Amazon.com (AMZN) was a little more reluctant about what it wanted to do this year over Christmas sales compared to last year. But there were some useful nuggets for investors. These include:
1. Alexa-based shopping grew significantly
Amazon says that – without indicating sales figures – "the use of Alexa for shopping has more than tripled", this holiday season compared to last year. The comments came a year after the company announced that "millions of prime members" were using Alexa for voice shopping.
The rapid growth of the installed base of Alexa-enabled devices – thanks to Amazon's own hardware sales and the upsurge in third-party devices that support Amazon's voice assistants ̵
Voice shopping is not suitable for all e-commerce applications – in general it works best Consumers know exactly what they want to buy and by whom. However, there are certain articles, such as For example, recurring consumer goods for which this may be more convenient than buying through a website or app. And although Google (Wizard) of Alphabet (Google) will enable some of them, Amazon is reasonably well positioned to do much of this activity in the US and elsewhere.
. 2 "Dozens of millions" registered for Prime
"tens of thousands" of people have signed up for free trial memberships and paid memberships, says Amazon. As a rule, 30-day Prime trial lessons are registered during the holiday season. The company did not issue a similar opinion last year, but said at the time that more than four million new court cases were being filed and memberships paid in a single week.
Amazon is eight months from announcing its global Prime membership The number has exceeded $ 100 million. In the third quarter, the company's subscription services revenue, which covers the membership fees of Prime members and services such as Amazon Channels and Music Unlimited, increased 52% year-on-year to $ 3.7 billion.
. 3 Average US Prime Account Probably Ordered More Than a Dozen Articles
According to Amazon, more than one billion Prime articles have been sent to the United States for free. The company has not figured out how many prime accounts it has in the US. However, the figure may be around 60 million, based on a Cowen estimate from January (citing a survey of 2,500 consumers). Another estimate made by research firm CIRP in October shows that there are 97 million US Premier members, but that figure seems to count several consumers who rely on the same Prime account.
If Cowen's estimate is close to the mark, Amazon is likely to ship over a dozen items per US prime account this holiday season and possibly more than 15 items. The average US Prime member also spends $ 1,400 annually on Amazon, and CIRP estimates and data from e-commerce analytics company Rakuten Intelligence indicate that Amazon's ecommerce share price has risen in the week before Christmas, Because consumers trust that their orders will not be delivered by the rivals time.
. 4 An Amazon-Based List of Best-Selling Electronic Devices Developed by Amazon
Amazon says that in addition to the wireless headphones QuietComfort 35 from Bose and a 65-inch 4K device from Samsung, a 32-GB 32 GB TV, empty gray and only Wi-Fi is available The version of Apple's standard iPad (AAPL) was one of the best-selling electronics items at that time. The tablet has been reduced, along with other standard Wi-Fi iPad models, in recent weeks,
The fact that Amazon made an Apple device a shout-out in its post-Christmas PR (unlike in previous years This could mean just be a new sign of thawing relationships between companies. In November, it was revealed that Amazon and Apple had entered into a deal to sell more Apple products directly from Amazon (rather than third-party). Just over a month later, Amazon's echo speakers started supporting Apple Music content.
Amazon.com, Alphabet and Apple hold shares in Jim Cramer's Action Alerts PLUS member club . Would you like to be notified before Jim Cramer buys or sells AMZN, AAPL or, 99? Learn more now.