Dave dives into Amazon's Q4 2024 earnings report and how it will impact sellers. He dives into Amazon's online store revenue growth, FBA fee growth, and the huge growth in advertising revenue, which is one of the major sources of income for the e-commerce giant.

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Takeaways

• Amazon's Q4 2024 earnings report shows a 7% growth in online store revenue.
• FBA fees collected from sellers increased by 9% year-over-year.
• Advertising revenue for Amazon reached $17.2 billion, up by 18%.
• The growth in advertising revenue is outpacing that of FBA fees.
• Stock analysts focus on AWS and advertising revenue for Amazon's performance.
• Sellers are feeling the pressure from rising advertising costs.
• Amazon's overall retail growth appears to be stabilizing around 7-9%.
• The podcast encourages sellers to adapt to the changing landscape of fees and advertising.
• Amazon's claims of faster delivery speeds may not reflect overall sales performance.
• The launch of Amazon Haul aims to attract more Chinese sellers.

Timestamps

• 00:00 - Amazon's Q4 2024 Earnings Overview
• 07:59 - Revenue Growth Insights for Sellers
• 16:34 - Advertising Revenue Trends and Implications

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Thanks for listening!

Until next time, happy selling!