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Amazon reports Q3 AWS revenue up 19% YoY to $27.45B, vs. $27.52B est., and AWS operating income of $10.45B, vs. $9.15B est., up from $7B in Q3 2023

but for how long? Larry Dignan / Constellation Research : AWS posts Q3 revenue up 19% from a year ago, $110 billion annual run rate Theo Wayt / The Information : Amazon Web Services Reports Steady Growth X: Evan / @stockmktnewz : For the first time ever Amazon Web Services $AMZN has brought in more than $100 Billion of revenue over the last 12 months [image] Gene Munster / @munster_gene : $AMZN up 6% in after-hours. The reason for the move is they gave investors confidence that AWS growth can continue to accelerate and they can expand margins at the same time. @quartr_app : As of Q3 2024, $AMZN's AWS is a $110B run-rate revenue business with a ~35% EBIT margin (TTM), having grown at a 37% CAGR over the last decade. [image] @thexcapitalist : $AMZN annual AWS revenue is now over $100 billion. AWS is set to generate over $500 billion revenue and $175 billion profit at 35% net margin by 2032 if it can maintain its market share. At 25 times earnings you have a $4.3 trillion company. $AMZN is now worth $2 trillion. [image] @finchat_io : AWS just delivered record operating margins of 38%. The stock is up 5% after hours. $AMZN [image] Gene Munster / @munster_gene : AWS - Up 19% y/y, inline with the Street. I see this as a slight disappointment given both Google and Azure reported measurable growth accelerations quarter over quarter. AWS continues to lose US marketshare.

CNBC Jordan Novet

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  • @stockmktnewz Evan on x
    For the first time ever Amazon Web Services $AMZN has brought in more than $100 Billion of revenue over the last 12 months [image]
  • @munster_gene Gene Munster on x
    $AMZN up 6% in after-hours. The reason for the move is they gave investors confidence that AWS growth can continue to accelerate and they can expand margins at the same time.
  • @quartr_app @quartr_app on x
    As of Q3 2024, $AMZN's AWS is a $110B run-rate revenue business with a ~35% EBIT margin (TTM), having grown at a 37% CAGR over the last decade. [image]
  • @thexcapitalist @thexcapitalist on x
    $AMZN annual AWS revenue is now over $100 billion. AWS is set to generate over $500 billion revenue and $175 billion profit at 35% net margin by 2032 if it can maintain its market share. At 25 times earnings you have a $4.3 trillion company. $AMZN is now worth $2 trillion. [image…
  • @finchat_io @finchat_io on x
    AWS just delivered record operating margins of 38%. The stock is up 5% after hours. $AMZN [image]
  • @munster_gene Gene Munster on x
    AWS - Up 19% y/y, inline with the Street. I see this as a slight disappointment given both Google and Azure reported measurable growth accelerations quarter over quarter. AWS continues to lose US marketshare.