亚马逊产品拆解

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亚马逊产品拆解

您将深入了解亚马逊专注于主导的客户、产品、平台、服务和行业。

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在本次培训中,您将

  • 体验真正了解您的竞争对手所需的韧性和纪律。
  • 深入了解亚马逊的产品套件和服务产品。
  • 了解您需要如何从根本上实现企业客户、计划、产品、平台和部门的多样化,以效仿亚马逊的成功。
  • 了解比您想知道的更多关于亚马逊的信息。 
  • 对亚马逊的战略和广度有了新的尊重。

将要探索的技能

关键指标

市值

$729.341B

市盈率

244.97

每股收益

6.15

净销售额

$177.87B

同比增长

31%

网上商店

$108.3B

实体店

$5.798B

第三方卖家服务

$31.89B

自动售货机

$17.46B

其他

$4.65B

雇员

566,000 名全职和兼职员工

2018 年 3 月 27 日检索自 雅虎财经 和 亚马逊 10-K

领导

杰夫贝索斯

总裁,首席执行官,
和董事会主席

杰夫布莱克本

业务发展高级副总裁

安德鲁·贾西

亚马逊网络服务首席执行官

布赖恩·奥尔萨夫斯基

高级副总裁兼首席财务官

雪莱雷诺兹

副总裁、全球财务总监兼首席会计官

杰夫威尔克

全球消费者首席执行官

大卫·扎波尔斯基

高级副总裁、总法律顾问兼秘书

客户和收入增长

收入部门:

  • 全球净收入 2014 年至 2016 年 Amazon.com 的细分市场(以十亿美元计)
  • 他(亚马逊首席财务官)表示,过去三个季度的广告增长“强劲且相当一致”。根据 eMarketer 的说法,亚马逊将产生 $18.1 亿(13.8 亿英镑) 在线广告收入。
  • 对于云计算,亚马逊是基础设施即服务领域的主要先行者。那个垂直投影 2017年增长近40% 随着各种企业最终过渡到云。
  • 在过去的几个季度里,Prime 会员的增长相当一致,正如我所说,我们已经 Prime 会员日最大的新注册 对于 Prime 计划。月度计划越来越受欢迎,对很多人来说都是一个有吸引力的选择。
  • 再说一次,在其他订阅服务上,尤其是音乐,它与我们的 Echo 设备配合得很好,以至于 我们看到该领域有很大的增长 随着我们增加使用 Echo 设备的 Echo 设备和客户的数量。
  • 这是因为 视频业务成效显着 与我们最重要的客户群,即我们的主要客户。它继续推动更好的免费试用转换、现有订阅者更高的会员续订率和更高的整体参与度。
  • 我们看到的是 参与度逐年上升 在视频和音乐以及许多其他 Prime 福利中。
  • 包括产品销售和数字媒体内容在内的在线商店销售增长根本没有放缓。 网店销售额增长22% 在第三季度,与上一季度的 18% 和一年前的 20% 相比。几个季度以来,该细分市场的增长率一直在 20%(+/- 4%)左右。该细分市场没有放缓的迹象。
  • 第三方卖家服务的增长也没有放缓那么多。 该细分市场的收入跃升 40% 第三季度的增长率与上一季度相同。在过去的几个季度中,增长一直在 35% 和 50% 之间。所有迹象都表明,在可预见的未来,增长率将保持在这一范围内。
  • 订阅服务收入增长 59% 第三季度,好于上季度的 53% 增长率和一年前的 47% 增长率。事实上,59% 的增长率是亚马逊近期记忆中记录的最佳订阅增长率。
  • 我们看到增长放缓的唯一地方是 AWS,即使在那里, 增长率保持在40%以上.
  • 亚马逊正在加速其高利润、经常性收入订阅业务的收入增长,这意味着 利润增长总有一天会赶上收入增长.
  • AWS 收入 以超过 60% 的复合年增长率增长 在这十年中,这一趋势一直持续到上半年。

国际销售:

  • 事实上,亚马逊在 2016 年的净销售额中有三分之一来自北美以外的市场。国外增长与国内增长大体一致 2016 年同比 23-28%.
  • ……国际业务部门亏损 $9.36 亿,比 2016 年和 2017 年第二季度的亏损还要多。 其国际净销售额同比增长 29.3% 至 $137 亿 在成功的 Prime 会员日和排灯节之后。这高于 2017 年第二季度 16.7% 的同比增长,这意味着其大量投资可能会产生正确的影响。

主要会员:

估值

  • 亚马逊在投资组合中是因为:a) 其潜在的总市场(电子商务、云计算和流媒体视频)远远大于其他 FANG 股票。此外,亚马逊似乎有一项政策,将其所有利润都用于实验性研究和开发,以及用于 AWS 的新数据中心和用于加快 Prime 交付速度的履行中心。所以, 公司为未来的增长尽其所能 并进一步巩固其深厚的竞争优势,这使得对亚马逊的估值比简单地采用 GAAP 净收益的倍数更为棘手。
  • 亚马逊账户大约 电商34%,而电子商务仅占整体零售额的 8% 左右,因此这意味着该公司整体零售额仅为 3% 左右。即使从这个令人难以置信的大基地,这也有很大的增长空间。
  • 亚马逊1997年IPO后,历时14年,2011年7月市值突破$1000亿,2015年6月市值突破$2000亿,历时4年,仅用了5个月就突破$3000亿市值。 2015 年 11 月的价值,以及另一个 15个月首次突破$400亿 今年2月。
  • 自 2015 年初亚马逊 股价上涨了173%,是前两年增长的七倍。
  • 亚马逊专注于为消费者创造价值并让他们对低价、丰富的选择、快速的交付和优质的客户服务感到满意,这在很大程度上解释了其作为零售商的非凡成功,这体现在 其股价急速上涨 和市值。
  • 云业务意味着投资者至少部分地将亚马逊视为一家软件公司,这并没有什么坏处——因此 愿意支付更高的倍数 为股票。
  • 因此,投资者对该股寄予厚望。亚马逊的市盈率——衡量投资者对亚马逊未来收益的预期——大约 200.相比之下,苹果的市盈率约为 13.37,而 Facebook 的市盈率约为 63。
  • 亚马逊已经 走在众多新兴产业的前沿 自成立以来,包括电子商务、电子阅读器和电子书、云计算、视频流、Alexa 等数字技术,甚至无人机交付。
  • 虽然大多数企业都寻求利润来满足股东的需求,但贝索斯一直满足于长期游戏,从他上任的第一天起就向投资者承诺 建立一个长期的公司,它得到了回报。
  • Prime 鼓励亚马逊购物者 花两倍的钱 并鼓励会员参与亚马逊生态系统的其他部分,例如视频流和 Kindle 书籍。
  • 该公司的 Marketplace 和 Fulfillment by Amazon 已经制作了该网站 最受第三方供应商欢迎的家.这为亚马逊增加了另一个收入来源,反过来又使其在扩大产品范围时对客户更具吸引力。
  • 亚马逊是今年市场上表现最好的股票之一。它的股价已经上涨 57% 截至周二,标准普尔 500 指数上涨 20%。411

客户数据收集

  • 它分析 你购买了什么物品 以前,您的在线购物车或愿望清单中的商品、您评论和评分的产品以及您搜索最多的商品。
  • 亚马逊定期评论 Kindle 中突出显示的单词 来确定你有兴趣学习什么。
  • 公司可以通过分析从亚马逊网络服务中受益 客户人口统计、消费习惯 和其他相关信息,以便以类似于亚马逊的方式更有效地交叉销售公司产品。

关于客户的个人信息

以下部分摘自 亚马逊隐私声明

  • 我们接收并存储您在我们的网站上输入或以任何其他方式提供给我们的任何信息。
  • 例如,您在搜索产品时提供信息;通过 Amazon.com 或我们的第三方卖家之一下订单;在您的帐户中提供信息(如果您在与我们一起购物时使用了多个电子邮件地址,则您可能拥有多个)或您的个人资料;通过电话、电子邮件或其他方式与我们联系;填写问卷或竞赛报名表;使用我们的服务,例如 Amazon Instant Video;编制愿望清单或其他礼品登记册;参与讨论板或其他社区功能;提供和评价评论;并采用产品可用性警报,例如可订购通知。
  • 由于这些行为,您可能会向我们提供您的姓名、地址和电话号码等信息;信用卡信息;购买商品的收件人,包括地址和电话号码;一键式设置中列出的人员(包括地址和电话号码);您朋友和其他人的电子邮件地址;给我们的评论和电子邮件的内容;您的个人资料中的个人描述和照片;和财务信息,包括社会保障和驾驶执照号码。

自动信息:

  • 每当您与我们互动时,我们都会接收并存储某些类型的信息。例如,与许多网站一样,我们使用“cookies”,并在您的网络浏览器访问 Amazon.com 或由 Amazon.com 或代表 Amazon.com 在其他网站上提供的广告和其他内容时获取某些类型的信息。
  • 我们收集和分析的信息示例包括用于将您的计算机连接到 Internet 的 Internet 协议 (IP) 地址;登录;电子邮件地址;密码;计算机和连接信息,例如浏览器类型、版本和时区设置、浏览器插件类型和版本、操作系统和平台;购买历史,我们有时会将其与其他客户的类似信息进行汇总,以创建诸如畅销商品之类的功能;到达、通过和来自我们网站的完整统一资源定位符 (URL) 点击流,包括日期和时间;饼干号码;您查看或搜索过的产品;以及您用来拨打我们 800 号码的电话号码。
  • 在某些访问期间,我们可能会使用 JavaScript 等软件工具来衡量和收集会话信息,包括页面响应时间、下载错误、访问某些页面的时长、页面交互信息(例如滚动、点击和鼠标悬停),以及用于浏览离开页面的方法。我们还可能收集技术信息以帮助我们识别您的设备,以用于预防欺诈和诊断目的。

来自移动应用程序的信息:

  • 当您下载或使用由亚马逊或我们的子公司创建的应用程序时,我们可能会收到有关您的位置和移动设备的信息,包括您设备的唯一标识符。

来自电子邮件的信息:

  • 为了帮助我们使电子邮件更加有用和有趣,如果您的计算机支持此类功能,我们通常会在您打开来自 Amazon.com 的电子邮件时收到确认。
  • 我们还将我们的客户列表与从其他公司收到的列表进行比较,以避免向我们的客户发送不必要的消息。

其他来源的信息:

  • 我们可能会从其他来源收到有关您的信息,并将其添加到我们的帐户信息中。
  • 我们从其他来源收到的信息示例包括来自我们的承运商或其他第三方的更新交付和地址信息,我们使用这些信息更正我们的记录并更轻松地交付您的下一次购买或通信;来自与我们开展联合品牌业务或我们为其提供技术、履行、广告或其他服务的某些商家的帐户信息、购买或兑换信息以及页面浏览信息;通过我们的子公司 Alexa Internet 提供的网络搜索功能进行的某些搜索中的搜索词和搜索结果信息;搜索结果和链接,包括付费列表(例如赞助商链接);以及来自征信机构的信用历史信息,我们使用这些信息来帮助预防和检测欺诈,并向某些客户提供某些信用或金融服务。

基于兴趣的广告

亚历克萨

儿童信息

自动售货机

亚马逊支付

以下部分摘自 亚马逊支付隐私声明

  • 例如,要开设亚马逊支付账户,您必须提供您的姓名、地址和电子邮件地址。要通过我们进行某些付款,您必须提供信用卡或银行帐户信息。
  • 当您使用我们的服务向他人汇款或向他人索要款项时,我们可能会要求您提供与每笔交易相关的信息,包括交易金额、交易类型(购买商品、购买服务、或简单的汇款)和第三方的电子邮件地址。
  • 我们还收集可能需要我们验证您的身份并遵守美国爱国者法案和银行保密法案的信息。此类信息可能包括姓名、地址、出生日期、社会安全号码和/或驾照号码。
  • 我们可能会要求您向我们发送其他信息(例如信用卡对帐单和/或最近的水电费账单或将您链接到帐户地址的其他信息)。我们也可能会要求您在线回答其他问题以帮助验证您的身份。如果您通过我们的服务发送或接收某些高价值交易或高总支付量,我们也可能需要其他信息。
  • 我们有时可能会向我们的用户提供可选的问卷和调查,以收集用于分析目的的信息,例如人口统计信息。如果我们在这些问卷和调查中从我们的用户那里收集个人身份信息,用户将在他们参与调查或问卷之前收到有关如何使用这些信息的通知。

亚马逊钥匙

以下部分摘自 亚马逊主要使用条款

  • 该软件向亚马逊提供有关您对 Amazon Key、软件和兼容产品的使用和性能的信息,以及有关您下载和使用 Amazon Key 的设备的信息。
  • 例如,这可能包括有关兼容产品及其操作方式的信息;对客人和服务提供商的授权,以及客人和服务提供商何时以及如何使用 Amazon Key;和技术错误的发生。
  • 如果您使用能够创建录音的兼容产品,我们将在云中处理和保留您的录音,以提供和改进我们的服务。

亚马逊设备

以下部分摘自 亚马逊设备使用条款

  • 您的亚马逊设备可能具有允许地图、其他应用程序和亚马逊使用和访问您设备上的位置和相关信息的功能。
  • 您的亚马逊设备可能具有将您设备上的某些数据备份到云端的功能,包括帐户设置、笔记、电子邮件和无线配置、书签、搜索历史、通信和通话历史,以便您以后可以将这些数据恢复到亚马逊设备。
  • 当您使用语音服务时,我们可能会在云端处理您的语音输入和其他信息(例如位置),以响应您的请求并改善您的体验以及我们的产品和服务。
  • 某些 Amazon 设备(例如 Echo Look、Amazon Cloud Cam 或 Amazon Devices with Firefly)具有可让您捕获图像、视频或音频的功能。当您使用这些功能时,我们可能会在云中处理和存储您捕获的图像、视频或音频,以提供和改进我们的产品和服务。
  • 该软件将向亚马逊提供有关使用您的亚马逊设备及其与数字内容和服务交互的信息(例如最后一页阅读、内容存档、可用内存、正常运行时间、日志文件、网络诊断、内容使用、搜索查询、位置、语音信息、连接性和信号强度)

亚马逊萤火虫

亚马逊 Drive 和 Prime 照片

亚马逊云摄像头

  • 亚马逊处理并保留您的 云摄像头录制 在云中提供和改进我们的产品和服务。
  • 该软件将为亚马逊提供 有关您使用 Cloud Cam 的信息 服务(例如触发运动警报时,或者如果启用,则检测到人员或激活地理围栏时)。此信息可能存储在您居住的国家/地区以外的服务器上。

Kindle商店

  • Kindle 应用程序将为亚马逊提供 有关使用您的 Kindle 应用程序的信息 及其与 Kindle 内容和服务的交互(例如最后一页阅读、内容存档、可用内存、正常运行时间、日志文件和信号强度)。

适用于 Android 的亚马逊应用商店

亚马逊游戏圈

亚马逊音乐

以下部分摘自 亚马逊音乐使用条款

  • 音乐库服务和软件可能会扫描您设备上的音乐内容并收集可用于识别您设备上的音乐内容的其他信息,例如歌曲名称、艺术家和相关元数据。
  • 例如,此信息可能包括设备类型、移动网络连接、设备的 IP 地址、有关您的互联网服务提供商的信息、有关软件何时启动的信息、使用服务的单个会话时长、有关音乐内容的信息通过服务使用,或发生技术错误。
  • 我们可能会向音乐内容提供商(包括唱片公司)提供有关您使用音乐内容的某些信息,例如您的邮政编码和收听历史。
  • 一些唱片公司要求我们在这些公司的音乐内容随附的元数据中插入标识符,以唯一地将其标识为您从我们这里收到的音乐内容(“唯一标识符”)。这包括购买的音乐和匹配的音乐。这些唯一标识符可能包含可用于将您识别为已购买音乐或匹配音乐的所有者的信息。

亚马逊丝绸

  • 亚马逊丝绸也 临时记录网址 — 称为统一资源定位器(“URL”)— 用于它所服务的网页。我们不会将这些 URL 与您的身份相关联,而且我们通常不会将此信息保留超过 30 天。

亚马逊地图

权利和许可

硬件

Kindle(电子阅读器)

历史:

  • 推出亚马逊 Kindle 的真正目的是:为人们带来书籍。 Kindle 的设计从来就不是为了与平板电脑竞争 坚持这一原则使 Kindle 能够发展到今天并在其任务中表现出色。
  • 2007 年 11 月推出,亚马逊 Kindle 曾在 NewsWeek 杂志上展出。它于 11 月 19 日在亚马逊网站上发售,并在数小时内售罄,立即被称为“阅读的 iPod”。
  • 最初的 Kindle 推出 6 英寸 E Ink 显示屏,在亚马逊宣布的新 Whispernet 上通过 Sprint 的 EV-DO 网络提供免费无线连接。
  • 花费 $399 并且仅在美国可用,在发布时提供 90,000 本书的访问权限。
  • 上映后的十年间, 有很多迭代:
    • 原装 Kindle(白色)
      • 发布日期:2007 年 11 月 19 日
      • 也称为“Kindle(第一代)”
    • Kindle 2(白色)
      • 2009 年 2 月 23 日
    • Kindle 2 国际版(白色)
      • 2009 年 10 月 19 日
      • 也称为“Kindle(第二代)”
    • Kindle DX(白色)
      • 2009 年 6 月 10 日
    • Kindle DX International(白色)
      • 2010 年 1 月 19 日
    • Kindle DX Graphite(石墨)
      • 2010 年 7 月 1 日
      • 也称为“Kindle DX(第二代)”
    • Kindle 键盘(白色或石墨色)
      • 2010 年 8 月 27 日
      • 也称为“Kindle(第三代)”
    • Kindle 键盘特别优惠(石墨)
      • Wi-Fi:2011 年 5 月 3 日
      • 3G:2011 年 5 月 25 日
    • Kindle 4(银色)
      • 2011 年 9 月 28 日
      • 也称为“Kindle(第 4 代)”
    • Kindle Touch(银色)
      • Wi-Fi 和 3G:2011 年 9 月 28 日
      • 也称为“Kindle Touch(第 4 代)”
    • Kindle 5(黑色)
      • 2012 年 9 月 6 日
      • 也称为“Kindle(第 5 代)”
    • Kindle Paperwhite(第一代)(黑色)
      • Wi-Fi 和 3G:2012 年 10 月 1 日
      • 也称为“Kindle Paperwhite(第 5 代)”
    • Kindle Paperwhite(第二代)(黑色)
      • Wi-Fi:2013 年 9 月 30 日
      • 3G:2013 年 11 月 5 日
      • 也称为“Kindle Paperwhite(第 6 代)”
    • Kindle 7(黑色)
      • 2014 年 10 月 2 日
    • 也称为“Kindle(第 7 代)”
      • Kindle Voyage(黑色)
      • Wi-Fi 和 3G:2014 年 11 月 4 日
    • 也称为“Kindle Voyage(第 7 代)”
      • Kindle Paperwhite(第三代)(黑色或白色)
      • Wi-Fi 和 3G:2015 年 6 月 30 日
      • 也称为“Kindle Paperwhite(第 7 代)”
    • Kindle Oasis(第一代)(黑色)
      • Wi-Fi 和 3G:2016 年 4 月 27 日
      • 也称为“Kindle Oasis(第 8 代)”
    • Kindle 8(黑色或白色)
      • 2016 年 7 月 7 日
      • 也称为“Kindle(第 8 代)”
    • Kindle Oasis(第二代)(黑色,背面银色)
      • Wi-Fi 和 3G:2017 年 10 月 31 日
      • 也称为“Kindle Oasis(第 9 代)”

采用

  • 电子阅读器的销售 下降超过 40% 根据消费者研究集团欧睿国际的数据,2011 年至 2016 年期间。
  • 亚马逊现在是电子阅读器领域无可争议的领导者,持有 全球设备销售额的 60% 据欧睿信息咨询公司称,今年。
  • 有关电子书销售的更多信息,请参阅“数字文本”。

未来的计划:

  • 亚马逊分布在实体书和电子书之间。目前, 电子书的流行度正在下降,实体书正在上升.亚马逊在这两个市场都占据主导地位。
  • 亚马逊已经销售 Kindle 10 年了,但直到现在,“防水”才出现在其渐进式技术进步的清单上。该公司刚刚发布了其广受欢迎的电子阅读器的新版本,该版本基于去年的 Kindle 设计和 现在具有 IPX8 防水等级.

相关收购:

  • 利夸维斯塔, 收购, 未公开 (<$100MM)
    • 2013 年,亚马逊收购了以“电润湿”显示器而闻名的公司 Liquavista。估值尚未公开,但三星已在今年早些时候将 Liquavista 挂牌出售 不到$1亿.据推测,亚马逊希望使用这些显示器来打造一款全彩 Kindle。
  • 漫画学, 收购, 未公开 $
    • 2014年,亚马逊以未公开的价格收购了漫画发行平台Comixology。此次收购显示了对控制和创建内容的更多承诺,并且对 Kindle 电子阅读器和 Kindle fire 都非常有价值。
    • “这种协同作用导致了一些有利可图的举措。去年(2016 年),该公司推出了非常成功的 ComiXology Unlimited——一种每月订阅服务,其概念类似于亚马逊的 Kindle Unlimited,可提供约 10,000 部漫画的访问权限。今年,它开始出版原创漫画,并增加了漫威标题和推荐菜单。 目标是吸引新订阅者,增加阅读频率,并向现有读者介绍其他类型,并且正在奏效:最近的 ComiXology 数据显示,新客户包括 60% 的免费试用,而 ComiXology Unlimited 将客户的阅读频率提高了 58%,并鼓励 74% 的订阅者尝试新类型。”

火(平板电脑)

历史:

  • Fire平板电脑,原名Kindle Fire,是亚马逊开发的平板电脑。采用广达电脑打造, Kindle Fire 于 2011 年 11 月首次发布,具有采用 IPS 技术的彩色 7 英寸多点触控显示屏,并运行名为 Fire OS 的谷歌 Android 操作系统的定制版本。紧随其后的是 2012 年 9 月的 Kindle Fire HD 和 2013 年 9 月的 Kindle Fire HDX。2014 年 9 月,当第四代推出时,“Kindle”这个形容词被去掉了。 2015年9月发布第五代Fire 7,2016年9月发布第六代Fire HD 8。 2017年6月发布第七代Fire 7

采用:

