Amazon had a strong fourth quarter, with revenues up 42 percent to $5.7 billion, net income doubling to $207 million, and free cash flow doubling as well to $1.4 billion. On the earnings call, there is a lot of concern among analysts about margin pressure next year.
One detail that stuck out in the earnings release hints at the growth of Amazon Web Services:
Adoption of Amazon Elastic Compute Cloud (EC2) and Amazon Simple Storage Service (S3) continues to grow. As an indicator of adoption, bandwidth utilized by these services in fourth quarter 2007 was even greater than bandwidth utilized in the same period by all of Amazon.com’s global websites combined.
That means startups and other companies using Amazon’s Web-scale computing infrastructure now bigger collectively than Amazon.com, at least as measured by bandwidth usage. Amazon is one of the largest Websites in the world (No. 7 in the U.S.), so that is a significant milestone. Amazon doesn’t break out revenues from its Web Services, but presumably it is part of the “Other” line, which was only $131 million for the quarter and includes businesses besides Amazon Web Services (such as its merchant services).
Registered developers in the quarter reached 330,000, a 10 percent increase from the third quarter.
Demand for the Kindle continues to outstrip supply. CEO Jeff Bezos says:
The Kindle, in terms of demand, is out-pacing our expectations. it is also on the manufacturing side causing us to scramble We are working hard to increase the number of units we can supply. Our goal is to get back into a situation when you order a Kindle, we ship it immediately. That is our standard.We are super-excited by the demand.
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