AWS 占比不高。 ”AWS now contributes 16% of Amazon's total revenue. ” qoute from CNBC Q3 2022 detail distribution (Q4 2021, 差别不大） Amazon revenue by segment As the largest online retailer in the world, Amazon has steadily added segments and business lines to create a powerhouse that spans multiple industries. We break down Amazon’s Q4 2021 revenue by segment, with key trends to expect from each: Online stores – $66.08 billion Online store sales, as the dominant revenue stream, saw $66.08 billion in net sales—consistent with results compared to Q4 in 2020. These sales include transactions on products in both a physical and digital format (including e-books, videos, games, music, and software), contributing to Amazon’s biggest-ever Black Friday and Cyber Monday driving growth for Q4. Its stronghold on customers who want convenience and speed from everyday purchases will sustain this upward trajectory into 2022, especially as the company invests in alternative conversion tactics such as the Alexa voice assistant and Amazon Live streaming platform. The biggest areas of potential lie in the use of Amazon for discovery, inspiration, and impulse purchases, where Shopify and Instagram Shopping excel with more social experiences. By our estimates, Amazon’s global retail ecommerce sales will reach $729.76 billion in 2022, an 18.8% increase year-over-year (YoY). The US alone will make up $445.31 billion of that share, accounting for 41.8% of the country’s total retail ecommerce sales. Amazon’s retail ecommerce sales worldwide will reach $729.76 billion in 2022. Insider Intelligence
Third-party seller services – $30.32 billion With 11% YoY growth from Q3 2020, third-party seller services brought in $30.32 billion in net sales. This includes commissions and any related fulfillment and shipping fees, and other third-party seller services. According to the Q4 2021 earnings report, more than 130,000 third-party sellers worldwide surpassed $100,000 in sales on Amazon, and between Black Friday and Christmas Day. US-based third-party sellers also smashed records, selling an average of 11,500 products per minute. Like what you’re reading? Click here to learn more about Insider Intelligence’s leading Ecommerce and Retail research. Amazon Web Services – $17.78 billion Amazon Web Services (AWS), its public cloud infrastructure and computing service, generated $17.78 billion, a 40% growth YoY. Offered in 26 regions globally, AWS’s more than 200 services range from core computing and storage to AI tools and low-code or no-code solutions for product and app developers. The cloud platform announced significant customer momentum over the last few months, onboarding major companies across a range of industries, including Nasdaq, Meta, Goldman Sachs, and Pfizer. Plus, not only has AWS expanded its global footprint with new regions in Asia Pacific and Western Canada, it’s announced the launch of 115 new services and features in machine learning, 5G, data visualization, and more. Advertising Services – $9.72 billion Amazon is well positioned to continue lessening the gap with Google and Facebook, the two leaders in the digital ad space. In Q4 2021, Amazon advertising services brought in $9.72 billion, a 32% increase YoY. We estimate that Amazon’s net US ad revenues will more than double between 2020 and the end of our forecast period in 2023, when they will reach $31.97 billion. This growth is bolstered by Amazon’s wealth of user data, which will be invaluable as regulation limits advertiser access to customer information. Amazon’s investments in entertainment properties and content suggest a lot of long-term potential for highly targeted and integrated ad and content experiences, where advertisers can combine contextual relevance, audience targeting, and the ability for shoppers to make purchases quickly and easily. Subscription services – $8.12 billion In this most recent quarter, the division reported nearly $8.12 billion in sales, a 15% increase YoY. These include earnings from annual and monthly fees associated with Amazon Prime memberships, as well as digital video, audiobook, digital music, e-book, and other non-AWS subscription services. For the first time since 2018, Amazon will be increasing the monthly cost of its Prime in the US from $12.99 to $14.99, said to help cover increased member benefits and a rise in wage and transportation costs. This comes as part of Amazon’s heavy investment in Prime, with increased product selection, discounts, and exclusive entertainment—reasons why we expect the majority of US consumers to tolerate a price hike. This year, we estimate the number of US Amazon Prime