  • 事实证明,亚马逊在平板电脑市场上积极的硬件战略非常成功,因为该公司设法做到了 每年增长 38.7%. [2017] 低成本硬件推送一直是与最终用户建立长期持续关系的一种手段。
  • 亚马逊的硬件战略可能是亏损的领导者,但 这些设备与客户建立长期关系,推动内容销售并推动 Prime 订阅和电子商务.亚马逊的平板电脑也成为 Alexa 的另一种载体。
  • 总的来说,对平板电脑的需求正在下降。然而,需求下降的目标是高端平板电脑(苹果的 iPad、三星的 Galaxy Tab)。由于成本低廉,亚马逊的 Fire 平板电脑表现良好。
    • “亚马逊的 Fire 平板电脑在本季度实现了大幅增长。公司发货 2016 年第一季度有 220 万台设备, 同比增长 5,422%。 Fire 平板电脑上个季度的市场份额为 5.7%,高于 2015 年第一季度的 0.1%。亚马逊的成功在很大程度上归功于其产品成本相对较低。 Fire 平板电脑的零售价为 $50,但也以 6 个捆绑出售,低至 $250,或约 $40 一块。亚马逊正在使用该设备将更多客户带入其零售生态系统。”

未来的计划:

  • Amazon Fire 平板电脑是进入亚马逊生态系统的切入点。
    • 看数字视频
    • 查看数字文本
    • 看游戏

收购和投资:

  • 漫画学, 收购, 未公开 (<$100MM)
    • “当然, 有明显的协同机会:例如,如果 ComiXology 的某些风格没有成为亚马逊 Kindle Fire 平板电脑的标准功能,那将会令人吃惊。 (Naggar 告诉我,该公司将继续销售 ComiXology 之外的漫画——图画小说已经是一个主要的 Kindle 类别——但即便如此,异花授粉也是可能的。)”

消防电话

历史:

  • 2014 年 6 月 18 日——(纳斯达克股票代码:AMZN)——亚马逊今天推出了 Fire, t亚马逊设计的第一款智能手机. Fire 是唯一一款具备动态透视和 Firefly 两种全新突破性技术的智能手机,可让您通过全新的镜头观察世界并与之互动
  • “消防电话 让您对亚马逊的一切尽在掌握——即时访问亚马逊庞大的内容生态系统和独家功能,如五月天按钮、ASAP、第二屏幕、X 射线、免费无限照片存储等,”亚马逊创始人兼首席执行官杰夫贝索斯说
  • 经过大约一年的惨淡销售(以及由此产生的大幅折扣), 亚马逊的 Fire Phone 已不复存在

采用:

  • “总的来说,据报道这款手机在头 20 天内最多售出了 35,000 部——对于亚马逊来说更令人沮丧的是,该公司 吞了$1.7亿的亏损 因为手机故障。”
  • “对 Fire Phone 的最后指望 三季度末库存:$83万。”

消防电视

历史:

2014 年 4 月,亚马逊推出了 Fire TV,他们的产品旨在进入不断扩大的流媒体视频市场。 “亚马逊 Fire TV 是亚马逊数十亿美元努力的一部分,旨在从销售其他人生产的商品(传统上这是一项低利润的业务)转变为 主持创造和消费的全过程。”这是亚马逊在书籍方面采取的一条非常相似的道路,推出了 Kindle 和自己的出版部门。

采用:

  • “总共, 1.681亿人 “美国今年将使用联网电视,比 2016 年增加 10.1%。内置连接且无需辅助设备的智能电视的使用是该类别中最大的单一子组。”
  • “不过,联网电视设备的使用增长仍然强劲。 eMarketer 估计 3890 万美国人 将每月至少使用一次 Roku 设备,比 2016 年增加 19.3%。因此,该设备将捕获所有联网电视用户的 23.1%……。
  • Roku 在美国的壁橱竞争对手是 Chromecast,它将拥有 3690 万用户 今年,相当于 22.0% 的联网电视用户。与此同时,亚马逊 Fire TV 2017 年将拥有 3580 万用户,或 21.3% 的联网电视用户。”
  • “亚马逊火灾是 增长最快的联网电视设备;到 2020 年,它的用户群将增加近一倍,几乎赶上 Chromecast。明年,亚马逊 Fire TV 的用户数量将超过 Roku。”
  • “根据 Parks Associates 的说法,在该市场的其他主要参与者中,只有亚马逊的 Fire TV 在同一时间段内的安装基数份额有所增加。亚马逊增加了其份额 从 16% 到 24% 美国宽带家庭拥有的流媒体播放器的数量,这使得该电子零售商在流媒体播放器采用率方面领先于谷歌,位居第二。谷歌的 Chromecast 现在拥有 18% 的安装基数份额,而苹果的份额下降到 15%。”
  • 参见数字视频采用。

未来的计划:

  • 与 Alexa 的进一步集成:
  • 将 Fire TV 生态系统扩展到流媒体服务(Netflix、Hulu 等)之外的内容
    • “小声点, 亚马逊为 Fire TV 推出了 Silk 网络浏览器,允许使用 Fire TV、Fire TV Stick 和 Fire TV Edition 电视的用户从大屏幕上网。该应用程序提供了多种标准的网络浏览器功能,例如搜索或输入 URL、访问书签、前进或后退、保存密码等功能。它还使用 Bing.com 作为默认搜索引擎,并支持通过语音进行搜索,这要归功于它与 Fire TV 的语音遥控器的集成。”
    • “但是 Fire TV 的 Silk 浏览器的重点并不是真正的网络搜索—— 这是在线视频。”
    • “应用程序 包括名为“网络趋势”的内容部分, 其中突出显示了热门视频,包括来自 CNBC、CNN、Fox 等新闻来源的视频。您可以使用遥控器上的按钮而不是光标来播放、暂停、快进和快退这些视频,这使得观看更容易。”
  • 直接与 Google 的 Chromecast 竞争:

收购和投资:

  • 玩不可能, Alexa 加速器
    • 亚马逊为其首个 Alexa Accelerator 选择了初创公司 Play Impossible。亚马逊希望从 Fire TV 开始,将 Play Impossible 的 Gameball 技术整合到游戏产品中。
    • “在 Amazon Alexa Accelerator 期间,Play Impossible 与 Amazon Alexa 和 Fire TV 的团队建立了关系。 Play Impossible 认为语音技术促进了自然的游戏模式,因为它是即时的,不需要用户将注意力转移到数字屏幕上。 Alexa 是 Gameball 技术的自然发展,并且 该公司将开始投资语音集成,最初是通过 Fire TV。”
  • 看数字视频: 爱情电影,IMDB.

亚马逊回声

历史:

  • 亚马逊回声是 2014 年 11 月发布 仅限受邀的 Prime 用户。
  • 2015年7月,该产品获得 扩展到所有客户. “Echo 是一种围绕您的声音设计的新型设备——它始终开启、免提且快速——只需从房间的另一端询问信息、音乐、新闻、天气等,即可立即获得答案”。
  • 2016 年 3 月, 亚马逊扩大了 Echo 系列 带有内置 Alexa 的蓝牙扬声器 Echo Tap 和 Echo Dot,它是原始回声的较小版本,价格仅为其一半。
  • 亚马逊正在继续使 Echo 系列多样化; 2017 年 6 月推出支持触摸屏的 Echo Show:
    • “亚马逊正在推销 Echo Show 作为中央家庭枢纽 通过它,用户可以在 Alexa 的帮助下观看视频 Flash 简报、浏览 YouTube、控制智能家居设备以及创建可视化的待办事项和购物清单。用户还可以通过 5MP 摄像头与在智能手机上安装 Echo 或 Alexa 应用程序的朋友进行视频和语音通话。”
  • 2017 年 4 月的时尚 Echo Look:
  • 带屏幕的较小回声,回声点:
    • “该设备基本上是 Echo Show 的较小版本, 亚马逊首款带触摸屏的 Echo 设备.它包括一个 2.5 英寸的屏幕,可以兼作闹钟或婴儿相机,同时仍然可以通过迷你屏幕进行视频通话。”

采用:

  • “事实上,超过四分之一的调查受访者表示,他们计划在未来 12 个月内将最新添加的 [Echo Show] 添加到 Echo 连接扬声器系列中。根据这些数据,我们估计亚马逊 至少可以卖 900 万 这些设备在来年。根据我们的估计,之前发布的所有 Echo 设备的安装基数约为 900 万。
  • “消费者是 Echo Show 比 Echo Look 更令人兴奋.在之前的一项调查中,只有 39% 的受访者表示他们认为 Look 有用,只有 36% 对此感到兴奋。 Look 包括一个相机(不包含在原始 Echo 中),允许用户为他们的服装拍照并从人工智能 (AI) 和造型师那里接收时尚推荐。但是,Look 不包括屏幕。”
  • “根据一项新的研究,亚马逊 Echo 是一款兼作虚拟助手的家庭扬声器,在其新兴类别中占据主导地位,估计销量为 1500 万台。那代表 美国市场的 75% 这些联网设备,人们可以用他们的声音来订购外卖、查看银行账户、查看天气和播放音乐。”
  • “估计 68% 的智能音箱 今年销售的产品将在亚马逊的 Alexa 平台上运行,而谷歌的智能助理将占销售额的 20% 以上。”
  • “亚马逊新推出的 Echo Show 是大赢家——它具有大众市场吸引力,看起来会起飞。很大一部分受访者 (28%),尤其是关键的自我认同的尝鲜者(39%),计划购买该设备,展示其潜在市场。实用性和兴奋性的结合将促使消费者购买 Echo Show。”
  • “Echo Look 看起来像 它将很难吸引到同样程度的兴趣.更小众的设备不会表现出具有相同热情或整体兴趣的潜在用户群。只有 6% 认为该设备非常有用,并且未能引起关键的第一批采用者的共鸣,只有 7% 表示他们会尽快购买。”

未来的计划:

  • 远离内部智能扬声器?
    • “亚马逊、谷歌和百度等第一方音箱制造商将占 2017 年智能音箱销量的绝大多数,但到 2020 年,继承人的集体份额将降至 70% 以下 随着他们开始越来越多地将硬件开发留给第三方制造商,以便专注于优化他们的虚拟个人助理。”
  • 继续强化自动化家居生态系统
    • “亚马逊是 致力于制造一副智能眼镜 据英国《金融时报》援引熟悉该公司计划的人士的话称,该公司将容纳其 Alexa 语音助手,以及一个可以与其现有 Echo 连接设备相连的家庭安全摄像头,以进一步扩展其功能。”
    • “一个 Echo 扬声器的更新版本 与 Apple 的竞争对手 HomePod 的更好声音相抗衡,HomePod 将于 12 月发布。”
    • “一种 联网家庭安全系统 它将与上周由 Alphabet Inc. 部门推出的新 Nest Secure 系统竞争。”
  • 有关 Alexa 的更多信息,请参阅语音产品。

收购和投资:

