Jump to Navigation
Home

Main menu

  • Home
  • News
  • Markets Map
  • Topics
  • Data
  • Comments
  • Images
  • Blog
  • About

Secondary menu

  • Latest News
  • Top Rated
  • Most Popular
  • Archive
  • Discussions
  • IPL Spot fixing: ICC supports BCCI steps to deal with...
  • China and India coexist peacefully: Li Keqiang
  • On the Job: Don't kiss off the Q&A
  • Report: Yahoo Nearing $1.1B Acquisition of Tumblr
  • Tea party looks to take advantage of moment
  • 80% Of Media Buyers Think Google UK Isn't Telling...
  • Angry JP Morgan shareholders seek to strip Jamie Dimon of...
  • Intel Moves Into New Revenue Streams
  • Gun Stock Shootout: Smith & Wesson Vs. Sturm Ruger
  • ABC Reporter 'Regrets' Incorrect Reporting At...

    Amazon's Growing Cloud and Web Services Business Won't Move Stock Much

    Tue, 03/15/2011 - 12:17 EDT - Seeking Alpha
    • AMZN
    • Trefis

    Trefis submits:
    Amazon (AMZN), apart from being a major online retailer of books, DVDs, music, games, apparel, and other merchandise, also has a small business of providing cloud and other web services. It offers web services like cloud computing and cloud storage service offerings, in which it competes with bigger players likeGoogle (GOOG), Microsoft (MSFT) and Salesforce.com (CRM). Amazon also owns & operates websites such as Audible.com, IMDB.com, and Shelfari.com and other web services together account for only around 3% of Amazon’s stock by our estimates. The company’s revenues from this business has grown at a steady rate over the years, and we expect the growth to pick up driven by increased outsourcing of web services and growing demand for online media and web 2.0.

    While we expect Amazon’s cloud and other web services revenues will reach over $5 billion by the end of our forecast period, Trefis members project theComplete Story »

    • Original article
    • Login or register to post comments
     

    Related

    • Salesforce.com Poised for Boost From Strong Subscriber Growth

      Trefis submits: Salesforce.com (CRM) is a fast growing player in the cloud computing market that offers products such as cloud-based customer relationship management (CRM) software, Force.com, AppExchange and Database.com.

    • Salesforce Stock Sensitive to Research and Development Spend

      Trefis submits: Salesforce.com (CRM) is a fast growing player in the cloud computing market that offers products such as cloud-based customer relationship management (CRM) software, Force.com, AppExchange and Database.com.

    • 8 Key Competitive Battlefields in Cloud Computing in 2010

      Jeffrey M. Kaplan submits: As the new year and decade get underway, here are a few of the areas of the cloud computing market which I think will be important competitive battlefields for established and emerging players:

    • Microsoft Wants to Tap Cloud Computing Growth With Office 365

      Trefis submits: Microsoft (NASDAQ:MSFT) today will announce the market release of Office 365, a web-based productivity software product, in an event in New York. [1] Microsoft launched the beta version of Office 365 in the autumn of 2010, and the market release represents a major product release from Microsoft and a symbolic move away from the traditional way of selling software to cloud computing.

    • What's The Deal With Salesforce.com?

      ByRiley Wilkins:This article will primarily concern itself with the overvaluation of Salesforce.com.

    • Online Money Show: The Long Case for Cloud Security Provider Websense

      David Oldenburg submits:Over the weekend on the Online Money Show, a radio show featuring Seeking Alpha contributors and their views on key market events, I interviewed Galileo Russell about cloud computing and the author's recent article entitled 'Blue Skies Ahead for Cloud Security Powerhouse Websense'.

    • Cloud Services Growth Unlikely to Boost Amazon

      Trefis submits: In addition to its book and general merchandise divisions, Amazon (NASDAQ:AMZN) provides cloud-based computing and data storage services to corporate customers.

    • Potential 5% Upside/Downside for Salesforce.com's CRM Market Share

      Trefis submits: We expect Salesforce.com (CRM) to continue to increase its share in the Customer Relationship Software (CRM) market, such that it surpasses its competitors SAP (SAP), Oracle (ORCL) and Microsoft (MSFT) and becomes the

    • Yahoo’s Revenue per Search Expected to Pick-up

      Trefis submits: Yahoo (NASDAQ:YHOO), which makes money through contextual search advertising, has seen its ad revenue per 1,000 searches (RPS) fluctuate in recent years. Our estimates have indicated that Yahoo’s RPS grew until 2008 and has since declined due to the weak ad market.

    • Little Hit to Amazon’s Stock From Lower Kindle Pricing and Unit Sales

      Trefis submits: Trefis members have created forecasts for two drivers of Amazon’s (AMZN) stock over the last week: (1) Kindle Pricing, (2) Kindle Units Sold. Their forecasts suggest that Kindle Pricing will will not decline as low as the Trefis forecast, while Kindle Units Sold will not rise as high as the Trefis forecast. The these projections suggest a net upside of less than 1% for Amazon’s stock.

    Latest

    AP: Sources Aren't Talking To Us Out Of Fear The US Government Will Spy On Them
    AP: Sources Aren't Talking To Us Out Of Fear...
    80% Of Media Buyers Think Google UK Isn't Telling The Truth About Ads
    80% Of Media Buyers Think Google UK Isn't...

    User login

    • Create new account
    • Request new password
    • Click on the icon to sign in with your social network login or enter your Bullfax.com login

    Our Blog

    • Aviva steps up drive for cost cuts
    • Food Demand, JM Financial, UK Startups Incubator and Sina in Our News for Today 05/17/2013
    • Budget black hole at heart of George Osborne’s finances

    Markets Map

    Markets Map

    Follow Us

    Follow Us on Facebook, Twitter, Google Plus and RSS LinkedIn Facebook Twitter Google Plus RSS
    S&P 500: 1667.47 1.02% FTSE: 6723.06 0.52% Nikk.: 15138.12 0.67% DAX: 8398.00 0.33% HSI: 23082.68 0.17% FX: EUR/GBP: 1.1821 USD/EUR: 1.2833 JPY/USD: 103.165 Commodities: Gold: 1360.15

    Bullfax.com - Market News & Analysis 2008-2011
    Contact Us | About Us | Terms & Conditions

    Follow Us on Facebook, Twitter, Google Plus and RSS LinkedIn Facebook Twitter Google Plus RSS .

    Secondary menu

    • Latest News
    • Top Rated
    • Most Popular
    • Archive
    • Discussions