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亞馬遜業(yè)績(jī)超預(yù)期,云業(yè)務(wù)是主要增長(zhǎng)動(dòng)力

JASON DEL REY
2024-11-04

亞馬遜云科技的營(yíng)業(yè)利潤(rùn)同比增長(zhǎng)了50%,達(dá)到104億美元。

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亞馬遜(Amazon)在上周四公布的季度業(yè)績(jī)超出了分析師預(yù)期,這主要得益于公司1,100億美元云計(jì)算業(yè)務(wù)強(qiáng)勁的收入增長(zhǎng)和創(chuàng)紀(jì)錄的營(yíng)業(yè)利潤(rùn)。業(yè)績(jī)公布后,亞馬遜股價(jià)在盤后交易中上漲了6%。

在該季度,亞馬遜的每股收益為1.43美元,總收入為1,589億美元,分別超出了分析師平均預(yù)估的每股1.14美元和1,572億美元。公司業(yè)績(jī)?cè)鲩L(zhǎng)的主要推動(dòng)因素是其云計(jì)算業(yè)務(wù)亞馬遜云科技(Amazon Web Services)。在人工智能時(shí)代,該業(yè)務(wù)在第三財(cái)季業(yè)績(jī)中的重要性尤其突出。

亞馬遜云科技的營(yíng)業(yè)利潤(rùn)同比增長(zhǎng)了50%,達(dá)到104億美元。與此同時(shí),該部門的收入同比增長(zhǎng)19%,達(dá)到275億美元,符合分析師的預(yù)期。

該部門的營(yíng)業(yè)利潤(rùn)率為38%,超過(guò)了去年同期的30%。盡管亞馬遜像其他大型科技公司一樣,在其自身的AI消費(fèi)產(chǎn)品上投入大量資金,同時(shí)擴(kuò)大其向企業(yè)客戶提供的AI服務(wù)和構(gòu)建模塊,但其利潤(rùn)依然強(qiáng)勁。

然而,正如一位分析師在業(yè)績(jī)電話會(huì)議上向亞馬遜CEO安迪·賈西所提問(wèn)的那樣,隨著規(guī)模達(dá)數(shù)十億美元的生成式AI業(yè)務(wù)(其銷售額同比增長(zhǎng)超過(guò)100%)在亞馬遜云科技業(yè)務(wù)中的占比越來(lái)越大,公司的利潤(rùn)將會(huì)如何表現(xiàn),現(xiàn)在仍是未知數(shù)。

賈西承認(rèn),亞馬遜必須在數(shù)據(jù)中心和芯片等AI基礎(chǔ)設(shè)施方面進(jìn)行大量投資,然后才能變現(xiàn)或銷售,但他認(rèn)為隨著時(shí)間的推移,“生成式AI領(lǐng)域?qū)?huì)有非常健康的利潤(rùn)率”。

目前,亞馬遜繼續(xù)增加整體資本支出,重點(diǎn)擴(kuò)展其數(shù)據(jù)中心網(wǎng)絡(luò),以支持其更成熟的亞馬遜云科技業(yè)務(wù)和生成式AI。亞馬遜資本支出增加的另外一個(gè)原因是對(duì)其倉(cāng)庫(kù)網(wǎng)絡(luò)中的自動(dòng)化和機(jī)器人投資。

在談到公司繼續(xù)提高倉(cāng)庫(kù)自動(dòng)化作業(yè)水平時(shí),賈西表示:“我們確實(shí)相信AI將在我們的機(jī)器人網(wǎng)絡(luò)中占據(jù)重要地位。”

亞馬遜的領(lǐng)導(dǎo)層表示,預(yù)計(jì)到今年年底,資本支出總額將達(dá)到750億美元,這意味著在今年下半年,這些投資將從前6個(gè)月的約300億美元增長(zhǎng)50%。賈西告訴分析師,在2025年,亞馬遜的總支出可能會(huì)超過(guò)750億美元,這可能會(huì)削減短期利潤(rùn),以支持他所稱的“可能一生只有一次的機(jī)會(huì)”。

關(guān)于亞馬遜的生成式AI業(yè)務(wù),賈西表示:“我們的需求增長(zhǎng)速度越快,就必須越快投入資本?!?/p>

由于亞馬遜對(duì)其數(shù)據(jù)中心使用壽命的判斷方式發(fā)生了會(huì)計(jì)變更,亞馬遜云科技業(yè)務(wù)該季度的營(yíng)業(yè)利潤(rùn)率提高了2個(gè)百分點(diǎn)。利潤(rùn)率提高的另一個(gè)因素是“有節(jié)制的”招聘速度。

