Brawmethius
Brawmethius t1_iuilvu9 wrote
Reply to comment by [deleted] in Visual breakdown of AMZN Q3 FY22 Income Statement by Much_Blacksmith_9865
Apple has about 90B quaterly revenue, Amazon has 130B.
Apple has better margins and lower total overhead. They are better at turning their revenue into profit.
In theory why Amazon got run up to 100 P/E is if they could maintain this revenue stream and bring down their costs they would become more profitable than Apple.
This last Q3 earnings reminded investors that is not in the next year.
Brawmethius t1_iuibhc2 wrote
Reply to comment by [deleted] in Visual breakdown of AMZN Q3 FY22 Income Statement by Much_Blacksmith_9865
Yes exactly that. With out AWS they run at a loss.
What did we find out at Q3?
AWS slowing growth.
Or in other words; Amazon effectively came out and said there is a chance we return to operating at a quaterly loss.
Expecting additional costs to revenue and slowing revenue.
Brawmethius t1_iuhtp8k wrote
Maybe this will shed light to all the headline ER "traders".
"wHy StONk doWN, bEaT EPs"
Yeah well buddy no one was happy to see AWS slowing growth and this graphic does a great job of why people are not happy about that.
Plus bad Q4 guidance.
Investors probably starting to go "Hey amazon can you go from that we losing money to grow to just profit on the main business" and Amazon said yeah no lol.
Brawmethius t1_iybf72i wrote
Reply to Careful Going Long on Tesla by Guysmarket
"This Large candle is currently dictating our trading range"
IVE BEEN HAD! Before I ever buy or sell stock I always make sure it is within range of my trading candle. How ever did you figure that out?