Jamie Kiggen
Jamie Kiggen
amazon becoming customers executing financial general levels operating operations plentiful service
The general takeaway from our moonlighting is that Amazon is executing on its near-term and long-term financial and operating goals. Customers are plentiful and active, customer service levels are high, and operations are becoming more efficient.
beating business cautious consensus continues despite due guidance posting quarter september
Despite posting a high-quality September quarter and beating consensus numbers, Yahoo's guidance continues to be cautious due to a challenging near-term business environment.
enterprise growing last line low nine rapidly seeing software top visibility
Over the last nine to 12 months, they've been growing into an enterprise software company. Today, we're seeing some growing pains. They are going to grow their top line but there is low visibility as to how rapidly they are going to grow it.
activity amazon appear december estimate exceed facility high highly levels likely meet orders quarter revenue single trends view
While it's imprecise to extrapolate trends from a single distribution center, in our view the activity levels at this facility demonstrate that Amazon is highly likely to meet or exceed our December quarter revenue estimate of $1 billion. Shipment levels appear to be at least on plan, with a very high backlog of orders to be filled.