UBS Equities-Cloud Infrastructure _2Q24 Preview of AWS, Microsoft Azure a...-109291804

2024-07AI与科技41免费

📄 文件全名: 《UBS Equities-Cloud Infrastructure _2Q24 Preview of AWS, Microsoft Azure a...-109291804.pdf》
🎯 适合读者: 战略规划行业研究员
📊 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: #AI

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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(部分)

17 July 2024

❓ 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。

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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。

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重点分析了AI等议题。