Highlights of Amazon's Q4 Blow Out

ChannelAdvisor CEO, Scot Wingo

Amazon reported Q4 results today and the e-commerce giant really made quite a showing. By all means it was a blow-out quarter. Amazon topped their guidance, Wall Street Consensus (WSC) and even surprised most on Wall St. with their Q1 guidance.

Here are the highlights from the quarter along with some color commentary.

* Revenue - $9.52b vs. WSC of $9b (a near $500m beat!)- Represents 42% y/y growth vs. WSC of 34.7% (a 7% beat!)
* Op income - $597 vs. WSC of $542 - a $55m beat (10%)
* EPS - $.85 vs. WSC of $.72 (a $.13 beat!)
* Media grew: 23%. US media grew: 20% , Intl media grew: 26%
* EGM grew: 54% (Wow!) EGM is now a $4.61 business. US EGM grew: 54% (a material acceleration, benefits from Zappos addition) and Intl EGM grew: 56%

From a mix perspective the Media/EGM mix is now 49%/48% - the highest EGM in the history of Amazon the US/Intl mix is now 52% / 48% - also the highest Intl in the history of Amazon

One little Kindle tidbit - Amazon finally put a metric out there and said that there are now 'millions' of Kindle users. That's a vague number, but analysts were pretty amazed that we could be looking at over 2m units out there.