Geopolitics Alpha

Amazon Earnings Are All About Its AWS Cloud Business

Published . Updated .

GEOPOLITICS ALPHAAmazon Earnings Are All About ItsAWS Cloud BusinessAMZNGEOPOLITICS ALPHA

This report is about software.

Directly affected

  • AMZN Amazon Com+2.9% 30d

    Named in this report.

Indirectly affected

  • IGV iShares Expanded Tech-Software ETF+5.6% 9d

    iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.

  • MSFT Microsoft+8.4% 30d

    Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

  • ORCL Oracle-8.8% 30d

    Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

  • CRM Salesforce-3.9% 30d

    Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

  • GOOGL Alphabet-6.5% 30d

    Alphabet (computer programming, data processing, etc.): software firms move with business tech spending. Linked by “cloud” (software) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AMZNPrices arriving within minutes———after closeafter closeafter closeafter close
IGVPrices arriving within minutes———after closeafter closeafter closeafter close
MSFTPrices arriving within minutes———after closeafter closeafter closeafter close
ORCLPrices arriving within minutes———after closeafter closeafter closeafter close
CRMPrices arriving within minutes———after closeafter closeafter closeafter close
GOOGLPrices arriving within minutes———after closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Amazon Earnings Are All About Its AWS Cloud Business Barron's

Source: Barron's

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid “Amazon Earnings Are All About Its AWS Cloud Business” looks

12 out of 100

“Amazon Earnings Are All About Its AWS Cloud Business” scores 12 out of 100. The score uses 1 sources.