Increases in AWS Sales and Advertising Revenue
In purchasing Amazon stock, we considered whether Amazon could really be considered a consumer monopoly company that could permanently provide the services customers needed.
Conclusion: Amazon can be thought of as a consumer monopoly company, capable of permanently providing the services customers need.
I will briefly summarize the points.
About AWS adoption status in companies
We checked the adoption status of Amazon web services, which currently account for most of Amazon’s operating profit, on the Amazon site.
Some of the hiring companies are listed below, but I was surprised that dow jones use it. Government agencies such as the University of Chicago and the University of San Francisco are also use the amazon cloud.
As you can see, many companies have already adopted AWS, and we can expect stable income in the future.
Currently, the PER is close to 80, and if bad news comes out, there is a risk that the stock price will fall.
However, if profits quadruple in a few years, the current stock price may be at a reasonable level (PER 20).
I would like to investigate again in the future whether the profit will be quadrupled.
Please consider it as well.