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AWS margins may contract later this year amid higher AI expenses: Baird [Seeking Alpha]
Last amazon.com, inc. earnings: 4/30 04:01 pm
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US:NASDAQ Investor Relations: phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
"Our view is that AWS segment margins will return to roughly 30% (or even below) as a result of higher levels of operating expenses to support new data centers and infrastructure, increasing mix of lower-margin GenAI workloads, and presumably a resumption of net headcount additions," analyst Colin Sebastian wrote in an investor note. "We don't believe GenAI workloads are generally incremental to revenues as yet, and are modeling mid-to-high teens percent AWS revenue CAGR from 2024-2027." Sebastian has an Outperform rating on Amazon and tweaked his price target to $213 from $210, on the back of stronger margins for its retail business. Conversely, retail margins (excluding advertising) are likely "on the cusp of profitability" and return to low-single-digit growth over the next two years, Sebastian added. North American margins likely hit 4% in 2023 and should hit around 10% in 2027, Sebastian said. Additionally, international retail (excluding advertising) should hit "sustained
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