一位管理人員告訴分析師:“我們的辦公室員工人數(shù)同比略有下降?!?/p>

亞馬遜核心電商業(yè)務(wù)的收入增長(zhǎng)了8%,達(dá)到614億美元,這得益于低價(jià)商品的選擇增多和公司為Prime會(huì)員舉辦的秋季促銷活動(dòng)。賈西表示,通過(guò)多年的重組計(jì)劃,亞馬遜將北美倉(cāng)儲(chǔ)網(wǎng)絡(luò)劃分為8個(gè)區(qū)域,送貨速度持續(xù)提高。他表示,上個(gè)季度,有4,000萬(wàn)Prime客戶在沒(méi)有額外支付費(fèi)用的情況下收到了當(dāng)天下單的商品,同比增長(zhǎng)超過(guò)25%。(財(cái)富中文網(wǎng))

譯者:劉進(jìn)龍

審校:汪皓

亞馬遜(Amazon)在上周四公布的季度業(yè)績(jī)超出了分析師預(yù)期,這主要得益于公司1,100億美元云計(jì)算業(yè)務(wù)強(qiáng)勁的收入增長(zhǎng)和創(chuàng)紀(jì)錄的營(yíng)業(yè)利潤(rùn)。業(yè)績(jī)公布后,亞馬遜股價(jià)在盤后交易中上漲了6%。

在該季度,亞馬遜的每股收益為1.43美元,總收入為1,589億美元,分別超出了分析師平均預(yù)估的每股1.14美元和1,572億美元。公司業(yè)績(jī)?cè)鲩L(zhǎng)的主要推動(dòng)因素是其云計(jì)算業(yè)務(wù)亞馬遜云科技(Amazon Web Services)。在人工智能時(shí)代,該業(yè)務(wù)在第三財(cái)季業(yè)績(jī)中的重要性尤其突出。

亞馬遜云科技的營(yíng)業(yè)利潤(rùn)同比增長(zhǎng)了50%,達(dá)到104億美元。與此同時(shí),該部門的收入同比增長(zhǎng)19%,達(dá)到275億美元,符合分析師的預(yù)期。

該部門的營(yíng)業(yè)利潤(rùn)率為38%,超過(guò)了去年同期的30%。盡管亞馬遜像其他大型科技公司一樣,在其自身的AI消費(fèi)產(chǎn)品上投入大量資金,同時(shí)擴(kuò)大其向企業(yè)客戶提供的AI服務(wù)和構(gòu)建模塊,但其利潤(rùn)依然強(qiáng)勁。

然而,正如一位分析師在業(yè)績(jī)電話會(huì)議上向亞馬遜CEO安迪·賈西所提問(wèn)的那樣,隨著規(guī)模達(dá)數(shù)十億美元的生成式AI業(yè)務(wù)(其銷售額同比增長(zhǎng)超過(guò)100%)在亞馬遜云科技業(yè)務(wù)中的占比越來(lái)越大,公司的利潤(rùn)將會(huì)如何表現(xiàn),現(xiàn)在仍是未知數(shù)。

賈西承認(rèn),亞馬遜必須在數(shù)據(jù)中心和芯片等AI基礎(chǔ)設(shè)施方面進(jìn)行大量投資,然后才能變現(xiàn)或銷售,但他認(rèn)為隨著時(shí)間的推移,“生成式AI領(lǐng)域?qū)?huì)有非常健康的利潤(rùn)率”。

目前,亞馬遜繼續(xù)增加整體資本支出,重點(diǎn)擴(kuò)展其數(shù)據(jù)中心網(wǎng)絡(luò),以支持其更成熟的亞馬遜云科技業(yè)務(wù)和生成式AI。亞馬遜資本支出增加的另外一個(gè)原因是對(duì)其倉(cāng)庫(kù)網(wǎng)絡(luò)中的自動(dòng)化和機(jī)器人投資。

在談到公司繼續(xù)提高倉(cāng)庫(kù)自動(dòng)化作業(yè)水平時(shí),賈西表示:“我們確實(shí)相信AI將在我們的機(jī)器人網(wǎng)絡(luò)中占據(jù)重要地位?!?/p>

亞馬遜的領(lǐng)導(dǎo)層表示,預(yù)計(jì)到今年年底,資本支出總額將達(dá)到750億美元,這意味著在今年下半年,這些投資將從前6個(gè)月的約300億美元增長(zhǎng)50%。賈西告訴分析師,在2025年,亞馬遜的總支出可能會(huì)超過(guò)750億美元,這可能會(huì)削減短期利潤(rùn),以支持他所稱的“可能一生只有一次的機(jī)會(huì)”。

