Welcome to TJI Research, a new independent information service that is focused on tracking the business of Amazon for people whose jobs depend on understanding what Amazon is doing and where it’s going. Why?
1. Amazon has become a uniquely large and diverse business that operates in many sectors of the economy. Originally an early internet book retailer, Amazon now plays a growing or leadership role in a wide variety of consumer and commercial industries, including internet retail, physical retail, internet infrastructure, media production and distribution (across television, film, music, books, ebooks, magazines, newspapers, gaming, streaming, and more), consumer electronics and integrated software services, home services, building automation and security, global and local logistics networks (including air, maritime, long-haul, and local), payment tools, advertising services, government services, and more.
2. Despite its size, it is still relatively difficult to find information about and understand Amazon. Amazon’s financial reports are not very granular, and its executives’ comments tend to be terse, giving analysts very coarse insights into the business. In addition, given the scale and breadth of its retail services, Amazon publishes relatively little specific data on items, brands, sellers, or categories on its platform, leaving retail analysts largely to their own triangulation and extrapolation devices. AWS is a sweeping, highly sophisticated, and rapidly evolving collection of services powering a significant portion of consumer and enterprise applications in use globally today, and the pace of change is increasing. And given the unusual breadth of Amazon’s operations, journalistic coverage is relatively fragmented and scattershot. Bottom line — from groceries to advertising, from the Alexa ecosystem to the apparel ecosystem — it’s just difficult for interested parties to keep track of and understand everything going on at the company.
3. Amazon has become more socially and politically relevant. Amazon is at the forefront of several technological and economic trends which have long been sources of social anxiety but are now becoming an integral and ingrained part of the systems that billions of people rely on in their daily lives — including automation, robotics, “artificial intelligence,” increased reliance on the “public cloud,” the changing structure of the retail industry, and the tensions of globalization and urbanization. In addition, Amazon is now the second largest private employer in the United States (to Walmart), and is a vendor to a growing number of federal and local government agencies (and their affiliates). Politically, Amazon has become a regular part of the American national conversation given the interest that elected officials are taking in the company. And locally, government officials around the US and world are lobbying the company to place new parts of its ever-expanding physical infrastructure in their cities and regions – not to mention HQ2.
Whether you are an executive or employee of a business in one of Amazon’s spheres, a government official, or an analyst, we hope you will find TJI interesting and relevant.
For professionals who are serious about tracking Amazon, we are proud to also announce our in-depth Amazon briefing service called the TJI Amazon Briefing. To learn more and sign up for the TJI Amazon Briefing, click here.
Founder, TJI Research
TJI Research is an independent, subscriber-supported service, and is not affiliated with or endorsed by Amazon.com, Inc.