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亚马逊的数字化赌博

亚马逊的数字化赌博

JP Mangalindan 2012-05-02
2011年第三财季,亚马逊在交付中心和Kindle上耗费巨资,导致其净利润暴跌,投资者对此大为恐慌。现在,历史不会重演。今年第一财季,亚马逊的营收和利润都轻松超出业界预期。分析人士称,亚马逊高风险的数字战略已经开始奏效。

    约赛表示:“亚马逊的目标非常明确——在电子商务中采取薄利多销的策略,使其所获得的绝对收益最大化。利润率很重要,这一点很正确,但总体营收不断增长才是关键。”

    亚马逊在第一财季宣布以7.75亿美元收购机器人公司Kiva Systems,交易有望在本财季完成。不过,现在就开始讨论该收购何时会给亚马逊带来收益还为时尚早。斯库达在电话会议上承认,亚马逊仍需弄清如何在其所有仓储系统中采用Kiva机器人技术。

    译者:项航

    "Amazon's very clear their goal is maximize absolute dollars to the extent that they're benefiting from e-commerce," says Josey. "Margins are important, absolutely right, but if overall dollars are growing that's the key thing."

    As for Kiva Systems, a robotics manufacturer Amazon is buying for $775 million once the deal wraps this quarter, it's too early to tell when the benefits of the acquisition will kick in. Szkutak admitted during the call that Amazon must still figure out how to implement the technology in all their warehouses.

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