Amazon Stock: This Is How Subscriptions Matter

131
15
Favorite

Amazon Stock: This Is How Subscriptions Matter

The Street2021-07-23

Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business. Amazon (...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

131

Report

Comment（15）

Blackgarlic
·2021-07-24
Great
Reply
Like
Report
Roticanai
·2021-07-23
Like
Reply
5
Report
Butt3rc00ki3
·2021-07-23
Like
Reply
3
Report
专业赌徒
·2021-07-23
Wow
Reply
2
Report
LearnInvest
·2021-07-23
Wow
Reply
2
Report
逢場作戲又一日
·2021-07-23
Amzn always the best
Reply
1
Report
ZeonLeong
·2021-07-23
Like ty
Reply
1
Report
Fold Replies
- 逢場作戲又一日:
  Good
  2021-07-23
  Reply
  Report
RT2Huat
·2021-07-23
Wow!
Reply
1
Report
RyanT2021
·2021-07-23
Lolo
Reply
1
Report
Alicialai
·2021-07-23
Good
Reply
1
Report
eyescold
·2021-07-23
?
Reply
2
Report
Jacqueslim
·2021-07-23
Wow
Reply
7
Report
Yt64
·2021-07-23
Pls like and comment
Reply
8
Report
Fold Replies
- yl2021:
  like & comment back
  2021-07-23
  Reply
  Report
- tg_e:
  Like
  2021-07-23
  Reply
  Report
- Big__Boss:
  nice
  2021-07-23
  Reply
  Report
CCYMoney
·2021-07-23
Like me
Reply
8
Report
Fold Replies
- TTTa:
  Likrd
  2021-07-23
  Reply
  Report
ChubbyCub
·2021-07-23
Wow
Reply
6
Report
Fold Replies
- CCYMoney:
  Like
  2021-07-23
  Reply
  Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1147980203?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-07-23 19:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1147980203","market":"us","top_or_hot":-1,"title":"Amazon Stock: This Is How Subscriptions Matter","media":"The Street","content":"<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Source Link</a>\n\n</div>\n","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMZN","symbol_name":"亚马逊","start_time":0,"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","article_id":"1147980203","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","pubTimestamp":1627040384,"columns":[],"sourceInfo":{"source_id":"lsy1610613172068","name":"The Street"},"weMediaInfo":null,"summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","collect":0,"end_time":0,"defaultTopTitle":"thestreet.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMZN":"亚马逊"},"translate_title":"亚马逊股票：这就是订阅的重要性","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9},"content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":174506475,"gmtCreate":1627107391497,"gmtModify":1703484393619,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174506475","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175404302,"gmtCreate":1627045017506,"gmtModify":1703483133626,"author":{"id":"3581913988119713","authorId":"3581913988119713","name":"Roticanai","avatar":"https://static.tigerbbs.com/4da10b7952b9a699e2c4703a67642740","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581913988119713","authorIdStr":"3581913988119713"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175404302","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175408357,"gmtCreate":1627044870879,"gmtModify":1703483127700,"author":{"id":"3581548481060535","authorId":"3581548481060535","name":"Butt3rc00ki3","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581548481060535","authorIdStr":"3581548481060535"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175408357","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175571404,"gmtCreate":1627044428908,"gmtModify":1703483112337,"author":{"id":"3581384167040593","authorId":"3581384167040593","name":"专业赌徒","avatar":"https://static.tigerbbs.com/72d9e618e4147067f493bea090e2c5c6","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581384167040593","authorIdStr":"3581384167040593"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175571404","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175571337,"gmtCreate":1627044394829,"gmtModify":1703483112172,"author":{"id":"3557149694723733","authorId":"3557149694723733","name":"LearnInvest","avatar":"https://static.tigerbbs.com/594b73908b38c8292bfb94c979249bc7","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3557149694723733","authorIdStr":"3557149694723733"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175571337","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175545828,"gmtCreate":1627044216964,"gmtModify":1703483102765,"author":{"id":"3555043402922696","authorId":"3555043402922696","name":"逢場作戲又一日","avatar":"https://community-static.tradeup.com/news/6a5fbf2ceb7c7ee0399d41e6348dadf7","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":5,"crmLevelSwitch":1,"idStr":"3555043402922696","authorIdStr":"3555043402922696"},"htmlText":"Amzn always the best","listText":"Amzn always the best","text":"Amzn always the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175545828","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175540834,"gmtCreate":1627043942928,"gmtModify":1703483091996,"author":{"id":"4087463977945150","authorId":"4087463977945150","name":"ZeonLeong","avatar":"https://static.tigerbbs.com/b75f9bfe9bec7d6d05ee3137a9d15991","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087463977945150","authorIdStr":"4087463977945150"},"htmlText":"Like ty","listText":"Like ty","text":"Like ty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175540834","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5306375,"gmtCreate":1627044229992,"gmtModify":1663231381241,"authorId":3555043402922696,"author":{"id":3555043402922696,"idStr":"3555043402922696","authorId":3555043402922696,"name":"逢場作戲又一日","avatar":"https://community-static.tradeup.com/news/6a5fbf2ceb7c7ee0399d41e6348dadf7","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175540834,"type":1,"supId":0,"prevId":0,"content":"Good","text":"Good","html":"Good"}],"langContent":"EN"},{"id":175556514,"gmtCreate":1627043720338,"gmtModify":1703483085558,"author":{"id":"3584073480774224","authorId":"3584073480774224","name":"RT2Huat","avatar":"https://static.tigerbbs.com/d83c624964cf78f79c1be59d7b08c4bc","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3584073480774224","authorIdStr":"3584073480774224"},"htmlText":"Wow!