#margin

2 articles

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.

June 23, 2026 15 min read

The Netflix ad-supported tier isn't a discount: it's a margin-and-TAM play adding a second revenue stream per member. Read Netflix's own filings.

June 19, 2026 18 min read