users to reach 157.4 million, a 3.7% increase YoY. Physical stores – $4.69 billion Amazon’s physical stores saw a 17% increase compared to a year prior, reaching nearly $4.69 billion in net sales. Amazon operates close to 600 physical stores in the US, the majority of which include Whole Foods Market, which Amazon acquired in 2017. The rest are Amazon-branded stores, including Amazon Fresh (grocery), Amazon Go (cashierless convenience stores), Amazon 4-star (featuring products with a four-star rating or higher on Amazon.com), Amazon Books (carrying books and electronics), and Amazon Pop Up (shopping center locations that highlight various brands and trends). This year, Amazon will continue positioning itself as a leader in retail tech, experimenting with new non-ecommerce concepts that incorporate augmented reality and machine learning. Amazon Style, its first-ever physical store for apparel, is set to open in L.A., where algorithms will suggest new looks; while the Starbucks and Amazon Go cafes will see two new locations in New York. While these concepts may never generate the level of revenues brought in by Amazon’s ecommerce business, they will continue to serve as discovery platforms for the products and services available through Amazon, whether in-store, online, or somewhere in between. Other – $710 million Amazon’s “other” segment saw an 18% growth YoY, with more than $710 million in sales. This revenue source primarily includes sales related to “other” service offerings.
AWS 占比不高。 ”AWS now contributes 16% of Amazon's total revenue. ” qoute from CNBC Q3 2022 detail distribution (Q4 2021, 差别不大） Amazon revenue by segment As the largest online retailer in the world, Amazon has steadily added segments and business lines to create a powerhouse that spans multiple industries. We break down Amazon’s Q4 2021 revenue by segment, with key trends to expect from each: Online stores – $66.08 billion Online store sales, as the dominant revenue stream, saw $66.08 billion in net sales—consistent with results compared to Q4 in 2020. These sales include transactions on products in both a physical and digital format (including e-books, videos, games, music, and software), contributing to Amazon’s biggest-ever Black Friday and Cyber Monday driving growth for Q4. Its stronghold on customers who want convenience and speed from everyday purchases will sustain this upward trajectory into 2022, especially as the company invests in alternative conversion tactics such as the Alexa voice assistant and Amazon Live streaming platform. The biggest areas of potential lie in the use of Amazon for discovery, inspiration, and impulse purchases, where Shopify and Instagram Shopping excel with more social experiences. By our estimates, Amazon’s global retail ecommerce sales will reach $729.76 billion in 2022, an 18.8% increase year-over-year (YoY). The US alone will make up $445.31 billion of that share, accounting for 41.8% of the country’s total retail ecommerce sales. Amazon’s retail ecommerce sales worldwide will reach $729.76 billion in 2022. Insider Intelligence
Third-party seller services – $30.32 billion With 11% YoY growth from Q3 2020, third-party seller services brought in $30.32 billion in net sales. This includes commissions and any related fulfillment and shipping fees, and other third-party seller services. According to the Q4 2021 earnings report, more than 130,000 third-party sellers worldwide surpassed $100,000 in sales on Amazon, and between Black Friday and Christmas Day. US-based third-party sellers also smashed records, selling an average of 11,500 products per minute. Like what you’re reading? Click here to learn more about Insider Intelligence’s leading Ecommerce and Retail research. Amazon Web Services – $17.78 billion Amazon Web Services (AWS), its public cloud infrastructure and computing service, generated $17.78 billion, a 40% growth YoY. Offered in 26 regions globally, AWS’s more than 200 services range from core computing and storage to AI tools and low-code or no-code solutions for product and app developers. The cloud platform announced significant customer momentum over the last few months, onboarding major companies across a range of industries, including Nasdaq, Meta, Goldman Sachs, and Pfizer. Plus, not only has AWS expanded its global footprint with new regions in Asia Pacific and Western Canada, it’s announced the launch of 115 new services and features in machine learning, 5G, data visualization, and more. Advertising Services – $9.72 billion Amazon is well positioned to continue lessening the gap with Google and Facebook, the two leaders in the digital ad