  • 侦察, 投资, Alexa Fund
    • “今天,亚马逊宣布成立 Alexa 基金,Scout 是首批参与其中的公司之一!亚马逊对 Scout 的投资将推动在 Scout 系统上创建一个令人难以置信的新功能:在 Amazon Echo 上使用 Alexa 进行语音控制。这将使侦察兵 第一个与 Amazon Echo 集成的家庭安全系统。”
  • 身体实验室, 收购, $50+MM
    • “它还发布了另一款 Echo 设备(称为 Look),专为时尚自拍而设计。因此,该公司可能对能够为娱乐和时尚目的的视觉转换提供动力的技术感兴趣——例如能够在 Echo Show 视频通话期间为人们的面部和身体添加实时效果,例如,la Snapchat 自拍镜头。 Body Labs 有一个名为 Mosh 的移动 AI 用于添加基于其技术检测和适应人的姿势的特效照片。”
    • “所以 也有可能对 Body Labs 的收购主要是收购 对于亚马逊,旨在培养人才和专业知识来处理它希望通过其 Echo Look 设备收集的数据,该设备 - 特别是 - 包含一个板载深度传感器,因此可用于通过用户的风格自拍提取身体形态的 3D 数据。”
  • 生态蜂, 投资, Alexa Fund
  • 亮度, 投资, Alexa Fund
    • “Luma 将环绕 WiFi 的体验带入家庭,今天宣布 $1250万A轮由Accel领投 来自亚马逊 Alexa 基金的大量投资。”
    • 亚马逊 Alexa 副总裁史蒂夫·拉布钦 (Steve Rabuchin) 表示:“看到 Luma 的愿景随着其第一个家庭系统的推出,为客户带来更好更快的 WiFi 的愿景成为现实,这令人兴奋。 “我们在 Luma 看到了推动物联网和语音技术发展的巨大希望 当我们通过 Alexa Fund 投资这家公司时。添加 Alexa 技能将带来更多功能,并使客户能够无缝地通过语音更好地控制家庭互联网。”
  • 苏特罗, 投资, Alexa Fund
    • 今天,我们宣布了 Alexa 基金的下一位接受者 Sutro。 Sutro 正在打造一款联网智能泳池监控器,该监控器使用突破性技术来减轻水维护的负担,并使房主能够专注于享受他们的泳池和水疗投资。 Sutro 自动进行水测试,可以在需要时直接从 Sutro 或通过亚马逊的 Dash Replenishment Service 运送化学品,并指导用户如何以及何时维护他们的游泳池。 Sutro 正在使用 Alexa Skills Kit 这样 Amazon Echo 用户就可以简单地说“Alexa,请问 Sutro 我的游泳池温度是多少?”或“Alexa,问 Sutro 多久我的水疗中心准备好?”
  • 宠物网, 投资, Alexa Fund
    • “今天我们宣布 Petnet 是 Alexa Fund 的最新资金接收者。 Petnet 是 SmartFeeder 的创造者, 支持应用程序的智能喂食设备,它允许宠物主人管理和定制喂养时间和份量,以确保整体健康和福祉。 SmartFeeder 与宠物食品供应商集成以实现自动补货,并智能地帮助宠物主人了解宠物的进食习惯。智能设备让主人了解正确的喂食量,并为他们提供有关特定于宠物年龄、体重和活动水平的兼容成分的见解。”
    • Petnet 正在为 Alexa 培养技能 使 Echo 客户能够仅使用语音命令来控制他们的 SmartFeeder 连接设备来查询喂食情况,因此他们可以简单地问:“Alexa,Max 今天吃了多少?” Petnet 还将努力与 Alexa 语音服务集成。”
  • 马赛克, 投资, Alexa Fund
    • “Musaic 是一种高分辨率无线 HiFi 系统,让客户可以在每个房间以卓越的音质聆听音乐,集成智能照明来创建和控制场景和情绪,并与家庭自动化相结合,打造互联智能家居。 Musaic 正在为 Alexa 培养技能,使 Echo 客户能够仅使用他们的声音来控制他们的 Musaic 系统。 Musaic 也在努力成为 最早与 Alexa 语音服务集成的公司之一。”
  • 有关 Alexa 的更多信息,请参阅语音产品和第 3 方应用程序。

语音

亚历克萨

历史

亚马逊的语音服务是通过其无处不在的个人助理 Alexa 提供的。 Alexa 于 2014 年 11 月发布,用于 Amazon Echo 设备.自发布以来,Alexa“已被集成到洗衣机、烘干机、冰箱、电视、其他连接的扬声器等中。” Alexa 已经从一个只能处理一步命令的系统发展成为一个可以处理多步例程的系统,这个系统得到了一个生态系统的支持。 25,000 Alexa“技能”.

采用:

  • “亚马逊 Alexa 在超过 2000 万台设备中使用。其中绝大多数都在 Amazon Echo 产品组合中。如果您考虑到第三季度除 Echo 以外的支持 Alexa 的设备的销量有多少,很容易得出结论,迄今为止 Echo 的销量已经达到 19.5-2150 万台.到 2017 年第三季度,配备 Alexa 的非回声智能扬声器预计将达到 100 万台。”
  • “根据测量公司 Verto Analytics 今早发布的一份新报告,Siri 仍然是最受欢迎的虚拟助手,在美国每月有 4140 万活跃用户,但它自去年以来下降了 15%,即每月有 730 万用户。此外,研究发现,在此期间,Siri 的参与度也下降了近一半,从 21% 降至 11%。
  • 与此同时,亚马逊 Alexa 的使用量一直在飙升——月活跃用户增长了 325%——也就是说, 从 80 万到 260 万月用户,因为在同一时间范围内,其用户参与度也从 10% 增加到 22%。”
  • “虽然现在 Alexa 平台上有超过 7,000 种技能可供选择,但只有 31% 有不止一个消费者评论.这意味着这些语音应用程序中有许多是“僵尸技能”:它们可以访问但没有被大量使用或欣赏。虽然这个问题并非 Alexa 应用商店独有(存在于 iOS 和 Android 生态系统中),但它是一个必须解决的问题。”
  • “语音控制的数字助理正在被纳入范围广泛的消费产品中,并且 近一半的美国成年人 (46%) 皮尤研究中心今年春天进行的一项调查显示,他们现在使用这些应用程序与智能手机和其他设备进行交互。”
  • “语音助手存在于各种设备上,但 美国人使用它们的最常见方式是在智能手机上:42% 的美国成年人以这种方式使用语音助手。一些 14% 的公众在电脑或平板电脑上使用了语音助手,而 8% 表示他们在独立设备上使用它们,例如 Amazon Echo 或 Google Home。”
  • 请参阅 Echo 硬件采用。

未来的计划:

  • Alexa 的积极扩张
    • “我们对 Alexa 的愿景无处不在,”他说。 “我们不能自己做这一切。我们不可能制造出每一个智能家居设备和每一个可穿戴设备……所以我们打开了它。”声控技术 是“人类将使用的重要新界面.它非常方便,让困难的事情变得简单。”
    • 汽车、电器等(建造)
  • 增加对 Alexa 开发的投资
    • 亚马逊设备和服务高级副总裁大卫·林普 (David Limp) 发表的评论也许是亚马逊正在大力投资 Echo 和与之配套的虚拟个人助理 Alexa 的最明显迹象: 5000多人 现在只在 Alexa 上工作。
    • 5000 人只占亚马逊总员工人数的一小部分,最近一个季度全职和兼职员工人数达到 382,400 人。仍然, 与 15 个月前相比大幅增加,当亚马逊首席执行官杰夫贝索斯说有大约 1000 人在为 Alexa 和 Echo 工作时。 “这只是冰山一角,”他当时说。
  • 进一步向 3rd 方硬件开放 Alexa 生态系统
  • 对开发者生态系统的更多工具和支持
    • 请参阅第三方应用程序。

收购和投资:

  • 亚历克萨基金:
    • “Just over 18 months ago, we set out to build Amazon’s first dedicated corporate venture capital fund with the same mindset of any new Amazon experiment: Work Hard, Have Fun, Make History. And we’re doing just that. The Alexa Fund, with an initial $100MM investment commitment, has already made 23 investments in companies committed to building delightful experiences using voice as a primary interface.”
    • The Alexa Fund is named after the voice technology that powers Amazon products like the Echo, Amazon Tap, and Echo Dot, as well as Amazon Fire TV and Fire tablets. Alexa’s voice capabilities are purposefully built so developers can use the Alexa Skills Kit (ASK) to create new voice experiences for Amazon’s devices, or Alexa Voice Service (AVS) when they want to embed Alexa into a third-party device.”
  • MARA, Amazon Alexa Fund
    • “MARA is an intelligent, voice-based running assistant that provides performance data and training information during exercise, serving as a virtual running coach or personal trainer. MARA is using the Alexa Voice Service and the Alexa Skills Kit to give users easy access to information about their workouts. For example, ask Echo or any Alexa-enabled device “Alexa, how many miles have I run so far this week?” or “What has my average pace been this week?””318
  • Moijo, Amazon Alexa Fund
    • “Mojio is a leading provider of connected car solutions. The company’s device connects to a vehicle’s OBD-II port and extracts driving performance, on-board systems status, and other diagnostic data. Mojio uses the Alexa Skills Kit to enable customers to use Echo or other Alexa-enabled devices to ask “Alexa, do I need to get gas on the way to work today?” before leaving home or “Alexa, where is my daughter driving the car this evening?”, giving them the peace of mind that the car is healthy and the kids are safe.”
  • Dragon Innovation, Amazon Alexa Fund
    • “With the new funding, Dragon plans to build expertise in using Alexa Voice Services and the Alexa Skills Kit, two sets of APIs and tools that Amazon offers to developers and startups who might want to integrate the Alexa voice functions with their apps, hardware, or Web products, Amazon says. Dragon plans to work with its clients to add voice services to their devices, Amazon wrote in a statement.”
  • Graphiq Inc., Acquisition est. $10-50 Million
  • Evi, Acquisition $26 Million
    • “Amazon Echo, the acclaimed voice-controlled AI device, is built on the technology of a little-known British company, Evi, which Amazon acquired in 2012.”
    • “When it reached the market in 2012, the technology, Evi 11, was positioned as a contender to Apple’s Siri – although not by Tunstall-Pedoe, 47, who says he set out to build something new, not to compete. Now, 11 years after its inception, he can celebrate Evi’s real-world impact. “These technologies are now good enough that they are able to create useful products that change lives and are used daily,” he says.”
  • TrackR, Investment Alexa Fund + Follow-On

数字视频

亚马逊开箱:

Amazon entered the digital video space in September 2006 with Amazon Unbox. “Amazon Unbox is a digital video download service offering thousands of television shows, movies and other video content from more than 30 studio and network partners from Hollywood and around the world.”

亚马逊视频点播:

In September of 2008, Amazon renamed their video service Amazon Video On Demand. This signaled a shift in the video product towards streaming. “customers can now instantly watch ad-free movies and television shows on Macs or PCs with Amazon Video On Demand, Amazon’s digital video service offering thousands of movies and television shows. Previously, customers could only download titles and watch them on a PC (using the Amazon Unbox application) or on their TiVo box. Now customers can either watch instantly within their web browser or download using the Unbox application and watch anytime.”

亚马逊 Prime 视频:

On February 22, Amazon launched Amazon Prime Video. This move position the Amazon Video offering as a part of the Prime ecosystem — offering access to video streaming at no additional cost. “Amazon.com, Inc. (NASDAQ:AMZN) today announced the launch of a new benefit for Amazon Prime members: unlimited, commercial-free, instant streaming of more than 5,000 movies and TV shows. This new benefit is being added at no additional cost — Prime membership will continue to be $79 per year.”

Since integrating with Prime, Amazon has moved upstream and is now positioning itself as a force to be reckoned with in digital content production.

采用:

  • “eMarketer estimates that close to half (46.8%) of US internet users will watch video content via Netflix at least once per month in 2017—the largest audience of any over-the-top (OTT) SVOD service. By comparison, Amazon will be a considerable way back with 31.2% penetration。”
  • “It appears the majority of people who subscribe to Amazon Prime do, in fact, use the streaming service with some frequency, but the 37% number was surprising, at least until we dug into some specific answers.”.114
  • “Currently 61% of viewers subscribe to Netflix, 36% to Amazon Prime, and 22% to Hulu.”
  • “While Netflix remains the clear leader in the OTT market, it’s also clear that other services are now establishing their own presence. Netflix reached an impressive 75 percent of OTT homes as of  December 2016, but YouTube had a large OTT footprint being viewed in 53 percent of those homes. Amazon Video was third with 33 percent reach, and Hulu was fourth at 17 percent. In fact, there are now 11 OTT services that reach one million or more homes in a given month.”
  • “Netflix’s dominance is also being challenged by Amazon Video, which appears to be growing the OTT pie through its tie-in to Amazon Prime and the Fire TV platform. At the time of this writing, Netflix is the top OTT service on every viewing platform from Roku to game consoles to Blu-ray Disc players, with one big exception: Fire TV. On the Fire TV stick/box, Amazon is first, followed by YouTube. Netflix is third.”

