亚马逊Amazon.com Inc.（AMZN）2023年年度报告「NASDAQ」（英文版）（92页）.pdf

1、A N N U A LR E P O R T2023Dear Shareholders:Last year at this time,I shared my enthusiasm and optimism for Amazon s future.Today,I have even more.The reasons are many,but start with the progress we ve made in our financial results and customerexperiences,and extend to our continued innovation and th

2、e remarkable opportunities in front of us.In 2023,Amazon s total revenue grew 12%year-over-year(“YoY”)from$514B to$575B.By segment,NorthAmerica revenue increased 12%YoY from$316B to$353B,International revenue grew 11%YoY from$118B to$131B,and AWS revenue increased 13%YoY from$80B to$91B.Further,Amaz

3、on s operating income and Free Cash Flow(“FCF”)dramatically improved.Operatingincome in 2023 improved 201%YoY from$12.2B(an operating margin of 2.4%)to$36.9B(an operatingmargin of 6.4%).Trailing Twelve Month FCF adjusted for equipment finance leases improved from-$12.8Bin 2022 to$35.5B(up$48.3B).Whi

4、le we ve made meaningful progress on our financial measures,what we re most pleased about is thecontinued customer experience improvements across our businesses.In our Stores business,customers have enthusiastically responded to our relentless focus on selection,price,and convenience.We continue to

5、have the broadest retail selection,with hundreds of millions of productsavailable,tens of millions added last year alone,and several premium brands starting to list on Amazon(e.g.Coach,Victoria s Secret,Pit Viper,Martha Stewart,Clinique,Lancme,and Urban Decay).Being sharp on price is always importan

6、t,but particularly in an uncertain economy,where customers arecarefulabouthowmuchthey respending.Asaresult,inQ42023,wekickedoff theholidayseasonwithPrimeBig Deal Days,an exclusive event for Prime members to provide an early start on holiday shopping.ThiswasfollowedbyourextendedBlackFridayandCyberMon