Amazon Q4 2022 Quick Take: 2 Immediate Risks In AWS


  •, Inc. delivered mixed fourth quarter results, combining an impressive revenue beat that was supportive of a resilient holiday shopping season, and an EPS miss that was indicative of AWS challenges.
  • In addition to continued pressure from its Rivian investment and restructuring charges, Amazon’s most profitable cloud-computing business continued to decelerate at a faster pace than expected.
  • The latest results indicate a shift in the cloud demand environment, raising two critical risks at AWS that will continue to overshadow improvements in e-commerce and Amazon’s burgeoning ad business.

AWS re:Invent 2021

Noah Berger, Inc. (NASDAQ:AMZN) reported an impressive revenue beat in the fourth quarter despite the tough operating backdrop due to rapidly deteriorating macroeconomic conditions. However, earnings missed by a “wide margin,” underscoring how recent cost-optimization initiatives implemented have likely yet

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