The Canadian Investor cover image

This “Boring” Canadian Stock is up 70x since IPO

The Canadian Investor

00:00

Amazon X AWS Operating Margins Are Negative

The last four quarters of operating margins for AWS, 35%, 29%, 26% and now down to 24%. Like that shouldn't happen. No one modeled out five years ago that margins would drop with more top line. But again, I think they're just right sizing this ship at this point. They have a lot of levers they can actually use.

Play episode from 25:07
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app