{"id":1447,"date":"2022-05-06T06:50:45","date_gmt":"2022-05-05T21:50:45","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1447"},"modified":"2022-05-06T06:53:13","modified_gmt":"2022-05-05T21:53:13","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91%e3%82%a2%e3%83%9e%e3%82%be%e3%83%b3-nsdqamzn2022%e5%b9%b4%e7%ac%ac1%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1447","title":{"rendered":"\u3010\u7ffb\u8a33\u3011\u30a2\u30de\u30be\u30f3 (NSDQ:AMZN)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30a2\u30de\u30be\u30f3 (NSDQ:AMZN)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u4eca\u56de\u3082\u53b3\u3057\u3044\u6c7a\u7b97\u3067\u3059\u3002\u4eca\u306f\u6210\u9577\u920d\u5316\u304c\u3042\u308b\u3068\u4e00\u6c17\u306b\u58f2\u3089\u308c\u307e\u3059\u306d\u3002<\/p>\n<p>EC\u90e8\u9580\u304c\u7279\u306b\u82e6\u6226\u3057\u3066\u3044\u307e\u3059\u304cAWS\u306f\u597d\u8abf\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u304b\u306a\u308a\u682a\u4fa1\u306f\u4e0b\u304c\u3063\u3066\u304d\u307e\u3057\u305f\u304c\u307e\u3060\u307e\u3060\u5272\u9ad8\u306a\u306e\u3067\u58f2\u3089\u308c\u308b\u53ef\u80fd\u6027\u306f\u9ad8\u3044\u3068\u601d\u3063\u3066\u3044\u308b\u306e\u3067\u8cb7\u3063\u3066\u306f\u884c\u304d\u306b\u96e3\u3044\u3067\u3059\u306d\u3002<\/p>\n<div id=\"attachment_1448\" style=\"width: 1488px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-1448\" class=\"wp-image-1448 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/AMZN_2022-05-06_06-43-13.png\" alt=\"\u30a2\u30de\u30be\u30f3 (NSDQ:AMZN)\u682a\u4fa1\" width=\"1478\" height=\"743\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/AMZN_2022-05-06_06-43-13.png 1478w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/AMZN_2022-05-06_06-43-13-300x151.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/AMZN_2022-05-06_06-43-13-1024x515.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/AMZN_2022-05-06_06-43-13-768x386.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/AMZN_2022-05-06_06-43-13-940x473.png 940w\" sizes=\"auto, (max-width: 1478px) 100vw, 1478px\" \/><p id=\"caption-attachment-1448\" class=\"wp-caption-text\">\u30a2\u30de\u30be\u30f3 (NSDQ:AMZN)\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30a2\u30de\u30be\u30f3 (NSDQ:AMZN)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nDave Fildes &#8212; Director of Investor Relations<br \/>\nBrian Olsavsky &#8212; Chief Financial Officer<br \/>\nMark Mahaney &#8212; Evercore ISI &#8212; Analyst<br \/>\nJustin Post &#8212; Bank of America Merrill Lynch &#8212; Analyst<br \/>\nBrian Nowak &#8212; Morgan Stanley &#8212; Analyst<br \/>\nDoug Anmuth &#8212; J.P. Morgan &#8212; Analyst<br \/>\nEric Sheridan &#8212; Goldman Sachs &#8212; Analyst<br \/>\nRoss Sandler &#8212; Barclays &#8212; Analyst<br \/>\nJason Helfstein &#8212; Oppenheimer and Company &#8212; Analyst<br \/>\nMore AMZN