Core Insights - Amazon reported stronger-than-expected first-quarter 2025 results, surpassing earnings and revenue estimates but provided a cautious second-quarter operating income guidance due to tariff uncertainties [1][3][6] Financial Performance - Earnings per share reached $1.59, exceeding the Zacks Consensus Estimate of $1.35 and up from 98 cents a year ago [3] - Revenues grew 10% year over year to $155.7 billion, surpassing the consensus estimate of $154.56 billion [3] - Amazon's advertising business was the fastest-growing division, with ad revenues increasing 19% year over year to $13.9 billion [4] - Online store sales grew 6% to $57.41 billion, while Amazon Web Services (AWS) revenues soared 17% year over year to $29.3 billion [4] Future Outlook - For the second quarter of 2025, Amazon expects revenues in the range of $159-$164 billion, with a consensus estimate of $160.46 billion [6] - Operating income is projected to be between $13 billion and $17.5 billion, with a cautious outlook due to uncertain consumer demand influenced by tariff policies [6] Investment Focus - Several ETFs with significant allocations to Amazon include: - ProShares Online Retail ETF (ONLN) with 23.9% allocation to Amazon and $66.3 million in assets [7] - Fidelity MSCI Consumer Discretionary Index ETF (FDIS) with 22.2% allocation and $1.7 billion in assets [8] - Vanguard Consumer Discretionary ETF (VCR) with 22% allocation and $5.3 billion in assets [9] - Consumer Discretionary Select Sector SPDR Fund (XLY) with 21.9% allocation and nearly $19.5 billion in assets [11] - VanEck Vectors Retail ETF (RTH) with 18.1% allocation and $235.9 million in assets [12]

In its upcoming report, Groupon (GRPN) is predicted by Wall Street analysts to post quarterly loss of $0.20 per share, reflecting a decline of 433.3% compared to the same period last year. Revenues are forecasted to be $115.5 million, representing a year-over-year decrease of 6.2%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 34.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...

记者观察微博、小红书等社交媒体平台相关信息也发现，大量各地消费者晒单各平台外卖优惠，诸如 0.1元喝上了奶茶、2元吃了一顿饭、5元吃蓝莓奇异果等等。"平台的竞争，实际上也为商户带来了更多 的流量。"某咖啡商户在接受21世纪经济报道记者采访时表示，"外卖单量的上涨显著。" 有媒体报道称，淘宝闪购上线24小时内，奈雪的茶饿了么外卖订单同比暴涨超200%。"消费者对淘宝闪 购的超预期热情，是推动提前全量上线的关键因素。但同时，全国城市商户报名积极踊跃，也是关键因 素之一。"一位接近淘宝的相关人士表示。 值得一提的是，在运力方面，淘宝闪购由饿了么重点保障履约，可以在全国范围内实现30分钟送达。一 位淘宝闪购内部人士向记者表示，"饿了么的仓配、算法、地图等基础能力已经成熟，此时上线是抢占 最佳时机时候，集中优势兵力协同全力压上，这一直也是阿里做业务的风格。" 21世纪经济报道记者 易佳颖 上海报道 5月2日，淘宝官方微博宣布：淘宝闪购提前全量上线。根据此前淘宝官方信息，淘宝闪购原定于5月6日 全量上线。 全国用户今日起可通过淘宝闪购入口领取优惠购买外卖。此前，4月30日，淘宝天猫旗下即时零售业 务"小时达"正式升级为" ...

Amazon will report its first-quarter earnings for the 2025 fiscal year on Thursday after the New York stock exchange closes – results that will be seen in the context of consumer resilience in the face of Donald Trump’s tariff wars.Analysts estimate that Amazon’s earnings-per-share will come in at $1.36 on revenue of $155bn. The company has exceeded Wall Street’s expectations for the previous two quarters. At the close of the first quarter last year, the company reported earnings of $0.98 per share on sales ...

For the quarter ended March 2025, Wayfair (W) reported revenue of $2.73 billion, up 0% over the same period last year. EPS came in at $0.10, compared to -$0.32 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.71 billion, representing a surprise of +0.70%. The company delivered an EPS surprise of +155.56%, with the consensus EPS estimate being -$0.18.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectat ...

