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亞馬遜疫情期間利潤(rùn)飆升,,二季度財(cái)報(bào)揭示原因

Jonathan Vanian
2020-08-03

亞馬遜是疫情期間仍蓬勃發(fā)展的公司中的一員,。

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得益于持久的疫情紅利,,亞馬遜第二季度的總銷(xiāo)售收入同比猛增40%,,達(dá)到了889億美元。

亞馬遜輕松打破了分析師的預(yù)期,,在截至6月30日的第二季度財(cái)報(bào)中,,該公司的營(yíng)收達(dá)到了812.4億美元,利潤(rùn)也同比增長(zhǎng)了一倍,,為52億美元,。這個(gè)結(jié)果相當(dāng)引人注目,鑒于該公司曾經(jīng)在4月表示,,由于疫情期間的運(yùn)營(yíng)成本高昂,,預(yù)計(jì)第二季度將虧損15億美元。

亞馬遜的首席財(cái)務(wù)官布萊恩·奧爾薩夫斯基在財(cái)報(bào)電話(huà)會(huì)議上告訴分析師,,公司在疫情方面的支出超過(guò)了40億美元,。這些支出包括:在公司眾多倉(cāng)庫(kù)和辦公場(chǎng)所施行額外的防護(hù)、為工作人員購(gòu)買(mǎi)個(gè)人防護(hù)用品,,以及獎(jiǎng)勵(lì)給物流人員和送貨員的,、總計(jì)5億美元的“感謝金”。

但是,,亞馬遜平臺(tái)的消費(fèi)者數(shù)量的大幅增加,,以及消費(fèi)者購(gòu)物量的增加,彌補(bǔ)了這些支出,。奧爾薩夫斯基表示,,雖然沒(méi)有準(zhǔn)確數(shù)據(jù),但在第二季度,,亞馬遜在線(xiàn)零售銷(xiāo)售額同比增長(zhǎng)了兩倍,,平臺(tái)的Prime會(huì)員“購(gòu)物頻率更高”、“購(gòu)物量也變大了”,。

奧爾薩夫斯基沒(méi)有提及亞馬遜的首席執(zhí)行官杰夫·貝佐斯于7月29日的美國(guó)國(guó)會(huì)反壟斷聽(tīng)證會(huì)上受到的盤(pán)問(wèn),。在聽(tīng)證會(huì)上,議員們針對(duì)亞馬遜,、蘋(píng)果,、谷歌和Facebook等科技巨頭的壟斷市場(chǎng)行為展開(kāi)了提問(wèn)。參與財(cái)報(bào)電話(huà)會(huì)議的分析師,,也沒(méi)有提及反壟斷聽(tīng)證會(huì)可能對(duì)亞馬遜造成的影響,,他們的問(wèn)題主要集中在,亞馬遜的第二季度表現(xiàn),,以及公司之后將如何使用這意料之外的巨額利潤(rùn),。

奧爾薩夫斯基表示,諸如削減營(yíng)銷(xiāo)支出,、減少運(yùn)輸及相關(guān)支出等舉措,,為亞馬遜本季度的利潤(rùn)增長(zhǎng)做出了貢獻(xiàn)。當(dāng)被問(wèn)及,,亞馬遜是否會(huì)把這筆額外的資金用于新的投資項(xiàng)目時(shí),,奧爾薩夫斯基說(shuō),公司已經(jīng)“有了很多投資”,,而且“一直在尋找新的投資項(xiàng)目”,。他說(shuō),亞馬遜的大部分支出,,都將用于建設(shè)必要的基礎(chǔ)設(shè)施,,以滿(mǎn)足客戶(hù)持續(xù)的巨大需求。

該公司削減支出的一個(gè)領(lǐng)域是亞馬遜工作室的電視和電影部門(mén),。奧爾薩夫斯基的理由是,,就像許多娛樂(lè)行業(yè)一樣,由于疫情,,亞馬遜“推后了大部分劇片的錄制”,。

