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A Question Of When, Not If: Amazon And The $1 Trillion Market Cap
Wednesday, March 29, 2017 - 8:27am | 355Read More...Amazon.com, Inc. (NASDAQ: AMZN) “is on the winning side of the biggest TAMs & lowest penetration shifts in consumer internet & enterprise, and has more runway than just about any other company, in our view.” Barclays’ Ross Sandler initiated coverage of the company with an...
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One Amazon Worker Takes Down The Internet
Thursday, March 2, 2017 - 4:32pm | 195Read More...Two days after Amazon Web Services (AWS) users were stunted by a systems crash, Amazon.com, Inc. (NASDAQ: AMZN) issued an explanation. According to reports by Reuters, Amazon’s S3 team executed a command Tuesday to eliminate a few servers for a specific S3 subsystem. However, the input was...
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With Confidence In AWS Shaken, Who Could Benefit?
Wednesday, March 1, 2017 - 3:26pm | 962Read More...Amazon.com, Inc. (NASDAQ: AMZN) faced a setback Tuesday due to an outage at its cloud computing platform — Amazon Web Services, or AWS. Does this development open a window for competing platforms to pick up market share? Outage Brings Down Internet Services Amazon said its cloud service...
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The Way Amazon Handled Its AWS System Outage: 'Bad Business'
Tuesday, February 28, 2017 - 5:22pm | 546Read More...Amazon Web Services, run by Amazon.com, Inc. (NASDAQ: AMZN) experienced one of the longest outages in recent memory Tuesday. By 4 p.m. ET, the system issues had persisted for at least several hours. Big and small businesses, individual users and developers alike were updated via Amazon's...
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Amazon Is Committed To Widening Margins
Thursday, January 26, 2017 - 8:56am | 312Read More...With Amazon.com, Inc. (NASDAQ: AMZN) scheduled to report its Q4 results on February 2, Wedbush’s Michael Pachter expects the company to continue to deliver significant earnings growth. Margin Expansion “Even after modest Q3 earnings results, Amazon’s outsized beats in 1H:16...
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Oppenheimer 2017 Top Picks: Twilio Shines With Possible Amazon Collaboration
Thursday, January 12, 2017 - 10:44am | 306Read More...Twilio Inc (NYSE: TWLO) is one of Oppenheimer’s top picks for 2017, as the brokerage believes the potential collaboration with Amazon.com, Inc. (NASDAQ: AMZN)'s Amazon Web Services could offer a meaningful revenue opportunity and moderate concerns about competition from AWS. Justification For...
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Argus Upgrades Amazon To Buy, Sets $935 Target
Thursday, September 22, 2016 - 7:45am | 410Read More...The growth prospects of Amazon.com, Inc. (NASDAQ: AMZN) seem to be “accelerating more rapidly than the share price,” Argus’s Jim Kelleher said in a report. He upgraded the rating on the company from Hold to Buy, while establishing a 12-month price target of $935. Amazon’...
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Amazon Web Services Is 'Destroying' Its Competition
Friday, July 29, 2016 - 8:32am | 359Read More...Just how good is Amazon.com, Inc. (NASDAQ: AMZN)'s AWS segment? According to Trip Chowdhry of Global Equities Research, the answer may be summed up as epic and historical. Amazon reported its second-quarter results after Thursday's market close and said that its AWS segment saw a year-over-year...
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Amazon Moves Cloud Service Focus From Startups Like Lyft To Big Enterprises Like Netflix And Capital One
Thursday, July 14, 2016 - 2:26pm | 346Read More...According to the report published Wednesday, Pacific Crest analysts (after attending the summit in Santa Clara) believe Amazon.com, Inc. (NASDAQ: AMZN)'s Amazon Web Services (AWS) continues to capitalize on the multiyear secular shift to cloud platforms. "While AWS remains a key enabler within the...
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Google Buys Video Processing Firm Anvato Amid OTT Push
Friday, July 8, 2016 - 11:13am | 612Read More...Amid a fierce battle for supremacy in video advertising dollars, Google (Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)), has bought Anvato. Anvato provides a software platform that fully automates the encoding, editing, publishing and secure distribution of video content across multiple platforms....
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JMP Has An Increasingly Positive View On Amazon Web Services
Wednesday, June 22, 2016 - 2:27pm | 309Read More...JMP Securities analysts Ronald Josey, Shweta Khajuria and Andrew Boone have an increasingly positive view on Amazon.com, Inc. (NASDAQ: AMZN)'s Amazon Web Services. The brokerage reiterated its Market Perform rating and $775 price target. Their opinion comes after attending the Public Sector Summit...
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Oppenheimer Raised Amazon's Target From $780 To $930 Following 'Very Bullish Checks'
Tuesday, June 7, 2016 - 10:42am | 208Read More...Oppenheimer's Jason Helstein reiterated Amazon.com, Inc. (NASDAQ: AMZN)'s Outperform rating while increasing the company's price target from $780 to $930. Raised projections were largely due to the analyst's increasingly positive outlook for the e-commerce sector and Amazon Web Services (AWS)...
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7 Things You Should Know From Amazon's Earnings
Saturday, April 30, 2016 - 1:48pm | 418Read More...Amazon.com, Inc. (NADAQ:AMZN) delivered an amazing Q1, posting its highest profit ever. Amazon’s presence in cloud computing with its Amazon Web Services has become a key the focus of the future trajectory of the company. The stock rose more than 9.5 percent on Friday, closing at $659.59...
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Apple May Be Giving More Cloud Business To Google, Less To Amazon
Wednesday, March 16, 2016 - 5:39pm | 252Read More...Apple Inc. (NASDAQ: AAPL) may be reducing exposure to Amazon.com, Inc. (NASDAQ: AMZN)'s Web Services for none other than Alphabet Inc (NASDAQ: GOOGL)'s Google, according to "multiple sources" reported by CRN Wednesday afternoon. The news may be notable as Google, as the CRN...
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Apple Is 1/10th Of Amazon AWS Revenue: What If It Stops Buying?
Monday, February 1, 2016 - 10:22am | 344Read More...Amid volatility, shares of Amazon.com, Inc. (NASDAQ: AMZN) have lost 13 percent since January 4. Morgan Stanley’s Brian Nowak maintained an Overweight for the company, with a price target of $800. With signs of Apple Inc. (NASDAQ: AAPL) moving away from AWS, one of the key...
