未来的计划:

  • Increased Spend on Content – original and otherwise
    • “Amazon CFO Brian Olsavsky highlighted the value of video to Amazon during its earnings call on Thursday. He said that Amazon is going to “significantly increase [its] content spend” on its video offerings because the company is seeing better engagement and conversions from Prime members who use the video service.”
    • “Demand for Netflix originals was eight to nine times higher than demand for Amazon Video and Hulu originals in 2016, according to research company Parrot Analytics.”
    • “In July, Amazon CFO Brian Olsavsky said Amazon would “nearly double” its investment in video, while “tripling” its amount of original content in Prime Video, over the remainder of 2016. This new estimate from JPMorgan on the 2017 budget suggests that spending will continue to blast upward.”
    • “But Amazon isn’t only focused on shows. Amazon and the NFL recently struck a $50 million deal for Amazon to stream 10 Thursday night games, according to The Wall Street Journal. This is a similar deal to the one the NFL had with Twitter last year, except about five times larger for the same number of games. These games will only be available as part of Amazon Prime Video, and the general public won’t be able to watch.”
  • Continue to Expand Digital Video Globally
    • “Amazon has made the Prime Video streaming service available worldwide, following the global launch of Netflix in January 2016. As of 14 December 2016, Amazon Prime Video was available in 200 countries, excluding China, Syria, Iran, and North Korea. In total, the launch encompasses 242 distinct geographical territories.”
  • Extend the use of Twitch beyond gaming
    • “From live-streaming the Democratic National Convention to sharing a bizarre South Korean channel where people watch other people eat meals, Twitch is definitely expanding into disparate areas as it strives to reach demand in every far corner of the internet。”
    • “There’s clear demand from the creator side and the viewer side for this non-gaming content,” Shear added. “Gamers want to watch more than just video games。”

收购和投资:

  • 抽搐, Acquisition $1B
    • The acquisition makes even more sense when you think about services like Amazon Instant Video. Amazon’s been in the video-on-demand business since 2006, and with its recent shift to an all-you-can-eat Amazon Prime streaming video model, whereby Prime members gain access to scads of video content (including the company’s coup-of-coups exclusive deal with HBO) for a Netflix-ian flat fee, capturing new eyeballs by adding a service like Twitch fits hand-in-glove with the company’s ostensible goals. And think of what else the purchase buys Amazon in terms of new eyeballs: Twitch is already an entrenched and critical presence on both Sony’s PlayStation 4 and Microsoft’s Xbox One.”
    • “While the video-streaming service still runs as a standalone, the two companies have joined forces to grow Amazon’s Prime membership by creating Twitch Prime, a $10.99 monthly membership that gives Twitch users the same benefits as Amazon Prime along with discounts on games and other perks.”
  • IMDB, Acquisition, <$55 Million (lump sum for 3 acquisitions)
    • “Jeff explained Amazon was primarily a bookseller, but would be moving from books to other things, such as video, and he was looking for a site to partner with,” explained Needham. “Maybe a licensing deal, or an outright acquisition.
    • “First arriving for Kindle Fire in 2012, before landing on Fire TV and the Nintendo Wii U, Amazon X-Ray for Movies and TV uses IMDb data to serve up relevant information related to what’s happening on-screen in Amazon Video streams.”

数字音乐和音频:

历史:

以下部分摘自 Amazon Music Wikipedia

Amazon Music (previously Amazon MP3) is a music streaming platform, online music store, and former music locker operated by Amazon.com. Launched in public beta on September 25, 2007,  in January 2008 it became the first music store to sell music without digital rights management (DRM) from the four major music labels (EMI, Universal, Warner Music, and Sony BMG), as well as many independents All tracks were originally sold in 256 kilobits-per-second variable bitrate MP3 format without per-customer watermarking or DRM; however, some tracks are now watermarked. Licensing agreements with recording companies restrict the countries in which music can be sold: Amazon.com sells music only to US customers while Amazon.co.uk sells music only to UK customers.

采用:

  • “Millions of Prime members already stream music on Amazon Prime every month, making Amazon Music one of the most popular music streaming services in the world. The Prime catalog has grown to more than two million songs and over one thousand hand-curated playlists and personalized stations. Today, with the launch of Amazon Music Unlimited, Prime members who want even more music have access to a catalog of tens of millions of songs and thousands of hand-curated playlists and personalized stations at a breakthrough Prime member price of $7.99/month or $79/year (which equals only $6.58/month).”
  • “In the Annual Music Study, we observed that 13 percent of Echo users had listened to Amazon Music Unlimited, whether through a paid subscription, a trial or sharing an account. But we noticed something else that was interesting. There appears to be a halo effect on services that are on the Echo platform. As shown in the chart below, usage of iHeartRadio is 64 percent higher among Echo users compared to the total internet population.  TuneIn has a nearly 4:1 lift in usage incidence among Echo users. Spotify has a more than 2:1 increase.”
  • “Parks Associates announced today that the majority of paid streaming music services experienced an increase in their number of subscribers in 2016, with Amazon Prime Music leading the market with 15% of U.S. broadband households. 360 View: Digital Media & Connected Consumers notes Amazon Prime Music experienced a 50% increase in subscription during the one-year period. In addition to Prime Music, Amazon also launched Amazon Music Unlimited late last year, an on-demand music streaming service with tens of millions of songs and multiple subscription options.”
  • “Amazon’s bundled service model has been a successful strategy in boosting the company’s status in multiple content verticals,” said Glenn Hower, Senior Analyst, Parks Associates. “Nearly one-half of streaming music subscribers, the equivalent of 15% of all broadband households, indicate they have a subscription to Amazon Prime Music. The number of households with access to Amazon’s music services through a Prime subscription is higher, as 28% of broadband households indicate they subscribe to Amazon Prime Video, so the number of streaming music subscribers likely reflects actual usage of the streaming music portion of Amazon’s service.”

未来的计划:

  • Focusing music plans around Alexa, Echo
    • “Boom went on to discuss Amazon’s two fundamental core strategies regarding music, which are letting their users find and consume music through Prime and Alexa. Amazon’s sales funnel onboarding process includes moving people who were already streaming music, then moving them further down the sales funnel to convert to its paid service.”
    • “Steve Boom said, “and then we find with Echo and Alexa, is bringing people into premium streaming that had never used it before.” He continues, “And because it’s something that you use every day, and it’s so easy, the idea of paying a few bucks a month for a streaming service…you know, when we look at the conversion rates that we have from people using their free trial on an Echo, then converting into premium, we see subscription levels that the industry has never seen before.”
    • Music “top activity” assc. w/ Echo
  • Thinking of music for groups rather than individuals
    • “By merging and integrating Amazon music into the Echo and Alexa products, consumers are now able to take advantage and experience communal listening, versus the antisocial environment that the smartphone created (usually tuned out with headphones).”
    • “In the smartphone era, we think of music as moving out of the home and living room,” Boom said. “With voice, it’s moving it back in。”

收购和投资:

数字文本:

The Kindle Store: Following section pulled from Kindle Store Wikipedia

The Kindle Store is an online e-book e-commerce store operated by Amazon as part of its retail website and can be accessed from any Amazon Kindle, Fire tablet or Kindle mobile app. At the launch of the Kindle in November 2007, the store had more than 88,000 digital titles available. This number increased to more than 275,000 by late 2008, and exceeded 765,000 by August 2011. In July 2014, there were over 2.7 million titles available at the U.S. store and as of December 2017 there are nearly 5.9 million titles available in the U.S. Content from the store is purchased online and downloaded using either Wi-Fi or Amazon’s 3G Whispernet to bring the content to the user’s device. One of the innovations Amazon brought to the store was one-click purchasing that allowed users to quickly purchase an e-book. The Kindle Store users a recommendation engine that looks at purchase history, browsing history, and reading activity, and then suggests material it thinks the user will like.

采用:

  • “Taken all together, Amazon accounts for more than 80% of English-language ebook purchases, Apple another 10%, Kobo 2% and Nook 3%”
  • “Amazon Imprints have made the most market headway in the US. Despite being single-retailer exclusive to Amazon Kindle, the dozen or so Amazon “house” publishing imprints between them account for 14% of all US ebook sales, 10% of all UK ebook sales, and 8% of Australian ebook sales. In Canada, the Amazon Imprint footprint is a much more modest 3% of all ebook sales, largely due to the substantial shares of the overall Canadian ebook market held by Kobo (25%) and Apple (14%).”
  • “The statistic shows the websites consumers used to purchase e-books in the United States in 2017. During the survey, 85 percent of respondents stated that they purchased e-books at Amazon.com or with the Kindle-app.”
  • “But top writers proved surprisingly loyal to their gatekeepers, and Amazon had to spend a lot of money on two dubious projects: a million dollars for “The 4-Hour Chef,” by the self-help guru Timothy Ferriss, and eight hundred thousand dollars for “My Mother Was Nuts,” a memoir by Penny Marshall, the “Laverne & Shirley” star. In hardcover, Ferriss’s book has sold a fraction of the numbers of his two earlier self-help books; Marshall’s has sold seventeen thousand. Nearly all of Amazon’s other books have fared worse: “Actors Anonymous,” a novel by James Franco, has sold fewer than five thousand. (Amazon claims to have sold many more copies of these titles as e-books.) In the past year, Amazon Publishing has barely been a presence at auctions, and several editors have departed; last month, Kirshbaum left the company, having failed at the task Amazon gave him. The new publisher, Daphne Durham, has spent her entire career at Amazon, and will remain in Seattle. Grandinetti, keeping his game face on, told me, “Amazon Publishing is off to a very good start.””
  • “There was a practical reason for the failure. Hardcover copies were printed and distributed in a partnership with Houghton Mifflin Harcourt, under an imprint called New Harvest, with Amazon’s name missing from the spine. But bookstores weren’t fooled. Barnes & Noble and nearly all the independents refused to stock its books—why help their mortal enemy?—and no

收购和投资:

Avalon Books, Acquisition Undisclosed $

  • “Avalon has a long tradition in publishing wonderful stories that affirm a positive way of life,” said Philip Patrick, Director, Business Development, Rights and Licensing. “We are thrilled to have these talented writers join our publishing program. None of these titles have been digitized yet and we know Kindle customers will delight in this great new offering.”

TenMarks, Acquisition Undisclosed $

  • “Amazon and TenMarks share the same passion for student learning. TenMarks’s award-winning math programs have been used by tens of thousands of schools and Amazon engages with millions of students around the world through our Kindle ecosystem,” said Dave Limp, Vice President, Amazon Kindle. “Together, Amazon and TenMarks intend to develop rich educational content and applications, across multiple platforms, that we think teachers, parents and students will love.”
  • “Why would Amazon need a tool to make math lessons? Well, math curriculum — whether it be digital or found in a textbook — is essentially just another form of content. And the textbook publishing industry generates over $5 billion per year from lower educational material (Kindergarten to 12th grade) alone — making it a very lucrative opportunity for Amazon to make money.”

