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.
奧本海默分析師傑森·赫爾夫斯坦重申了對亞馬遜公司（納斯達克股票代碼：AMZN）的跑贏大盤評級，目標股價爲220美元。
Wednesday, Amazon hosted its first-ever NYC Upfront presentation to leading advertisers and agencies.
週三，亞馬遜爲領先的廣告商和代理商舉辦了首次紐約Upfront演講。
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.
這位分析師表示，擁有知名人才的內容將很昂貴，但可能會增加收視率。他說，儘管電視廣告的購買有傳統的預付款，但電影與電視的組合仍會很多。
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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.
分析師表示，隨着時間的推移，體育運動將不斷髮展。該公司宣佈了2025年的許多項目，因此，投資者預計2025年下半年將出現重大逆風。
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.
總體而言，考慮到對米高梅的收購，這場演示以電影爲主。根據Helfstein的說法，亞馬遜仍在趕上其他主播的電視節目水平。
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.
隨着Prime Video廣告的推出，分析師預計電視開發將大幅增長。但是，赫爾夫斯坦指出，該活動有充足的 “明星力量” 可以吸引廣告商的注意力。他說，體育也是一個重要的關注點，但隨着亞馬遜獲得更多版權，體育運動發展緩慢。
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.
他補充說，指標僅限於 “數百萬” 廣告支持的客戶、數千萬的客戶和47％的獨特受衆範圍。電視廣告歷來不曾使用吹捧 “精確擴展” 和使用流行購物信號的能力。
The analyst said that Netflix Inc (NASDAQ:NFLX) will host its presentation on Thursday morning.
這位分析師表示，Netflix公司（納斯達克股票代碼：NFLX）將在週四上午主持演講。
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.
這位分析師重新發布了他的Prime Video廣告分析，他說一旦全面公佈，該分析可能佔營業收入34億美元，佔他2025年估計值的5％。
The analyst projected second-quarter revenue and EPS of $148.6 billion and $1.08.
該分析師預計第二季度收入和每股收益爲1486億美元和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).
在過去的12個月中，亞馬遜的股票上漲了67％。投資者可以通過富達摩根士丹利資本國際非必需消費品指數ETF（紐約證券交易所代碼：FDIS）和ProShares在線零售ETF（紐約證券交易所代碼：ONLN）獲得股票敞口。
Price Action: AMZN shares traded lower by 1.06% at $185.08 at the last check Wednesday.
價格走勢：在週三的最後一次支票中，AMZN股價下跌1.06％，至185.08美元。
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