Amazon.com Yönetim
Yönetim kriter kontrolleri 3/4
Amazon.com CEO'su Andy Jassy, Jul2021 tarihinde atandı, in görev süresi 5.08 yıldır. in toplam yıllık tazminatı $ 2.07M olup, şirket hissesi ve opsiyonları dahil olmak üzere 17.6% maaş ve 82.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.021% ine doğrudan sahiptir ve bu hisseler $ 626.17M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 11.2 yıl ve 9.9 yıldır.
Anahtar bilgiler
Andy Jassy
İcra Kurulu Başkanı
US$2.1m
Toplam tazminat
| CEO maaş yüzdesi | 17.63% |
| CEO görev süresi | 5.1yrs |
| CEO sahipliği | 0.02% |
| Yönetim ortalama görev süresi | 11.2yrs |
| Yönetim Kurulu ortalama görev süresi | 9.9yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • Aug 06
Amazon: $3 Trillion Is A Milestone, Not A Ceiling
Summary Amazon surpassed a $3 trillion market cap, driven by record Q2 2026 results and robust fundamentals, not just multiple expansion. Q2 revenue reached $200.61 billion (+20% YoY), AWS grew 36.7% YoY, and operating income soared 43% YoY to $27.5 billion with a 13.7% margin. CapEx guidance increased to $220 billion for 2026, but management emphasized demand is locked in, with a $496 billion AWS backlog growing triple digits YoY. I remain bullish as AWS, AI, and advertising scale rapidly; FCF inflection is the next catalyst, and $3 trillion is a milestone, not a ceiling. Read the full article on Seeking Alpha
Yeni Anlatı • Aug 05
Record Profit And Negative Free Cash Flow, Same Quarter
Handle the profit line carefully. Net income of $62.6 billion against $18.2 billion looks like a step change in the business.
Anlatı Güncellemesi • Jul 31
AMZN: AWS AI Backlog And Heavy Capex Are Expected To Drive Future Cash
Analysts nudged their fair value estimate for Amazon.com higher to $319.69 from $312.99, as rising Street price targets, supported by stronger views on AWS growth, an AI driven backlog, and return on invested capital, feed through into slightly higher revenue growth assumptions and a modestly lower future P/E. Analyst Commentary Street research around Amazon.com has turned increasingly focused on execution in Amazon Web Services and the implications of large AI and capex commitments for valuation.Anlatı Güncellemesi • Jun 18
AMZN: AWS AI Backlog And $200b Infrastructure Spend Will Support Future Cash Generation
Analysts made only a slight upward adjustment to the Amazon.com fair value estimate, with the target rising by about $0.20. This reflects steady assumptions around revenue growth, profit margins, and a modestly lower discount rate supported by recent commentary on AWS AI backlog strength and long-term cloud and streaming partnerships.Anlatı Güncellemesi • Jun 03
AMZN: AWS AI Backlog And Anthropic OpenAI Deals Will Support Future Cash Generation
Analysts have nudged the Amazon.com fair value estimate higher to about $313 per share from roughly $308, reflecting updated assumptions for slightly stronger long term revenue growth and margins, ongoing AWS AI backlog momentum, and a Street price target cluster moving toward the low to mid $300s, including a recent Truist increase to $320 tied to large Anthropic and OpenAI partnerships. Analyst Commentary Street research around Amazon.com has been highly active, with a wide cluster of price target revisions and list additions centering in the low to mid US$300s.Anlatı Güncellemesi • May 12
Amazon's high growth, high tech segments propel its profits, while traditional segments plod along
As AWS and AI grow to be proportionally larger and larger parts of Amazon, its traditional retailing will make way for higher yielding platform based productsAnlatı Güncellemesi • May 04
AMZN: AWS AI Spending And OpenAI Alliance Will Support Future Cash Generation
The analyst fair value estimate for Amazon.com has shifted to $307.81 from $281.18, reflecting Street price target increases. These changes are linked to higher modeled revenue growth, slightly stronger profit margins, and updated P/E assumptions informed by recent research updates and rating changes on the stock.
