181 annotations
Page 7 of 10
a doubling of the network, had very high CapEx the last two years.
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2022 Q3
1 Nov 22
we have a lot of weeks of cover mainly due to supply chain issues coming out of Asia
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2022 Q3
1 Nov 22
This represents a headwind of approximately $900 million, more than we initially guided to.
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2022 Q3
1 Nov 22
impact was higher than the 390 basis point impact we had incorporated into our Q3 guidance
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2022 Q3
1 Nov 22
we've tightened that up
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2022 Q3
1 Nov 22
we've taken steps to alter our forward plan and take CapEx out
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2022 Q3
1 Nov 22
we were aiming for about $1.5 billion improvements sequentially versus Q2 and Q3. We feel like we came up about $0.5 billion short on that
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2022 Q3
1 Nov 22
our current backlog balance for Q3 is $104 billion
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2022 Q3
1 Nov 22
Prime Day always has lesser profitability because there's just a lot of deals
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2022 Q3
31 Oct 22
what the issue there is that we generally have a favorable working capital impact from accounts payable that is more days than our inventory. That's been flipping the last year, and we expect that to normalize as we move into 2023
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2022 Q3
31 Oct 22
We have seen inflation in our wages this year and particularly on our Czech employees is heavily concentrated in AWS.
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2022 Q3
31 Oct 22
I'd say what's happening lately is, yes, the stock-based comp.
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2022 Q3
31 Oct 22
So those prices have up more than 2x over the last couple of years and contribute to about 200 basis point degradation versus 2 years ago.
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2022 Q3
31 Oct 22
We're also seeing energy costs that are materially higher than they had in pre-pandemic, electricity and the impact of natural gas pricing.
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2022 Q3
31 Oct 22
AWS, the back end of the quarter, we were more in the mid-20% growth rate
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2022 Q3
31 Oct 22
it's turning fixed cost into variable for many of our customers
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2022 Q3
31 Oct 22
But it was mostly in international where we saw the biggest impact
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2022 Q3
31 Oct 22
This guidance includes 460 basis points of unfavorable impact year-over-year
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2022 Q3
31 Oct 22
For the full year 2022, we expect to incur approximately $60 billion in capital investments, which is broadly in line with what we spent in 2021. This represents an estimated reduction in fulfillment and transportation capital investments of approximately $10 billion compared to last year, as we've continued to moderate our build expectations to better align with demand. And this is offset by an approximately $10 billion year-over-year increase in technology infrastructure
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2022 Q3
31 Oct 22
this net income includes a pretax valuation gain of $1.1 billion included in non-operating income from the common stock investment in Rivian Automotive
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2022 Q3
31 Oct 22