赌博:

历史:

  • February 2009: “Online retailer Amazon.com has stepped into another online shopping segment – video game downloads. With the unveiling of its new downloadable PC game store today, more than 600 titles are immediately available。”
  • August 2012: “The Seattle-based company released its first social game Monday on Facebook and announced the creation of a new team called Amazon Game Studios.Amazon gave few details about the new division except that it’s focused on developing “innovative, fun and well-crafted games,” a sign that more titles are on the way. It also noted that the team is hiring.”
  • 2014: Amazon Acquires Twitch (see acquisitions and investments) and releases a Fire TV with an optional gaming controller capable of running android. Other high-profile acquisitions and hires:
    • “So far in 2014, the company has acquired Double Helix, the Southern California-based company behind such games as Killer Instinct, and hired a bevy of industry talents, including leading game designers Clint Hocking (Far Cry 2) and Kim Swift (Portal) . By doing so, it’s rapidly built out Amazon Game Studios (AGS), the group within the company which produces games–some of which are done entirely in-house, and some of which are the result of collaboration with outside firms.”
    • “At the same time, Amazon has spent the year rolling out an array of devices to play those games on: not just new tablets in its Fire line but also its first smartphone and a TV box that goes Roku and Apple TV one better by treating gaming as a primary activity.”
  • Present: 3 Platform games scheduled to be released

采用:

未来的计划:

收购和投资:

  • 抽搐, Acquisition $1B“Like Twitch, we obsess over customers and like to think differently, and we look forward to learning from them and helping them move even faster to build new services for the gaming community。”
  • ““Talking to Mike [Frazzini, VP of Amazon Games] along the way, it really became clear that we have a shared vision for the gaming industry. We see the same trends in the same space,” said Shear. “And it’s also their culture. Amazon thinks about problems and solving those problems in the same way we do at Twitch. They think about how you can build things for customers, and how to do that in the long run.””
  • ““I was never, like, ‘How does this, that or the other company do it, and maybe we should,’” said Frazzini. “I’ve always thought about it in much simpler terms, through the lens of the customer experience and what we wanted to create, where we thought we could built inventive new experiences that would resonate. That’s been the driving motivation. If you look at Amazon fairly high-level, what you end up with is, we have a commerce business, and games are a very important part of the commerce business.””
  • “Amazon loves people who buy games through Amazon, said Frazzini, because gamers tend to come back and buy all sorts of other things. But it’s also about more than consumers, he said, talking about the importance of catering to the sort of premium content developers the company’s been wooing with its cloud-focused Amazon Web Services model–which is just another way of saying Amazon’s Twitch purchase is (at least in part) about growing its gaming cred。”
  • GameSparks, Acquisition $10M“Amazon’s interest in GameSparks fits in well with what the company has built so far in the gaming space, and specificallywith games hosted in the cloud. The startup built a cloud-native business, embodying the belief (shared by Amazon) that the cloud is the logical and inevitable evolution of how games are, should be, and will be built and administered in our connected, mobile-friendly and globalised world.”
  • Bodylabs, Acquisition $70-100M“Amazon runs its own games studios, distributes Lumberyard, and has GameLift and GameSparks back-end services for multi-player games. Body Labs would be a natural extension for gamers to have to develop photo-realistic, moving body avatars. Adding on this kind of service would continue to expand their digital revenue, so it makes sense, although the company has not commented on this direction.”
  • Double Helix, Acquisition <$100M, Mostly Likely ~$50M“Amazon Game Studios Orange County is the relatively new name of Double Helix, the game studio Amazon acquired back in 2014. At the time of the acquisition, the developer was best-known for its revival of Killer Instinct, turning the arcade fighter into a tournament-based, online-focused game. That experience of building Killer Instinct led the team to want to explore the competitive online space even further, and that desire only grew later on in 2014, when Amazon acquired game streaming powerhouse Twitch.”
  • “Amazon has acquired Double Helix as part of our ongoing commitment to build innovative games for customers。”
  • Reflexive Entertainment, Acquisition Undisclosed Terms“Reflexive isn’t particularly new to the game. The Orange County, California based company was founded in 1997 and produced games like Wik and the Fable of Souls, Big Kahuna Reef, Music Catch and the Ricochet series. The company also set out to build a development and distribution platform for PC, Mac and free web games dubbed Reflexive Arcade, which is likely the main reason why Amazon was interested in an acquisition. The blog post mentions the fact that Reflexive will now be able to tap into the Amazon distribution channel for its own games。”
  • 玩不可能, Investment – Amazon Alexa Fund“In 2018, its games will also be operable from a Fire TV, and the Alexa AI and specific voice commands will continue to be a key component of new games as they’re developed.”

历史:

以下部分摘自 A9.com Wikipedia

A9 was created by Amazon.com in 2003 as an independent company aimed at producing technology for search and advertising. They moved into the building previously used by the DEC Systems Research Center in Palo Alto, California. One purpose of A9.com was to leverage algorithms, and the name was chosen as a numeronym to represent that word (i.e. ‘A’ + 9 other letters). The office was in Silicon Valley, near Stanford University. Under the direction of its first president, Udi Manber, A9 focused on several areas, including the A9.com destination website, product search, and a search advertising platform. Some early A9 services such as “search inside the book” continued, while others have been discontinued. The A9 search engine powers product search for Amazon.com and several other eCommerce retailers.

Product Search (Where Amazon is today):

  • “Now, 49 percent of consumers turn to Amazon first when shopping for products online, with search engines taking 36 percent and retailers falling farther back at 15 percent. In 2016, a Survata study – previously commissioned by BloomReach – found Amazon at 55 percent, search engines at 28 percent and retailers at 16 percent.”
  • “Nearly 46 percent will start on search engines when they have no idea of what they want, with Amazon trailing at 39 percent. The remainder, 15 percent of U.S. consumers, said they’d start at a preferred retailer when they weren’t sure what they wanted. Related to specific product categories, electronics, apparel and home furnishings had the highest likelihood for consumers to start on a search engine over Amazon.”
  • “The vast majority (65%) of consumers who shop online reported searching on Amazon all or most of the time. And Amazon has had great success bringing people from the beginning of the purchase process to the end, as 57% of those who usually search on Amazon buy from the e-commerce titan most or all of the time. This is an impressive conversion rate, and it gives competitors little opportunity to draw consumers away from Amazon, since many consumers start on Amazon and never leave the site.”

Cloud Search (AWS):

  • “We use the best scanning techniques combined with advanced data science to monitor the market share of over 5,000 technology products, including Enterprise Search. In the Enterprise Search category, Amazon CloudSearch has a market share of about 3.9%。”

未来的计划:

  • Focus on Mobile
    • Search“Search engines are the most popular option for mobile shopping, with consumers favoring them over retailers’ websites and apps, which includes Amazon’s. M-commerce is estimated to have grown from 19% of US e-commerce sales in 2016 to 23% in 2017, so search engines’ mobile advantage may be helping it gain on Amazon in product search. Mobile shopping is projected to make up nearly half of all US e-commerce by 2021, so search engines would be wise to invest in their mobile shopping search experience going forward.”
    • See SnapTell Acquisition

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在本次培训中,您将

第三方应用程序和开发者生态系统

亚马逊应用商店

以下部分摘自 Amazon Appstore Wikipedia

The Amazon Appstore for Android is an app store for the Android operating system operated by Amazon.com. It was opened on March 22, 2011 and was made available in nearly 200 countries. Developers are paid 70% of the list price of the app or in-app purchase.

On September 28, 2011, Amazon launched the Kindle Fire tablet.The tablet, designed for media consumption in the Amazon ecosystem, relies solely on the Amazon Appstore for its marketplace, eschewing Google Play. Alongside the tablet was a new design for the Amazon Appstore designed to better integrate with the tablet’s user interface.

采用:

Number of apps available in leading app stores as of March 2017, Statista, 2017

亚马逊地下:

历史

  • In August 2015 we launched the Underground Actually Free program, and since that time we added thousands of apps, expanded internationally, and added support for Fire tablets. At the same time the Amazon Appstore increased selection to offer more than 800,000 apps and games while expanding our footprint across a growing portfolio of Fire tablets, Fire TV, and Android devices as well as 236 countries and territories worldwide. In addition to expanding the reach of Appstore, we created new monetization opportunities for developers. Developers can now earn revenue outside their game by converting game characters and imagery into branded t-shirts via Merch by Amazon. And with Amazon Coins, Appstore customers can save on every game in the Amazon Appstore. Customers can buy Amazon Coins at a discount, while developers continue to get their full 70 percent revenue share.
  • The Underground app store launched just shy of two years ago with a weird sales pitch to developers: let us give your downloads away, and we’ll pay you a penny for every five minutes someone uses your app. The idea is that Underground versions of games and apps would not only be free to download but also have all in-app purchases removed—which might mean that players get hooked and rack up enough hours to get developers paid by Amazon’s weird system.
  • However, the storefront has its share of issues. It is only compatible with Android phones and tablets, and any participating app must be downloaded and installed either through the Amazon Underground app or the more recently updated Amazon app. (This also slaps interstitial, Amazon-related ads onto any participating app.) Bizarrely, Amazon never ported Underground to its line of Fire TV devices, which all run on an Android base.
  • Amazon Underground closed in fall of 2017.

采用:

  • Royalties paid to developers are up 3,600 percent since Amazon Underground launched in August. They grew 50 percent from December to January alone. The number of developers on the platform has more than tripled since launch, and the customer base has grown 870 percent.
  • You can attribute much of that growth to the popularity of Amazon Fire tablets, which come with Underground pre-loaded. That’s especially important, because Underground can be tricky to access on devices beyond Amazon’s ecosystem. Android owners must contort to a multi-stage download process to install Underground on their phones; for obvious competitive reasons, Google doesn’t allow apps that sell apps and games in its Play Store. The iOS faithful, meanwhile, can’t access Underground at all.

亚马逊 Alexa 技能

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亚马逊网络服务 (Aws)

历史:

Section pulled from Amazon cloud has 1 million users and is near $10 billion in annual sales, Ars Technica, 2015

AWS launched in March 2006 with the Simple Storage Service (S3). It expanded with the Elastic Compute Cloud (EC2) a few months later, letting customers rent virtual machines over the Internet. The service allowed developers to obtain computing capacity on demand without having to operate their own servers, and over the years, many startups have built online businesses with Amazon’s data centers and services providing the back-end infrastructure. It’s not just small companies relying on Amazon, though, as big names like Adobe, Capital One, GE, MLB Advanced Media, Netflix, and Pinterest use the online platform.

Amazon has also been used by scientists to run giant calculations that would normally require a supercomputer.

“Today, AWS offers more than 70 services for compute, storage, databases, analytics, mobile, Internet of Things, and enterprise applications,” Bezos wrote. “We also offer 33 Availability Zones across 12 geographic regions worldwide, with another five regions and 11 Availability Zones in Canada, China, India, the US, and the UK to be available in the coming year.”

