Dr. Amazon Puts GoodRx Shares in the ER
Michael Teich Michael Teich

Dr. Amazon Puts GoodRx Shares in the ER

Amazon’s new pharmacy offering is sending a crippling blow to incumbent players in the U.S. retail drug business as the tech giant makes the biggest push into healthcare since its PillPack acquisition in 2018.

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Amazon’s Ad Business Worth $350 Billion: Analyst
Tech, Retail Michael Teich Tech, Retail Michael Teich

Amazon’s Ad Business Worth $350 Billion: Analyst

Amazon’s stock price is ignoring the company’s booming advertising business, according to Jefferies analyst Brent Thill,  who now values the segment at $350 billion. Thill upped his estimate from $300 billion, citing a surge in consumers flocking to Amazon for grocery shopping as a result of the pandemic. 

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The ‘Hidden Value’ of Amazon’s Media Business
Sports, Media, Tech Michael Teich Sports, Media, Tech Michael Teich

The ‘Hidden Value’ of Amazon’s Media Business

Amazon’s media businesses today are worth about $500 billion, or 38% of the internet giant’s total value, according to new analysis from Needham. Analyst Laura Martin, who initiated coverage of the stock Wednesday with a $3,200 price target, says Amazon’s media assets are 90% as valuable as AWS, “but these revenue streams are somewhat ‘hidden’ since AMZN doesn’t break out their revenue or operating income.”

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