Holy Shit: AWS hits $8B run-rate

Bubble or not, you can’t ignore a $8B company growing at 78% yoy and generating 25% operating margins (cash flow is lower given capital expenditure requirements).

AWS, Azure, and Google Cloud 2015 Q3 earnings results.

AWS, Azure, and Google Cloud 2015 Q3 earnings results.

And what happened to developers’ love of Google? It’s a good platform with strong data infrastructure tools (databases, data analytics). But Amazon running away with fickle developer mindshare, and clearly not catering as lowest cost vendor anymore.

I think Azure is different market segment, but also doing well.

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