Amazon earnings crush estimates thanks to AWS

4saken

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Amazon profit crushes estimates as cloud-service revenue soars

Sure, cloud is just "another persons computer", but AWS is the new Microsoft "tax" that we have heard about for years.
Interesting read. Look into how Amazon has used their operating profits to reinvest in their own infrastructure to play the US tax laws, Amazon is well on their way to being the first Trillion dollar company in history. Good read.

google and MS combined aren't even remotely close to the offerings AWS has at this point.
 

the_servicer

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Shares of AMZN are already priced as if they are a trillion dollar company. Am I wrong? The PE ratio is 531.87.
 

jimh425

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I understand Amzn being dominant in the space, but I have concerns that they can continue to grow this space at a fast rate. I don't think there are that many companies that compete and take share away from them, but they are also fighting for customers. Msft seems late to the party. Sure, they'll sell some services, but it reminds me a lot of Google vs Bing. Still, competition is a good thing.
 

blmlozz

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I can easily also see Apple coming in with their own cloud system to play as a serious contender, and in many ways it's already happening, they're already weening themselves off AWS and into google for the short term but their ultimate goal is to become self sufficient.

Given the turn down of phone sales and the fact that their second largest source of income behind phones were the 'services' section they described, I wouldn't count them out as future serious competition either. In a lot of ways they're in a much better position vs amazon as they have a lot of popular internal products that are segment leaders, Macs, phones, tablets, ect. Amazon does well in servicing other's needs, and that's a good way to find yourself behind the curve in the long run.
 
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I understand Amzn being dominant in the space, but I have concerns that they can continue to grow this space at a fast rate. I don't think there are that many companies that compete and take share away from them, but they are also fighting for customers. Msft seems late to the party. Sure, they'll sell some services, but it reminds me a lot of Google vs Bing. Still, competition is a good thing.

Azure is second-class in so many ways. Azure is still struggling with some things that AWS nailed really early on.
 

soulesschild

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When 4000/hr is cheaper than doing it on-site.
 

4saken

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When 4000/hr is cheaper than doing it on-site.

Price that out to own. Tell someone who only needs that horsepower for 2-3 days worth of number crunching. THEN justify that they need to pay for that horsepower on prem and pay for it all upfront. There you go. Plenty of documented use cases out there who have already saved 100's of thousands by running those type of workloads they don't need to have the owned infrastructure for, on aws.

AWS/Cloud/etc is a different way of thinking. If i need the horsepower to burst for a shortwhile, its WAY cheaper to only do it on demand, rather than spending guesstimating the CAPEX for a year and try to convince my bosses i need to spend 2 million on hardware we own and have to deprecate for something we may or may not really need 24/7 for the next 3-4 years.

If you need that horsepower 24/7 365 days a year. Obviously its cheaper to buy it and own it. 99% of ppl don't need that.

Its not apples to apples. Which is why I am interested in a forum based on cloud computing. There are plenty of times it makes sense, and there are plenty of times it doesn't. Thats my IRL job.
 
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soulesschild

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Price that out to own. Tell someone who only needs that horsepower for 2-3 days worth of number crunching. THEN justify that they need to pay for that horsepower on prem and pay for it all upfront. There you go. Plenty of documented use cases out there who have already saved 100's of thousands by running those type of workloads they don't need to have the owned infrastructure for, on aws.

AWS/Cloud/etc is a different way of thinking. If i need the horsepower to burst for a shortwhile, its WAY cheaper to only do it on demand, rather than spending guesstimating the CAPEX for a year and try to convince my bosses i need to spend 2 million on hardware we own and have to deprecate for something we may or may not really need 24/7 for the next 3-4 years.

If you need that horsepower 24/7 365 days a year. Obviously its cheaper to buy it and own it. 99% of ppl don't need that.

Its not apples to apples. Which is why I am interested in a forum based on cloud computing. There are plenty of times it makes sense, and there are plenty of times it doesn't. Thats my IRL job.

Oh I'm not criticizing it at all. X1 was just recently announced and I know quite a few people that are happy about it since their jobs only need maybe intensive number crunching maybe every 6 months. Made no sense to build a power house machine on site to do it. Was more of a , holy crap look at this beast and the price :D
 

4saken

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Oh I'm not criticizing it at all. X1 was just recently announced and I know quite a few people that are happy about it since their jobs only need maybe intensive number crunching maybe every 6 months. Made no sense to build a power house machine on site to do it. Was more of a , holy crap look at this beast and the price :D
sorry. felt like ive been having to justify the pros of cloud computing since this forum started non-stop. :D
 
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