#margin

2 articles

AWS revenue grew 20% but operating income only 14% in FY2025. The cloud reset is margin compression during the AI capex wave, read from the 10-K.

June 17, 2026 9 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 14, 2026 17 min read