💪Strong performance in online sales and AWS
💰Big beat on operating income, driven by back operating margins and advertising growth
📈IWC revenue growth of 13%, meeting expectations
🌩️Amazon trails Microsoft and Alphabet in generative AI but has potential for growth in the cloud business
📺Prime video investment expected to become profitable with the launch of ads
What were the strong points in Amazon's Q4 earnings?
—Online sales and AWS performance were strong, with a big beat on the operating income side.
What was the weak point in Amazon's Q4 performance?
—The physical stores segment showed weakness.
How did IWC revenue perform in Q4?
—IWC revenue grew by 13%, meeting expectations.
Does Amazon lag behind Microsoft and Alphabet in generative AI?
—Yes, Amazon trails behind in generative AI, but there is still potential for growth in the cloud business.
Will prime video investment become profitable?
—Yes, with the launch of ads on prime video, it is expected to become profitable.
00:00Amazon's Q4 earnings report showed strong performance in online sales and AWS, with weakness in physical stores.
00:10The operating income side saw a big beat, thanks to back operating margins and advertising growth.
00:18IWC revenue grew by 13%, meeting expectations.
00:40Amazon trails Microsoft and Alphabet in generative AI, but there is potential for growth in the cloud business.
01:24Prime video investment is expected to become profitable with the launch of ads.
