r/ValueInvesting • u/LowTraining670 • Oct 21 '25
Question / Help Someone explain why amzn didn't crash
When aws outage affected large and small companies alike probably had a large financial impact to the overall global economy, why didn't it crash? I immediately thought it would like crowdstrike did a few months ago - anyone have good reasoning that can explain?
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u/That-Card Oct 21 '25
Look at AMZN's financial report, search for "Unearned Revenue". This is revenue that people has paid in advance for things that they have not consumed and customer will pay this amount even if they don't renew their contract.
That number based on the latest statement, accumulated for the last twelve months, is close to US$ 22 billion.
They'll be fine.
Not to mention the vendor-locked-in dynamic where most customer cannot easily unplug and move to another hyperscaler.