&nbsp;","listText":"Wow!&nbsp;","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175556514","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175559882,"gmtCreate":1627043438346,"gmtModify":1703483078790,"author":{"id":"3584238171442752","authorId":"3584238171442752","name":"RyanT2021","avatar":"https://static.tigerbbs.com/c3aa70ae67b23e62ebdede4c992de8f8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3584238171442752","authorIdStr":"3584238171442752"},"htmlText":"Lolo","listText":"Lolo","text":"Lolo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175559882","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175550532,"gmtCreate":1627043408226,"gmtModify":1703483077302,"author":{"id":"3581669186334922","authorId":"3581669186334922","name":"Alicialai","avatar":"https://static.tigerbbs.com/ee2492e1e30217ab640b6c6b67473ac8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581669186334922","authorIdStr":"3581669186334922"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175550532","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175529693,"gmtCreate":1627042758612,"gmtModify":1703483063427,"author":{"id":"3582062230385855","authorId":"3582062230385855","name":"eyescold","avatar":"https://static.tigerbbs.com/947cfb8056822e3c4b4c3ace4c59dd6f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582062230385855","authorIdStr":"3582062230385855"},"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175529693","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175586705,"gmtCreate":1627041766907,"gmtModify":1703483043361,"author":{"id":"3579819379691301","authorId":"3579819379691301","name":"Jacqueslim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579819379691301","authorIdStr":"3579819379691301"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175586705","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175518729,"gmtCreate":1627041079161,"gmtModify":1703483028677,"author":{"id":"3584416898370318","authorId":"3584416898370318","name":"Yt64","avatar":"https://static.tigerbbs.com/9824cc246c21cbb20e1583ad744abef8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584416898370318","authorIdStr":"3584416898370318"},"htmlText":"Pls like and comment&nbsp;","listText":"Pls like and comment&nbsp;","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/175518729","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5305845,"gmtCreate":1627041145183,"gmtModify":1663231380148,"authorId":3576231438371359,"author":{"id":3576231438371359,"idStr":"3576231438371359","authorId":3576231438371359,"name":"yl2021","avatar":"https://static.tigerbbs.com/9130003d93212acf586123bc8fe8a1e0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175518729,"type":1,"supId":0,"prevId":0,"content":"like &amp; comment back","text":"like &amp; comment back","html":"like &amp; comment back"},{"id":5305921,"gmtCreate":1627041666186,"gmtModify":1663231379132,"authorId":3576908653302466,"author":{"id":3576908653302466,"idStr":"3576908653302466","authorId":3576908653302466,"name":"tg_e","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175518729,"type":1,"supId":5305845,"prevId":0,"content":"Like","text":"Like","html":"Like"},{"id":5306094,"gmtCreate":1627042758939,"gmtModify":1663231379029,"authorId":3570517865216539,"author":{"id":3570517865216539,"idStr":"3570517865216539","authorId":3570517865216539,"name":"Big__Boss","avatar":"https://static.tigerbbs.com/2c36c2fe68f671064d7d1fd9b7268165","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.03","exceedPercentage":"93.31%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175518729,"type":1,"supId":0,"prevId":0,"content":"nice","text":"nice","html":"nice"}],"langContent":"EN"},{"id":175510166,"gmtCreate":1627040850555,"gmtModify":1703483021421,"author":{"id":"3581714708617316","authorId":"3581714708617316","name":"CCYMoney","avatar":"https://static.tigerbbs.com/5049d73c8031af1f31bdfad6bd82929f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581714708617316","authorIdStr":"3581714708617316"},"htmlText":"Like me","listText":"Like me","text":"Like me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175510166","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5305996,"gmtCreate":1627042102087,"gmtModify":1663231382543,"authorId":3567378212600527,"author":{"id":3567378212600527,"idStr":"3567378212600527","authorId":3567378212600527,"name":"TTTa","avatar":"https://static.tigerbbs.com/2cadde203f51041e2e0dceaa2f0097f2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175510166,"type":1,"supId":0,"prevId":0,"content":"Likrd","text":"Likrd","html":"Likrd"}],"langContent":"EN"},{"id":175534792,"gmtCreate":1627040800016,"gmtModify":1703483019435,"author":{"id":"3569909206464208","authorId":"3569909206464208","name":"ChubbyCub","avatar":"https://static.tigerbbs.com/0312b156add0530b3b872c33ee9755a6","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3569909206464208","authorIdStr":"3569909206464208"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175534792","repostId":1147980203,"repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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 Stock: This Is How Subscriptions Matter</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5305800,"gmtCreate":1627040864451,"gmtModify":1663231379827,"authorId":3581714708617316,"author":{"id":3581714708617316,"idStr":"3581714708617316","authorId":3581714708617316,"name":"CCYMoney","avatar":"https://static.tigerbbs.com/5049d73c8031af1f31bdfad6bd82929f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175534792,"type":1,"supId":0,"prevId":0,"content":"Like","text":"Like","html":"Like"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":131,"commentSize":15,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}