The business
An e-commerce, logistics, advertising and cloud-computing company. Amazon Web Services generates the bulk of operating profit, while retail and advertising provide scale.
FINANCIAL OVERVIEW
What it is and why we own it.
Role in the portfolio
Diversified growth with exposure to cloud and AI infrastructure, advertising and retail efficiency.
What drives the numbers
- AWS revenue growth and operating margin
- Advertising revenue growth
- North America retail margin
- Capital expenditure on AI infrastructure and its effect on free cash flow
Key risks
- Heavy data-centre spending compresses free cash flow
- Antitrust and regulatory scrutiny
- Competition in cloud from Microsoft and Google
CHART
Price and technical analysis.
Charts and market data by TradingView
Technical summary
Charts and market data by TradingView
Company profile
Charts and market data by TradingView
FUNDAMENTALS
Financials, live.
Charts and market data by TradingView