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Amazon.com (AMZN)

38 annotations

Right now, we still see strong advertising growth.
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2022 Q2
1 Aug 22
we're still up 188,000 year-over-year and nearly double the headcount of what we had heading into the pandemic in early 2020.
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2022 Q2
31 Jul 22
we're not seeing it hit our businesses directly.
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2022 Q2
31 Jul 22
For AWS, this quarter-over-quarter increases are primarily driven by higher infrastructure investments
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2022 Q2
31 Jul 22
We also expect increased energy costs as we continue to see volatility in utility prices around the world and operating our AWS data centers.
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2022 Q2
31 Jul 22
We expect the fulfillment and transportation dollars spent on capital projects to be lower in 2022 versus the prior year.
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2022 Q2
31 Jul 22
For full-year 2022, we do expect to spend slightly more on capital investments than last year
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2022 Q2
31 Jul 22
In 2021, we incurred approximately $60 billion in capital investments.
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2022 Q2
31 Jul 22
Prime Day also occurred in Q2 last year and contributed about 400 basis points to our Q2 2021 year-over-year revenue growth rate. This year's Prime Day sales event occurred on July 12th and 13th, and is incorporated into our third quarter guidance.
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2022 Q2
31 Jul 22
ewer employee stock awards we’re vesting in Q2 than we expected.
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2022 Q2
31 Jul 22
we do utilize restricted stock units or RSU as our primary mode of equity compensation. And as we always remind you, employee annual RSU grants do occur in the second quarter. And as a result, we typically see a step-up in the SBC expense from Q1 to Q2 and of course, you saw it this time around.
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2022 Q2
31 Jul 22
we added 14,000 workers in Q1, prior year we had reduced our net headcount by 27,000.
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2022 Q2
31 Jul 22
there's included in there about $231 million of unfavorable impact to that segment included in that $1.7 billion loss for the quarter.
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2022 Q2
31 Jul 22
We are relatively indifferent as to whether some customer buys a third-party or first-party product from us.
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2022 Q2
31 Jul 22
video advertising, as you mentioned, it's still early in that space
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2022 Q2
31 Jul 22
introduced interactive ads last year for streaming video content, things like Freevee. We've got Amazon Music as ad supported tier as well for audio ads.
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2022 Q2
31 Jul 22
the backlog figure that we've discussed in the past and disclosed on a quarterly basis on our filings, it's up 65% year-over-year or about 13% quarter-over-quarter and the weighted average remaining life of those long-term commitments that we're talking about here continues to grow. So it's at about 3.9 years on a weighted average remaining life basis.
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2022 Q2
31 Jul 22
we're seeing strong growth in sales through the quarter in Q2.
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2022 Q2
31 Jul 22
If you look at our stock-based comp as a percent of revenue, it's gone up 150 basis points quarter-over-quarter, as we stepped up from Q1 to Q2.
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2022 Q2
31 Jul 22
other inflationary factors. Well, some of them are coming down slightly.
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2022 Q2
31 Jul 22