Safa Rashtchy
Safa Rashtchy
costs investors looking spending
What investors were looking for was for spending to go lower. But at least costs didn't go up even further.
call conference expect guidance investors positive tone
I expect the tone of the conference call and the guidance they give to be more positive than investors expect.
advertising almost bring business companies hated internet investors low margin margins media percent positive selling
It is a positive move. Investors almost hated the e-commerce business because a it was low margin operation, ... What they like about Internet media companies is they get 80-to-90 percent margins on advertising and sponsorships agreements. Why bring it down by selling something that has no margins?
accelerate amazon definitely expect growth increase investors itself key model percent service year
The key for Amazon is definitely top-line growth in 2002 and beyond. Expectations are not that big. Our model is for a 12 percent increase year over year. That by itself is not enough. Investors expect growth will accelerate in 2003 and beyond, and for that to happen, they need to have some new service deals.
bit
It's not a disaster, but it's a bit of a letdown,
expects good margin million profit shows
Everyone expects them to make a profit on operations, but if they can make more than $10 million from operations, it shows they are making some good improvements in the margin as well.
guidance looks quarter revenue
The revenue guidance for the first quarter looks pretty solid.
shows strength
It just shows the strength of their non-advertising revenue.
ebay issue lost
The issue is that eBay has lost some momentum,
advertising bring broader economic expect increase internet maturity online particular search sector spending together top trends
We also expect more spending on search advertising. On top of these broader economic sectors, we expect the Internet companies, in particular e-commerce players, will increase their spending noticeably. These trends together will bring more maturity to the online advertising sector in China.
behavior broadband change companies content crossing dollars expense focus gradual increasing media online profound pushing threshold
Crossing the 50-percent threshold on broadband usage, increasing focus of traditional media companies on Internet, and most importantly, the gradual but profound change in consumers' behavior for content consumption is pushing many more advertisers to allocate more dollars online at the expense of traditional media.
amazon further goal increase saw slower takes
While this may be a slower increase than we saw in 2005, this takes Amazon further away, not closer, to its goal of double-digit margins.
active buyers growth next potential pushed rather until
With growth pushed off until 2007 and beyond, we would not be active buyers yet but rather look for potential catalysts over the next year.
amazon competition decline hurting increase needs picture seriously spending
Competition is seriously hurting Amazon and it needs to increase spending just to keep up with the market. The picture is getting worse: more spending, steeper decline in margins.