“這樣是為了保護(hù)演員和攝制組?!眾W爾薩夫斯基說(shuō),。

但在第二季度,,亞馬遜并非事事順利。

例如,,該公司的AWS(亞馬遜網(wǎng)絡(luò)服務(wù))云計(jì)算部門(mén)的銷(xiāo)售額為108億美元,,同比僅增長(zhǎng)29%。這雖然令人印象深刻,,但卻意味著AWS的增長(zhǎng)速度有所下降,。上個(gè)季度,AWS的收入同比增長(zhǎng)33%,,達(dá)到了102億美元,。據(jù)Gartner在7月的估算,企業(yè)在IT服務(wù)方面的支出下降,,似乎影響到了亞馬遜的云計(jì)算業(yè)務(wù),,并對(duì)亞馬遜的競(jìng)爭(zhēng)對(duì)手微軟的Azure云計(jì)算業(yè)務(wù)造成了相同影響,后者的收入增長(zhǎng)速度也比以前更慢,。

奧爾薩夫斯基表示,,酒店和旅游業(yè)等行業(yè)的公司,在疫情期間受到的打擊尤其嚴(yán)重,。它們“現(xiàn)在正非常努力地削減開(kāi)支”,,這意味著它們?cè)趤嗰R遜云計(jì)算服務(wù)上的支出將會(huì)減少。他說(shuō),,為了維持“長(zhǎng)期健康的關(guān)系”,,亞馬遜將繼續(xù)“幫助我們的客戶(hù)省錢(qián)”。換句話(huà)說(shuō),,亞馬遜現(xiàn)在不會(huì)對(duì)陷入困境的客戶(hù)過(guò)分苛責(zé),,因?yàn)楫?dāng)經(jīng)濟(jì)復(fù)蘇后,這些公司可能會(huì)愿意購(gòu)買(mǎi)云服務(wù)產(chǎn)品,。

盡管如此,,奧爾薩夫斯基說(shuō),雖然大多數(shù)公司都受到了疫情的沖擊,,但“也有贏家出現(xiàn)”,。他表示,視頻會(huì)議,,游戲和娛樂(lè)等行業(yè)“都出現(xiàn)了用戶(hù)量的增長(zhǎng)”,,這意味著這些領(lǐng)域的消費(fèi)者需求更大,因此相關(guān)公司將在云服務(wù)上投入更多的資金,。

確實(shí),,在疫情期間,使用AWS的視頻會(huì)議公司Zoom、流媒體公司Netflix和游戲公司藝電均擁有穩(wěn)定的季度收益,,且用戶(hù)數(shù)量出現(xiàn)了大幅增長(zhǎng),。而亞馬遜,也是疫情期間仍蓬勃發(fā)展的公司名單中的一員,。(財(cái)富中文網(wǎng))

譯者:Shog

得益于持久的疫情紅利,,亞馬遜第二季度的總銷(xiāo)售收入同比猛增40%,達(dá)到了889億美元,。

亞馬遜輕松打破了分析師的預(yù)期,在截至6月30日的第二季度財(cái)報(bào)中,,該公司的營(yíng)收達(dá)到了812.4億美元,,利潤(rùn)也同比增長(zhǎng)了一倍,為52億美元,。這個(gè)結(jié)果相當(dāng)引人注目,,鑒于該公司曾經(jīng)在4月表示,由于疫情期間的運(yùn)營(yíng)成本高昂,,預(yù)計(jì)第二季度將虧損15億美元,。

亞馬遜的首席財(cái)務(wù)官布萊恩·奧爾薩夫斯基在財(cái)報(bào)電話(huà)會(huì)議上告訴分析師,公司在疫情方面的支出超過(guò)了40億美元,。這些支出包括:在公司眾多倉(cāng)庫(kù)和辦公場(chǎng)所施行額外的防護(hù),、為工作人員購(gòu)買(mǎi)個(gè)人防護(hù)用品,以及獎(jiǎng)勵(lì)給物流人員和送貨員的,、總計(jì)5億美元的“感謝金”,。

但是,亞馬遜平臺(tái)的消費(fèi)者數(shù)量的大幅增加,,以及消費(fèi)者購(gòu)物量的增加,,彌補(bǔ)了這些支出。奧爾薩夫斯基表示,,雖然沒(méi)有準(zhǔn)確數(shù)據(jù),,但在第二季度,亞馬遜在線(xiàn)零售銷(xiāo)售額同比增長(zhǎng)了兩倍,,平臺(tái)的Prime會(huì)員“購(gòu)物頻率更高”,、“購(gòu)物量也變大了”。