space. In Q4 2021, Amazon advertising services brought in $9.72 billion, a 32% increase YoY. We estimate that Amazon’s net US ad revenues will more than double between 2020 and the end of our forecast period in 2023, when they will reach $31.97 billion. This growth is bolstered by Amazon’s wealth of user data, which will be invaluable as regulation limits advertiser access to customer information. Amazon’s investments in entertainment properties and content suggest a lot of long-term potential for highly targeted and integrated ad and content experiences, where advertisers can combine contextual relevance, audience targeting, and the ability for shoppers to make purchases quickly and easily. Subscription services – $8.12 billion In this most recent quarter, the division reported nearly $8.12 billion in sales, a 15% increase YoY. These include earnings from annual and monthly fees associated with Amazon Prime memberships, as well as digital video, audiobook, digital music, e-book, and other non-AWS subscription services. For the first time since 2018, Amazon will be increasing the monthly cost of its Prime in the US from $12.99 to $14.99, said to help cover increased member benefits and a rise in wage and transportation costs. This comes as part of Amazon’s heavy investment in Prime, with increased product selection, discounts, and exclusive entertainment—reasons why we expect the majority of US consumers to tolerate a price hike. This year, we estimate the number of US Amazon Prime users to reach 157.4 million, a 3.7% increase YoY. Physical stores – $4.69 billion Amazon’s physical stores saw a 17% increase compared to a year prior, reaching nearly $4.69 billion in net sales. Amazon operates close to 600 physical stores in the US, the majority of which include Whole Foods Market, which Amazon acquired in 2017. The rest are Amazon-branded stores, including Amazon Fresh (grocery), Amazon Go (cashierless convenience stores), Amazon 4-star (featuring products with a four-star rating or higher on Amazon.com), Amazon Books (carrying books and electronics), and Amazon Pop Up (shopping center locations that highlight various brands and trends). This year, Amazon will continue positioning itself as a leader in retail tech, experimenting with new non-ecommerce concepts that incorporate augmented reality and machine learning. Amazon Style, its first-ever physical store for apparel, is set to open in L.A., where algorithms will suggest new looks; while the Starbucks and Amazon Go cafes will see two new locations in New York. While these concepts may never generate the level of revenues brought in by Amazon’s ecommerce business, they will continue to serve as discovery platforms for the products and services available through Amazon, whether in-store, online, or somewhere in between. Other – $710 million Amazon’s “other” segment saw an 18% growth YoY, with more than $710 million in sales. This revenue source primarily includes sales related to “other” service offerings. nctumit 发表于 2022-10-28 09:47
这才是正解
从AMAZOn几乎不买第三方的东西，除非实在没办法。所以也不会对拼多多的东西感兴趣。 看看能烧钱到什么时候，预算的亏钱上限是多少啊？100亿美刀？现在这种连邮费都不够吧。
看起来和一元店的思路差不多，应该和AMAZON不再一个轨道上竞争。
AWS 占比不高。 ”AWS now contributes 16% of Amazon's total revenue. ” qoute from CNBC Q3 2022
detail distribution (Q4 2021, 差别不大） Amazon revenue by segment As the largest online retailer in the world, Amazon has steadily added segments and business lines to create a powerhouse that spans multiple industries. We break down Amazon’s Q4 2021 revenue by segment, with key trends to expect from each: Online stores – $66.08 billion Online store sales, as the dominant revenue stream, saw $66.08 billion in net sales—consistent with results compared to Q4 in 2020. These sales include transactions on products in both a physical and digital format (including e-books, videos, games, music, and software), contributing to Amazon’s biggest-ever Black Friday and Cyber Monday driving growth for Q4. Its stronghold on customers who want convenience and speed from everyday purchases will sustain this upward trajectory into 2022, especially as the company invests in alternative conversion tactics such as the Alexa voice assistant and Amazon Live streaming platform. The biggest areas of potential lie in the use of Amazon for discovery, inspiration, and impulse purchases, where Shopify and Instagram Shopping excel with more social experiences. By our estimates, Amazon’s global retail ecommerce sales will reach $729.76 billion in 2022, an 18.8% increase year-over-year (YoY). The US alone will make up $445.31 billion of that share, accounting for 41.8% of the country’s total retail ecommerce sales.
