Amazon is one of the few megacaps we like, says Clockwise's James Cakmak
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Yahoo
an hour ago
- Yahoo
Amazon's Ad Business Hits Milestone: Is it the Next Revenue Pillar?
Amazon's AMZN advertising business hit a milestone in the second quarter of 2025, capturing 9.36% of the company's total revenues — the highest share ever recorded — and rose 23% year over year to $15.69 billion, representing 9.36% of total revenues. This momentum reflects the impact of AI-powered optimization, a growing share of the digital advertising market, and AMZN's ability to harness its vast retail media presence, proprietary shopping data, and expanding connected TV (CTV) footprint. The global rollout of Prime Video ads adds a high-value, premium channel that could further lift advertising fuels Amazon's top line in two ways. It directly generates revenues from brands paying for sponsored placements, display and video ads, while also boosting product visibility and retail transactions, which in turn drive sales and third-party seller fees. Monetizing Prime Video's audience creates an additional high-CPM revenue stream less dependent on seasonal shopping ad ecosystem reaches over 300 million ad-supported users in the United States alone, spanning retail, Prime Video, Twitch and Fire TV. Live sports like the NFL, NASCAR, and NBA deepen engagement, while the landmark Roku partnership grants advertisers exclusive access to 80 million CTV households — the largest authenticated footprint in the United States — via Amazon Amazon DSP remains a growth engine, powered by trillions of proprietary browsing, shopping and streaming signals. Combined with strong supply-side relationships and privacy-safe clean rooms, it delivers measurable, high-impact results. With third-quarter total revenues projected at $174-$179.5 billion, Amazon signals confidence in sustaining and potentially accelerating its ad-driven growth trajectory. Amazon Faces Stiff Competition in Digital Advertising Alphabet Inc. GOOGL commands advertising dominance through Google Search and YouTube, leveraging its massive user base, strong brand equity and advanced AI to optimize targeting and monetization. In the second quarter of 2025, Alphabet's ad revenues rose 10.4% year over year to $71.34 billion. Alphabet's market leadership is reinforced by innovations like the Mobile Friendly algorithm update, product listings, flight search, Google Now and AI integration, alongside its growing cloud presence, driving sustained growth in digital Platforms META excels in advertising through precise targeting across Facebook, Instagram, WhatsApp, Messenger and Threads, leveraging demographic, behavioral and psychographic data to boost engagement. In the second quarter of 2025, META's ad revenues rose 21.1% to $46.6 billion, with full-year growth projected at 12.5%. META's integration of AI enhances personalization and campaign performance, though privacy regulations and transparency concerns remain significant challenges in its rivalry with Amazon. AMZN's Share Price Performance, Valuation & Estimates AMZN shares have gained 2.2% in the year-to-date period, underperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector's growth of 8.3% and 7.1%, respectively. AMZN's YTD Price Performance Image Source: Zacks Investment Research From a valuation standpoint, AMZN stock is currently trading at a forward 12-month Price/Sales ratio of 3.15X compared with the industry's 2.27X. AMZN has a Value Score of C. AMZN's Valuation Image Source: Zacks Investment Research The Zacks Consensus Estimate for AMZN's 2025 earnings is pegged at $6.70 per share, up by 5.8% over the past 30 days. This indicates a 21.16% increase from the figure reported in the year-ago quarter. Image Source: Zacks Investment Research Amazon stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report Meta Platforms, Inc. (META) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
New York Times
3 hours ago
- New York Times
Jackie Bezos, Jeff Bezos' Mother and an Early Amazon Investor, Dies at 78
Jackie Bezos, Jeff Bezos' mother and one of the first investors in Amazon, died on Thursday in Miami. She was 78. Mr. Bezos said on social media that his mother had Lewy body dementia, a neurological disorder. In 1995, Ms. Bezos and her husband invested just over $245,000 in Amazon, the online bookstore that her son founded in 1994. It grew to become one of the world's most valuable companies, valued today at almost $2.5 trillion. Ms. Bezos was born in Washington, D.C., on Dec. 29, 1946. She was raised in Albuquerque, where she had her first child, Jeff, at 17. 'Her adulthood started a little bit early when she became my mom at the tender age of 17. That couldn't have been easy, but she made it all work,' Mr. Bezos said. While attending night school and working in a bank, she met her second husband, Miguel Bezos, to whom she was married for nearly 60 years until her death and who adopted Jeff. They had two other children, Christina and Mark. Ms. Bezos was diagnosed with Lewy body dementia in 2020, the Bezos Family Foundation said in a statement. She is survived by her husband, her three children, eleven grandchildren, and one great-grandchild, the family foundation said.
Android Authority
5 hours ago
- Android Authority
Massive deal: The Edifier W820NB Plus headphones are too good for a mere $36.88
High-end headphones are exciting, but every time I get a pair, I feel like I am being robbed. I mean, some of the best headphones out there can cost $300-$500 or more. I simply don't feel comfortable shelling out that much on a pair of cans. I am all about value per dollar, and yesterday, our sister site partnered with Edifier to offer an exclusive coupon on the Edifier W820NB Plus headphones. Get this: you can buy them for a mere $36.88, and they are actually pretty fabulous headphones. Buy the Edifier W820NB Plus headphones for just $36.88 ($43.11 off) This offer is available from Amazon, but the maximum savings are available in two stages. First, there is currently a 'limited time deal' that brings the price down from $79.99 to $59.49. Then, you can use our coupon code 'SOUNDGUYS01' at checkout to bring the total cost down to $36.88. These Edifier W820NB Plus headphones are really good for what you are paying. We actually think they are already a fantastic deal at their full price of $79.99. Today you're saving well over 50%! Of course, our experts at SoundGuys reviewed the Edifier W820NB Plus headphones, and they had very little to complain about, really. Especially considering the price (more so today!). The sound quality is actually outstanding, scoring an impressive 4.8/5 in the MDAQS score. That actually beats many high-end devices. In fact, the Sony WH-1000XM6 headphones also got a 4.8 MDAQS score, and those are highly respected, very expensive headphones. You usually wouldn't expect many features from such affordable headphones, but the Edifier W820NB Plus headphones have ANC. It's not exactly the best, but it performs very decently when combined with very good isolation. As an added benefit, we also found these to be very comfortable, with ample padding and spacious earcups. The one issue is that your ears can get a little warm. This results from such good isolation, though, and you can only really notice it when you get moving. It's mostly body heat, so if you're sitting, lying down, or casually standing around, it won't be a problem. Also surprising is the battery life. These can last about 46 hours on a full charge. Again, this also beats most of the highest-end models. Not bad, right? Make sure to get your pair as soon as possible. This deal offers terrific value. Again, just remember to use the 'SOUNDGUYS01' at checkout to get the full discount. Also, remember that the price will increase if the limited time deal ends. On the other hand, our 38% off coupon code will stay active until August 24, 2025. If you apply it to the full price, the cost would be $49.59. Follow
