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Also the most obvious split would be AWS and then everything else. What does AWS have to do with Prime?
by CydeWeys 4y ago
Also the most obvious split would be AWS and then everything else. What does AWS have to do with Prime?
- mkmk3 4y agoI'm poorly informed regarding breakups of this kind, and I don't have the experience/research to assess the infra costs of a streaming service like Prime video. Assuming the hosting costs are a significant portion of their expenditure, what would it look like in a breakup, what kind of deal would they be able to get from the newly spun off AWS?
- runako 4y ago> Assuming the hosting costs are a significant portion of their expenditure I would consider this unlikely, for reasonable definitions of "significant." Costs to license IP and develop content are likely the dominant term in expenses. > what kind of deal would they be able to get from the newly spun off AWS? The same as everyone else, or it was a re-org and not a breakup.
- CydeWeys 4y agoThere are lots of video streaming services that don't operate the bulk of their own infrastructure. They would simply become a customer of GCP, AWS, Azure, whatever.
- judge2020 4y agoAWS is only apart of Amazon for shareholder purposes. Even internally, word is that AWS bills all of Amazon's internal businesses similarly to how they bill external customers, so it's not like Amazon is getting super discounted/free hosting out of keeping them under the same unit.