Amazon’s retail ecommerce sales worldwide will reach $729.76 billion in 2022. Insider Intelligence
Third-party seller services – $30.32 billion With 11% YoY growth from Q3 2020, third-party seller services brought in $30.32 billion in net sales. This includes commissions and any related fulfillment and shipping fees, and other third-party seller services. According to the Q4 2021 earnings report, more than 130,000 third-party sellers worldwide surpassed $100,000 in sales on Amazon, and between Black Friday and Christmas Day. US-based third-party sellers also smashed records, selling an average of 11,500 products per minute. Like what you’re reading? Click here to learn more about Insider Intelligence’s leading Ecommerce and Retail research. Amazon Web Services – $17.78 billion Amazon Web Services (AWS), its public cloud infrastructure and computing service, generated $17.78 billion, a 40% growth YoY. Offered in 26 regions globally, AWS’s more than 200 services range from core computing and storage to AI tools and low-code or no-code solutions for product and app developers. The cloud platform announced significant customer momentum over the last few months, onboarding major companies across a range of industries, including Nasdaq, Meta, Goldman Sachs, and Pfizer. Plus, not only has AWS expanded its global footprint with new regions in Asia Pacific and Western Canada, it’s announced the launch of 115 new services and features in machine learning, 5G, data visualization, and more. Advertising Services – $9.72 billion Amazon is well positioned to continue lessening the gap with Google and Facebook, the two leaders in the digital ad space. In Q4 2021, Amazon advertising services brought in $9.72 billion, a 32% increase YoY. We estimate that Amazon’s net US ad revenues will more than double between 2020 and the end of our forecast period in 2023, when they will reach $31.97 billion. This growth is bolstered by Amazon’s wealth of user data, which will be invaluable as regulation limits advertiser access to customer information. Amazon’s investments in entertainment properties and content suggest a lot of long-term potential for highly targeted and integrated ad and content experiences, where advertisers can combine contextual relevance, audience targeting, and the ability for shoppers to make purchases quickly and easily. Subscription services – $8.12 billion In this most recent quarter, the division reported nearly $8.12 billion in sales, a 15% increase YoY. These include earnings from annual and monthly fees associated with Amazon Prime memberships, as well as digital video, audiobook, digital music, e-book, and other non-AWS subscription services. For the first time since 2018, Amazon will be increasing the monthly cost of its Prime in the US from $12.99 to $14.99, said to help cover increased member benefits and a rise in wage and transportation costs. This comes as part of Amazon’s heavy investment in Prime, with increased product selection, discounts, and exclusive entertainment—reasons why we expect the majority of US consumers to tolerate a price hike. This year, we estimate the number of US Amazon Prime users to reach 157.4 million, a 3.7% increase YoY. Physical stores – $4.69 billion Amazon’s physical stores saw a 17% increase compared to a year prior, reaching nearly $4.69 billion in net sales. Amazon operates close to 600 physical stores in the US, the majority of which include Whole Foods Market, which Amazon acquired in 2017. The rest are Amazon-branded stores, including Amazon Fresh (grocery), Amazon Go (cashierless convenience stores), Amazon 4-star (featuring products with a four-star rating or higher on Amazon.com), Amazon Books (carrying books and electronics), and Amazon Pop Up (shopping center locations that highlight various brands and trends). This year, Amazon will continue positioning itself as a leader in retail tech, experimenting with new non-ecommerce concepts that incorporate augmented reality and machine learning. Amazon Style, its first-ever physical store for apparel, is set to open in L.A., where algorithms will suggest new looks; while the Starbucks and Amazon Go cafes will see two new locations in New York. While these concepts may never generate the level of revenues brought in by Amazon’s ecommerce business, they will continue to serve as discovery platforms for the products and services available through Amazon, whether in-store, online, or somewhere in between. Other – $710 million Amazon’s “other” segment saw an 18% growth YoY, with more than $710 million in sales. This revenue source primarily includes sales related to “other” service offerings.
