Online retailers: Amazon is growing beautifully – investors are still disappointed

• the turnover figure: In the quarter were $ 56.6 billion (up 29% from the previous year), but it was less than badysts had hoped.
• the net revenue was more than ten times higher as in the same quarter last year. This is mainly due to the good activity in the cloud (AWS) and an attractive activity with high-margin online advertising, which threatens even Google and Facebook. The "Other" segment, where online advertising is still hidden, has jumped 120 percent in height in total 2.5 billion dollars,

It's noticeable

The forecast for the fourth quarter of Christmas is being maintained with an average sales forecast of $ 66 to $ 72 billion, behind badysts' estimate at over $ 73 billion.

The AWS cloud service continues to drive growth, but with 46% more revenue, it is no longer as powerful as before. Microsoft had previously submitted strong figures for the cloud sector. Microsoft Azure is number two behind AWS and has been catching up for several quarters.

Amazon Business, business-to-business B2B, reached $ 10 billion for the first time. The execution rate means that sales will reach $ 10 billion over twelve months if growth continues at exactly the same pace.

The reaction of the stock market

The stock market reacted whistled. The stock had gained about $ 117 in normal trading and had collapsed by 143 or 8% after the hour before the badyst 's call.

How are things going now

During the interview with badysts, Jeff Bezos will have to explain why the Christmas quarter is relatively moderate and what areas are weakening. Does it expect an economic slowdown in the United States or internationally, which increases the customer base? Following the bankruptcy of major retailers such as Toys' R & Us and Sears, one could have expected more. The question is also how Chinese traders on Amazon are affected by the trade war.