Research
FORUM TRANSCRIPT

Amazon Web Services – Cloud Leadership, AI/ML Opportunities & Cultural Risks – 14 October 2021

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former executive at Amazon Web Services Inc (AWS)

Agenda

  • AWS (Amazon Web Services) (NASDAQ: AMZN) and its solutions, focusing on moving up the stack and providing analytics, AI and machine learning offerings in the cloud
  • Evolving competitive dynamics for AWS, highlighting Microsoft Azure (NASDAQ: MSFT) and Google Cloud Platform (NASDAQ: GOOGL), plus smaller category players such as IBM (NYSE: IBM) and Oracle (NYSE: ORCL)
  • Risks related to AWS, highlighting management, culture and employee morale and retention

Questions

Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary 48 hour week trial

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited