Amazon: AWS Reloaded, Retail Charging

Summary:

  • A cautious consumer and more limited room for further cost optimizations are putting a lid on continued swift operating margin expansion in Amazon’s Retail segment.
  • Meanwhile, demand for cloud and AI services seems increasingly robust, making AWS the main profit engine for the company again.
  • In light of the continued strong profit growth prospects, the valuation of shares seems quite conservative at current levels.

Akkumulátor töltési szintjei

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The past several quarters at Amazon (NASDAQ:AMZN) have been characterized by a swift rebound in retail margins. The previous status quo, where profits from cloud services financed investments in the retail segment came to an end. However, the


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