Amazon Is Still The Undisputed King Of Cloud

TheStreet2021-06-30

Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors. Last year was...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

542ca251
2021-07-01
542ca251
Well done!!
Alvin1975
2021-07-01
Alvin1975
Like and comment pls
- Huathk:
  Gd
Humlikeabee
2021-07-01
Humlikeabee
Great
- Alvin1975:
  Like and comment pls
- Humlikeabee:
  Thank you
29e8bc52
2021-07-01
29e8bc52
👍
sylarspock
2021-07-01
sylarspock
Aws should watch out for Alibaba cloud and Huawei cloud as well
JonasSiew
2021-07-01
JonasSiew
Lets goo
- Timevestor:
  please like and comment.
- JonasSiew:
  ok
- Timevestor回复JonasSiew:
  please like and comment

发表看法

145

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1168354842?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-06-30 22:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1168354842","market":"us","top_or_hot":-1,"title":"Amazon Is Still The Undisputed King Of Cloud","media":"TheStreet","content":"<div>\n<p>Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.\nLast year was...</p>\n\n<a href=\"https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Still The Undisputed King Of Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Still The Undisputed King Of Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.\nLast year was...</p>\n\n<a href=\"https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMZN","symbol_name":"亚马逊","start_time":0,"source_url":"https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud","article_id":"1168354842","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1168354842","pubTimestamp":1625064927,"sourceInfo":null,"weMediaInfo":null,"summary":"Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains t","collect":0,"end_time":0,"defaultTopTitle":"thestreet.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMZN":"亚马逊"},"translate_title":"亚马逊仍是无可争议的云之王","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9},"content_text":"Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.\nLast year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.\nOne of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.\nFigure 1: Amazon Web Serviced (AWS).\nA look at the numbers\nThe table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.\nThe worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.\nFigure 2: Worldwide IaaS public market cloud services market share, 2019-2020.\nWorth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.\nWhy cloud matters\nCloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:\n\n “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.”\n\nFor the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.\nTherefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":151469849,"gmtCreate":1625102701081,"gmtModify":1631890760032,"author":{"id":"3586685513027810","authorId":"3586685513027810","name":"542ca251","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586685513027810","authorIdStr":"3586685513027810"},"htmlText":"Well done!!&nbsp;","listText":"Well done!!&nbsp;","text":"Well done!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151469849","repostId":1168354842,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151543289,"gmtCreate":1625100068541,"gmtModify":1633944846374,"author":{"id":"3573788625955643","authorId":"3573788625955643","name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573788625955643","authorIdStr":"3573788625955643"},"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151543289","repostId":1168354842,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5089531,"gmtCreate":1625121938700,"gmtModify":1635239884889,"authorId":3573472992263411,"author":{"id":3573472992263411,"idStr":"3573472992263411","authorId":3573472992263411,"name":"Huathk","avatar":"https://static.tigerbbs.com/43c7168c646d9ea6805194ed0003f1cc","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151543289,"type":1,"supId":0,"prevId":0,"content":"Gd","text":"Gd","html":"Gd"}],"langContent":"EN"},{"id":151511171,"gmtCreate":1625098178293,"gmtModify":1633944890517,"author":{"id":"3586225762001118","authorId":"3586225762001118","name":"Humlikeabee","avatar":"https://static.tigerbbs.com/04489eaf8eda4f3c6ee4d5c76b1e4948","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3586225762001118","authorIdStr":"3586225762001118"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151511171","repostId":1168354842,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5086492,"gmtCreate":1625100088353,"gmtModify":1635240168757,"authorId":3573788625955643,"author":{"id":3573788625955643,"idStr":"3573788625955643","authorId":3573788625955643,"name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151511171,"type":1,"supId":0,"prevId":0,"content":"Like and comment pls","text":"Like and comment pls","html":"Like and comment pls"},{"id":5114482,"gmtCreate":1625355178721,"gmtModify":1635237914553,"authorId":3586225762001118,"author":{"id":3586225762001118,"idStr":"3586225762001118","authorId":3586225762001118,"name":"Humlikeabee","avatar":"https://static.tigerbbs.com/04489eaf8eda4f3c6ee4d5c76b1e4948","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151511171,"type":1,"supId":5086492,"prevId":0,"content":"Thank you","text":"Thank you","html":"Thank you"}],"langContent":"EN"},{"id":151591288,"gmtCreate":1625097497244,"gmtModify":1633944908213,"author":{"id":"4087554746740450","authorId":"4087554746740450","name":"29e8bc52","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087554746740450","authorIdStr":"4087554746740450"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151591288","repostId":1168354842,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151264648,"gmtCreate":1625095407084,"gmtModify":1633944961459,"author":{"id":"3582677817626222","authorId":"3582677817626222","name":"sylarspock","avatar":"https://static.tigerbbs.com/af2ee7f5466dab8465d661a72c047672","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582677817626222","authorIdStr":"3582677817626222"},"htmlText":"Aws should watch out for Alibaba cloud and Huawei cloud&nbsp;as well","listText":"Aws should watch out for Alibaba cloud and Huawei cloud&nbsp;as well","text":"Aws should watch out for Alibaba cloud and Huawei cloud as well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151264648","repostId":1168354842,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151219744,"gmtCreate":1625094404088,"gmtModify":1633944986844,"author":{"id":"3585720521439541","authorId":"3585720521439541","name":"JonasSiew","avatar":"https://static.tigerbbs.com/a43aae458426c2de62c18085e9786185","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585720521439541","authorIdStr":"3585720521439541"},"htmlText":"Lets goo","listText":"Lets goo","text":"Lets goo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/151219744","repostId":1168354842,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5085172,"gmtCreate":1625094517124,"gmtModify":1635240302996,"authorId":4087996122770160,"author":{"id":4087996122770160,"idStr":"4087996122770160","authorId":4087996122770160,"name":"Timevestor","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151219744,"type":1,"supId":0,"prevId":0,"content":"please like and comment.","text":"please like and comment.","html":"please like and comment."},{"id":5087696,"gmtCreate":1625106739608,"gmtModify":1635240052630,"authorId":3585720521439541,"author":{"id":3585720521439541,"idStr":"3585720521439541","authorId":3585720521439541,"name":"JonasSiew","avatar":"https://static.tigerbbs.com/a43aae458426c2de62c18085e9786185","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151219744,"type":1,"supId":5085172,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":5164661,"gmtCreate":1625778248610,"gmtModify":1635233927009,"authorId":4087996122770160,"author":{"id":4087996122770160,"idStr":"4087996122770160","authorId":4087996122770160,"name":"Timevestor","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3585720521439541,"repliedAuthor":{"id":3585720521439541,"idStr":"3585720521439541","authorId":3585720521439541,"name":"JonasSiew","avatar":"https://static.tigerbbs.com/a43aae458426c2de62c18085e9786185","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":151219744,"type":1,"supId":5085172,"prevId":5087696,"content":"please like and comment","text":"please like and comment","html":"please like and comment"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":145,"commentSize":20,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1168354842"}