只用一本书提高英语听力能力!重温经典名著双语阅读小编推荐:跟着纪录片学英语不背单词和语法,轻松学英语
返回列表 回复 发帖

[商业新闻] 2016-02-16&02-18 亚马逊Q4营收同比大幅增长 但低于预期

提高英语听力能力 找对方法很重要!

[商业新闻] 2016-02-16&02-18 亚马逊Q4营收同比大幅增长 但低于预期

user posted image

Amazon earnings miss expectations   

Grays Peak Capital's Brian Blair talks Amazon's earnings and Microsoft with CNN's Maggie Lake.


【视频在线播放】

user posted image


【电信1】 RealVideo / mp3

【电信2】 RealVideo / mp3

【网通/教育网】 RealVideo / mp3


点击进入商业频道整理稿汇总页面

点击进入多主题版块听写规则(新手必读)

版主提示:
一、若是自己的听写稿, 请发帖时标注'Homework'.
二、若是改稿, 请发帖时标注'on 某某人'并在修改处标红.
三、为了达到最快的下载速度,推荐使用迅雷高速下载本站音频/视频材料.

普特在线文本比较普特在线听音查字普特在线拼写检查普特文本转音频

支持普特英语听力就多多发帖吧!您们的参与是对斑竹工作最大的肯定与支持!如果您觉得还不错,推荐给周围的朋友吧~
HOMEWORK(标蓝处存疑)

I want to bring in Brian Blair in New York. He’s principal and co-founder and the investment manager from the Grays Peak Capital. Brian, thanks so much for being with us. I’m just jolting down Amazon’s stock price. It’s worth pointing out $547. It is down 10%, but it rally what a 100% last year.

That’s right.

Talk to me about this report, revenue of 22%. Web service’s business continues to reckon money. Is this a fundamental problem with Amazon’s business model or is this a case of investors just getting way ahead of themselves with expectations?

It’s definitely the latter, you know, Facebook on Wednesday had a tremendous report. And I think that really set a higher bar for Amazon. The did far short of expectations though, just barely, as you pointed out 22% growth, you know, over 35 billion in sales. It was a fantastic quarter. But Amazon web services, what they call AWS actually grew a little bit slower than the Street had expected, and a little slower than they had in prior two quarters. It had been growing about 80%, growth was actually 69%. That was one of the big knocks of story. The other big knock on the quarter was some of the cost related to their fulfillment centers actually increased a little bit. And so that, that got people a little bit cautious. But you know in long term, this is still a tremendous story. There is an amazing growth opportunity still ahead for Amazon.

You know, and this is a big company. We are not talking about small start-ups posing this kind of growth. These are big companies delivering this kind of earnings. You know, Amazon, one of the things we hear is that they have their hand in everything. They deliver your grocery, your books. They are launching TV series. They were buying like crazy. At Sundance, they have Echo, they do hardware. Can they continue to do it all? Is that a wise approach?

It’s a working form. I think they can’t do it all. This is I think gonna continue to be one of the biggest titans of disruption over the next five years. And a lot of it is gonna come from the Amazon, from their web services, which are…is still growing internationally, I think they are going to introduce 11 new regions including China in the next year or so. So there is still a lot of runway there. You bring up an area though I think is one of the most critical. It’s the content side. They are gunning for Netflix. You mention briefly Sundance Film Festival. Both Netflix and Amazon are out beating the major studios for critical content right now. We’ve never seen that before. But I think if you take these different areas of, you know, not only the traditional retail side, you take Amazon web services, this growing content opportunity, there’s still a tremendous opportunity ahead for Amazon.

Was that time right? We’ll do an issue quickly about Microsoft. It was so busy. It’s hard for a big company like that -- a 4% in pre-market. Investors really seem to be liking this story again.

It’s true. They are doing a lot of the right things. You know, Nadella knows the investment of the Cloud was the right approach, and now it’s paying off. Their, their Azure platform grew about 127% year over year. So they are seeing tremendous strength there. But strangely enough, even though the phone business is down, they are also seeing growth in this Surface Pro, in this tablet hybrid. They are doing a great job there, you know, executive on Xbox. Microsoft is actually in a wonderful position right now and investors do love Microsoft again. It’s good to see.
立即获取| 免费注册领取外教体验课一节
I want to bring in Brian Blair in New York, he’s principal and co-founder as the investment manager from Grace P Capital. Brian, thanks so much for being with us, I’m just jotting down Amazon’s stock price, it’s worth pointing out, 567 dollars. It is down 10%, but it rallied what a 100% last year.

Talk to me about this report, revenue up 22%, web services business continues to rake in money, is this a fundamental problem with Amazon’s business model, or is this a case of investors just getting way ahead of themselves with expectations?

It’s definitely the latter, you know, Facebook on Wednesday had a tremendous report, and I think it really set a higher bar for Amazon. They did fall short of expectations though, just barely, as you point out, 22% growth you know, over $35 billion in sales. It was a fantastic quarter, but Amazon web services as what they call AWS, actually grew a little bit slower than the street expected, and a little slower than it had in the prior two quarters, it had been growing at about 80%, growth was actually 69%. That was one of the big knocks in the story, The other big knock on the quarter was some of the cause related to their fulfillment centers actually increased a little bit. And so that that that got people a little bit cautious, but you know long term, this is still a tremendous story, there is an amazing growth opportunity still ahead for, for Amazon.

You know, and this is a big company. We’re not talking about small start-ups posing this kind of growth. These are big companies delivering this kind of earnings. You know, Amazon, one of the things that we hear is that they have their hand in everything. They deliver your groceries, your books, help launching TV series, they rebound like crazy, at sometimes, they have echo, they do hardware, can they continue to do it all, is that a wise approach?

Look, It’s working forum, I think they can do it at all, this is. I think, they’re gonna continue to be one of, one of the biggest titans of disruption, over the next five years. And a lot of it is gonna come from the Amazon from their web services, which is still growing internationally. I think they’re going to introduce 11 new regions including China, in the, in the next year or so. So there is still a lot of runway there. You bring up an area though that I think is one of the most critical is the content side. They’re gunning for Nathelics. You mention briefly Sundance Film Festival. Both Nathelics and Amazon are out-beating the major studios for critical content right now. We’re never seen that before. But I think if you take these different areas of, you know, not only the traditional retail side, you take Amazon web services, this growing content opportunity, there is still a tremendous opportunity ahead for Amazon.

I mean, we almost had a time, Brian, once do wanna ask you quickly about Microsoft. We’re so busy, it’s hard to forget a big company like that up 4% in pre-market. Investors really seem to be liking the story again.

It’s true, they’re doing a lot of the right things. You know, X knows that the investment cloud was the right approach, and now, it’s paying off. Their azure platform grew about 127% year over year. So they’re seeing a tremendous strength there. But strangely enough, even though the phone doesn’t sit down, we’re also seeing a growth in this surface pro, in this tablet hybrid, they’re doing a great job there, you know, executing on an X-box. I mean, Microsoft is actually in a wonderful position right now, and investors do love Microsoft again. It’s good to see.
返回列表