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cover of episode Amazon’s ‘Buy for Me’ and Smart CTV Ads Could Drive Growth — If Tariffs Don’t Get in the Way | Behind the Numbers

Amazon’s ‘Buy for Me’ and Smart CTV Ads Could Drive Growth — If Tariffs Don’t Get in the Way | Behind the Numbers

2025/5/23
logo of podcast Behind the Numbers: an EMARKETER Podcast

Behind the Numbers: an EMARKETER Podcast
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J
Jeremy Goldman
M
Marcus Johnson
R
Rachel Wolfe
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Jeremy Goldman: 我认为亚马逊的云服务和广告收入增长良好，这让人对他们的Q2表现持乐观态度。亚马逊在零售方面具有优势，快速的运输和Prime会员能吸引那些担心预算的人。亚马逊有一个很好的飞轮效应，它既是一个销售产品的好市场，又有广告和Prime会员的额外价值。亚马逊的广告形式和内容使其能够持续盈利。从长远来看，亚马逊有能力弥合广告和商业之间的差距，改变消费者的行为方式。亚马逊的目标是成为人们做所有事情的地方，无论是看节目还是买袜子。亚马逊的“Buy For Me”功能既方便了顾客，又让亚马逊获得了更多数据。 Rachel Wolfe: 我认为关键在于他们的指导，特别是利润方面，这清晰地表明了关税不确定性对消费者、广告业务和利润的影响。我最感兴趣的是亚马逊如何吸引不在其平台上销售的品牌或公司投放广告。亚马逊的新“Buy For Me”功能通过允许人们使用亚马逊不销售的服务购买产品，实现了成为“万物商店”的目标。亚马逊是人们开始购物搜索的地方，但人们可能对使用“Buy For Me”功能以及授权AI完成购买感到不确定。亚马逊正在成为消费者寻找任何东西的首选之地。 Marcus Johnson: 亚马逊正在多元化发展，以应对潜在的风险。关税将以不同的方式影响亚马逊的各项业务。

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Amazon's Q1 2024 earnings showed a 9% year-on-year increase to $156 billion, but online store net sales growth slowed to 5%. Uncertainty around tariffs created a wide range in profit guidance for the next quarter, highlighting the impact of economic headwinds on retail and advertising.
  • Q1 2024 earnings: $156 billion (9% YoY increase)
  • Online store net sales growth slowed to 5%
  • Wide range in profit guidance for Q2 due to tariff uncertainty

Shownotes Transcript

On today’s podcast episode, we discuss the potential of Amazon’s new Buy for Me feature, which of its new CTV ads will make the biggest impact, and how much tariffs might slow down the online shopping giant. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Analyst Rachel Wolff. Listen everywhere and watch on YouTube and Spotify.

 

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For a transcript of this episode click here: https://www.emarketer.com/content/)podcast-amazon-s-buy-me-smart-ctv-ads-could-drive-growth-tariffs-don-t-way-behind-numbers

 

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