Source item
Open original source ↗$AMZN revenue up 15% in March vs. 12% in December.
AWS up 28% missed the whisper of 30%. Thats ok because the real number was likely much better. Have to wait for the call to hear more.
My take: Like Microsoft, Amazon needs to make a statement with investors that they have AI products consumers must have. It needs to be more than AWS growth to get the AMZN multiple to rerate.