At this point, we have all the data we need to value AWS: $117B annualized revenue run rate. ~40% operating margin; long run free cash flow margin of 35%, akin to Microsoft. ~10.9B shares outstanding.

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Hart Rossman, director of security incident response at AWS, noted that the offering integrates "CrowdStrike’s AI-native Falcon platform with our enterprise-grade security services at optimized ...

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More recently, it made a significant impact in the artificial intelligence (AI) market. Here's where it gets interesting: The ...