Amazon is set to release its Q4 earnings report on February 6. Morningstar emphasizes the importance of several metrics, including capex levels due to data center expansions and their potential impact on future growth. AWS is expected to show accelerating growth and high margins, and analysts are interested in any developments in AI. E-commerce is projected to perform well, contributing to efficiency improvements, while long-term revenue growth is forecasted at 8% CAGR, driven by diverse retail opportunities and strong Prime membership benefits.
With an emphasis on capex levels and new guidance, analysts are eager to see how Amazon's investment in data center expansion aligns with its growth strategies.
AWS performance looks promising, with anticipated growth acceleration and high segment margins, alongside expectations for insights on AI developments concerning Alexa.
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