Friday, October 26, 2007

Amazon Earnings Call Transcript!

Simply Alpha has posted the transcript from Amazon's 3Q earnings call. Pay close attention to the Q&A section and questions regarding 3P sellers in particular. Some very interesting insights. 3P is here to stay on Amazon, in fact it it approaching 40% of their business. Now where do you think that is coming from? Hmm!

1 comment:

bonni said...

My goodness, it seems that Amazon actually appreciates their 3P sellers and what they bring to the business. I've considered selling there, but I'm not in the United States and while I've got no issue with selling in USD, the shipping costs and other issues could be a problem. I may have to seriously look into it, though. I know I buy from Amazon 3P sellers pretty regularly these days...