Thursday, January 29, 2015 kept the analysts on their toes and close to the coffee machine as Alibaba, Amazon, Google, and Visa, among others all reported their latest earnings. We listened in, did our analysis and now have our take on what each said about their payments and commerce future. How will it impact yours?
Visa Pushes Tokens For Apple Pay — And Beyond
Visa’s Q4 earnings report were twofold in terms of positive outlook, beating the top and bottom line as the company announced a four-for-one stock split. And what about payments? Payments volume growth few 11 percent, year over year, to $1.2 trillion.
For the full earnings report, see our write up Visa Pushes Tokens For Apple Pay — And Beyond.
Alibaba’s Mobile Commerce’s Command Performance
How’s this for impressive? Alibaba essentially essentially owns the China mobile commerce market with 86 percent share of its total mobile Gross Merchandise Value (GMV). Yet, it’s still not easy being the world’s largest commerce platform. And, now a publicly traded one, too. If the Street isn’t mad at you, the regulators are. Alibaba had the misfortune of having both groups at odds with them over the last couple of months, even though its mobile commerce story is tremendously impressive. Get the story on how Alibaba has dealt with regulatory clashes all while maintaining its steady and unmatched mobile growth.
For the full earnings report, see our write up Alibaba's Mobile Commerce's Command Performance.
Google Payments And Commerce Vision
Google’s revenue stream may continue to be disrupted by mobile, but the tech giant is pretty clear about what the future of commerce and payments will look like and how it will fit. It laid out its vision of payments and commerce in its quarterly earnings call and describes how it plans to remove friction and add value to merchants and consumers.
For the full earnings report, see our write up Google Payments And Commerce Vision
Prime Turns Amazon Profitable Again
Thursday (January 29) was a big day for earnings in more ways than one: a surge in holiday sales and Prime memberships helped Amazon post a profit — potentially giving analysts and Wall Street one of the biggest shocks of the week. Yes, you read that correctly. Amazon posted a profit. And shares of Amazon stock surged nearly 12 percent in after -hours trading. Read what Amazon’s execs have to say about the surprisingly positive Q4 earnings report.
For the full earnings report, see our write up Prime Turns Amazon Profitable Again.