Info

The Jason & Scot Show - E-Commerce And Retail News

Join hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor, as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.
RSS Feed Subscribe in Apple Podcasts
The Jason & Scot Show - E-Commerce And Retail News
2021
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November


All Episodes
Archives
Now displaying: July, 2018
Jul 31, 2018

EP138 - Amazon Q2 2018 Earnings Hot Take 

This episode is a hot take on Amazon Q2 2018 earnings

  • Amazon Q2 Earnings Highlights
    • $52.9B, which is a 39% y/y increase
    • $2.98B in operating income
    • $21.8B in Free cash flow, less $11.4B in capex, $6.2B in lease repayments = Net $4.1B Free Cash Flow
    • AWS had a material acceleration up 48% y/y constant currency and profits were $1.4b
  • Amazon Web Services – came in at $6.1b – 49% y/y growth (an acceleration from last quarters 48% growth)
  • North America – $32.2B up 44% Y/Y, operating income of $1.84B
  • International  – Revenue increased to $14.6B (+21% Y/Y) for a $0.494B loss
  • Marketplace
    • 53% 3P by Unit sales
    • 3P Growing at 55% (constant currency)
    • Wingo GMV estimate -> 1p – $37.6b/ 3p – $71b = $108.6b GMV
  • Amazon Ad Business – grew 129% y/y  to $2.19B
  • Increasing likely Amazon becomes first $1 trillion dollar company

Jason & Scot will at eTail East in Boston next week.

Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes.

Episode 138 of the Jason & Scot show was recorded on Monday, July 30th 2018.

Join your hosts Jason “Retailgeek” Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.

Jul 20, 2018

Industry News

Amazon Prime Day

Listener Questions

Joan Abrams asks: How important are progressive web apps going to be for retailers? Any retailers doing this really well yet?

Julie Acosta asks: Any updates on multi-touch attribution models/partners - who’s doing online/offline (brick & mortar) right?

Upcoming Events

  • Jason is doing retail visits in Australia July 21 - 29.  Ping him on twitter if you’re there.
  • Jason and Scot will be doing shows from eTail East (8/6 - 8/9 in Boston)

Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes.

Episode 137 of the Jason & Scot show was recorded on Thursday, July 19th 2018.

http://jasonandscot.com

Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.

1