analysis<\/p>\n<p>2022\u5e744\u670828\u65e5\u5348\u5f8c5\u664230\u5206<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u30b9\u30bf\u30f3\u30d0\u30a4\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u7686\u3055\u3093\u3053\u3093\u306b\u3061\u306f\u3001\u30a2\u30de\u30be\u30f3\u30fb\u30c9\u30c3\u30c8\u30fb\u30b3\u30e02022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u96fb\u8a71\u4f1a\u8b70\u3078\u3088\u3046\u3053\u305d\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u6307\u793a\u3011\u672c\u65e5\u306e\u901a\u8a71\u306f\u9332\u97f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5192\u982d\u306e\u3054\u6328\u62f6\u306f\u3001IR\u30c7\u30a3\u30ec\u30af\u30bf\u30fc\u306e\u30c7\u30a4\u30d6\u30fb\u30d5\u30a3\u30eb\u30c7\u30b9\u304b\u3089\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n<p>\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30c7\u30a4\u30d6\u30fb\u30d5\u30a3\u30eb\u30c7\u30b9 &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30c7\u30a3\u30ec\u30af\u30bf\u30fc<br \/>\n\u3053\u3093\u306b\u3061\u306f\u30012022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002\u672c\u65e5\u306f\u3001CFO\u306e\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30aa\u30eb\u30b5\u30d5\u30b9\u30ad\u30fc\u304c\u53c2\u52a0\u3057\u3001\u7686\u69d8\u306e\u3054\u8cea\u554f\u306b\u304a\u7b54\u3048\u3057\u307e\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3092\u304a\u805e\u304d\u306b\u306a\u308b\u969b\u306b\u306f\u3001\u5f53\u793e\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3092\u304a\u624b\u5143\u306b\u7f6e\u3044\u3066\u3044\u305f\u3060\u304d\u3001\u6c7a\u7b97\u5185\u5bb9\u3001\u6307\u6a19\u3001\u56db\u534a\u671f\u306b\u95a2\u3059\u308b\u30b3\u30e1\u30f3\u30c8\u306a\u3069\u3092\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002\u306a\u304a\u3001\u7279\u306b\u65ad\u308a\u306e\u306a\u3044\u9650\u308a\u3001\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u304a\u3051\u308b\u3059\u3079\u3066\u306e\u6bd4\u8f03\u306f\u30012021\u5e74\u306e\u6bd4\u8f03\u53ef\u80fd\u306a\u671f\u9593\u306e\u696d\u7e3e\u306b\u5bfe\u3059\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>\u5f53\u793e\u306e\u30b3\u30e1\u30f3\u30c8\u304a\u3088\u3073\u3054\u8cea\u554f\u306b\u5bfe\u3059\u308b\u56de\u7b54\u306f\u3001\u672c\u65e52022\u5e744\u670828\u65e5\u73fe\u5728\u306e\u7d4c\u55b6\u9663\u306e\u898b\u89e3\u306e\u307f\u3092\u53cd\u6620\u3057\u305f\u3082\u306e\u3067\u3042\u308a\u3001\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3082\u542b\u307e\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002\u5b9f\u969b\u306e\u7d50\u679c\u306f\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u5f53\u793e\u306e\u696d\u7e3e\u306b\u6f5c\u5728\u7684\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3046\u308b\u8981\u56e0\u306b\u95a2\u3059\u308b\u8ffd\u52a0\u60c5\u5831\u306f\u3001\u672c\u65e5\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3001\u304a\u3088\u3073\u5f53\u793e\u304cSEC\u306b\u63d0\u51fa\u3057\u305f\u6700\u65b0\u306e\u5e74\u6b21\u5831\u544a\u66f8\uff08\u30d5\u30a9\u30fc\u30e010-K\u304a\u3088\u3073\u305d\u306e\u5f8c\u306e\u63d0\u51fa\u66f8\u985e\u3092\u542b\u3080\uff09\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u5f53\u793e\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3001\u30a6\u30a7\u30d6\u653e\u9001\u306b\u4ed8\u968f\u3059\u308b\u30b9\u30e9\u30a4\u30c9\u3001\u304a\u3088\u3073SEC\u3078\u306e\u63d0