Amazon's Upfront Presentation Highlights Strong Push Into Movies and Sports Advertising: Analyst
Amazon's Upfront Presentation Highlights Strong Push Into Movies and Sports Advertising: Analyst
Oppenheimer analyst Jason Helfstein reiterated an Outperform rating on Amazon.Com Inc (NASDAQ:AMZN) with a price target of $220.
奥本海默分析师杰森·赫尔夫斯坦重申了对亚马逊公司（纳斯达克股票代码：AMZN）的跑赢大盘评级，目标股价为220美元。
Wednesday, Amazon hosted its first-ever NYC Upfront presentation to leading advertisers and agencies.
周三，亚马逊为领先的广告商和代理商举办了首次纽约Upfront演讲。
The analyst flagged that content with known talent will be expensive but likely drive viewership. He said there will be a heavy mix of movies vs. TV despite the traditional upfronts for TV ad buying.
这位分析师表示，拥有知名人才的内容将很昂贵，但可能会增加收视率。他说，尽管电视广告的购买有传统的预付款，但电影与电视的组合仍会很多。
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Sports will build over time, as per the analyst. The company announced many projects for 2025, and therefore, investors should expect a significant tailwind in the second half of 2025.
分析师表示，随着时间的推移，体育运动将不断发展。该公司宣布了2025年的许多项目，因此，投资者预计2025年下半年将出现重大逆风。
Overall, the presentation was movie-heavy, given the acquisition of MGM. As per Helfstein, Amazon is still catching up to the level of TV shows on other streamers.
总体而言，考虑到对米高梅的收购，这场演示以电影为主。根据Helfstein的说法，亚马逊仍在赶上其他主播的电视节目水平。
With the advertising launch in Prime Video, the analyst expected a significant ramp in TV development. However, the event had plenty of "star power" to get advertisers' attention, Helfstein flagged. Sports are also a significant focus, but it is developing slowly as Amazon acquires more rights, he said.
随着Prime Video广告的推出，分析师预计电视开发将大幅增长。但是，赫尔夫斯坦指出，该活动有充足的 “明星力量” 可以吸引广告商的注意力。他说，体育也是一个重要的关注点，但随着亚马逊获得更多版权，体育运动发展缓慢。
He added that metrics were limited to "millions" of ad-supported customers, tens of millions of customers, and 47% unique audience reach. Touting "scale with precision" and the ability to use endemic shopping signals has historically not been used in TV advertising.
他补充说，指标仅限于 “数百万” 广告支持的客户、数千万的客户和47％的独特受众范围。电视广告历来不曾使用吹捧 “精确扩展” 和使用流行购物信号的能力。
The analyst said that Netflix Inc (NASDAQ:NFLX) will host its presentation on Thursday morning.
这位分析师表示，Netflix公司（纳斯达克股票代码：NFLX）将在周四上午主持演讲。
The analyst republished his Prime Video ads analysis, which he said could represent $3.4 billion of operating income once fully unveiled, or 5% of his 2025 estimate.
这位分析师重新发布了他的Prime Video广告分析，他说一旦全面公布，该分析可能占营业收入34亿美元，占他2025年估计值的5％。
The analyst projected second-quarter revenue and EPS of $148.6 billion and $1.08.
该分析师预计第二季度收入和每股收益为1486亿美元和1.08美元。
Amazon.com stock gained 67% in the last 12 months. Investors can gain exposure to the stock via Fidelity MSCI Consumer Discretionary Index ETF (NYSE:FDIS) and ProShares Online Retail ETF (NYSE:ONLN).
在过去的12个月中，亚马逊的股票上涨了67％。投资者可以通过富达摩根士丹利资本国际非必需消费品指数ETF（纽约证券交易所代码：FDIS）和ProShares在线零售ETF（纽约证券交易所代码：ONLN）获得股票敞口。
Price Action: AMZN shares traded lower by 1.06% at $185.08 at the last check Wednesday.
价格走势：在周三的最后一次支票中，AMZN股价下跌1.06％，至185.08美元。
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