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To be fair, everyone knew that Amazon's "Other" category was almost entirely advertising in previous reports. I think that the market is happy for three reason
by gpt5 5y ago
To be fair, everyone knew that Amazon's "Other" category was almost entirely advertising in previous reports.
I think that the market is happy for three reasons:
1. Algorithms misreading the high earnings ($11.8B out of the $14.2B is just a Rivian accounting adjustment).
2. AWS experiencing 40% YoY growth (accelerating QoQ for a while, while both Azure and Google Cloud are decelerating).
3. Advertising doing well.
- granzymes 5y ago>To be fair, everyone knew that Amazon's "Other" category was almost entirely advertising in previous reports. This is true.
- vasili111 5y ago> while both Azure and Google Cloud are decelerating Could you please provide the links?
- gpt5 5y agoCheck their quarterly reports. Azure YoY Growth: Q2: 51% Q3: 50% Q4: 46% Google Cloud YoY growth: Q2: 53% Q3: 45% Q4: 45% AWS YoY Growth: Q2: 37% Q3: 39% Q4: 40%