Anlatı Güncellemesi • Apr 30
Amazon Q1 2026: Record Margins Meet Massive AI Ambitions
Amazon delivered a powerhouse Q1 2026 performance, reporting its highest-ever operating margin and a significant re-acceleration in its cloud business. However, the report also underscored the staggering price of staying competitive in the AI arms race, sparking a complex reaction in its valuation.Anlatı Güncellemesi • Apr 20
AMZN: AWS AI Capex And OpenAI Alliance Will Drive Future Cash Flows
The Amazon.com analyst price target has edged slightly lower by about $0.10 to $281.18, as analysts refine their views on AWS growth, AI driven capital expenditures, and satellite connectivity efforts following a mix of recent price target increases and trims. Analyst Commentary Recent research around Amazon.com highlights a wide range of views as analysts react to fresh information on AWS, AI related capital spending, satellite connectivity, and retail positioning.Yeni Anlatı • Apr 13
Amazon Could Reach $336–$380 Over the Next Five Years
Amazon has a credible path to the $336–$380 range over the next five years because its earnings are still growing, and the business is becoming more profitable through AWS, advertising, and automation. Simply Wall St currently shows Amazon trading below its modeled fair value, with earnings forecast to grow about 16% per year and revenue about 10% per year.Anlatı Güncellemesi • Apr 06
AMZN: Cloud AI Capex And OpenAI Deal Will Support Future Cash Flows
Analysts have nudged their price target on Amazon.com slightly higher to align with a modestly higher fair value estimate of about $281. This reflects updated views on revenue growth, profit margins and future P/E assumptions informed by recent research pointing to AWS momentum, rising ad spend expectations and ongoing AI related investment.Anlatı Güncellemesi • Mar 23
AMZN: AI Cloud Commitments And Custom Chips Will Support Future Cash Flows
Narrative Update: Amazon.com (Price Target Revision) Analysts have made only a slight downward adjustment to Amazon.com's implied price target, trimming it by about $1 as they balance enthusiasm around AWS related AI partnerships, advertising survey strength, and new initiatives like Zoox against a recent wave of modest target cuts across the Street. Analyst Commentary Recent research on Amazon.com centers on how well the company can execute on large AI, cloud, advertising, logistics, and retail opportunities while managing capital intensity and competitive pressure.Anlatı Güncellemesi • Mar 08
AMZN: AI Cloud Partnerships Will Support Future Cash Flow Resilience
Analysts have made a minor reduction to their Amazon.com price target, reflecting slightly higher discount rates. They continue to point to ongoing support from AWS-focused research, AI-related capital expenditure commentary, and views that Amazon's e-commerce and advertising businesses remain relatively well positioned against AI disintermediation risks.Yeni Anlatı • Feb 22
AMZN Narrative
AMZN Narrative (Simply Wall St formatında) AMZN Current Setup Amazon (AMZN) trades around US$210 , while the modelled fair value is US$281.46 (roughly 25% undervalued ). This discount appears inconsistent with Amazon’s recent fundamental momentum: earnings +31.1% YoY , and consensus forecasts for ~16.2% earnings growth and ~10.3% revenue growth per year.Anlatı Güncellemesi • Feb 21
AMZN: AI Infrastructure And Advertising Will Support Future Cash Flow Resilience
Analysts have reduced their average price targets on Amazon.com by roughly $10 to reflect slightly lower margin assumptions and updated price-to-earnings views, even as recent research points to healthy demand for AWS, advertising and capital expenditure driven growth initiatives. Analyst Commentary Recent research on Amazon.com highlights a mix of optimism around long term growth drivers and caution around valuation and margin assumptions.Analiz Makalesi • Feb 13
Amazon.com's (NASDAQ:AMZN) Earnings Are Weaker Than They Seem
Despite announcing strong earnings, Amazon.com, Inc.'s ( NASDAQ:AMZN ) stock was sluggish. We did some digging and...Anlatı Güncellemesi • Feb 07
AMZN: AI Infrastructure And Advertising Mix Will Support Future Cash Flow Durability
Analysts have trimmed their average price target for Amazon.com by about US$10 to US$285, largely reflecting updated assumptions for a slightly higher discount rate and lower future P/E, even as they factor in modestly higher revenue growth and profit margin expectations supported by recent research commentary. Analyst Commentary Recent research on Amazon.com shows a mixed but generally engaged view, with many firms revisiting their models, tweaking price targets and, in a few cases, ratings.
