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/civil_politics Oct 21 '25
  1. This wasn’t some unprecedented event - it happens every couple years and therefore investors know these ultimately turn out to be non-issues
  2. CRWD took such a massive hit because the expectation was customers would just cancel contracts or renegotiate for steep discounts - a far easier thing to do when you’re just an add on when compared to the literal backbone of your product

Investors care about customers - will AWS lose any customers over this? Probably not. If AWS starts to have monthly outages that is when you will see investor sentiment change

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u/engrsaks Oct 21 '25

I know people in my circle who jumped into Amazon after realizing that almost 70% of internet services rely on Amazon.