分析师:亚马逊云业务业绩增长不尽如人意 未来恐遭对手反超

格隆汇
Yesterday

亚马逊周四预计其第三季度营收将高于市场预期;但亚马逊云服务(AWS)的业绩表现令人失望。财报显示,AWS营收增长18%,至309亿美元,高于预期的307.7亿美元。但相较之下,微软Azure部门的销售额增长39%,谷歌云服务增长32%。AWS的利润率也有所收窄。亚马逊称,第二季度利润率为32.9%,为2023年最后一季以来的最低水平。D.A. Davidson分析师Gil Luria表示,亚马逊竞争对手的表现强劲,但"AWS的增长速度还停留在18%。这非常令人失望,甚至如果微软的Azure继续以目前的速度增长,到明年年底可能会超过AWS,成为最大的云服务提供商。"

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