奧爾薩夫斯基沒(méi)有提及亞馬遜的首席執(zhí)行官杰夫·貝佐斯于7月29日的美國(guó)國(guó)會(huì)反壟斷聽(tīng)證會(huì)上受到的盤(pán)問(wèn),。在聽(tīng)證會(huì)上,,議員們針對(duì)亞馬遜、蘋(píng)果,、谷歌和Facebook等科技巨頭的壟斷市場(chǎng)行為展開(kāi)了提問(wèn),。參與財(cái)報(bào)電話(huà)會(huì)議的分析師,也沒(méi)有提及反壟斷聽(tīng)證會(huì)可能對(duì)亞馬遜造成的影響,他們的問(wèn)題主要集中在,,亞馬遜的第二季度表現(xiàn),,以及公司之后將如何使用這意料之外的巨額利潤(rùn)。

奧爾薩夫斯基表示,,諸如削減營(yíng)銷(xiāo)支出,、減少運(yùn)輸及相關(guān)支出等舉措,為亞馬遜本季度的利潤(rùn)增長(zhǎng)做出了貢獻(xiàn),。當(dāng)被問(wèn)及,,亞馬遜是否會(huì)把這筆額外的資金用于新的投資項(xiàng)目時(shí),奧爾薩夫斯基說(shuō),,公司已經(jīng)“有了很多投資”,,而且“一直在尋找新的投資項(xiàng)目”。他說(shuō),,亞馬遜的大部分支出,,都將用于建設(shè)必要的基礎(chǔ)設(shè)施,以滿(mǎn)足客戶(hù)持續(xù)的巨大需求,。

該公司削減支出的一個(gè)領(lǐng)域是亞馬遜工作室的電視和電影部門(mén),。奧爾薩夫斯基的理由是,就像許多娛樂(lè)行業(yè)一樣,,由于疫情,,亞馬遜“推后了大部分劇片的錄制”。

“這樣是為了保護(hù)演員和攝制組,?!眾W爾薩夫斯基說(shuō)。

但在第二季度,,亞馬遜并非事事順利,。

例如,該公司的AWS(亞馬遜網(wǎng)絡(luò)服務(wù))云計(jì)算部門(mén)的銷(xiāo)售額為108億美元,,同比僅增長(zhǎng)29%,。這雖然令人印象深刻,但卻意味著AWS的增長(zhǎng)速度有所下降,。上個(gè)季度,,AWS的收入同比增長(zhǎng)33%,達(dá)到了102億美元,。據(jù)Gartner在7月的估算,,企業(yè)在IT服務(wù)方面的支出下降,似乎影響到了亞馬遜的云計(jì)算業(yè)務(wù),,并對(duì)亞馬遜的競(jìng)爭(zhēng)對(duì)手微軟的Azure云計(jì)算業(yè)務(wù)造成了相同影響,,后者的收入增長(zhǎng)速度也比以前更慢。

奧爾薩夫斯基表示,酒店和旅游業(yè)等行業(yè)的公司,,在疫情期間受到的打擊尤其嚴(yán)重,。它們“現(xiàn)在正非常努力地削減開(kāi)支”,這意味著它們?cè)趤嗰R遜云計(jì)算服務(wù)上的支出將會(huì)減少,。他說(shuō),,為了維持“長(zhǎng)期健康的關(guān)系”,亞馬遜將繼續(xù)“幫助我們的客戶(hù)省錢(qián)”,。換句話(huà)說(shuō),,亞馬遜現(xiàn)在不會(huì)對(duì)陷入困境的客戶(hù)過(guò)分苛責(zé),因?yàn)楫?dāng)經(jīng)濟(jì)復(fù)蘇后,,這些公司可能會(huì)愿意購(gòu)買(mǎi)云服務(wù)產(chǎn)品,。

盡管如此,奧爾薩夫斯基說(shuō),,雖然大多數(shù)公司都受到了疫情的沖擊,但“也有贏家出現(xiàn)”,。他表示,,視頻會(huì)議,游戲和娛樂(lè)等行業(yè)“都出現(xiàn)了用戶(hù)量的增長(zhǎng)”,,這意味著這些領(lǐng)域的消費(fèi)者需求更大,,因此相關(guān)公司將在云服務(wù)上投入更多的資金。

