Consider that their revenue is about the same as what Salesforce (CRM) will likely report (based on analyst estimates). This is pretty impressive: - Q1 2015

Consider that their revenue is about the same as what Salesforce (CRM) will likely report (based on analyst estimates). This is pretty impressive: - Q1 2015 revenue: $1.57B (AWS) vs ~$1.5B (CRM) - Q1 2014 revenue: $1.05B vs $1.23B - Q1 YoY change: 49% vs ~22% - Q1 2015 operating income: 16.9% vs (~3%) - Q1 2014 operating income: 23.3% vs (4.5%) Basically for all the talk that Amazon is a low-margin, commodity business that will never make money, their AWS business at least is doing really well. I'm not taking anything away from Salesforce, it just happens to be a similarly sized comparison that most people thinks is a pretty good business. When compared, AWS looks pretty great!