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AMZN 4Q24: The AWS Reacceleration Narrative
FUNDA
A Deep Dive into Key Business Segments and 2025 Outlook, Spotlighting AWS, Advertising, Logistics, Haul and Oracle Partnership
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In this Preview, we estimate how AWS will accelerate in 4Q24 and 2025 due to its GPU rental business and the extent of acceleration in each quarter, based on our research of extensive AWS supply chain data. We also conducted extensive research on sellers and analyzed the take rate changes in FBA, advertising, commissions, etc., in 4Q24. Additionally, we investigated the potential impact of the Oracle and AWS partnership on AWS.
AWS Business
Key Insights:
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