確實(shí),,在疫情期間,,使用AWS的視頻會(huì)議公司Zoom、流媒體公司Netflix和游戲公司藝電均擁有穩(wěn)定的季度收益,,且用戶(hù)數(shù)量出現(xiàn)了大幅增長(zhǎng),。而亞馬遜,也是疫情期間仍蓬勃發(fā)展的公司名單中的一員,。(財(cái)富中文網(wǎng))

譯者:Shog

Amazon continues to benefit from COVID-19 as the company’s overall sales skyrocketed 40% year-over-year to $88.9 billion in its fiscal second quarter.

The online retail and cloud computing giant easily beat analyst expectations that it would bring in $81.24 billion in revenue for its latest quarter, which ended June 30. Amazon’s profits also doubled year-over-year to $5.2 billion in its latest quarter, which is notable considering the company said in April that it was projecting a loss of up to $1.5 billion in its second quarter due to the high costs associated with operating during the coronavirus pandemic.

Amazon chief financial officer Brian Olsavsky told analysts during an earnings call that the company spent over $4 billion on coronavirus-related expenses. These expenditures included adding additional safety measures at the company’s many warehouses and facilities, purchasing personal protective equipment for its numerous workers, and paying a $500 million “thank-you bonus” to logistics and delivery workers.

But the massive increase in consumers buying more goods via Amazon more than made up for the expense. Olsavsky said that online grocery sales tripled year-over-year in the latest quarter from an unspecified number and that customers of Amazon’s Prime paid-subscription service are “shopping more often” and with “l(fā)arger basket sizes.”

Olsavsky made no mention of Amazon chief Jeff Bezos’s recent grilling by lawmakers on July 29 during a congressional hearing about antitrust and the power of tech giants like Amazon, Apple, Google, and Facebook. Analysts on the earnings call also didn't address the possible ramifications of the antitrust hearings on Amazon, with questions mostly focusing on the company's solid quarter and what it plans to do with its unexpected big profits.

Olsavsky said that actions like cutting down on marketing spend and reducing travel and related expenses helped contribute to Amazon’s profits for the quarter. When asked whether Amazon would use the extra cash to spend on new investment areas, Olsavsky said that the company already has “a lot of investments already in place” and that Amazon is “always looking for new investments.” He said that much of Amazon’s spending is going to building the necessary infrastructure required to handle the continued heavy demand from customers.

One area that the company cut back on was its Amazon Studios television and film unit, which Olsavsky attributed to Amazon having “to delay production in most studios”—like much of the entertainment industry—due to COVID-19.

“We are doing that to protect the actors and film crews,” Olsavsky said.

Not everything went smoothly for Amazon during its latest quarter.

Sales in the company’s AWS (Amazon Web Services) cloud computing unit only grew 29% year-over-year to $10.8 billion, which, while impressive, marks a decline in how fast AWS is growing. Last quarter, for instance, AWS revenue rose 33% year-over-year to $10.2 billion. It appears that lower corporate spending in IT services, as measured by Gartner in July, is affecting Amazon’s cloud unit in the same way it’s affecting the Azure cloud computing business of Amazon rival Microsoft, which is also growing more slowly than before.

Olsavsky said that companies in industries like hospitality and travel that have been hit especially hard during the coronavirus pandemic are “working very hard right now to cut expenses,” implying that they are spending less on Amazon’s cloud computing service. He said that Amazon will continue to “help our customers save money” for “the long-term health of the relationship.” In other words, Amazon’s not going to be a stickler with its struggling customers right now, because those companies might want to do some major cloud service purchases when the economy recovers.

Still, Olsavsky said that while most companies are hurting because of COVID-19, there are “certainly winners in this.” He said sectors like video conferencing, gaming, and entertainment are “all seeing usage growth,” meaning that companies in those areas are seeing more consumer demand, and therefore, are spending more on cloud services to accommodate.

Indeed, video conferencing company Zoom, streaming service Netflix, and video-gaming company Electronic Arts—who all use AWS—have all had solid quarters during the pandemic, showing big user growth. You can add Amazon to that list of companies thriving during COVID-19.

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