AWS adds top tier partners, goes after more markets
Amazon Web Services (AWS) posted an impressive 78 percent year-to-year growth rate in 3Q15, generating $2.1 billion in the quarter. After massive price cuts in April 2014 slowed growth to the ~40 percents for a few quarters (still very good), the business unit is back to high double-digit growth and shows no sign of a slowdown. Typically as companies grow to this volume, growth rates will begin to decelerate; AWS defies this trend, which indicates that the public cloud IaaS is still in early days and presents massive opportunity. What is more impressive is AWS’ operating margin of 25%...
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