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The issue is that AWS has double exposure. Startups and B2B company's selling to startups (e.g. datadog). However, AWS will be fine. Their growth rate is what
by bushbaba 4y ago
The issue is that AWS has double exposure. Startups and B2B company's selling to startups (e.g. datadog).
However, AWS will be fine. Their growth rate is what 30% YoY. I highly doubt the reduction in spend to comprise 30%+ of their revenue base.
AWS Growth rate over time. Note while growth rate declines, the amount of revenue added each quarter increased. (Percentages are easier to grow when you have a small base)
https://www.statista.com/statistics/422273/yoy-quarterly-growth-aws-revenues/ https://www.statista.com/statistics/422273/yoy-quarterly-gro...