> Meanwhile, over in Seattle, AWS today reported revenue of $12.74 billion in the last quarter alone and operating income of $3.56 billion. For 2020, AWS’s operating income was $13.5 billion.
$596 million in net income the last four quarters to be exact. So yeah, they are making money.
Further, AWS is a money printing machine. It's generating over $700 million in operating income per quarter, and that's growing very fast. It'll be at $5+ billion per year in operating income within perhaps just two or three more years. There aren't very many technology businesses anywhere producing that kind of operating income.
Even though AWS IaaS growth slowed, and seems slower than Azure IaaS and GCP IaaS (depending exactly what MSFT and GOOG include in their numbers), AWS provided $3.08B in operating income, out of Amazon's total of $3.99B. Wow.
That seemed high to me. Looking at the financial statement for Q1 2017, AWS is 3,661 million USD in net sales out of 35,714 million in net sales overall. I don't know if Q1 is unusual but this is around 10% for AWS.
On 3) have you looked at the profitability of AWS? It's ridiculously profitable. I just checked their latest 10K, and I see for 2015 their total AWS numbers were $1.9B operating income on $7.9B revenue with 70% year over year revenue growth.
That's way more significant than I would have expected. Still, 8% of their revenue contributes 36% of their profits. Makes you wonder why they don't run AWS at the same cutthroat prices as their other businesses.
1) Close to 70% of Amazon operating income once again can be attributed to AWS.
Consolidated operating income: $3,084 m AWS operating income: $2,121 m
2) AWS revenue was $8.3B for the quarter, 37% more than the same quarter last year.
reply