 4%

can I have same?

1

Freezie--POP t1_iuk0yga wrote

Just think this is what the 3rd year in a row they don’t have to pay over 10% of there actual tax bill….

1

Sudden-Cow-5779 t1_iuk0zl6 wrote

What cite did you get theses charts from or did you make them ?

1

voluntarycap t1_iuk7d6r wrote

To think they could’ve increased their profit by over 30% by just not putting out the flaming shit can that was RoP

1