\u51fa\u66f8\u985e\uff08\u3044\u305a\u308c\u3082\u5f53\u793e\u306eIR\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u63b2\u8f09\uff09\u4e2d\u306e\u7279\u5b9a\u306e\u975eGAAP\u8ca1\u52d9\u6307\u6a19\u306b\u3064\u3044\u3066\u8aac\u660e\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n\u3053\u308c\u3089\u306eNon-GAAP\u8ca1\u52d9\u6307\u6a19\u306b\u3064\u3044\u3066\u306f\u3001\u6bd4\u8f03\u53ef\u80fd\u306aGAAP\u8ca1\u52d9\u6307\u6a19\u3068\u306e\u8abf\u6574\u8868\u3082\u542b\u3081\u3001\u8ffd\u52a0\u7684\u306b\u958b\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u306f\u3001\u3053\u308c\u307e\u3067\u306e\u53d7\u6ce8\u52d5\u5411\u3068\u73fe\u5728\u9069\u5207\u3068\u601d\u308f\u308c\u308b\u524d\u63d0\u6761\u4ef6\u304c\u76db\u308a\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u696d\u7e3e\u306f\u672c\u8cea\u7684\u306b\u4e88\u6e2c\u4e0d\u53ef\u80fd\u3067\u3042\u308a\u3001COVID-19\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306e\u5f71\u97ff\u306b\u95a2\u3059\u308b\u4e0d\u78ba\u5b9f\u6027\u3001\u5916\u56fd\u70ba\u66ff\u30ec\u30fc\u30c8\u306e\u5909\u52d5\u3001\u4e16\u754c\u306e\u7d4c\u6e08\u72b6\u6cc1\u304a\u3088\u3073\u9867\u5ba2\u306e\u9700\u8981\u30fb\u652f\u51fa\u306e\u5909\u5316\u3001\u30a4\u30f3\u30d5\u30ec\u3001\u52b4\u50cd\u5e02\u5834\u304a\u3088\u3073\u4e16\u754c\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5236\u7d04\u3001\u4e16\u754c\u306e\u51fa\u6765\u4e8b\u3001\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30b3\u30de\u30fc\u30b9\u304a\u3088\u3073\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306e\u6210\u9577\u7387\u306a\u3089\u3073\u306bSEC\u3078\u306e\u63d0\u51fa\u66f8\u985e\u306b\u8a73\u8ff0\u3055\u308c\u3066\u3044\u308b\u69d8\u3005\u306a\u8981\u56e0\u306a\u3069\u591a\u304f\u306e\u8981\u56e0\u306b\u3088\u308a\u5927\u304d\u306a\u5f71\u97ff\u3092\u53d7\u3051\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u3001SEC\u3078\u306e\u63d0\u51fa\u66f8\u985e\u3067\u8aac\u660e\u3055\u308c\u3066\u3044\u308b\u3082\u306e\u3092\u542b\u3081\u3001COVID-19\u306e\u5927\u6d41\u884c\u304c\u5f53\u793e\u306e\u4e8b\u696d\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u306b\u95a2\u3059\u308b\u3053\u308c\u307e\u3067\u306e\u5f53\u793e\u306e\u63a8\u5b9a\u5024\u3082\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u3053\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u3001\u7279\u306b\u3001\u5f53\u793e\u304c\u8ffd\u52a0\u306e\u4e8b\u696d\u8cb7\u53ce\u3001\u4e8b\u696d\u518d\u7de8\u307e\u305f\u306f\u6cd5\u7684\u6574\u7406\u3092\u884c\u308f\u306a\u3044\u3053\u3068\u3092\u524d\u63d0\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u88fd\u54c1\u304a\u3088\u3073\u30b5\u30fc\u30d3\u30b9\u306b\u5bfe\u3059\u308b\u9700\u8981\u3092\u6b63\u78ba\u306b\u4e88\u6e2c\u3059\u308b\u3053\u3068\u306f\u4e0d\u53ef\u80fd\u3067\u3042\u308a\u3001\u5f93\u3063\u3066\u3001\u5b9f\u969b\u306e\u696d\u7e3e\u306f\u5f53\u793e\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30d6\u30e9\u30a4\u30a2\u30f3\u306b\u96fb\u8a71\u3092\u3064\u306a\u304e\u307e\u3059\u3002<br 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&#8212; 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Fildes &#8212; 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Post &#8212; Bank of America Merrill Lynch &#8212; 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Olsavsky &#8212; 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&#8212; \u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc &#8212; 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Olsavsky &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u306f\u3044\u3002\u307e\u305a\u3001\u6700\u521d\u306e\u8cea\u554f\u3067\u3042\u308b\u30ef\u30f3\u30c7\u30a4\u3068\u30bb\u30a4\u30e0\u30c7\u30a4\u306e\u4ef6\u304b\u3089\u304a\u4f3a\u3044\u3057\u307e\u3059\u3002\u306f\u3044\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u524d\u306e\u30b5\u30fc\u30d3\u30b9\u6c34\u6e96\u306b\u8fd1\u3065\u304d\u3064\u3064\u3042\u308a\u3001\u3053\u308c\u306f\u826f\u3044\u5146\u5019\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u6025\u306b\u306f\u5909\u308f\u3089\u306a\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>\u6d88\u8cbb\u8005\u3068\u3057\u3066\u306f\u3001\u79c1\u81ea\u8eab\u3082\u305d\u3046\u3067\u3059\u304c\u3001\u5728\u5eab\u304c\u3042\u308b\u3082\u306e\u3092\u3088\u308a\u591a\u304f\u76ee\u306b\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u77ed\u6642\u9593\u3067\u624b\u306b\u5165\u308c\u308b\u305f\u3081\u306b\u5e97\u306b\u8d70\u3089\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u304b\u3063\u305f\u3088\u3046\u306a\u3082\u306e\u306b\u3064\u3044\u3066\u3082\u3001\u691c\u8a0e\u306e\u4f59\u5730\u304c\u5e83\u304c\u308b\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u4fe1\u983c\u304c &#8212; \u307e\u3059\u307e\u3059\u4fe1\u983c\u3067\u304d\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u3001\u6ce8\u6587\u3092\u7d9a\u3051\u308b\u3088\u3046\u306b\u306a\u308b\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001Amazon\u3092\u6700\u521d\u306b\u5229\u7528\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u5e97\u306b\u884c\u304f\u3053\u3068\u3092\u8003\u3048\u308b\u524d\u306b\u6700\u521d\u306b\u7acb\u3061\u5bc4\u308b\u3088\u3046\u306b\u306a\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u3060\u304b\u3089\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u306e\u3067\u3059\u3002\u4f55\u5e74\u3082\u304b\u304b\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3067\u304d\u308c\u3070\u3001\u6570\u9031\u9593\u304b\u3089\u6570\u30ab\u6708\u304b\u3051\u3066\u3002\u3057\u304b\u3057\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306e\u524d\u306b\u898b\u3089\u308c\u308b\u3088\u3046\u306a\u5f3e\u529b\u6027\u304c\u51fa\u3066\u304f\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Fildes &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30c7\u30a3\u30ec\u30af\u30bf\u30fc<\/p>\n<p>2\u3064\u76ee\u306e\u30dd\u30a4\u30f3\u30c8\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u30b5\u30fc\u30d0\u30fc\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u6a5f\u5668\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u95a2\u9023\u306e\u6e1b\u4fa1\u511f\u5374\u8cbb\u3001\u5bb6\u8cc3\u3001\u5149\u71b1\u8cbb\u3001AWS\u6280\u8853\u8005\u306e\u4eba\u4ef6\u8cbb\u3001\u30c9\u30c3\u30c8\u30b3\u