關(guān)于亞馬遜的生成式AI業(yè)務(wù),賈西表示:“我們的需求增長(zhǎng)速度越快,就必須越快投入資本。”

由于亞馬遜對(duì)其數(shù)據(jù)中心使用壽命的判斷方式發(fā)生了會(huì)計(jì)變更,亞馬遜云科技業(yè)務(wù)該季度的營(yíng)業(yè)利潤(rùn)率提高了2個(gè)百分點(diǎn)。利潤(rùn)率提高的另一個(gè)因素是“有節(jié)制的”招聘速度。

一位管理人員告訴分析師:“我們的辦公室員工人數(shù)同比略有下降?!?/p>

亞馬遜核心電商業(yè)務(wù)的收入增長(zhǎng)了8%,達(dá)到614億美元,這得益于低價(jià)商品的選擇增多和公司為Prime會(huì)員舉辦的秋季促銷活動(dòng)。賈西表示,通過(guò)多年的重組計(jì)劃,亞馬遜將北美倉(cāng)儲(chǔ)網(wǎng)絡(luò)劃分為8個(gè)區(qū)域,送貨速度持續(xù)提高。他表示,上個(gè)季度,有4,000萬(wàn)Prime客戶在沒(méi)有額外支付費(fèi)用的情況下收到了當(dāng)天下單的商品,同比增長(zhǎng)超過(guò)25%。(財(cái)富中文網(wǎng))

譯者:劉進(jìn)龍

審校:汪皓

Amazon quarterly financial results on Thursday surpassed analyst expectations, powered by strong revenue growth and record operating income in the company’s $110 billion cloud-computing business, sending its stock soaring as much as 6% in after-hours trading.

For the quarter, Amazon generated $1.43 in earnings per share on $158.9 billion in overall revenue, beating average analyst estimates of $1.14 per share and $157.2 billion, respectively. But it was Amazon Web Services, the company’s cloud computing business that has become a major growth driver, particularly in the AI era, that really stood out in the fiscal third-quarter results.

AWS operating income grew 50% year-over-year to $10.4 billion. Meanwhile, revenue in the unit rose 19% from the same period a year earlier to $27.5 billion, in line with analyst expectations.

The division’s operating profit margin was 38%, accelerating from 30% in the same period last year. The robust profits came even as Amazon, like its Big Tech peers, invests heavily on its own AI consumer products while also expanding its offerings of AI services and building blocks to corporate customers.

But one unknown is how those profits will look as AWS’ multi-billion-dollar Gen AI business—in which sales are growing more than 100% year over year—develops into a larger piece of the overall Amazon Web Services business, as one analyst asked Amazon CEO Andy Jassy on Thursday’s earnings call.

Jassy acknowledged that Amazon must invest heavily in AI infrastructure like data centers and chips before they are monetized or sold, but posited that “there are going to be very healthy margins here in the generative AI space” over time.

For now, Amazon continues to ramp up capital spending overall, with a particular focus on expanding its data center network to support its more mature AWS businesses as well as Gen AI. Increased automation and robotics investments in Amazon’s warehouse network are also playing a role in the bigger spending.

“We really do believe that AI is going to be a big piece of what we do in the robotics network,” Jassy said of the company’s continued drive to automate work within its warehouses.

Capital expenditures are expected to total $75 billion by the end of this year, company leaders said, meaning those investments will have increased 50% in the back half of the year from the roughly $30 billion spent in the first six months. Amazon will likely surpass that $75 billion total in 2025, Jassy told analysts on the call, potentially cutting into short-term profits in favor of what he called “a maybe once in a lifetime opportunity.”

“The faster we grow demand, the faster we have to invest capital,” the CEO said of its Gen AI businesses.

AWS’ operating margin was also boosted 2 percentage points in the quarter by an accounting change related to how Amazon judges the useful life of its data centers. Another contributor to expanded margins in AWS was a “measured” pace in hiring.

“Our office staff [count] is down slightly year over year,” an official told analysts.

Revenue in Amazon’s core e-commerce business grew 8% to $61.4 billion on the back of wider selection of lower-priced goods and the company’s fall sale event for Prime members. Jassy said the company continues to increase delivery speeds as it works through a multi-year restructuring of its North American warehouse network into eight regions. Last quarter, 40 million Prime customers received same-day orders at no extra cost, up more than 25% year-over-year, Jassy said.

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