Offerings: (Pulled from Cloud Products)

Compute:

  • Amazon EC2: Virtual Servers in the Cloud
  • Amazon Elastic Container Service: Run and Manage Docker Containers
  • Amazon Elastic Container Service for Kubernetes: Run Managed Kubernetes on AWS
  • Amazon Elastic Container Registry: Store and Retrieve Docker Images
  • Amazon Lightsail: Launch and Manage Virtual Private Servers
  • AWS Batch: Run Batch Jobs at Any Scale
  • AWS Elastic Beanstalk: Run and Manage Web Apps
  • AWS Fargate: Run Containers without Managing Servers or Clusters
  • AWS Lambda: Run your Code in Response to Events
  • AWS Serverless Application Repository: Discover, Deploy, and Publish Serverless Applications
  • Auto Scaling: Automatic Elasticity
  • VMware Cloud on AWS: Build a Hybrid Cloud without Custom Hardware

Storage:

  • Amazon S3: Scalable Storage in the Cloud
  • Amazon EBS: Block Storage for EC2
  • Amazon Elastic File System: Managed File Storage for EC2
  • Amazon Glacier: Low-cost Archive Storage in the Cloud
  • AWS Storage Gateway: Hybrid Storage Integration
  • AWS Snowball: Petabyte-scale Data Transport
  • AWS Snowball edge: Petabyte-scale Data Transport with On-board Compute
  • AWS Snowmobile: Exabyte-scale Data Transport

Database:

  • Amazon Aurora: High Perfomance Managed Relational Database
  • Amazon RDS: Managed Relational Database Service for MySQL, PostgreSQL, Oracle, SQL Server, and MariaDB
  • Amazon DynamoDB: Managed NoSQL Database
  • Amazon ElastiCache: In-memory Caching System
  • Amazon Redshift: Fast, Simple, Cost-effective Data Warehousing
  • Amazon Neptune: Fully Managed Graph Database Service
  • AWS Database Migration Service: Migrate Databases with Minimal Downtime

Migration:

  • AWS Application Discovery Service: Discover On-Premises Applications to Streamline Migration
  • AWS Database Migration Service: Migrate Databases with Minimal Downtime
  • AWS Migration Hub: Track Migrations from a Single Place
  • AWS Server Migration Service: Migrate On-Premises Servers to AWS
  • AWS Snowball: Petabyte-scale Data Transport
  • AWS Snowball Edge: Petabyte-scale Data Transport with On-board Compute
  • AWS Snowmobile: Exabyte-scale Data Transport

Networking and Content Delivery:

  • Amazon VPC: Isolated Cloud Resources
  • Amazon CloudFront: Global Content Delivery Network
  • Amazon Route 53: Scalable Domain Name System
  • Amazon API Gateway: Build, Deploy, and Manage APIs
  • AWS Direct Connect: Dedicated Network Connection to AWS
  • Elastic Load Balancing: High Scale Load Balancing

Developer Tools:

  • AWS CodeStar: Develop and Deploy AWS Applications
  • AWS CodeCommit: Store Code in Private Git Repositories
  • AWS CodeBuild: Build and Test Code
  • AWS CodeDeploy: Automate Code Deployment
  • AWS CodePipeline: Release Software using Continuous Delivery
  • AWS Cloud9: Write, Run, and Debug Code on a Cloud IDE
  • AWS X-Ray: Analyze and Debug Your Applications
  • AWS Command Line Interface: Unified Tool to Manage AWS Services

Management Tools:

  • Amazon CloudWatch: Monitor Resources and Applications
  • AWS CloudFormation: Create and Manage Resources with Templates
  • AWS CloudTrail: Track User Activity and API Usage
  • AWS Config: Track Resource Inventory and Changes
  • AWS OpsWorks: Automate Operations with Chef and Puppet
  • AWS Service Catalog: Create and Use Standardized Products
  • AWS Systems Manager: Gain Operational Insights and Take Action
  • AWS Trusted Advisor: Optimize Performance and Security
  • AWS Personal Health Dashboard: Personalized View of AWS Service Health

Media Services:

  • Amazon Elastic Transcoder: Easy-to-use Scalable Media Transcoding
  • Amazon Kinesis Video Streams: Process and Analyze Video Streams
  • AWS Elemental MediaConvert: Convert File-based Video Content
  • AWS Elemental MediaLive: Convert Live Video Content
  • AWS Elemental MediaPackage: Video Origination and Packaging
  • AWS Elemental MediaStore: Media Storage and Simple HTTP Origin
  • AWS Elemental MediaTailor: Video Personalization and Monetization

Analytics:

  • Amazon Athena: Query Data in S3 using SQL
  • Amazon EMR: Hosted Hadoop Framework
  • Amazon CloudSearch: Managed Search Service
  • Amazon Elasticsearch Service: Run and Scale Elasticsearch Clusters
  • Amazon Kinesis: Work with Real-time Streaming Data
  • Amazon Redshift: Fast, Simple, Cost-effective Data Warehousing
  • Amazon Quicksight: Fast Business Analytics Service
  • AWS Data Pipeline: Orchestration Service for Periodic, Data-driven Workflows
  • AWS Glue: Prepare and Load Data

Security, Identity & Compliance

  • AWS Identity & Access Management: Manage User Access and Encryption Keys
  • Amazon Cloud Directory: Create Flexible Cloud-native Directories
  • Amazon Cognito: Identity Management for your Apps
  • AWS Single Sign-On: Cloud Single Sign-On (SSO) Service
  • Amazon GuardDuty: Managed Threat Detection Service
  • AWS Direct Connect: Dedicated Network Connection to AWS
  • Amazon Inspector: Analyze Application Security
  • Amazon Macie: Discover, Classify, and Protect Your Data
  • AWS Certificate Manager: Provision, Manage, and Deploy SSL/TLS Certificates
  • AWS CloudHSM: Hardware-based Key Storage for Regulatory Compliance
  • AWS Directory Service: Host and Manage Active Directory
  • AWS Key Management Service: Managed Creation and Control of Encryption Keys
  • AWS Organizations: Policy-based Management for Multiple AWS Accounts
  • AWS Shield: DDoS Protection
  • AWS WAF: Filter Malicious Web Traffic

Machine Learning:

  • Amazon SageMaker: Build, Train, and Deploy Machine Learning Models at Scale
  • Amazon Comprehend: Discover Insights and Relationships in Text
  • Amazon Lex: Build Voice and Text Chatbots
  • Amazon Polly: Turn Text into Lifelike Speech
  • Amazon Rekognition: Analyze Image and Video
  • Amazon Machine Learning: Machine Learning for Developers
  • Amazon Translate: Natural and Fluent Language Translation
  • Amazon Transcribe: Automatic Speech Recognition
  • AWS DeepLens: Deep Learning Enabled Video Camera
  • AWS Deep Learning AMIs: Quickly Start Deep Learning on EC2
  • Apache MXNet on AWS: Scalable, High-performance Deep Learning
  • TensorFlow on AWS: Open-source Machine Intelligence Library

Mobile Services:

  • AWS Mobile Hub: Build, Test, and Monitor Apps
  • Amazon API Gateway: Build, Deploy, and Manage APIs
  • Amazon Pinpoint: Push Notifications for Mobile Apps
  • AWS AppSync: Real-time and Offline Mobile Data Apps
  • AWS Device Farm: Test Android, FireOS, and iOS Apps on Real Devices in the Cloud
  • AWS Mobile SDK: Mobile Software Development Kit

AR and VR

  • Amazon Sumerian: build and Run VR and AR Applications

Application Integration

  • AWS Step Functions: Coordinate Distributed Applications
  • Amazon Simple Queue Service (SQS): Managed Message Queues
  • Amazon Simple Notification Service (SNS): Pub/Sub, Mobile Push and SMS
  • Amazon MQ: Managed Message Broker for ActiveMQ

Customer Engagement

  • Amazon Connect: Cloud-based Contact Center
  • Amazon Pinpoint: Push: Notifications for Mobile Apps
  • Amazon Simple Email Service (SES): Email Sending and Receiving

Business Productivity

  • Alexa for Business: Empower your Organization with Alexa
  • Amazon Chime: Frustration-free Meetings, Video Calls, and Chat
  • Amazon WorkDocs: Enterprise Storage and Sharing Service
  • Amazon WorkMail: Secure and Managed Business Email and Calendaring

Desktop and App Streaming

  • Amazon WorkSpaces: Desktop Computing Service
  • Amazon AppStream 2.0: Stream Desktop Applications Securely to a Browser

Internet of Things

  • AWS IoT Core: Connect Devices to the Cloud
  • Amazon FreeRTOS: IoT Operating System for Microcontrollers
  • AWS Greengrass: Local Compute, Messaging, and Sync for Devices
  • AWS IoT 1-Click: One Click Creation of an AWS Lambda Trigger
  • AWS IoT Analytics: Analytics for IoT Devices
  • AWS IoT Button: Cloud Programmable Dash Button
  • AWS IoT Device Defender: Security Management for IoT devices
  • AWS IoT Device Management: Onboard, Organize, and Remotely Manage IoT Devices

Game Development

  • Amazon GameLift: Simple, Fast, Cost-effective Dedicated Game Server Hosting
  • Amazon Lumberyard: A Free Cross-Platform 3D Game Engine with Full Source, Integrated with AWS and Twitch

亮点 - 最近的 NLP 添加:

Amazon Voice Service: “Use the Alexa Voice Service (AVS) to add intelligent voice control to any connected product that has a microphone and speaker. Your customers will be able to ask Alexa to play music, answer questions, get news and local information, control smart home products, and more on their voice-enabled products.”

Amazon Language additions to AWS: In November of 2017, “Amazon has launched three language oriented services on Amazon Web Services (AWS), the company’s on-demand cloud computing platform. The services are called Amazon Comprehend, Amazon Translate and Amazon Transcribe. Developers can easily integrate the services into their own applications, and use them in conjugation with other services from Amazon.”

使用/采用:

收购和投资:

机器学习和人工智能

历史:

采用:

  • Using our pre-packaged versions of popular deep learning frameworks running on P2 compute instances (optimized for this workload), customers are already developing powerful systems ranging everywhere from early disease detection to increasing crop yields.
  • Amazon launched its own education initiative this week. A new $250 camera called DeepLens is designed to give developers an easy way to learn about machine learning—and Amazon services. Carnegie Mellon University plans to use the device with students, and other colleges are expected to do the same.
  • “I am not a data scientist, nor do I have any idea how facial recognition or artificial intelligence works,” Adzima cheerfully admits. Within a couple of months, however, he was able to fashion a system that uses Rekognition to match newly taken photos with ones from the archive. So far, it’s helped identify 20 suspects. It was also an extraordinary bargain. The initial setup cost the sheriff’s office only around $400; the monthly bill from Amazon Web Services is about $6. “With every dollar I spend, I’m accountable to the taxpayers,” says Adzima. “We’re spending such small amounts of money and we’re getting a huge return on investment.”
  • We have more machine learning running on the platform than anywhere else” he claims, meaning AWS is doing more A.I. than Google or any other facility in the world. Wood can rattle off names of customers using machine learnings, such as consumer health software provider ZocDoc, which has developed a machine vision application with it; and InstaCart, the grocery delivery service that uses it to know where produce is at various local stores; and Pinterest, the photo-sharing service, that uses it to classify images; and StitchFix, the fashion startup that Wood says uses it “to predict the next fashion trend.”
  • We then asked both Massingham and Wood which areas of industry is AWS gaining the most traction in relation to AI. Interestingly, their responses differed slightly. Massingham spoke of customer services, finance, and even education, whereas Wood felt their AI was being used most innovatively in healthcare.467
  • However, one of the most interesting areas that Massingham mentioned was education. He mentioned how they were seeing AI being used in language tuition. He spoke of language tutoring apps such as DuoLingo and another app called Whizz-kidz, which teaches children with learning difficulties how to read and write. He even spoke of how the Royal Institute for the Blind used Amazon Polly to design software that can transcribe text into audio for blind people. Then he discussed how NASA was using Lex to talk to ROV-E on Mars!
  • With regards to healthcare, Wood discussed how companies like GE Healthcare were using AI to create “medical imaging reports”. He said that AI was, “driving outcomes for patients in care,” and that we are heading ever quicker to what he referred to as, “digitised health”. There are other companies like AliveCor developing AI-based tools to help doctors better detect symptoms that could potentially lead to strokes.

