Stratrix

Company profile

Not an SEC registrant — the context below is drawn from our coverage.

Type
Company
Analyses
1
Angles
Moat & Competition

The analyses

The Moat Anatomy · Moat & Competition
AWS Still Owns 30% of the Cloud. The Moat Is Holding — and Quietly Under Siege.
AWS books $107.6B a year and a 37% operating margin, with a market-share lead of 10 points over its nearest rival. But Azure just crossed $75B growing 34%, and Google Cloud's operating income has surged sharply into profitability. The lead is no longer an equilibrium. It's a siege.
8 min