Forum Topics Cloud computing - where to from here
mikebrisy
2 years ago

Like @Valueinvestor0909 I am also looking forward to @NXT results. You might find the following WSJ story of interest.

https://www.wsj.com/articles/cloud-giants-cant-keep-making-rain-11659412237

if it’s behind a paywall (is it?) I can paste a couple of screen shots later.

Disc. Hold $NXT and $MP1 IRL

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Valueinvestor0909
2 years ago

Yeah @mikebrisy article is behind a paywall. but got the gist of it.

I think cloud computing has another 10 years to go -- there is plenty of workload that hasn't migrated to cloud. it isn't going to slow down ( in my opinion) - I have my money where my mouth is. invested in $MSFT, $MP1, $NXT, $ZM , $AMZN,

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mikebrisy
2 years ago

Here is the article:

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e17fb9a1507903ce2889fc159ddefab06ae79f.png

0a0fb64167ea587d20cfc92c26b084472a439b.png


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mikebrisy
2 years ago

On those numbers, AWS was only 13% of Amazon's revenue but 100% of its income!

By 2Q22, AWS was 15% revenue and the Revenue, Operating Income and % Operating Margin numbers by segment were:

North America: $74bn / -$0.63bn / -0.8%

International: $27bn / -$1.77bn / -6.5%

AWS: $20bn / $5.72bn / 28.6%

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