Even the Cloud Is Not Immune to the Seesaw Economy
Breaking Analysis with Dave Vellante
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AWS Cloud Platform's Growth Rate Accelerated to 42% in Q4 2018
The slowdown isn't due to the repatriation or competition from on-prem vendors in our view, it's a macro related trend. Cloud will continue to significantly outperform other sectors despite its massive size. The lifetime value of a customer is worth much more than near-term gross margin. And you can expect the cloud vendors to strike a balance between profitability and near-term profitability anyway and customer attention.
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