Vollständige Version anzeigen : Amazon zieht nachboerslich kräftig an!!
Bis jetzt 18 %
Wießt ihr weshalb?
Ger´t
Hi Gert,
falls Du noch nicht fündig wurdest...
Monday January 8 6:12 PM ET
Amazon Sales Rise 40 Percent
By Scott Hillis
SEATTLE (Reuters) - Online retail giant Amazon.com (news - web sites) Inc. (NasdaqNMhttp://www.stock-channel.net/Board/smilies/smilewinkgrin.gifMZN - news) said on Monday that sales for the crucial fourth quarter of last year would top $960 million, results analysts praised as solid given lackluster holiday sales overall.
Sales in the last three months rose more than 40 percent over the previous year's $676 million, Amazon said in a pre-announcement of its earnings report expected January 30.
That was at the low end of forecasts for the Seattle-based company, which is seen as a bellwether for the beleaguered Internet retail industry.
The news initially sent Amazon shares sharply higher in after-hours trading, with the stock gaining 13 percent to more than $17 before falling back to about $15-3/16, up slightly from its Nasdaq close of $14-15/16.
Amazon did not reveal its net loss, but said that its pro forma operating loss was less than 7 percent of net sales, compared to 26 percent in the fourth quarter of 1999.
The company is forecast to lose 26 cents a share in the three months, compared with a loss of 55 cents a year earlier, according to consensus analyst estimates compiled by First Call/Thomson Financial.
``I thought the news was good news for the company, especially given the retail environment disasters we've seen this past season,'' said Kristine Koerber, an analyst with WR Hambrecht & Co who had forecast revenues of $985 million.
``It appears that the bottom line is still in line with expectations,'' Koerber said.
Some analysts had forecast Amazon might post the first $1 billion quarter in its five-year history, but Chief Financial Officer Warren Jensen said the results were good considering the slowing U.S. economy.
``We're really pleased with this quarter. Our revenue was up over 40 percent and in line with our guidance, really, despite a period of economic softness,'' Jensen told reporters on a conference call.
``We met our bottom-line objective in that environment,'' Jensen said. ``We feel we're really demonstrating our operational efficiency.''
Some wondered if the snowstorms that swept across much of the United States over the holiday boosted Amazon as shoppers found it easier to click and buy than brave icy roads and snowdrifts to get to the mall.
``Bad weather kept people home and that may have helped some of the e-tailers. If that's the case, Amazon would certainly get the bulk of that business,'' said Adam Hamilton, an analyst with Seattle-based brokerage McAdams Wright Ragen.
Amazon's inventory balance -- long a target of criticism by analysts who say it has little experience stocking the right mix of goods -- was less than $175 million at the end of the year, a 20 percent drop from the year before, Jensen said.
Addressing concerns from the past year that the company would face a serious cash crunch in the coming months, Jensen said Amazon started 2001 with about $1.1 billion in cash and marketable securities, up from $900 million at the end of the third quarter last year.
A decline in gross margins to 22 percent from 26 percent had been expected during the quarter and was still within the range of expectations, Jensen said. That was likely due to a free shipping promotion and higher sales of electronics, which often have tighter margins than other goods, analysts said.
Amazon also added about 4 million new customers in the quarter, a rise of about 16 percent that brings its total base to 29 million, Jenson said.
Moreover, the average order size grew 25 percent to $58, with more than 35 percent of shoppers buying a ``non-media'' product -- meaning merchandise other than books, music and video products -- from Amazon in the quarter, evidence that its strategy of branching into goods like toys, electronics and hardware was gaining traction.
``The company did see good growth of non-books and music products, which shows their strategy is working. They are a virtual department store,'' Koerber said.
Geht die Strategie wirklich auf oderwurden einfach nur mehr Kundendaten erfolgreich verhöckert? Irgendwie waren da auch ganz schön viele Nachrichten über den nichtvorhandenen Datenschutz bei Amazon in den letzten zwei Monaten, ich glaube nicht, das daran etwas besser geworden ist. Gibt es einen direkten Link schon zum Quartalsbericht?
