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It would hurt them a lot. I mean a lot a lot. But maybe not in the way some think it will. Look back historically at when AWS details were suddenly included in
by NBJack 3y ago
It would hurt them a lot. I mean a lot a lot. But maybe not in the way some think it will.
Look back historically at when AWS details were suddenly included in the market earnings around 2015. I encourage you to draw your own conclusions, but I'm convinced they made such a move to keep investors happy despite the economic reality of razor thin profit margins in retail.
Then there's how much of Amazon retail is actually powered by AWS.
- lotsofpulp 3y agoRetail is a low single digit profit margin business, as evidenced by many publicly listed retailers financial reports going back decades. Scalable software is a high profit margin business. AWS is not subsidizing Amazon retail and logistics. AWS and Amazon video and other digital products is why Amazon is worth $1.3T while Walmart is worth $428B. The profits are in the digital products.