Monday, October 27, 2008

AWS Sales breakdown for Q3 2008

Amazon has never been very forth coming about their AWS sales and growth numbers, So the best we have to go on is there SEC filings. You'll notice that they have a line item called "Other (1), which includes non-retail activities, such as Amazon Enterprise Solutions (AWS), co-branded credit card agreements, and miscellaneous marketing and promotional activities. Amazon's "other" net sales for Q3 is outlined as 130million with consolidatd a growth rate of 43% year over year campared to last years 92m or 39% growth rate. They've outlined 367m for the first 9 months of 2008.

Interesting stuff.

Supplemental information about our net sales is as follows:




















Three Months Ended
September 30,


Nine Months Ended
September 30,



2008

2007

2008

2007


(in millions)

(in millions)

Net Sales:

















North America

















Media


$ 1,245

$ 1,081

$ 3,599

$ 2,995

Electronics and other general merchandise



950


631


2,697


1,801

Other (1)



107


76


301


216

















Total North America


$ 2,302

$ 1,788

$ 6,597

$ 5,012

















International

















Media


$ 1,249

$ 1,010

$ 3,845

$ 2,919

Electronics and other general merchandise



690


448


1,955


1,195

Other (1)



23


16


66


37

















Total International


$ 1,962

$ 1,474

$ 5,866

$ 4,151

















Consolidated

















Media


$ 2,494

$ 2,091

$ 7,444

$ 5,914

Electronics and other general merchandise



1,640


1,079


4,652


2,996

Other (1)



130


92


367


253

















Total consolidated


$ 4,264

$ 3,262

$ 12,463

$ 9,163

















Year-over-year Percentage Growth:

















North America

















Media (2)



15 %

38 %

20 %

28 %

Electronics and other general merchandise



51


54


50


57

Other



41


22


40


18

Total North America



29


42


32


37

International

















Media (2)



24 %

33 %

32 %

30 %

Electronics and other general merchandise



54


54


64


47

Other



49


410


78


216

Total International



33


40


41


35

Consolidated

















Media (2)



19 %

36 %

26 %

29 %

Electronics and other general merchandise



52


54


55


53

Other



42


41


45


30

Total consolidated



31


41


36


36

Year-over-year Percentage Growth:

















Excluding the effect of exchange rates

















International

















Media (2)



18 %

27 %

22 %

25 %

Electronics and other general merchandise



48


45


52


38

Other



52


379


71


194

Total International



28


33


31


29

Consolidated

















Media (2)



17 %

32 %

21 %

27 %

Electronics and other general merchandise



49


51


51


49

Other



43


39


44


29

Total consolidated



28


38


31


33

Consolidated Net Sales Mix:

















Media



59 %

64 %

60 %

64 %

Electronics and other general merchandise



38


33


37


33

Other



3


3


3


3

















Total consolidated



100 %

100 %

100 %

100 %

















(1) Includes non-retail activities, such as Amazon Enterprise Solutions, our co-branded credit card agreements, and miscellaneous marketing and promotional activities.
(2) Year-over-year percentage growth rates include the effects of the release of Harry Potter and the Deathly Hallows. We sold 2.5 million copies during Q3 2007.

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