Amazon: Better Revenue Visibility, But The Easy Money Is Over
Amazon has reported a significant year-over-year revenue growth of 28% in its AWS division, marking the fastest increase in 15 quarters. This growth is attributed to rising demand for AI infrastructure and cloud services. However, the article suggests that the era of easy profits may be coming to an end for the company.
- ▪Amazon's AWS revenue growth reached 28% year-over-year, the highest in 15 quarters.
- ▪The AWS backlog is currently $364 billion with a weighted average life of 5.5 years.
- ▪The article indicates that while revenue visibility is strong, the company may face challenges ahead.
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