Implied Expectations

Implied Expectations

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Implied Expectations
Implied Expectations
Amazon 2Q 2018 Update

Amazon 2Q 2018 Update

Implied Expectations
Aug 08, 2018
∙ Paid

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Implied Expectations
Implied Expectations
Amazon 2Q 2018 Update
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  • Amazon reported another strong quarter. Revenue growth was strong, particularly for AWS, which accelerated to 49% revenue growth.

  • Margins improved in all three segments.

  • Base case valuation of $2,252 p…

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