AMZN,EBAY: Amazon (AMZN) now +9.3% AH in spite of its Q4...

6:16 PM Amazon (AMZN) now +9.3% AH in spite of its Q4 miss and light Q1 guidance. The earnings call (live blog) featured pointed questions about slowing paid unit growth (32% Y/Y vs 39% in Q3), but also positive comments about gross margin, which rose 340 bps Y/Y 24.1% (up from Q3's 180 bps increase). The fact 3rd-party sales accounted for 39% of paid units (up from 36% a year ago) helped, as did a 67% Y/Y increase in "Other" North American revenue (dominated by AWS) to $769M. Active customer accounts surpassed 200M (up from Q3's 188M). EBAY +0.7%. Read comments

Focus Articles on AMZN

• Amazon Misses: Q4 Sales Up 22% To $21.3 Billion, Net Income Down 45% To $97 Million by TechCrunch
• Finally - Reality Is About To Hit Amazon Shareholders by Derek Blain
• Amazon Earnings: Primed To Fail? by SogoTrade

Press Releases on AMZN

• Amazon.com Announces Fourth Quarter Sales up 22% to $21.27 Billion (Business Wire)
• Amazon Web Services Launches Amazon Elastic Transcoder (Business Wire)
• Best-Selling Author Stephen King Publishes Kindle Single "Guns," Available Exclusively in the Kindle Store—You Won't Find it Anywhere Else (Business Wire)

Related Articles on AMZN

• Why Apple's Profits Are At Risk by Stephen Rosenman
• Research In Motion, Amazon Or Netflix: Which Is The Biggest Loser? by Paid2Trade
• The 2 Most Critical Earnings Reports This Week by Lou Basenese

StockTalk on AMZN: AMZN StockTalk | Twitter AMZN | Twitter $AMZN | AMZN Instablogs

Recent Market Alerts on AMZN: All currents | Earnings | Dividends | M&A | On the move

Transcripts on AMZN

• Amazon.com's CEO Discusses Q3 2012 Results - Earnings Call Transcript
• Amazon.com's Management Discusses Q2 2012 Results - Earnings Call Transcript
• Amazon.com Management Discusses Q1 2012 Results - Earnings Call Transcript

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