30e0\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306e\u8cbb\u7528\u3001\u305d\u306e\u4ed6\u5f53\u793e\u304c\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u3055\u307e\u3056\u307e\u306a\u6280\u8853\u7684\u30a4\u30cb\u30b7\u30a2\u30c6\u30a3\u30d6\u306a\u3069\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u7d0419\uff05\u5897\u3068\u306a\u308a\u30012021\u5e74\u307e\u3067\u306e\u524d\u5e74\u540c\u671f\u6bd4\u306e\u6210\u9577\u7387\u306b\u6bd4\u3079\u308b\u3068\u3001\u5c11\u3057\u843d\u3061\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u3053\u306e\u6210\u9577\u7387\u306b\u306f\u3082\u3061\u308d\u3093\u30012022\u5e74\u7b2c1\u56db\u534a\u671f\u306e\u30b5\u30fc\u30d0\u30fc\u306e\u898b\u7a4d\u8010\u7528\u5e74\u6570\u306e\u5909\u66f4\u306b\u95a2\u9023\u3057\u305f\u30aa\u30d5\u30bb\u30c3\u30c8\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\uff08\u90e8\u5206\u7684\u30aa\u30d5\u30bb\u30c3\u30c8\u3068\u8a00\u3046\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff09\u3002<\/p>\n<p>\u6295\u8cc7\u5206\u91ce\u306b\u3064\u3044\u3066\u306f\u3001\u6280\u8853\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u7d99\u7d9a\u7684\u306a\u6295\u8cc7\u3067\u3042\u308b\u3053\u3068\u3092\u5f37\u8abf\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u306e\u5927\u304d\u306a\u67f1\u306f\u3001\u3082\u3061\u308d\u3093AWS\u3067\u3059\u3002\u307e\u305f\u3001AWS\u3092\u542b\u3081\u3001AWS\u30c1\u30fc\u30e0\u304c\u884c\u3063\u3066\u3044\u308b\u30d3\u30eb\u30c9\u30a2\u30a6\u30c8\u3084\u30b5\u30dd\u30fc\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306e\u4eba\u54e1\u3084\u3001Alexa\u3084Echo\u30c7\u30d0\u30a4\u30b9\u306a\u3069\u306e\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u5411\u3051\u6280\u8853\u30c1\u30fc\u30e0\u306a\u3069\u3001\u5e83\u7bc4\u306b\u6e21\u3063\u3066\u6295\u8cc7\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001JP\u30e2\u30eb\u30ac\u30f3\u306e\u30c0\u30b0\u30fb\u30a2\u30f3\u30de\u30b9\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u304a\u9032\u3081\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Doug Anmuth &#8212; J.P.\u30e2\u30eb\u30ac\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3042\u306a\u305f\u306f\u3001\u3082\u306f\u3084\u7269\u7406\u7684\u306a\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3084\u30b9\u30bf\u30c3\u30d5\u306e\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092\u8ffd\u3044\u6c42\u3081\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u3001\u3068\u3044\u3046\u8a71\u3092\u3057\u307e\u3057\u305f\u306d\u3002\u305d\u3057\u3066\u5b9f\u969b\u3001\u73fe\u6642\u70b9\u3067\u306f\u904e\u5270\u6c17\u5473\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u3001\u30d5\u30eb\u30d5\u30a3\u30eb\u30e1\u30f3\u30c8\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u751f\u7523\u6027\u3068\u30b3\u30b9\u30c8\u52b9\u7387\u3092\u56de\u5fa9\u3055\u305b\u308b\u306e\u306b\u3001\u3069\u308c\u304f\u3089\u3044\u306e\u6642\u9593\u304c\u304b\u304b\u308b\u3068\u304a\u8003\u3048\u304b\u3001\u5c11\u3057\u304a\u805e\u304b\u305b\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Brian Olsavsky &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u3082\u3061\u308d\u3093\u3067\u3059\u3002\u307e\u305a\u3001\u751f\u7523\u6027\u304b\u3089\u304a\u8a71\u3057\u3057\u307e\u3059\u3002\u3053\u306e\u56db\u534a\u671f\u306f\u5b9f\u8cea\u7684\u306b10\u5104\u4eba\u3001\u5931\u793c\u3067\u3059\u304c160\u4e07\u4eba\u306e\u5f93\u696d\u54e1\u3067\u30b9\u30bf\u30fc\u30c8\u3057\u3001\u7d42\u4e86\u3057\u307e\u3057\u305f\u3002\u3082\u3061\u308d\u3093\u3001\u305d\u306e\u307b\u3068\u3093\u3069\u306f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u5f93\u4e8b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u56db\u534a\u671f\u306b\u306f170\u4e07\u4eba\u306e\u30d4\u30fc\u30af\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u56db\u534a\u671f\u304c\u7d42\u308f\u308b\u3053\u308d\u306b\u306f\u6e1b\u5c11\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u5951\u7d04\u793e\u54e1\u306a\u3069\u3001\u5f93\u696d\u54e1\u6570\u3092\u8abf\u6574\u3059\u308b\u4e00\u5b9a\u306e\u80fd\u529b\u306f\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u307b\u3068\u3093\u3069\u306e\u5834\u5408\u3001\u5f53\u793e\u306e\u793e\u54e1\u306f\u30d6\u30eb\u30fc\u30d0\u30c3\u30b8\u3068\u547c\u3070\u308c\u308b\u30a2\u30de\u30be\u30f3\u306e\u6b63\u793e\u54e1\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u306f\u5f93\u696d\u54e1\u30ec\u30d9\u30eb\u306e\u751f\u7523\u6027\u306e\u7d44\u307f\u5408\u308f\u305b\u3067\u3059\u304c\u3001\u540c\u6642\u306b\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u751f\u7523\u6027\u306e\u554f\u984c\u3067\u3082\u3042\u308a\u3001\u5009\u5eab\u30ec\u30d9\u30eb\u3084\u8f38\u9001\u30ce\u30fc\u30c9\u30ec\u30d9\u30eb\u3067\u9069\u5207\u306a\u9700\u8981\u3092\u9069\u5207\u306a\u5bb9\u91cf\u3067\u3001\u9069\u5207\u306a\u9700\u8981\u306b\u30de\u30c3\u30c1\u3055\u305b\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u304c\u79c1\u305f\u3061\u304c\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u6b21\u306e\u56db\u534a\u671f\u304b\u7b2c2\u56db\u534a\u671f\u306b\u306f\u3001\u5927\u6d41\u884c\u524d\u306e\u6c34\u6e96\u306b\u5b8c\u5168\u306b\u623b\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u305d\u308c\u306a\u308a\u306b\u56de\u5fa9\u3059\u308b\u898b\u901a\u3057\u304c\u7acb\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u306b\u3001\u5009\u5eab\u3068\u8f38\u9001\u306b\u3057\u3063\u304b\u308a\u3068\u7126\u70b9\u3092\u5f53\u3066\u3001\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u8cea\u554f\u306b\u5bfe\u3057\u3066\u3001\u5f8c\u534a\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1fOK\u3067\u3059\u3002\u3069\u3046\u305e\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306e\u30a8\u30ea\u30c3\u30af\u30fb\u30b7\u30a7\u30ea\u30c0\u30f3\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u304a\u9032\u3081\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Eric Sheridan &#8212; Goldman Sachs &#8212; 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Olsavsky &#8212; 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Sandler &#8212; Barclays &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3084\u3042\u3001\u307f\u3093\u306a\u3002\u30a6\u30af\u30e9\u30a4\u30ca\u4fb5\u653b\u5f8c\u306e\u5f71\u97ff\u306b\u3064\u3044\u3066\u8a00\u53ca\u3055\u308c\u3066\u3044\u307e\u3059\u306d\u3002\u305d\u308c\u306f\u4e3b\u306b\u30a4\u30f3\u30d5\u30ec\u3068\u71c3\u6599\u8cbb\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u7d1b\u4e89\u304c\u59cb\u307e\u3063\u305f\u5f8c\u306e3\u6708\u3068\u305d\u308c\u4ee5\u524d\u3068\u3067\u3001\u5404\u5730\u57df\u306e\u53ce\u76ca\u306e\u63a8\u79fb\u3092\u6bd4\u8f03\u3057\u305f\u5834\u5408\u3001\u3069\u306e\u3088\u3046\u306a\u30b3\u30e1\u30f3\u30c8\u304c\u3042\u308a\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u30d7\u30e9\u30a4\u30e0\u4f1a\u54e1\u3068\u975e\u4f1a\u54e1\u3067\u9855\u8457\u306a\u5dee\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Brian Olsavsky &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u30ed\u30b9\u3002\u30d7\u30e9\u30a4\u30e0\u4f1a\u54e1\u3068\u975e\u30d7\u30e9\u30a4\u30e0\u4f1a\u54e1\u306e\u5dee\u306f\u3042\u307e\u308a\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u30023\u6708\u306f\u975e\u5e38\u306b\u597d\u8abf\u3060\u3063\u305f\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6628\u5e743\u6708\u306f\u7c73\u56fd\u3067\u666f\u6c17\u523a\u6fc0\u7b56\u306e\u652f\u6255\u3044\u304c\u3042\u3063\u305f\u6642\u671f\u306a\u306e\u3067\u3001\u524d\u5e74\u540c\u6708\u6bd4\u3092\u6bd4\u8f03\u3059\u308b\u306e\u306f\u975e\u5e38\u306b\u96e3\u3057\u3044\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u524d\u5e74\u306e3\u6708\u306f\u7c73\u56fd\u3067\u666f\u6c17\u523a\u6fc0\u7b56\u304c\u5b9f\u65bd\u3055\u308c\u305f\u6642\u671f\u3067\u3057\u305f\u306e\u3067\u3001\u524d\u5e74\u540c\u671f\u3068\u306e\u6bd4\u8f03\u306f\u975e\u5e38\u306b\u96e3\u3057\u3044\u306e\u3067\u3059\u304c\u3001\u524d\u5e74\u306e3\u6708\u306f\u597d\u8abf\u3060\u3063\u305f\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u304a\u305d\u3089\u304f\u3059\u3079\u3066\u306e\u4f01\u696d\u304c\u305d\u3046\u3067\u3042\u308b\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u3082\u6d88\u8cbb\u8005\u9700\u8981\u306e\u5f31\u3055\u306b\u306f\u8b66\u6212\u3057\u3066\u3044\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u71c3\u6599\u8cbb\u304c2\u500d\u306b\u306a\u308b\u3068\u5bb6\u8a08\u306f\u53b3\u3057\u304f\u306a\u308a\u3001\u305d\u306e\u5f71\u97ff\u306f\u98df\u54c1\u306b\u3082\u6ce2\u53ca\u3057\u307e\u3059\u3002\u305d\u308c\u306f\u98df\u54c1\u306b\u3082\u6ce2\u53ca\u3057\u307e\u3059\u3057\u3001\u4ed6\u306e\u3042\u3089\u3086\u308b\u3082\u306e\u306b\u3082\u6ce2\u53ca\u3057\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u3053\u3068\u3092\u8a8d\u8b58\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u304c\u91cd\u8996\u3059\u308b\u306e\u306f\u30ab\u30b9\u30bf\u30de\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3067\u3059\u3002\u914d\u9001\u6642\u9593\u3092\u6539\u5584\u3057\u7d9a\u3051\u3001\u54c1\u63c3\u3048\u3092\u5897\u3084\u3057\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u4ee5\u524d\u306e\u6642\u671f\u3088\u308a\u3082\u826f\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6700\u5f8c\u306e\u8cea\u554f\u306f\u3001Oppenheimer\u306eJason Helfstein\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Jason Helfstein &#8212; Oppenheimer