Amazon’s Q4 results – coming shortly.

January 28, 2010

ChannelAdvisor ChannelAdvisor By ChannelAdvisor

Everyone in the world of e-commerce has been watching the eBay, Google, Y! and iPad/Apple news with interest, but to be honest, that is all a side show to the main event tonight – Amazon’s Q4 earnings.

Here’s what to watch for in a handy cheat sheet:

  • Revenue – Consensus is $9.04 which is at the high end of the companies $8.125-$9.125b guidance
  • Growth rates – the market is really interested in the North American and International growth rates.  Q3 was 24% for the US and some see it going as high as 29-35%.  Wall St is having the hardest time with this. I always look at this four ways:
    • US vs. International
    • Media vs. EGM
  • Profit – guidance was $300-425m – it will be interesting to see if they blow this away.


Zappos being in the mix is going to make it a little bit confusing, but stay tuned for the news as it hits…


Seeking Alpha Disclosure- I am long Amazon and Google. eBay is an investor in ChanelAdvisor where I am CEO.