UBS Equities-Cloud Infrastructure _2Q24 Preview of AWS, Microsoft Azure a...-109291804
2Q24 Preview of AWS, Microsoft Azure and Google Cloud – Spending Trends Appear Solid Global Research and Evidence Lab
报告摘要
2Q24 Preview of AWS, Microsoft Azure and Google Cloud – Spending Trends Appear Solid Global Research and Evidence Lab
核心要点
- 17 July 2024
报告信息
- 文件全名
- 《UBS Equities-Cloud Infrastructure _2Q24 Preview of AWS, Microsoft Azure a...-109291804.pdf》
- 适合读者
- 核心数据
- believe that the investor consensus is for 32% c/c Azure growth in 4Q/Jun (a 1-point
- beat off the high end) and guidance for ~30% growth in 1Q/Sept. We don’t see material
- upside potential to this estimate but conclude that 32% is doable. For Amazon (covered
- by our Internet team), investors are now expecting 2Q24 AWS growth of 18% (a 1-point
- acceleration) while we are conservatively modeling 16% growth. For Google Cloud, the
- 核心议题
常见问题
《UBS Equities-Cloud Infrastructure _2Q24 Preview of AWS, Microsoft Azure a...-109291804》主要包含哪些内容?
2Q24 Preview of AWS, Microsoft Azure and Google Cloud – Spending Trends Appear Solid Global Research and Evidence Lab核心数据:believe that the investor consensus is for 32% c/c Azure growth in 4Q/Jun (a 1-point;beat off the high end) and guidance for ~30% growth in 1Q/Sept. We don’t see material;upside potential to this estimate but conclude that 32% is doable. For Amazon (covered。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文约 41。
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适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了AI等议题。
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