and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u8cea\u554f\u304c2\u3064\u3042\u308a\u307e\u3059\u3002\u5e83\u544a\u306b\u3064\u3044\u3066\u5c11\u3057\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u6df7\u4e71\u304c\u5e83\u544a\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u304b\uff1f\u4f55\u304b\u30b3\u30e1\u30f3\u30c8\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u305d\u308c\u304b\u30892\u3064\u76ee\u306f\u3001AWS\u306e\u30d0\u30c3\u30af\u30ed\u30b0\u304c\u805e\u304b\u308c\u306a\u304b\u3063\u305f\u3068\u601d\u3046\u306e\u3067\u3059\u304c\u3001\u4eca\u671f\u306eAWS\u30d0\u30c3\u30af\u30ed\u30b0\u306e\u4f38\u3073\u306b\u3064\u3044\u3066\u3001\u524d\u671f\u6bd4\u3067\u4f55\u304b\u6570\u5b57\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dave Fildes &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30c7\u30a3\u30ec\u30af\u30bf\u30fc<\/p>\n<p>\u30b8\u30a7\u30a4\u30bd\u30f3\u3001\u307e\u305a2\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u30d0\u30c3\u30af\u30ed\u30b0\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u305d\u3046\u3067\u3059\u306d\u3001\u3064\u307e\u308a\u30d0\u30c3\u30af\u30ed\u30b0\u304c\u3069\u3046\u306a\u3063\u3066\u3044\u308b\u304b\u306f\u7d99\u7d9a\u3057\u3066\u898b\u3066\u3044\u308b\u308f\u3051\u3067\u3059\u3088\u306d\uff1f\u3053\u308c\u306f\u3001AWS\u306e\u304a\u5ba2\u69d8\u304cAWS\u306b\u5bfe\u3057\u3066\u9577\u671f\u7684\u306a\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u3059\u308b\u3053\u3068\u3067\u3001\u305d\u306e\u6570\u304c\u5897\u3048\u308b\u3053\u3068\u3067\u3059\u30023\u6708\u671f\u672b\u3067889\u5104\u30c9\u30eb\u306e\u6b8b\u9ad8\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u524d\u5e74\u540c\u671f\u6bd4\u3067\u7d0468%\u5897\u3067\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u3053\u308c\u3089\u306e\u304a\u5ba2\u69d8\u306e\u52a0\u91cd\u5e73\u5747\u6b8b\u5b58\u671f\u9593\u306f3.8\u5e74\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Brian Olsavsky &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u5e83\u544a\u53ce\u5165\u306f\u524d\u5e74\u6bd425%\u5897\u3067\u3001\u58f2\u4e0a\u9ad8\u6210\u9577\u7387\u306b\u6bd4\u3079\u308b\u3068\u597d\u8abf\u306a\u63a8\u79fb\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u5e83\u544a\u30c1\u30fc\u30e0\u306e\u696d\u7e3e\u3068\u3001\u5e83\u544a\u3092\u5229\u7528\u3057\u3066\u8cfc\u5165\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u9867\u5ba2\u5c64\u306b\u30ea\u30fc\u30c1\u3059\u308b\u8ca9\u58f2\u696d\u8005\u3084\u30d9\u30f3\u30c0\u30fc\u306a\u3069\u304b\u3089\u306e\u8a55\u4fa1\u306b\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3001\u559c\u3093\u3067\u3044\u307e\u3059\u3002\u8ca9\u58f2\u8005\u304c\u5e83\u544a\u3092\u7ba1\u7406\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6295\u8cc7\u306b\u5bfe\u3059\u308b\u6295\u8cc7\u56de\u53ce\u3092\u5206\u6790\u30fb\u8a08\u7b97\u3059\u308b\u80fd\u529b\u3092\u9ad8\u3081\u308b\u305f\u3081\u306b\u3001\u5f15\u304d\u7d9a\u304d\u65b0\u3057\u3044\u88fd\u54c1\u3092\u5c55\u958b\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n<p>Dave Fildes &#8212; 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