Anlatı Güncellemesi • Feb 06
FY2025
Updated with most recent annual financial statement.Anlatı Güncellemesi • Jan 23
AMZN: AI Infrastructure Commitments Will Drive Future Cloud Cash Flow Durability
Analysts have made only a marginal upward adjustment to our fair value estimate for Amazon.com to US$295.61, reflecting slightly higher modeled revenue growth and profit margins. This is partly offset by a modestly lower future P/E multiple and discount rate in light of mixed but generally constructive price target updates that emphasize AWS and advertising demand alongside capital intensity concerns in AI infrastructure.Anlatı Güncellemesi • Jan 08
AMZN: AI Infrastructure Deals And Advertising Scale Will Drive Future Upside
Narrative Update on Amazon.com Analysts have inched their blended price expectations for Amazon.com slightly lower, with the modeled fair value moving by about $0.02 to roughly $295.51 as they balance reduced price targets from firms like Cantor Fitzgerald and Wolfe Research against optimism around AI driven AWS deals, advertising growth, and ongoing capital investment in cloud infrastructure. Analyst Commentary Recent research on Amazon.com reflects a mix of enthusiasm around AI driven cloud demand, advertising and retail execution, alongside fresh questions about the returns on heavy capital spending and the sustainability of current valuations.Anlatı Güncellemesi • Jan 04
Amazon’s AI Investment Cycle Nears Margin Inflection
This update reflects why I remain bullish on Amazon despite near-term margin pressure. The company is deliberately compressing margins to fund one of the most intelligent AI and infrastructure investment cycles in its history.Anlatı Güncellemesi • Dec 15
AMZN: Expanding AI Cloud Partnerships Will Drive AWS-Led Outperformance Ahead
Analysts nudged their Amazon.com price target slightly higher to approximately $295.53 from about $294.65, citing a modestly lower perceived risk profile and incremental improvements in long term growth and margin assumptions, supported by accelerating AWS momentum, expanding AI partnerships, and resilient retail trends. Analyst Commentary Bullish analysts highlight that the near term setup into the holiday season remains favorable, with Amazon positioned to gain further online share even as overall U.S. e commerce growth moderates.Anlatı Güncellemesi • Nov 30
AMZN: Accelerating Cloud Partnerships And AI Commitments Will Fuel Outperformance Ahead
Amazon.com's analyst fair value estimate was raised slightly to $294.65 from $293.03. Analysts highlighted steady improvements in revenue growth and profit margins, supported by ongoing strength in e-commerce and cloud partnerships.Anlatı Güncellemesi • Nov 16
AMZN: Accelerating Cloud Demand and Mega AI Deal Will Drive Further Gains
Amazon.com’s analyst price target has shifted higher, rising from approximately $288 to $293 per share. Analysts cite accelerating AWS revenue growth and improved profit margins, fueled by major new cloud deals and robust financial results.Anlatı Güncellemesi • Nov 04
The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.
OpenAI signs a 7-year, $38 billion cloud computing partnership with Amazon Web Services. Here’s a breakdown of the recent deal between Amazon.com, Inc.Anlatı Güncellemesi • Nov 01
AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead
Amazon.com's analyst price target has been revised upward by nearly $21 to reflect increased conviction among analysts that improving revenue growth and expanding profit margins, driven by a strong AWS acceleration and resilient retail performance, justify a higher valuation. Analyst Commentary Recent analyst commentaries reflect a generally optimistic stance on Amazon.com, with multiple firms revising price targets upward and highlighting key drivers of anticipated growth, while also noting areas that merit continued attention for investors.Anlatı Güncellemesi • Oct 18
Cloud Transition And AI Adoption Will Drive Long Term Expansion
Amazon.com's analyst price target has been raised, with several analysts citing anticipated acceleration in AWS growth and continued momentum in the company's retail and grocery initiatives as key drivers of the revised outlook. The price target now stands higher by $20 to reach $270 per share.CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$135b |
| Mar 31 2026 | n/a | n/a | US$91b |
| Dec 31 2025 | US$2m | US$365k | US$78b |
| Sep 30 2025 | n/a | n/a | US$76b |
| Jun 30 2025 | n/a | n/a | US$71b |
| Mar 31 2025 | n/a | n/a | US$66b |
| Dec 31 2024 | US$2m | US$365k | US$59b |
| Sep 30 2024 | n/a | n/a | US$50b |
| Jun 30 2024 | n/a | n/a | US$44b |
| Mar 31 2024 | n/a | n/a | US$38b |
| Dec 31 2023 | US$1m | US$365k | US$30b |
| Sep 30 2023 | n/a | n/a | US$20b |
| Jun 30 2023 | n/a | n/a | US$13b |
| Mar 31 2023 | n/a | n/a | US$4b |
| Dec 31 2022 | US$1m | US$318k | -US$3b |
| Sep 30 2022 | n/a | n/a | US$11b |
| Jun 30 2022 | n/a | n/a | US$12b |
| Mar 31 2022 | n/a | n/a | US$21b |
| Dec 31 2021 | US$213m | US$175k | US$33b |
| Sep 30 2021 | n/a | n/a | US$26b |
| Jun 30 2021 | n/a | n/a | US$29b |
| Mar 31 2021 | n/a | n/a | US$27b |
| Dec 31 2020 | US$36m | US$175k | US$21b |
| Sep 30 2020 | n/a | n/a | US$17b |
| Jun 30 2020 | n/a | n/a | US$13b |
| Mar 31 2020 | n/a | n/a | US$11b |
| Dec 31 2019 | US$349k | US$175k | US$12b |
Tazminat ve Piyasa: Andy 'nin toplam tazminatı ($USD 2.07M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.43M ).
