| 指标 | Q1 FY2024 | Q4 FY2023 | Q/Q | Q1 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $143,313M | $169,961M | -16% | $127,358M | +13% |
| 毛利率 Gross Margin (GAAP) | N/A | — | — | 46.8% | — |
| 毛利率 Gross Margin (Non-GAAP) | N/A | N/A | — | — | — |
| 研发费用 R&D | N/A | — | — | N/A | — |
| 销售及管理 SG&A | N/A | — | — | $13,215M | — |
| 折旧摊销 D&A | $11,684M | $13,820M | -15% | $11,123M | +5% |
| 股权激励 SBC | $4,961M | $6,319M | -21% | $4,748M | +4% |
| 营业利润 Operating Income (GAAP) | $15,307M | $13,209M | +16% | $4,774M | +221% |
| 利息费用 Interest Expense | $644M | $713M | -10% | $823M | -22% |
| 净利润 Net Income (GAAP) | $10,431M | $10,624M | -2% | $3,172M | +229% |
| 净利润 Net Income (Non-GAAP) | N/A | N/A | — | — | — |
| 指标 | Q1 FY2024 | Q4 FY2023 | Q/Q | Q1 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $0.98 | $1.00 | -2% | $0.31 | +216% |
| 每股收益 EPS (Non-GAAP) | N/A | N/A | — | — | — |
| 稀释股数 Diluted Shares | 10,670M | 10,610M | +1% | 10,347M | +3% |
| 实际税率 Effective Tax Rate | 19.0% | — | — | 23.0% | -4.0 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| North America | $86,341M | 60.2% | -18% | +12% |
| International | $31,935M | 22.3% | -21% | +10% |
| AWS | $25,037M | 17.5% | — | — |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Online stores | $54,670M | 38.1% | — | — |
| Physical stores | $5,202M | 3.6% | — | — |
| Third-party seller services | $34,596M | 24.1% | — | — |
| Advertising services | $11,824M | 8.3% | — | — |
| Subscription services | $10,722M | 7.5% | — | — |
| AWS | $25,037M | 17.5% | +3% | +17% |
| Other | $1,262M | 0.9% | — | — |
本季度数据
| 指标 | Q1 FY2024 | Q4 FY2023 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"今年的开局不错,无论是客户体验改进还是财务业绩都有所体现。企业重启基础设施现代化以及 AWS AI 能力的吸引力正在加速 AWS 增长(现已达到 1000 亿美元年化收入运转率);我们的 Stores 业务持续扩展选品、提供日常低价、加快配送速度(Q1 创下 Prime 客户速度新纪录),同时降低服务成本;我们的广告业务继续受益于 Stores 和 Prime Video 业务的增长。所有业务都处于非常早期阶段,我们对未来如何进一步改善和简化客户生活充满期待。" — Andy Jassy, Amazon.com, Inc.
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| aws_annualized_revenue_run_rate | $100B | AWS 年化收入运转率,反映 AWS 业务规模 |
| operating_margin | 10.7% | 营业利润率,Q1 2023 为 3.7%,显著改善 |
| shipping_costs | $21,834M | 全球物流费用,同比增长 10% |
| paid_units_growth | 12% | 全球付费单位同比增速 |
| employees | 1,521,000 | 全职和兼职员工数(不含承包商),同比增长 4% |