Jason and Scot break down Amazon's Q1 2026 earnings, specifically discussing analyst models from Morgan Stanley and Citibank to estimate US GMV.
Jason and Scot break down Amazon's Q1 2026 earnings, specifically discussing analyst models from Morgan Stanley and Citibank to estimate US GMV.
A deep dive into Amazon's Q1 2025 results, focusing on translating Amazon's financial reporting into comparable GMV metrics.
An analysis of Amazon's Q3 2024 earnings, focusing on e-commerce performance and GMV trends.