Tazminat ve Kazançlar: Andy 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Andy Jassy (58 yo)
5.1yrs
Görev süresi
US$2,069,861
Tazminat
Mr. Andrew R. Jassy, also known as Andy, has been President, Chief Executive Officer and Director at Amazon.com, Inc. since July 5, 2021. He served as Chief Executive Officer of Amazon Web Services Inc. at...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Founder & Executive Chairman | 32.1yrs | US$1.68m | 8.16% $ 241.5b | |
| President | 5.1yrs | US$2.07m | 0.021% $ 626.2m | |
| Senior VP & CFO | 11.2yrs | US$372.00k | 0.00094% $ 27.8m | |
| Senior VP and Chief Global Affairs & Legal Officer | 13.9yrs | US$372.00k | 0.00038% $ 11.3m | |
| Chief Executive Officer of Worldwide Amazon Stores | 4.1yrs | US$425.37k | 0.0045% $ 134.4m | |
| Chief Executive Officer of Amazon Web Series | 2.2yrs | US$617.28k | 0.00014% $ 4.1m | |
| VP, Worldwide Controller & Principal Accounting Officer | 20.5yrs | US$613.43k | 0.0011% $ 33.8m | |
| Chief Technology Officer | no data | Veri yok | Veri yok | |
| Vice President of Investor Relations | 11.3yrs | Veri yok | Veri yok | |
| Senior Vice President of Communications & Corporate Responsibility | no data | Veri yok | Veri yok | |
| Director of Corporate Development | no data | Veri yok | Veri yok | |
| Senior Vice President of People eXperience & Technology | 10.6yrs | Veri yok | Veri yok |
11.2yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş
Deneyimli Yönetim: AMZN 'un yönetim ekibi deneyimli ve deneyimlidir ( 11.2 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Founder & Executive Chairman | 32.1yrs | US$1.68m | 8.16% $ 241.5b | |
| President | 5.1yrs | US$2.07m | 0.021% $ 626.2m | |
| Independent Director | 15.7yrs | US$1.10m | 0.00069% $ 20.4m | |
| Independent Director | 10.5yrs | Veri yok | 0.00043% $ 12.7m | |
| Independent Director | 7.5yrs | US$953.53k | 0.00030% $ 8.9m | |
| Lead Independent Director | 14.5yrs | Veri yok | 0.00047% $ 13.9m | |
| Independent Director | 29.5yrs | US$1.10m | 0.00050% $ 14.8m | |
| Independent Director | 2.9yrs | Veri yok | 0.00018% $ 5.3m | |
| Independent Director | 9.9yrs | US$1.10m | 0.00024% $ 7.1m | |
| Independent Director | 4.9yrs | Veri yok | 0.000080% $ 2.4m | |
| Independent Director | 2.3yrs | Veri yok | 0.000040% $ 1.2m |
9.9yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: AMZN 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 9.9 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/09 06:02 |
| Gün Sonu Hisse Fiyatı | 2026/08/07 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Amazon.com, Inc. 99 Bu analistlerden 59, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |