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2022-07-29

✅ ok

Cloud Growth Good on Azure, AWS, Google, SNOW, NOW, MDB

The below chart shows the cloud results vs. estimates. Very strong considering FX headwinds Source from：Robert Cantwell, PM - Compound Kings ETF it is to be positioned accordingly this Q2. It's easy to say bcos the hyperscalers nailed it, all cloud stocks are safe. Just more nuanced and be aware this upcoming Q3 will be different for all emerging saas names. Cloud growth good on Azure, AWS, $Alphabet(GOOG)$ , $Snowflake(SNOW)$ , $ServiceNow(NOW)$ , $MongoDB Inc.(MDB)$ other stocks to see correlation. First, strong reports for Azure and AWS. Is this a broader sign of strength in infra, or more idiosyncratic to the large hyperscalers who will benefit from vendor consolidation as companies look to control costs? Strong rally in stocks despite negative GDP print, market looking ahead and discounting the Fed pause. $Amazon.com(AMZN)$ results show cloud doing well (33%YOY revenue growth in AWS at ~$20 billion quarterly run rate). Ecommerce, payments + software are on the bargain table. The sale is on. Looks to me AMZN top-line beat ex AWS is pricing power / take rate driven. If 3P % total GMV is consistent, GMV was still down YoY. Second, $Alphabet(GOOG)$ and Microsoft flagged slowdowns in their cloud-computing units. Both companies trail AWS, which controls an estimated 39% market share. $Microsoft(MSFT)$ reported 40% growth in Azure revenue, while Google’s cloud sales climbed 36% from a year earlier.

Cloud Growth Good on Azure, AWS, Google, SNOW, NOW, MDB

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Very strong considering FX headwinds</p><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://community-static.tradeup.com/news/fec465d4216cd106702fb5bc540e4345\" tg-width=\"877\" tg-height=\"453\"><span>Source from：Robert Cantwell, PM - Compound Kings ETF</span></p><p>it is to be positioned accordingly this Q2. It's easy to say bcos the hyperscalers nailed it, all cloud stocks are safe. Just more nuanced and be aware this upcoming Q3 will be different for all emerging saas names.</p><p>Cloud growth good on Azure, AWS, <a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a> ,&nbsp;<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> , <a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> , <a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a> other stocks to see correlation.</p><p>First, strong reports for Azure and AWS. Is this a broader sign of strength in infra, or more idiosyncratic to the large hyperscalers who will benefit from vendor consolidation as companies look to control costs?</p><p>Strong rally in stocks despite negative GDP print, market looking ahead and discounting the Fed pause.</p><p><a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a> results show cloud doing well (33%YOY revenue growth in AWS at ~$20 billion quarterly run rate). Ecommerce, payments + software are on the bargain table. The sale is on.</p><p>Looks to me AMZN top-line beat ex AWS is pricing power / take rate driven. If 3P % total GMV is consistent, GMV was still down YoY.</p><p>Second, <a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a> and Microsoft flagged slowdowns in their cloud-computing units. Both companies trail AWS, which controls an estimated 39% market share.</p><p><a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a> reported 40% growth in Azure revenue, while Google’s cloud sales climbed 36% from a year earlier.</p></body></html>","htmlText":"<html><head></head><body><p>The&nbsp;below&nbsp;chart&nbsp;shows&nbsp;the&nbsp;cloud results vs. estimates. Very strong considering FX headwinds</p><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://community-static.tradeup.com/news/fec465d4216cd106702fb5bc540e4345\" tg-width=\"877\" tg-height=\"453\"><span>Source from：Robert Cantwell, PM - Compound Kings ETF</span></p><p>it is to be positioned accordingly this Q2. It's easy to say bcos the hyperscalers nailed it, all cloud stocks are safe. Just more nuanced and be aware this upcoming Q3 will be different for all emerging saas names.</p><p>Cloud growth good on Azure, AWS, <a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a> ,&nbsp;<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> , <a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> , <a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a> other stocks to see correlation.</p><p>First, strong reports for Azure and AWS. Is this a broader sign of strength in infra, or more idiosyncratic to the large hyperscalers who will benefit from vendor consolidation as companies look to control costs?</p><p>Strong rally in stocks despite negative GDP print, market looking ahead and discounting the Fed pause.</p><p><a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a> results show cloud doing well (33%YOY revenue growth in AWS at ~$20 billion quarterly run rate). Ecommerce, payments + software are on the bargain table. The sale is on.</p><p>Looks to me AMZN top-line beat ex AWS is pricing power / take rate driven. If 3P % total GMV is consistent, GMV was still down YoY.</p><p>Second, <a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a> and Microsoft flagged slowdowns in their cloud-computing units. Both companies trail AWS, which controls an estimated 39% market share.</p><p><a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a> reported 40% growth in Azure revenue, while Google’s cloud sales climbed 36% from a year earlier.</p></body></html>","text":"The below chart shows the cloud results vs. estimates. Very strong considering FX headwinds Source from：Robert Cantwell, PM - Compound Kings ETF it is to be positioned accordingly this Q2. It's easy to say bcos the hyperscalers nailed it, all cloud stocks are safe. Just more nuanced and be aware this upcoming Q3 will be different for all emerging saas names. 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