Please ensure Javascript is enabled for purposes of website accessibility

What 3 Other Companies Say About, Inc.

By Anders Bylund - Sep 29, 2015 at 9:15AM

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Microsoft, Staples, and Internap just can't help themselves -- Amazon requires more than just their attention.

Photo: (AMZN 1.44%) has come a long way from the online bookstore it was 20 years ago. Nowadays, the company has not only turned the retail industry upside down with its low-overhead business model, but also made big inroads into new markets such as cloud computing services and digital media subscriptions.

Not known for strong bottom-line earnings, Amazon produced $4.4 billion of free cash flows on revenues of $95.8 billion over the last four quarters. Share prices have more than tripled in five years, gaining 1,160% over the last decade. Resting on a $250 billion market cap, Amazon is no longer a shy underdog but an alpha-dog market leader.

You'd expect a company like that to draw the unblinking attention of industry rivals, clients, and suppliers alike. That's exactly what Amazon has done.

In the last month or so -- in the deep lull between two stormy earnings seasons -- at least 19 executives from businesses not named Amazon have taken the stage at various trade shows and off-season earnings reports only to end up talking about the company.

I have trawled these transcripts to find the most enlightening and investable statements made about Amazon by executives of other companies recently. I settled on nuggets of wisdom from Staples (SPLS), Microsoft (MSFT 1.91%), and Internap (INAP).

Here's what they said, and why investors should pay attention.

Invest Smarter with The Motley Fool

Join Over 1 Million Premium Members Receiving…

  • New Stock Picks Each Month
  • Detailed Analysis of Companies
  • Model Portfolios
  • Live Streaming During Market Hours
  • And Much More
Get Started Now

Stocks Mentioned

Microsoft Corporation Stock Quote
Microsoft Corporation
$257.97 (1.91%) $4.83, Inc. Stock Quote, Inc.
$2,177.24 (1.44%) $30.86
Internap Corporation Stock Quote
Internap Corporation
Staples, Inc. Stock Quote
Staples, Inc.

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

Related Articles

Motley Fool Returns

Motley Fool Stock Advisor

Market-beating stocks from our award-winning service.

Stock Advisor Returns
S&P 500 Returns

Calculated by average return of all stock recommendations since inception of the Stock Advisor service in February of 2002. Returns as of 05/20/2022.

Discounted offers are only available to new members. Stock Advisor list price is $199 per year.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.