未来的计划:

收购和投资:

FULFILLMENT AND LOGISTICS

历史:

Some other large e-commerce sellers use Amazon to sell their products in addition to selling them through their own websites. The sales are processed through Amazon.com and end up at individual sellers for processing and order fulfillment and Amazon leases space for these retailers. Small sellers of used and new goods go to Amazon Marketplace to offer goods at a fixed price.

采用:

  • As of the last reported quarter, 50 percent of paid units were sold by third-party sellers.
  • Orders fulfilled by Amazon — both Amazon’s own and marketplace orders delivered through Fulfillment by Amazon (FBA) — grew 40% year-over-year (YoY) in 2016. Amazon previously reported that it delivered 2 billion orders in 2016 on behalf of marketplace sellers.
  • E-commerce giant Amazon handled the warehousing, packing, and shipping of 1 billion items last year for merchants that are part of its fulfillment program.
  • Over the past two years, the fulfillment program has seen a big growth spurt as more merchants join. The number of sellers using the service grew more than 50% in 2015 after a 65% rise a year earlier, according to Amazon (AMZN, -0.38%), which did not disclose the number of merchants involved.
  • In particular, Amazon said that international sales for third-party merchants in the fulfillment program has been gaining steam. Their cross border trade, which involved sellers in more than 100 countries sending orders to 185 countries, has more than doubled year-over-year.
  • Instant Pickup is already available in five locations, including the University of California at Berkeley and UCLA. Amazon says it will expand the service to its 22 college campus locations by the end of this year. Like most new Amazon services, it’s for Prime customers only.

未来的计划:

New Fulfillment Centers:

  • To meet this growing fulfillment demand, Amazon invested heavily in expanding its logistics network last year. It opened 23 new fulfillment centers in the second half of 2016 — most of them in North America — compared with only three new fulfillment centers opened in the first half of the year. Those new fulfillment centers helped drive Amazon’s total square footage at its warehouses up by 30% for the year, versus a 20% increase in square footage in 2015.
  • The company plans to continue investing heavily in expanding fulfillment centers and other logistics capabilities. Driving further growth in the number of sellers and packages going through FBA is a key focus, and Amazon will invest in further warehouse and logistics capacity to handle that volume, with that investment being more balanced between North America and other geographies, company executives said.

Pushing fast and free delivery:

Amazon is testing Drones for delivery but the concept faces many hurdles as current alternative delivery options are already very efficient:

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第三方广告

历史:

Amazon has several advertising products:

以下部分摘自 Amazon Advertising Ad Specs and Policies

  • Amazon Advertising Platform (AAP): With AAP, advertisers can reach Amazon shoppers everywhere. AAP desktop and mobile web display ads, AAP mobile app banner ads, Mobile interstitial ads, In-stream video ads
  • Campaign Landing Pages: Showcase your products or offers with cross-platform landing pages on Amazon’s website & mobile apps. Landing Page Guidelines and Components, Templated Landing Pages, Tailored Landing Pages, Custom Landing Pages
  • Non-Standard Media: Unique Amazon ad units that are closely integrated with the shopping experience. Amazon Video Ads, Billboard Below The Fold, Daily Deals Site Stripe, Marquee Ads, Offer Listings Stripe, Seller Central Ads
  • Amazon Dynamic eCommerce Ads: eCommerce Ads introduce Amazon features like Add to Cart and Customer Reviews into display ad units.
  • Amazon Mobile Shopping: Banner ad placements on Amazon’s Shopping Apps and the mobile version of Amazon.com.
  • Fire Tablet with Special Offers: Our Fire Tablets with Special Offers provide a unique ad experience for customers.
  • Fire TV: Engage customers with your brand through a featured banner on the home screen.
  • Fire TV Landing Pages: Promote your products or offers with simple to navigate pages, built for TV.
  • Kindle with Special Offers: Our Kindle reading devices with Special Offers provide a unique ad experience for customers.
  • Android with Ads: Our Android with Ads devices offers a unique advertising experience for customers anywhere, anytime.
  • Standard Media: Standard sizes for desktop ad units.
  • IMDb: Advertise your brand with solutions across IMDb.

Although Amazon is known for its e-commerce business, its high-margin advertising business it’s growing fast:

采用:

Amazon ads revenue is increasing fast while enjoying a higher level of trust from consumers in comparison to Google ads:

  • Survata’s Amazon study found that Amazon’s ads were slightly more trusted than Google’s, though not overwhelmingly. Approximately 31 percent of consumers felt that Amazon’s ads were better for finding trusted brands, compared to almost 22 percent for Google. Nearly half, 47 percent, felt that neither was better. A September analysis of 1,000 U.S. consumers by Survata found that 44 percent reported clicking on at least one sponsored product ad on Amazon, versus 46 percent who hadn’t. Approximately 10 percent said they didn’t use Amazon.
  • Amazon doesn’t report its advertising revenue directly. Instead, it lumps in results with a few other small revenue sources, such as its co-branded credit card. But the Other category grew 58% year over year in the third quarter to $1.12 billion. That’s above its $1.07 billion in Other revenue from the fourth quarter last year, and an acceleration from 53% year-over-year growth in the second quarter.

未来的计划:

Consolidating video ads:

  • Amazon is aiming to unite its far-flung video ad offerings, from the live-streaming hub Twitch to IMDb, in a move that could make it a stronger alternative to Google and Facebook. The plan is to let video ads flow automatically through the Amazon Advertising Platform to its owned-and-operated properties, which also include Fire TV and the Amazon home page, according to industry insiders familiar with the strategy.
  • “Twitch is still managed as a separate entity, but it’s large enough and interesting enough for Amazon to start pulling it in,” says an exec from an ad technology company that has worked with Amazon, speaking on condition of anonymity. “Amazon Ad Platform has become a significant player, and Amazon wants to tie the two sides of its house together.”

Voice Ads:

Consolidating its ads inventory and open it to more programmatic buying to make it more attractive for advertisers:

After some Alexa skills developers tried to monetize through Alexa ads, Amazon decided it to shut them down through a policy change and focus on customer experience:

  • “Our advertising policy is designed to maintain the delightful experience customers expect on Alexa and our top priority is to maintain that experience,” an Amazon spokesperson said. “It’s early days for voice and we will continue to explore ways for developers to monetize in the future while maintaining the best possible experience for our customers.”

Search ads:

支付

历史:

Unlike eBay, Amazon sellers do not have to maintain separate payment accounts; all payments are handled by Amazon.

亚马逊支付

以下部分摘自 Amazon Pay Wikipedia

Amazon Pay is an online payments processing service that is owned by Amazon.com, Inc.. Launched in 2007, Amazon Pay uses the consumer base of Amazon.com and focuses on giving users the option to pay with their Amazon accounts on external merchant websites. As of June 2017 the service is available in the U.S., France, Germany, Italy, Japan, Spain, India and the UK.

Amazon Pay incorporates a variety of products for buyers and merchants to process online payments.

亚马逊支付
Amazon Pay provides the option to purchase goods and services from websites and mobile apps using the addresses and payment methods stored in the Amazon account, such as credit cards or direct debit bank account.

Amazon Pay Express
Amazon Pay Express is a payments processing service for simple E-commerce use cases on websites. Built on Amazon Pay but without requiring a full E-commerce integration it uses a Java button code generator to create a button that can be copied and pasted onto a website or added via WordPress Plug-in. It is best suited for merchants selling a small number of products and with a single item in each order, such as a digital download.

Amazon Pay has undergone many changes in its evolution to improve the online payments processing for Amazon customers on external websites. While Amazon Pay is the most recent product, it represents the culmination of previous trial and error products, and strategic acquisitions.

Checkout by Amazon (CBA)
CBA was an E-commerce solution that allowed web merchants to accept Amazon account information and use Amazon for payment processing. CBA could manage several aspects of the transaction including order processing, promotional discounts, shipping rates, sales tax calculation, and up-selling. Depending on the needs of the merchant, CBA could be integrated into the merchant’s systems with manual processing (through Seller Central) or through SOAP APIs or downloadable CSV files. CBA also claimed to reduce bad debt because of Amazon’s fraud detection capabilities. CBA was discontinued in the UK and Germany in 2016 and is set for discontinuation in the U.S. in April 2017

Amazon Flexible Payments Service (FPS)
FPS was an Amazon Web Service that allowed the transfer of money between two entities using a technology built on single, multiple, and unlimited use payment tokens. Merchants managed their use of the service via API or solution providers and accessed the account through the merchant account on the Amazon Payments website. The service was launched as a limited beta in August 2007, and later in February 2009 was promoted to General Availability. FPS differed from CBA in that FPS did not handle additional capabilities associated with order processing such as promotions, tax, and shipping. FPS also provided the payments processing for the Amazon Web Services DevPay service (https://aws.amazon.com/blogs/aws/make-money-fast/) but was discontinued on June 1, 2015.

采用:

  • Amazon’s biggest challenge might be convincing more merchants to give them access to what their customers are buying. With all the data Amazon already has on digital spending trends, competing merchants might be reluctant to give up more data to the online retail giant.
  • The most remarkable statistic was that 33 million customers had now used the platform to complete a transaction — more than 50% of whom were Amazon Prime members. Although the company did not reveal its payment volume numbers, Amazon did say that the payment volume had doubled and merchant coverage had grown 120% in 2016.
  • “Amazon also said that payment volume nearly doubled in 2016, but failed to offer any solid numbers associated with that. It did reference the increased volume on Cyber Monday as contributing to this growth.”
  • “However, it’s worth pointing out how closely tied Amazon Payments is tied with Amazon Prime. Though Amazon Payments doesn’t require that shoppers are Prime members to use the service, those who are make up the majority of Amazon Payments transactions. This makes sense as Prime members are more likely to have their current credit or debit card information and addresses on file with Amazon, compared with less frequent Amazon shoppers. Over 50 percent of Pay with Amazon customers are Prime members, said the retailer.”
  • “In addition, over 32 percent of transactions using Pay with Amazon came from a mobile device. This figure is more likely an indication of the growth of mobile commerce in general as it lines up with the figures rival PayPal reported during the Black Friday shopping season.”
  • “Amazon Payments could be another means for the company to profit from its sizable user base who have their credit card numbers and shipping addresses saved on its site. Today, the company takes 2.9 percent of its U.S. transactions, plus a $0.30 authorization fee. The average Pay with Amazon purchase was $80 last year, Amazon also said, and the largest single transaction was $40,000. PayPal still has Amazon beat on that front, as it saw a purchase of over $75,000 on Thanksgiving this year, as well as one topping $53,000 on

未来的计划:

Making it easier for customers in India to pay online:

  • Making it easier for customers to pay for online purchases is a key point of focus for India’s top e-commerce businesses, which include Amazon, Snapdeal, and Flipkart. India’s e-commerce market is expected to be worth $100 billion by 2020, but the country’s credit card penetration rate is still extremely low. Instead, many shoppers pay for e-commerce purchases using online wallets that can be topped up at brick-and-mortar stores, pre-paid cards, or cash on delivery.

Mobile payment and retail checkout systems based on GoPago technology acquired in 2013:

Using Amazon to pay for in-store purchases:

  • Amazon is today introducing a new feature called Amazon Pay Places, that allows customers to pay for in-store and order ahead shopping experiences using their Amazon app. That is, instead of using cash, check, credit or debit while shopping out in the real world, you can just use your Amazon account information.
  • But Amazon’s intentions are to take Amazon Pay Places beyond restaurants. It’s not hard to imagine a future where Amazon-owned Whole Foods used the feature for customer pick-up orders, for example.

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