UBS Securities predicts Amazon AWS revenue to reach $500M this year

Posted by virtualization.info Staff   |   Tuesday, August 3rd, 2010   |  

So far Amazon has been very quiet about the financial results of its Web Services (AWS) business division. In its Q2 2010 earnings call the company didn’t provide a breakdown of the revenue and not a single financial analyst in the call pushed the CEO or the CFO to disclose some hard numbers about EC2 and S3.

So it’s with a lot of interest that the market is reading a financial forecast about AWS published today by UBS Securities.

The investment firm reports:

AWS revenue has been relatively immaterial compared with overall AMZN revenue, but this is starting to change. We estimate AWS revenues of $500MM in 2010 and $750MM in 2011, in a $5-6B market growing to $15-20B by 2014 (roughly 35% CAGR). EPS is $0.13 in F2010 and $0.22 in F2011. Using 4.5-5.0x EV/Sales, this yields a $3.4-3.8B valuation for AWS (roughly $7-8 a share).


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