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AWS vs Azure vs Google Cloud: The Cloud Wars
AWS vs Azure vs Google Cloud market dominance: how a three-way cloud infrastructure oligopoly splits share, growth, and margin, read through the filings.
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AWS Margin Compression and the Cloud Reset
AWS margin compression is real: revenue grew 20% but operating income only 14% in FY2025. Read the cloud reset and AI capex squeeze from the 10-K.
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Amazon Prime and the Subscription Flywheel
The Amazon Prime subscription flywheel: how a $49.6B fee buys frequency that monetizes through seller fees and ads, read through Amazon's filings.