Amazon just reported Q2 financials and went crazy in post market, with a 13.5% run. In this video I will review the Q2 results for AMZN stock and will let you know if I think the numbers justify the crazy reaction by Mr. Market.
Improve your investment strategy by getting access to institutional-grade research tools and data from TipRanks. Get a 10% discount for TipRanks by using this link below:
https://bit.ly/3BJA7KJ
If you are a creator on YouTube like me, get access to TubeBuddy, the best research and channel management tool around. I use it everyday for my own channel. Here is a 20% coupon code for the platform: "TOMSBUDDY" - use this link to sign up: https://www.tubebuddy.com/TomNashTV
*Disclosure: I only recommend products I would use myself and all opinions expressed here are our own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission.
👏👏 Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
The audio and video equipment I use to make videos:
* Sony A7Siii: https://amzn.to/3IW4AcF
* Sony 16-35 GM: https://amzn.to/3g7o4i2
* Ninja Atomos: https://amzn.to/3451Zya
* Rodecaster Pro: https://amzn.to/3KWUhqf
* Shure sm7b: https://amzn.to/3GfbasL
* Light Nova p300 C: https://amzn.to/3AIZb5M
DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching Tom's videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
Improve your investment strategy by getting access to institutional-grade research tools and data from TipRanks. Get a 10% discount for TipRanks by using this link below:
https://bit.ly/3BJA7KJ
If you are a creator on YouTube like me, get access to TubeBuddy, the best research and channel management tool around. I use it everyday for my own channel. Here is a 20% coupon code for the platform: "TOMSBUDDY" - use this link to sign up: https://www.tubebuddy.com/TomNashTV
*Disclosure: I only recommend products I would use myself and all opinions expressed here are our own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission.
👏👏 Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
The audio and video equipment I use to make videos:
* Sony A7Siii: https://amzn.to/3IW4AcF
* Sony 16-35 GM: https://amzn.to/3g7o4i2
* Ninja Atomos: https://amzn.to/3451Zya
* Rodecaster Pro: https://amzn.to/3KWUhqf
* Shure sm7b: https://amzn.to/3GfbasL
* Light Nova p300 C: https://amzn.to/3AIZb5M
DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching Tom's videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
Good stuff, thanks Tom
Tom some insight on Amazon Australia..I’m a 2M per year online seller in Australia and have all items on a Amazon along with all other marketplaces here and NZ..They are losing huge amounts of cash here and imho they will fail.. we sell on average 100 items per day.. Amazon sales is 0.5 items per day on average..We regularly get them calling asking us to sell for them directly so they can price control our own items.. In Australia buyers hate the sales platform and 6 years ago seller (at regular seminars) sellers were give heads up to their parasitic
tactics hence no sellers will deal with them here.. They are forced now to buy and sell all their own items which eats at cash reserves..I deal with them daily and it’s a mess.. Algorithmic listings audits means 60% of our listings regularly get delisted..I’ve informed them of this and was told they cannot fix it… Love your YT shows and hope information helps..
thanks Tom Nash really enjoyed this video 😀
All ur thumbnails are so bearish
this probably the only video on YouTube on how you should read these financials others youtubers are clueless never seen something about this before thanks Tom we need more on these especially for the most common or well known companies and stocks from all sectors thanks
Great video again, thanks Tom!
I’d be highly interested in VW analysis, which also would complement the assessment of the American auto OEMs.
BR from Germany !
Excellent Tom😇🙏THANKS!
Amazon is going up!! Spending going up in the short term. The tide will change. Cost won’t go up for ever.
More of this would be great 👍🏿
Hey Tom, can you do an update video of HYLN knowing what you know now like how you changed your opinion on PTON?
Also remember that Hype/blind faith can cause the market to ignore the financials of a company. Tesla had horrible financials in it's hay day but, the perceived equity helped it blow passed that time without ever having to face the music.
We call it expenses. They call it investing.
Typical results for retail – bleed for 3 quarters and make your profit on the holidays. I dont think the period covers their "Amazon Days". Let's see how the last quarter of the year treats them.
