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The growth numbers to keep an eye on aren't ecomm, it's AWS and Prime subscriptions.
by koreyb 7y ago
The growth numbers to keep an eye on aren't ecomm, it's AWS and Prime subscriptions.
- cs702 7y agoI would say keep an eye on the whole top line, not just those two contributors to revenue. And also, watch out for any warning signs in the industry suggesting that cloud services are starting to become utility-like (low-margin, capital-intensive) businesses. That would not be good for AWS.