Summing up AMZN's CC in 9 words.. "There's certainly not a lot I can add there.."— Chris Ciaccia (@Chris_Ciaccia) July 25, 2013Sure, Amazon gives you revenue broken down into Media, Electronics and other general merchandise, and Other (which includes AWS), but when asked for more clarity, or how Kindle Fire sales are going, there's a generic "They're going well, we're super happy, but there's not a lot more we can add" response from Amazon's management. Contrast that with Apple (AAPL - Get Report), which breaks down revenue by product line, and gives Wall Street as much detail, perhaps more, than it needs. When asked for more clarity on third-party (3P) units and how that's affecting paid unit growth, Amazon just said that 3P was 40% of total units this quarter, and that the company was happy with it. Nevermind the fact that paid unit growth continued to slow, showing 29% year-over-year growth.
Amazon's Black Box
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