On a quarterly basis:
- Products & Services
- North America & International & AWS
- Media & Electronics & Other & AWS
- Shipping revenues (separately)
On an annual basis:
- Retail products, Retail 3rd party, Retail subscriptions, AWS & Other
- US, Germany, UK, Japan & RoW
Note: you have to be very careful about what is included in all these items, specifically Shipping, Prime and AWS.
This is what we found for 14Q1 and 16Q4:
Disregarding geographic distribution, this is our estimate for 8 different revenue contributors, based on very few assumptions. We have estimates on a quarterly basis, going back to 14Q1. Our main findings for the period 14Q1 - 16Q4 on revenue contributions:
- Retail media (12%): falling
- Retail electronics (50%): almost flat
- 3rd Party media (3%): almost flat
- 3rd Party electronics (14%): rising
- AWS (8%): rising
- Prime (4%): flat to rising
- Shipping (7%): rising
- Content subscriptions & other (1%): flat to rising
Note that a stable contribution still implies that growth is in line with Amazon's overall 20+% growth.
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