Matze
Hi Matze,
mittlerweile freut man sich wohl schon, wenn die Zahlen nur wie erwartet oder nur leicht schlechter ausfallen, so ändern sich die Zeiten http://www.stock-channel.net/Board/smilies/biggrin.gif Aber das große Kursplus ist ja dann auch wieder geschrumpft, also nur kurze Freude. Die offiziellen Zahlen kommen erst Ende Januar.
Grüße
Brigitte
Der führende Online-Einzelhändler Amazon.com gibt in einer Vorveröffentlichung bekannt, dass die Umsätze im vierten Quartal gegenüber dem Vorjahreszeitraum
um mehr als 40% gegenüber dem Vorjahr auf etwa 960 Mio.$ gestiegen sind. Detaillierte Zahlen will das Unternehmen am 30. Januar präsentieren.
Wie hoch der Nettoverlust im abgelaufenen Quartal ausgefallen ist, wollte Amazon.com nicht mitteilen – Analysten rechnen mit einem Minus von 26 Cent je Aktie.
Allerdings wurde bekannt, dass die Verluste etwa 7% der Nettoumsätze betragen sollen und damit deutlich niedriger ausfallen, als im Vorjahr. 1999 musste
Amazon.com im Weihnachtsquartal noch eine Verlustquote in Höhe von 26% der Nettoumsätze ausweisen.
Die Aktien reagieren auf die Vorveröffentlichung nachbörslich mit steigenden Kursen, wobei über 15$ für die Papiere bezahlt wurde!!
Quelle: WO
Quatsch, waren sogar über 17 $
Gerthttp://www.stock-channel.net/Board/smilies/wink.gif
Was glaubt ihr, wieviel Leute nur drauf warten, bei etwas höheren Kursen das Schiff "Amazon" zu verlassen ! .... nachbörslich hat man da schon einen Geschmack bekommen ! .... und dies gilt nicht nur für AMZN, sondern für viele andere "ehemals" Highflyer.
Ralph, hinweisend
Amazon Rises as Blodget Backs Cash View
By Tim Arango
Staff Reporter
2/12/01 1:18 PM ET
Although investors should be "on alert" for potential liquidity problems at e-tail giant Amazon.com (AMZN:Nasdaq - news), the company's balance sheet is in solid shape, Merrill Lynch analyst Henry Blodget said in a report published Monday.
Blodget's report on Amazon's balance sheet takes a more moderate view of the company's cash position than a recent Lehman Brothers analysis that predicted the company is likely to face a "creditor squeeze" by the second half of 2001 as vendors demand tighter payment terms.
"After re-analyzing Amazon's cash and liquidity, we remain comfortable with it," wrote Blodget.
Amazon shares were up nearly 10%, or $1.31, at $14.69.
The health of Amazon's balance sheet has come under scrutiny in recent days, following a statement by the company that said it expects to turn an operating profit by the end of 2001, even as it slashed its revenue forecasts for the year.
Most analysts expect the company to be able to pay its bills as it drives toward profitability -- it had about $1.1 billion in cash and marketable securities at the end of the fourth quarter -- but Lehman Brothers analyst Ravi Suria has continually been a thorn in the company's side. For the third time in less than a year Suria, a debt analyst, advised investors to stay away from Amazon convertible bonds. In doing so, Suria focused on the company's working capital -- or current assets minus liabilities -- as the proper metric to judge how solid its balance sheet is. Suria found this figure to be much less than the cash and marketable securities figure highlighted by the company.
Suria predicted that working capital could fall below zero, and force a creditor squeeze.
Blodget, however, thinks otherwise.
"In Amazon's case, we believe that working capital is not the best measure of near-term liquidity -- cash is," wrote Blodget. "We continue to believe that the major issue for Amazon's stock is decelerating revenue growth, not cash and/or liquidity."
Ralph
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