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brooks7
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brooks7,
User Rank: Light Sabre
4/28/2015 | 10:12:33 AM
Re: Numbers
Amazon has the huge advantage that they are doing this for Amazon.com.  They are essentially opening this up to 3rd parties.  Which means they are writing a lot of software and productizing it.

That is what makes AWS different.

seven

 
kq4ym
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kq4ym,
User Rank: Light Sabre
4/27/2015 | 6:42:16 PM
Re: Numbers
Amazon certainly played it's cards right years ago when it began the web services end of the business. With sales of $1.566 billion, up 49%, that's nothng to complain about even if expenses rose and the retail end didn't show such nice gains.
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
4/27/2015 | 6:39:09 PM
Re: Numbers
danielcawry - Amazon is so far ahead of the competition here that the competitors are the ones who have to differentiate from Amazon, not the other way around. 

Microsoft and IBM at least are trying to differentiate by offering enterprise integration. 
danielcawrey
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danielcawrey,
User Rank: Light Sabre
4/27/2015 | 12:27:13 PM
Numbers
These are good numbers – growth is accelerating. The only problem is that there are a lot of competitors in this market.

I would be bullish on this line of business for Amazon were it not for Microsoft, Google and Digital Ocean all vying for the same customers. What makes Amazon the differentiator in this business? I'm not totally sure. 
Joe Stanganelli
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Joe Stanganelli,
User Rank: Light Sabre
4/26/2015 | 11:11:01 PM
Uncertainty
Naturally, new developments and business upheavals can bring about uncertainty, but I think we're *well* past the point of Amazon's cloud success causing substantial uncertainty in the markets it participates in (particularly given how small a portion AWS makes up of Amazon's business).


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