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  "title": "The Amazon Growth Story Is More Than AWS | Deepwater Asset Management",
  "note": "A look deeper on Amazon's financial results and AWS growth.\n\n> Key Takeaways\n>\n> 1. AWS is losing market share and profitability has been declining.\n> 2. Amazon is more than AWS - in the future, other segments will drive profitability including retail, ads, and health.\n\nI find the variability in operating margin wild. Azure at 43%, AWS at 24%, and Google Cloud at 3%?  Suggestion is this is the result of discounting, and Azure is holding its prices more. It also makes me wonder about investment in growth. Is Azure investing slower?\n\nForward looking I don't see Amazon's brand having the power it needs in Health. Maybe, but they have work to do. Advertising is a huge business for them already, but that seems like a pivot to volatility for them. Retail is obvious.",
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