Tuesday, July 24, 2007

Amazon Conference Call Update

Says that guidance incorporates current revenue trends although note there are some issues that they are being conservative on... Co says that prime subs are a higher percentage than they ever have been before... co says it is difficult to discuss the digital revenue tracking at this point... marketing was 2.2% of revenues; historical range is 2.2-2.7%... co says seeing good early traction in web services... says they are like seeing the frequency in prime... co says operating margins outlook has not changed; expects to maiximize free cash flow per share; says operating margins in double digits are possible, notes that is not a projection just saying that it is possible... call has ended... stock is trading at $84.09 in after hours.
Courtesy of Briefing.com


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Sandro said...

Kevin, I have a chart request.

What do you think about XHB (homebuilders)?

I hold a $$$load of puts since mid-February and they exploded. I need to figure out how to know when it's the time to take some profit.

I wish everyone my problems :-)))


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