[Financial results] Amazon.com (AMZN), EBAY, Apple (AAPL)

Amazon.com (AMZN) Financial Accounts: A share profit is $ 6.12 and below market expectations

company overview

Amazon.com is a major online retailer and the largest e -commerce company in revenue.Sales in 2020 were $ 386 billion, and the total transaction amount (GMV) was estimated to be $ 482 billion.The proportion of sales is about 83 %, the Amazon Web Service (AWS) cloud computing, storage, database, and other services are 12 %, and advertising and affiliated credit card contract services are 6 %.ing.In sales other than AWS in FY2020, 27 % of the United States, including Germany, the UK, and Japan.

Source: brand scouter US stock, Morningstar, Inc.

3rd quarter (July -September term) results

★ Sales: $ 1108.1 billion (market forecast is $ 11.18.1 billion) 〇 Amazon Web Service Pure Sales, which increased by 15 % year -on -year (market forecasts (market forecasts are 15.4 billion)Dollar)　

★ Interviews per share ... $ 6.12 (market forecast is $ 8.96)

4th quarter guidance

★ Sales: $ 130-140 billion (market forecast is $ 1416.2 billion)

The financial results for the July -September 2021 FY021 were $ 110.81 billion (approximately 12,570 billion yen), up 15 % year -on -year, and net income decreased by 50 % to $ 3,156 million.In the recoil of 2020, which was rapidly expanded due to the new colon virus, the growth of the Internet mail order business declined, and labor costs and others decreased for the first time in six quarters.

Sales in the July -September quarter fell below the market forecast ($ 111,551 million).The growth rate is less than 20 % since early 2019.The directly managed online shopping business was $ 49,9442 million, with only 3 % growing compared to the same period of the previous year.Various commissions received from external businesses on the Amazon Electronic Commercial Transactions (EC) platform were 19 % increased by 19 % to $ 24,252 million.

The rise in sales costs and the increase in costs for logistics facilities were prominent.The company has continued to expand its bases in the United States and other countries, and the number of Amazon employees increased by 1,468,000, up 133,000 from the end of June as of the end of September.On the other hand, in the labor market, the mismatches of supply and demand are becoming more serious, raising the hourly wage of people involved in packing and delivery.The cost of hiring, including the lump sum paid at the time of contract, has risen.

The sales of the Amazon Web Service (AWS) in the cloud computing business continued to increase 39 % to $ 16.11 billion.Sales of subscription -type services, mainly prime, were higher than $ 8,148 million, up 24 %, but had a significant effect on deceleration and cost of the main business.

In the October -December period, which overlaps with the year -end sales, labor costs and supply constraints are expected to be heavy.Andy Jassie's CEO (CEO) says in a statement that "there will be billions of dollars to deal with labor shortages, rising wages, global supply chains, and fare and transportation costs."I pointed out.

In the October -December quarter, sales of the entire company will be $ 130 billion and $ 140 billion.The growth rate compared to the same period of the previous year is only 12 %, which is expected to reach a market forecast of $ 142.1 billion.In the outside transaction on the 28th, it was less than the closing price.

Future stock prices

In the labor market, the mismatches of supply and demand are becoming more serious, raising the hourly wage of people involved in packing and delivery.The cost of hiring, including the lump sum paid at the time of contract, has risen.It will be a movement to explore the lower value for the time being.

EBAY settlement: per share profit exceeds the market forecast at $ 0.9

company overview

Evee operates one of the world's largest e -commerce market, with a total transaction (GMV) of $ 85 billion in 2020, the fifth -largest e -commerce company in the world.Listing fees, advertising, and revenue distributions with service providers, and profits from managed Paymenz, platforms connect more than 159 million buyers and 19 million sellers over the 190 global market.It has a great presence in the UK, Germany and Australia, producing about 55 % of GMVs (45 % in the United States) in the international market.

Source: brand scouter US stock, Morningstar, Inc.

3rd quarter (July -September term) results

★ Pure income: $ 2.5 billion (market forecast is $ 246 billion) up 10.6 % year -on -year

★ Returns per share (excluding some items) ・ ・ $ 0.90 (market forecast is $ 0.89)

4th quarter guidance

★ Sales: $ 25.7-262 billion (market forecast is $ 265 billion)

★ Interviews per share ... 97 cents -1.01 (market forecast is 99 cents)

Settlement of financial results

In the financial results of the July -September fiscal year (the third quarter), one share profit and sales exceeded expectations.The sales guidance in the fourth quarter fell below expectations.The same adjusted EPS guidance range matched expectations.The consumer behavior of the holiday season returned before the pandemic, and online consumption suggested a deceleration.

Future stock prices

It has been increasing every year since 2019.It is an Internet mail orderer that runs the world's largest auction site, and is a cross -border EC marketplace.Based on the advice of the activist, he spin off the electronic payment service company PayPal.We are also selling ticket resale companies stub hubs and specializing in their main business.

It is at the $ 73 level in the outside transaction after the closing date of the settlement announcement (at 8:00 pm in NY time).The stock price chart maintains the ascending trend as follows, and it will be the development of the price hardening and following the top price.

Apple (AAPL) financial statements: A share profit is $ 1.24, consistent with market expectations

company overview

Apple designs a wide range of consumer electronic devices such as smartphones (iPhone), tablet (iPad), PC (Mac), smartwatch (Apple Watch), AirPods, and TV box (Apple TV). The iPhone is the majority of the entire net sales. It also offers a variety of services such as Apple Music, iCloud, Apple Care, Apple TV+, Apple Arcade, Apple Card, and Apple Pay. Apple products are equipped with software and semiconductors developed in -house, and it is widely known that Apple adopts business models that integrate hardware, software and services. Products are sold through online stores, Apple's directly managed stores and general retailers. The US shore accounts for about 40 % of the entire net sales, and the rest are created in various regions abroad.

Source: brand scouter US stock, Morningstar, Inc.

4th quarter (July -September term) results

★売上高･･･ 前年同期比29％増の833.6億ドル（市場予想は846.9億ドル）

★ Interest per share (excluding some items) ... $ 1.24 (market forecast is $ 1.24)

The financial results for the July -September 2021 -September FY021, up 29 % year -on -year, to $ 83.36 billion (about 9.46 billion yen), and the final profit increased 62 % to $ 20,551 million.The sales and final profit were renewed in the July -September period, but the supply of the supply side was limited due to a shortage of semiconductors, and the sales of the mainstay "iPhone" fell below the market forecast.

Future stock prices

It was closed for $ 152.57 on the 28th, but was announced by the financial results, and it was in the $ 147.10s (as of 8:00 pm in NY time).Despite the supply constraints, the major part of demand will be postponed, which will increase sales in the next quarter.In that sense, this push will be buying.