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Amazon Reports Surge in Profit

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Re: Amazon Reports Surge in Profit

#191
post #159
post #33

Earlier quoted context omitted.

All hires

That is not 100% true. My AMZN stock vests in October for example, granted I'm an odd case.

Once you start getting part of your regular comp in stock, it will vest on November 15th, and May 15th. This may or may not occur until after your initial grant has vested depending on your yearly total comp (your manager should be telling you this ;-) ).

Re: Amazon Reports Surge in Profit

#192

It's interesting to note that Amazon third-party seller unit share is at 48% of total units shipped, which is a record high. It has grown by 1% per quarter for the last 4 quarters in a row.

I don't really like how they sell things from third parties on there. If it's sold by someone else and fulfilled by Amazon that's ok, but otherwise the whole point of buying on Amazon is to not have to deal with weirdo possibly-shady little retailers.

Amazon is pushing very hard to increase Fulfillment by Amazon coverage across the catalog, and is also releasing new products such as Seller-Fulfilled Prime. The customer experience is tightly controlled in both cases.

Re: Amazon Reports Surge in Profit

#193

Earlier quoted context omitted.

This does not scale and has been proven over and over again. Print never made much money and they had both subscriptions and advertising together to help.

That's pretty much bullocks... Print media costs massively more for publishing costs vs. online publishing. Same wrt television, both of which handle upwards of millions of customers every day just fine.

I'm not sure what point you've made.

Print media does have more costs, but its advertising also costs more. Print also has subscriptions/purchases to actually get the material in addition to the advertising it contained so they have 2 revenue streams, allowing the advertising to be simpler and not carry the entire cost. And it still wasn't a great business model with many outlets just breaking even.

Regardless, there were never "millions" of advertisers or publishers like we have in digital which is why selling direct does not work, unless you only want the top 1% of sites to make any money...

Re: Amazon Reports Surge in Profit

#194

Earlier quoted context omitted.

That's pretty much bullocks... Print media costs massively more for publishing costs vs. online publishing. Same wrt television, both of which handle upwards of millions of customers every day just fine.

I'm not sure what point you've made. Print media does have more costs, but its advertising also costs more. Print also has subscriptions/purchases to actually get the material in addition to the advertising it contained so they have 2 revenue streams, allowing the advertising to be simpler and not carry the entire cost. And it still wasn't a great business model with many outlets just breaking even. Regardless, there…

NYT within the past year is claiming 2 million subscribers... now some of those may be online only... but there's every bit of potential they could setup a first party ad system.

Re: Amazon Reports Surge in Profit

#195

Earlier quoted context omitted.

I'm not sure what point you've made. Print media does have more costs, but its advertising also costs more. Print also has subscriptions/purchases to actually get the material in addition to the advertising it contained so they have 2 revenue streams, allowing the advertising to be simpler and not carry the entire cost. And it still wasn't a great business model with many outlets just breaking even. Regardless, there…

NYT within the past year is claiming 2 million subscribers... now some of those may be online only... but there's every bit of potential they could setup a first party ad system.

They do, it's called native advertising. It still doesn't scale for the 100s of millions of pageviews they get.

And that's the biggest and best publisher there is, which goes back to what I last said: even if the high-end pubs do it, mid-tier and long-tail pubs definitely couldn't handle 1st party ad serving and thus would not be able to make any money.

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