等马鬃被工会搞死了才有机会
Retail就是赚流量的，revenue大只能说明流量高。Profit margin AWS远超Retail，不是一个数量级的。
AWS 2022 YTD income是17B。Retail别提了，亏5B。
Aliexpress shipping too slow
人有多大胆，地有多大产
亚麻的Retail有庞大的现金流，这是亚麻可以向各个领域无限扩展/烧钱的根本。。
所以两者其实都很重要。 AWS是利润，retail是现金流。。
1.东西太少，太中国化，绝大部分东西明显适合我们中国人，而不是美国人的消费习惯。举例家居拖鞋，哈哈，好像老美就不穿这玩意，老美的拖鞋都是直接穿外面的，品质要有保证。
2.现在的便宜明显是在赔钱抢占市场，一年不做起来，就要走下坡路了。
3.搜索太差就不说了
但那时候也没有电商呀，所以亚马逊做起来了。
现在乌压压的都是电商
amazon旗下还有很多大公司例如whole food, , Zappos, 和twitch一类的，还有aws，prime video 等等服务service，拿pdd跟amazon 比，就和蚂蚁跟大象比大小一样可笑。
pdd充其量能算个online dollar 。 毛粉的知识储备太差，业务还需要培训哈，月经帖子越来越多好没意思。
某个垃圾公司要把米国大公司打垮 米华都回国养老吧，各种好 国内一线地方的房子好值钱，比米华有钱多了 在金融混的尖子收入多高多高比你们这些海外loser强多了
还有啥，笑死了换汤不换药，车轱辘话来回讲
会不会和有些网站一样，回头pdd被amz或者wm买下来了。。
挤倒亚马逊是不可能的，长期做online dollar store，邮费就能拖死它。
最近几年还是靠销售赚钱的，主要是平台费和广告费
别说，我买的时候就是这个心理。。。买了好几个耳机，都还行，两三块钱还要啥自行车。薅羊毛要乘早。。。 pdd要感谢拜登政府，感谢美联储，让美国人民早日实现了消费降级。
PDD 的目标不是这个。 主要是竞争亚麻，Walmart 的微商平台。
这一类要FDA，亚麻微商卖的没FDA也不买。这跟哪个平台无关。
你没有买过阿里速卖通的烂货吗？？？？
如果靠便宜的话，阿里速卖通早就赢了。
货不对盘
货品质量
延迟发货，甚至收钱不发货
如果不拿阿里速卖通举例子，wish都做了很多年了，主要货源跟pdd差不多。又能如何？
拼多多现在坑的是商家
拼多多出海，先对商家「砍一刀」 https://mp.weixin.qq.com/s/HH_J89cf935tVn0K5ALiuQ
不要在pdd上买超过两块钱的东西，这样扔起来也不心疼，刚收到一单的教训，一两块的都很好，最贵的一块地垫印花是歪的，完全不能用，refund倒是很快
很难挤垮一元店，至少目前来看。PDD退货不方便。 今天傍晚去Target买Halloween Bucket，结果没货。周边刚好有Five Below和Dollar Tree。人很多，生意超级好，很多货架都是空的，特别是Dollar Tree，有一整排货架都是空的。Dollar Tree和Dollar General的股价很坚挺。
目前是直接退钱不用退货吧？
你喜欢拼多多，不代表其他人也喜欢。你一个人的想法不代表其他所有人的想法。这个最基本的道理你怎么都不懂？
说什么呀？亚麻最厉害的就是要想什么就有，一买就到家。，是做电商最厉害的地方。我不看好拼多多。
延迟享受