So do you think the NA Williams agreement will result in $180m in revenue per year?
I don't. The market obviously doesn't.
I don't care what PWC thinks. The market consensus is that the estimates in the announcements were overly inflated and the company will slowly bleed to death. I don't see any evidence, in cash-flow statements or delivery numbers, to indicate anything else.
Amazon - Delivery Service Partner Program, page-34
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