Loved this. Quick breakdown of everything we were looking for
Thank you.
Over the long term won’t the cost of delivery and other items come down due to electrification of their fleet and automation improvements?
Review ADP
Hey Tom,
Thanks for your analysis!
Are you going to do the same for Apple too?
Peace ✌️
Super valuable insight… thanks man
I enjoy your in depth analysis each time a company comes out with earnings .
Perhaps twillio next ?
As always , thank you Tom!!
Price target?
Great! Thank you Tom.
I think the things you are pointing out are not really big issues. Also some of the things you say need context.
1. Inventory increasing 17% isn’t that crazy considering prime day is Q3, back to school shopping, and the possibility of america being in a recession.
2. Saying everything else besides AWS is junk is a bad statement when Amazon runs the third biggest advertising business in the world. There is alot more to Amazon than looking at N American, international, and AWS.
3. We knew spending was going to be crazy. If Amazon wanted to print money they wouldn’t have doubled their shipping, warehouses, and logistics network last year. I think you are using a too narrow approach. The retail business will make money as the percentage of 3rd party sellers becomes the overwhelming majority of sales on Amazon. And as that get bigger the advertising just gets bigger
4. The revenue growth is insanely impressive considering the 2020 comps. I don’t think you could be more pleased with this report considering the environment and everything Amazon is currently going through
FYI – as always 🤦♂️I mixed a line up. This time this was debt with leases. It’s literally a line with a different color and I still mixed it up lol. It’s not a huge deal in the analysis here since my focus was the costs structure of their business not so much the debt but thought you should know about the mistake. I’m human I’ll make more of these. Enjoy the ride ♥️
Edit 2: I think I misspoke in a the video a bit. Seeing a lot of comments about me saying AWS is the only business line doing well. I was referring to Amazon retail vs services – I should have made it clear. The ad segment is doing great I agree with the comments on that. Add this to my list of errors;)
Really like these kinds of videos from you. Terrific. Thanks.
If this runs higher I buy a hell of puts. The worst is yet to come
Hi Tom, I think your analyses are correct, however: if Amazon's legacy businesses are really "dragging down" Amazon's cloud business, isn't that a reason to keep them together as opposed to breaking them up? Why should they be incentivized to split into two companies when one of them would be a major loser?
I normally agree with Tom on most things but this time I have to disagree. Amazon is far more than just AWS. While everyone else pretty much saw advertising revenue decline, ad revenue for Amazon was up and will continue to trend higher as its the most effective type of advertising without the concerns over privacy and cross app tracking like Meta. Yes, AWS is a big part of AMZN but your comment that without AWS, Amazon would be nothing is like saying "Tesla is a bad investment if it wasn't for their vehicle sales". Amazon Ads grew faster than both META and GOOGL. They grew revenue @ 10% when they were predicted to decline while also projecting 13-17% growth moving forward. AMZN is adding sports to Prime Video and taking it away from DIS. I think you're missing the big picture with AMZN.
Whatever,it’s going nowhere
Man, why you even bother with this sh*t? You are not qualified to analyze financial statements. You are a liar!
Perfect content! Thank you.
Well done Tom. I think that AMSN got the message on the quarter results and has begun making numerous changes. I am surprised that they now offer some same day and over night deliveries. I appreciate the quick deliveries but do not think it is all that important to me. So these and other inventory and transportation costs need to be significantly reduced. How quickly can they make changes, well that is a company skill. Other fulfillment companies cannot respond or make changes as quickly as Amazon can. Also the former head of AWS is now the CEO so I am sure he is making changes to get back closer to the AWS money printing model. As for me, I bought some AWS a week ago and sold covered calls and will get those called out today for a nice gain. Thanks again for your quick AMSN review!!
Love individual company analysis. Analyzing financial statements of big tech is content that I think all of us really appreciate! Thanks.
Hypothetically, If amazon was broken up due to anti-trust what would happen to the shares that I hold? Would I automatically get shares in both companies?
Love these type of videos how about ROKU
The last hurrah
Can you analyze polestar earnings when the earnings comes out on the 29th of next month