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Amazon +44% und Werbung +77%
„Amazon’s sales surge 44% as it smashes earnings expectations – Few companies have benefited from the pandemic-fueled surge of online shopping as much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year over year to $108.5 billion.“
„Amazon’s ads business is generating nearly $7 billion a quarter, and growth is accelerating – The digital advertising hot streak aided by stay-at-home trends has evidently lasted into the first quarter, as travel starts to return and e-commerce spend persists, with companies such as Facebook and Alphabet seeing blowout results for their ads businesses.“
„Amazon’s cloud division reports 32% revenue growth – Amazon Web Services revenue growth accelerated in the first quarter even as the segment leads the cloud infrastructure market. … The AWS unit delivered $13.50 billion in revenue, more than the $13.23 billion consensus estimate among analysts polled by FactSet. That was 12% of Amazon’s total revenue.“
Twitter +28%, schwacher Ausblick
„Twitter stock plunges on user miss and low guidance – The company reported revenue of $1.04 billion for the quarter, which was up 28% from $808 million a year prior. – Twitter guided that it is expecting revenue between $980 million and $1.08 billion in the second quarter. Analysts were expecting guidance of $1.06 billion on average, according to Refinitiv. – Twitter’s total number of monetizable daily users grew by 7 million from the fourth quarter to 199 million but fell shy of analysts’ expectations of 200 million.“
GAFAM: Online-first wird bleiben
„10 takeaways from Big Tech’s big earnings … 1. The ad business is no longer a two-company race. … 2. There will be lots of winners in the cloud wars. … 3. YouTube is a streaming giant. … 4. LinkedIn is a true force in social. … 5. Product diversity is everything. … 6. Facebook isn’t really a U.S.-focused company. … 7. And Apple’s privacy push continues to cause Facebook trouble. … 8. It’s a good time to make hardware. … 9. Except everyone’s nervous about the chip shortage. … 10. But overall, the post-pandemic world isn’t scary. Across the board, executives seem to think that there’s not going to be some great retreat after people are vaccinated and can go outside again. If anything, they seem to think some of the online-first habits people have developed are only going to increase. A year ago, everyone seemed uncertain about the future, but now it’s mostly optimism.“
USA: Mitarbeiter.innen statt Gig
„Exclusive: U.S. Labor Secretary throws his support behind classifying gig workers as employees – A lot of gig workers in the United States should be classified as ‚employees‘ who deserve work benefits, President Biden’s labor secretary said on Thursday, suggesting a shift in policy that is likely to raise costs for companies that depend on contractors such as Uber and Lyft. – Labor Secretary Marty Walsh, a son of Irish immigrants and a former union member, has been expected to boost the Biden Administration’s efforts to expand workers’ protections and deliver a win for the country’s organized labor movement.“
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