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Amazon Web Services revenue rises 81% year over year

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Re: Amazon Web Services revenue rises 81% year over year

#11
post #4

Interesting that it rose about the same amount as Microsoft's cloud revenue which was around 90%. Anyone has numbers for Google?

Seems like Google does not like to share details on a regular basis: http://fortune.com/2015/04/24/google-cloud-numbers/

Side note: numbers between Microsoft and Amazon are not directly comparable because Microsoft includes SaaS solutions such as Office 365 in their cloud revenue. So it is not Azure versus AWS.

Re: Amazon Web Services revenue rises 81% year over year

#12
The drop in operating profit from Q1 to Q2 2014 of about 50% (~$100m) made me look into some of their acquisitions being made for AWS.

Might be able to get more clarity into what they are paying for these undisclosed acquisitions prices, assuming their cost for constructing data farms stays relatively constant.

- Peritor (Ops, Mar 2013)

- ClusterK (Apr 2014, $20M-$50M)

- Amiato (NoSQL, May 2014)

- 2lemetry (IoT, Mar 2014)

- Annapurna Labs (Jan 2015, ~$370M)

- AppThwack (Mobile testing, Jul 2015)

Re: Amazon Web Services revenue rises 81% year over year

#14

Earlier quoted context omitted.

That is crazy. AWS revenue is nothing compared to their total revenue, right?

AWS contributed $1.82B of the $23.18B in total revenue for the quarter.

That's way more significant than I would have expected. Still, 8% of their revenue contributes 36% of their profits. Makes you wonder why they don't run AWS at the same cutthroat prices as their other businesses.

Re: Amazon Web Services revenue rises 81% year over year

#15
post #14

Earlier quoted context omitted.

AWS contributed $1.82B of the $23.18B in total revenue for the quarter.

That's way more significant than I would have expected. Still, 8% of their revenue contributes 36% of their profits. Makes you wonder why they don't run AWS at the same cutthroat prices as their other businesses.

[deleted]

Re: Amazon Web Services revenue rises 81% year over year

#19
post #14

Earlier quoted context omitted.

AWS contributed $1.82B of the $23.18B in total revenue for the quarter.

That's way more significant than I would have expected. Still, 8% of their revenue contributes 36% of their profits. Makes you wonder why they don't run AWS at the same cutthroat prices as their other businesses.

Amazon retailer still have competitors coming behind their back, albeit at a distance, but Walmart & co. is nothing to sneeze at.

AWS have about ... zero competition where they are right now. Google CLoud, Azure and the like are not doing quite the same thing just yet.

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