Wayfair Inc. (NYSE:W) Q1 2025 Earnings Conference Call May 1, 2025 8:00 AM ET Company Participants Ryan Barney - Head of IR Niraj Shah - CEO, Co-Chairman and Co-Founder Kate Gulliver - CFO and Chief Administrative Officer Conference Call Participants Christopher Horvers - JPMorgan Jonathan Matuszewski - Jefferies Brian Nagel - Oppenheimer Ygal Arounian - Citi Michael Lasser - UBS Simeon Gutman - Morgan Stanley Peter Keith - Piper Sandler Operator Thank you for standing by. My name is Kayla and I will be you ...

Group 1: Microsoft - Microsoft shares increased by 7% in premarket trading following strong FQ3 results, with Azure revenue growth of 33%, surpassing market expectations of 31% [3] - The company reported a 20% year-over-year rise in Microsoft Cloud revenue and forecasted continued strength in its cloud and AI businesses through Q4 and into fiscal 2026 [3] Group 2: Meta Platforms - Meta Platforms' shares rose by 5% after reporting a robust Q1 performance, with revenue increasing by 16% year-over-year and profits surging by 35% [4] - The operating margin expanded to 41% from 38% a year earlier, with CEO Mark Zuckerberg highlighting strong business momentum and advancements in AI [4] - Daily active users on the Family of Apps grew by 6% to 3.43 billion, exceeding expectations, while ad impressions rose by 5% year-over-year and the average price per ad increased by 10% [4] Group 3: Tesla - Tesla's board chair Robyn Denholm refuted reports of a CEO search, asserting confidence in Elon Musk's leadership [6] - Analyst Dan Ives suggested that the board's statement was a warning regarding recent issues but believes Musk will remain CEO for at least another five years [7] Group 4: Tools for Humanity - Tools for Humanity, co-founded by OpenAI CEO Sam Altman, is launching biometric ID technology in six U.S. cities, including San Francisco and Los Angeles [8] - The initiative aims to create a global identity system through iris scanning in exchange for cryptocurrency and digital IDs [8] - Partnerships with Visa and Match Group were also announced to enhance the project's reach [9] Group 5: Amazon - Amazon shares climbed by 4% after announcing a $4 billion investment to expand its rural delivery network across small-town America [11] - The investment aims to improve delivery speed and reach, with earnings expected to be reported later [11]

Group 1 - eBay reported a 1.1% year-over-year revenue growth in Q1, reaching $2.59 billion, exceeding the expected $2.55 billion [1] - Earnings per share were $1.38, higher than the anticipated $1.34 [1] - The company provided a positive Q2 guidance, expecting revenue between $2.59 billion and $2.66 billion, above market expectations [1] - CEO Jamie Iannone noted that shoppers eager to avoid tariffs accelerated their spending, contributing to a strong start for the online marketplace [1] - 48% of eBay's revenue in Q1 came from international markets, reducing reliance on U.S. consumers purchasing Chinese goods [1] - eBay is focusing on increasing sales of second-hand and refurbished items, which are less affected by tariffs, with these items accounting for 40% of sales [1] Group 2 - eBay's Gross Merchandise Volume (GMV) grew by 1% in Q1, reaching $18.8 billion, surpassing the average expectation of $18.5 billion [2] - U.S. GMV was $9.07 billion, also up 1% year-over-year, while international GMV was $9.69 billion, growing by 0.4% [2] - The number of active buyers increased by 1.5% year-over-year, totaling 134 million, in line with expectations [2] - eBay announced a cash dividend of $0.29 per share for Q2, payable on June 13, 2025 [2] Group 3 - The company merged its product and market teams and integrated its engineering team into a single organization [3] - Jordan Sweetnam will lead the newly merged global market and product department as Chief Business Officer [3] - Mazen Rawashdeh will serve as Chief Technology Officer, leading the unified engineering organization, while CTO Eddie Garcia will resign [3]

eBay一季度净营收26美元，分析师预期25.5亿美元。 预计二季度净营收25.9亿-26.6亿美元，分析师预期26.0亿美元。 ...

© 2025 eBay | Business & Financial Highlights Q1'25 Disclosures This presentation contains non-9A4P measures relating to our performance. You can find the resonciliation of these measures, except for FK-Neutral basis, to the nearest co GAAP measures in the appendix at the end of this gresentation. All grount rates regresent vear-sent vear-sent vear-somparisons, except as otherwise noted. For rumbers in th provided on an "FX-Neutral" basis, we calculate the vear-over-vear impact of forceign curnency movement ...