Amazon: The Long-Term Future Looks Bright And Profitable

Summary:

  • Amazon is still the market leader both in e-commerce and cloud computing IaaS markets.
  • A strong outperformance of Q1 estimates seems to have been deflated by a slight slowdown in AWS net sales growth.
  • Robust product offerings and healthy organic growth is still being hampered by unfavorable macro conditions and FX rates.
  • Long-term outlook remains unchanged, Amazon is still a BUY at current prices.
  • Strong Buy will be earned around the $90 mark or if expected profitability shows positive surprise.

Collage of woman holding credit card surrounded by financial icons

We Are

Investment Thesis

Amazon (NASDAQ:AMZN) is a hugely profitable mega-moat business which has just released an overall strong FY23 Q1 earnings report.

While operating margins, incomes and revenues have grown, a slowdown in growth rates for almost all of the

Amazon.com | FY23 Q1 Earnings Report

Amazon.com | FY23 Q1 Earnings Report

AWS logo

Amazon.com | AWS

Amazon Q1 FY23 Net Sales

Amazon Q1 FY23 Report

Amazon Q1 FY23 Net Sales

Amazon Q1 FY23 Report

Amazon Q1 FY23 Consolidated Statements Of Operations

Amazon Q1 FY23

Amazon Q1 FY23 Net Sales By Business Segments

Amazon Q1 FY23

Seeking Alpha | AMZN | Profitability

Seeking Alpha | AMZN | Profitability

Seeking Alpha | AMZN | Valuation

Seeking Alpha | AMZN | Valuation

Seeking Alpha | AMZN | Summary

Seeking Alpha | AMZN | Summary

The Value Corner Intrinsic Value Calculation

The Value Corner


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