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10-QPeriod: Q3 FY2013

AMAZON COM INC Quarterly Report for Q3 Ended Sep 30, 2013

Filed October 25, 2013For Securities:AMZN

Summary

Amazon.com, Inc.'s (AMZN) third quarter 2013 filing for the period ending September 30, 2013, reveals a company experiencing robust top-line growth but facing operational challenges that impacted profitability. Total net sales grew by 24% year-over-year to $17.1 billion, driven by strong performance in North America (up 31%) and continued expansion in international markets (up 15%). Despite this revenue increase, the company reported a net loss of $41 million for the quarter, a significant improvement from the $274 million loss in the prior year, indicating a reduction in losses but still a path to consistent profitability. Key to understanding Amazon's operational dynamics is the significant investment in technology and content, and fulfillment infrastructure, which is driving both sales growth and increased operating expenses. While gross margins improved to 27.7% from 25.3% year-over-year, largely due to a favorable shift towards higher-margin services sales, operating expenses outpaced revenue growth in certain areas. The company continues to heavily invest in its future, evidenced by substantial capital expenditures aimed at expanding its technological capabilities and fulfillment network, which are crucial for sustaining its competitive position.

Financial Statements
Beta
Revenue$17.09B
Cost of Revenue$12.37B
Gross Profit$4.73B
Operating Expenses$17.12B
Operating Income-$25.00M
Interest Expense$36.00M
Net Income-$41.00M
EPS (Basic)$-0.00
EPS (Diluted)$-0.00
Shares Outstanding (Basic)9.14B
Shares Outstanding (Diluted)9.14B

Key Highlights

  • 1Total net sales increased by 24% to $17.1 billion in Q3 2013 compared to the prior year, demonstrating strong revenue momentum.
  • 2North America segment sales grew an impressive 31% year-over-year, highlighting its continued strength and contribution to overall growth.
  • 3The company reported a net loss of $41 million for the quarter, a notable improvement from the $274 million net loss in Q3 2012.
  • 4Gross margin improved to 27.7% from 25.3% year-over-year, driven by a favorable mix towards higher-margin services sales.
  • 5Operating expenses, particularly in Technology and Content and Fulfillment, saw significant increases, reflecting substantial investments in infrastructure and growth initiatives.
  • 6Capital expenditures remained high, with $1.0 billion spent in Q3 2013 on property and equipment, indicating a continued focus on expanding operational capacity.
  • 7Free cash flow for the trailing twelve months ended September 30, 2013, was $388 million, down from $1.06 billion in the prior year period, primarily due to increased capital expenditures.

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