Latest ideas and analyses related to AWS

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AMZN

+33 pts



$AMZN - Jefferies says stock may be range-bound until comps ease, but remains bullish

By mooreideas on Oct. 20, 2021, 12:05 p.m.
Tagged topics: long-term story , AWS , big tech , Jefferies , range-bound

Views: 85, Votes: 2, Responses: 0, Attachments: 2
GOOGL , MSFT , AMZN

+36 pts



$GOOGL - Jefferies hosted cloud expert sees no slowdown

By mooreideas on Oct. 12, 2021, 12:55 p.m.
Tagged topics: digital transformation , AWS , Azure , Google cloud , Jefferies

Views: 24, Votes: 3, Responses: 0, Attachments: 2
AMZN

+34 pts



$AMZN - Goldman checks indicate strong #advertising and #cloud, but potentially slower #ecommerce growth in 2H21

By mooreideas on Oct. 6, 2021, 10:59 a.m.
Tagged topics: digital advertising , AWS , eCommerce , earnings preview , Goldman Sachs

Views: 129, Votes: 3, Responses: 0, Attachments: 2
AMZN , NET , FSLY , AKAM

+1 pts





By i_sarut on Oct. 3, 2021, 1:03 a.m.
Tagged topics: AWS , growing competition , edge computing , Piper Sandler , CloudFront

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AKAM , NET , FSLY , AMZN

+37 pts



Piper Sandler believes $AKAM and $NET better positioned even as $AMZN focuses on investing in #CloudFront

By josiebe on Oct. 2, 2021, 4:04 p.m.
Tagged topics: AWS , growing competition , edge computing , Piper Sandler , CloudFront

Views: 199, Votes: 2, Responses: 1, Attachments: 2
MSFT , AMZN , GOOGL

+34 pts



$MSFT - Barclays believes Azure's share gain momentum will reaccelerate as enterprise IT spending springs back in 2H

By mooreideas on Aug. 4, 2021, 3:23 p.m.
Tagged topics: AWS , Azure , Google cloud , market share gains , IT spending , Barclays

Views: 95, Votes: 1, Responses: 0, Attachments: 2
MSFT

+37 pts



$MSFT - Goldman believes Commercial Cloud is growing 1-2 years ahead of expectations, indicates Azure customers taking longer duration contracts

By mooreideas on July 28, 2021, 11:03 a.m.
Tagged topics: AWS , Azure , Google cloud , earnings results , secular growth , beat and raise , Goldman Sachs

Views: 119, Votes: 4, Responses: 0, Attachments: 2
MSFT , T , AMZN , EQIX , DOX , AKAM , FSLY , NET , RNG

+31 pts



$MSFT, $T - Oppenheimer says AT&T outsourcing Core 5G Network to Azure is a 'win-win', helps MSFT gain cloud share vs AWS

By realjoe on July 1, 2021, 2:43 p.m.
Tagged topics: AWS , Azure , market share gains , Oppenheimer , 5G network

Views: 169, Votes: 1, Responses: 0, Attachments: 3
AMD , AMZN , GOOGL , INTC

+37 pts



$AMD - Jefferies checks indicate AMD has locked down substrate supply for 2H, removing constraints for share gains, and Milan CPU is inflecting

By mooreideas on June 18, 2021, 11:40 a.m.
Tagged topics: analyst checks , AWS , market share gains , supply constrained , Jefferies , semiconductors , Milan , ARM CPU , Graviton2

Views: 164, Votes: 3, Responses: 0, Attachments: 1
AMZN

+32 pts



$AMZN - street applaud Q1's beat-and-raise driven by trifecta of strong core retail growth, AWS acceleration, and margin expansion; tough comps don't look so scary after all

By mooreideas on April 30, 2021, 3:57 p.m.
Tagged topics: margin expansion , AWS , earnings results , eCommerce , secular growth , big tech , beat and raise , tough comps , Morgan Stanley , Jefferies

Views: 160, Votes: 2, Responses: 0, Attachments: 16