15 minutes

Deep Dive: Amazon in 20 Charts— the Rise and Rise of the E-Commerce Giant

Primary Analyst: Coresight Research
Contributors
Primary Analyst: Coresight Research
Deep Dive

Executive Summary

In this report, we present metrics from company filings, consumer surveys and research firms to chart the continued evolution of Amazon. Our top takeaways include:

  • Amazon Web Services is driving growth in Amazon’s operating margins. This business division yielded a 25% operating margin in 2016, up from 19% in 2015. And the division is growing its share of Amazon’s total revenues.
  • Amazon’s third-party marketplace is almost certainly providing further support to margins. Half of all unit sales made through Amazon are now made by third-party sellers.
  • Amazon Prime is shoring up topline growth. Some 42% of US adults now have a Prime membership, and that figure rises to 55% among millennials.
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