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2025-08-01 06:52:08
Amazon's cloud service AWS faces concerns over weak growth, with analysts warning of potential loss of leadership to Microsoft. Amazon's latest financial report shows that while its third-quarter revenue guidance exceeded market expectations, its cloud service AWS has failed to meet market expectations. Data shows that AWS's second-quarter revenue increased 18% year-over-year to $30.9 billion, slightly exceeding analysts' estimates of $30.77 billion. However, this growth rate significantly lags behind competitors: Microsoft Azure saw 39% growth during the same period, while Google Cloud achieved 32% growth. Furthermore, AWS's operating profit margin further declined to 32.9%, its lowest level since the fourth quarter of 2023. Market analysts have expressed strong concerns about AWS's slowing growth. DA Davidson analyst Gil Luria noted that AWS's 18% growth rate is out of step with the rapidly growing cloud service market. If Microsoft Azure maintains its current 39% expansion, it could surpass AWS in size by the end of 2024, disrupting the industry landscape. Luria emphasized: "AWS's stagnant growth is disappointing. The competitive landscape in the cloud market is being reshaped, and Amazon's leading edge may soon be eroded." As companies accelerate their investment in AI and cloud computing, whether AWS can regain growth momentum through technological innovation will be key to its defense of market share.
