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|User Info||The United States of SCAmazon; entered at 2017-10-28 12:32:17|
Registered: 2009-10-06 Msumelle, Ar
If I am following the chain of logic here AWS is pretty much subsidizing the rest of Amazon. Yet AWS has falling margins and is now competing against Microsoft, Oracle, and Google, to name a few. |
Yesterday I read about CVS buying Aetna on the basis that Amazon may get into the Pharmacy business. The big question I have is how will this work for them and how will they subsidize that business to undercut their competitors with AWS having collapsing margins?
Essentially it looks like Amazon has made no money at all for years. Add into this equation Amazon Studios trying to produce new content for Amazon Prime, that alone is billions of dollars.
So Karl are they hitting the Debt market to fund things like they did with the Whole Markets deal? If so at one point are they borrowed out?