bullish

Cloud Wars: AWS’ Declining Growth and Margins Vs Overvalued Azure

540 Views07 Jan 2020 09:09
Over the past few years, Amazon.com Inc (AMZN US)’s and Microsoft Corp (MSFT US)’s valuations have been driven by their cloud businesses, AWS and...
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Related Insights
More »
    Loading
Trending Collections
More »
    Loading
Trending Insights
More »
    Loading
Top Unpaywalled Insights
More »
    Loading
Discussions
(Paid Plans Only)
chart-bar
Logo
Supun Walpola
Equity Analyst
LightStream Research
Equity Bottom-UpForensic Accounting
Price Chart(Sign Up to Access)
analytics-chart
x