Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
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Re: Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
#2For reference, Amazon's revenues in 2012 for the entirety of its business was $51BB.
http://ycharts.com/companies/AMZN/revenues
Too bad we'll never know AWS's margins. It'd be a lot of fun to look at the numbers for Amazon's product portfolio.
Re: Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
#3Predicting tech more than 2-3 years out is like predicting the weather 10 days out.
Re: Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
#4Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
I expect that Investment Firms Will Keep Making Ridiculous Predictions Even In 2020 And Beyond.
Tech predictions on what will happen 7 years from now in a hotly contested field?
Re: Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
#5> So one day Jeff Bezos issued a mandate. He's doing that all the time, of course, and people scramble like ants being pounded with a rubber mallet whenever it happens. But on one occasion -- back around 2002 I think, plus or minus a year -- he issued a mandate that was so out there, so huge and eye-bulgingly ponderous, that it made all of his other mandates look like unsolicited peer bonuses...
https://plus.google.com/112678702228711889851/posts/eVeouesv...
Re: Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
#6"The estimates reflect Wall Street’s growing confidence in cloud services"
Seems silly to assume that Amazon will take the cake. By 2020 other offerings like Windows Azure may end up taking away the lion's share of profits.
Re: Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
#7> So one day Jeff Bezos issued a mandate. He's doing that all the time, of course, and people scramble like ants being pounded with a rubber mallet whenever it happens. But on one occasion -- back around 2002 I think, plus or minus a year -- he issued a mandate that was so out there, so huge and eye-bulgingly ponderous, that it made all of his other mandates look like unsolicited peer bonuses... https://plus.google.c…
Since the writing of this post, AMZN has gone up ~150%.
Re: Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
#8"The estimates reflect Wall Street’s growing confidence in cloud services" Seems silly to assume that Amazon will take the cake. By 2020 other offerings like Windows Azure may end up taking away the lion's share of profits.
I seriously doubt this. Unintuitively, I think it's more likely that niche cloud services with specialized features will be able to compete better by exploiting industry-specific economies of scale that Amazon can't by being so generalized. Any of these companies that resist a buyout will have huge profit margins like Amazon doesn't.
Re: Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
#9Predicting tech more than 2-3 years out is like predicting the weather 10 days out.
Predicting the weather is easier than that... weather is cyclical.
Re: Investment Firm Expects AWS Will Hit $20 Billion In Revenues By 2020
#10A lot of people are saying the projecting out to 2020 is a ridiculous idea in fast moving industries like tech. But there's already a cliche that when AWS has an outage half of your favourite sites go down, and there's a reason for that - there is NO serious alternative to the AWS platform. They're years ahead of the little competition they have; no single other system does half of the things that AWS can. The scale of the engineering effort required to compete with AWS is enormous, and no-one's really trying it (except for components, like CDNs or S3 substitutes).
So I don't think it's that ridiculous - I can imagine Amazon one day being "that company that runs the internet, and also sells stuff".