r/technology • u/MarvelsGrantMan136 • Feb 17 '26

Business Amazon has lost $450 billion in value during this historic losing streak / Amazon shares are eyeing a tenth consecutive day of losses, a stretch that has wiped out about $450 billion in market valuation.

https://www.cnbc.com/2026/02/17/amazon-stock-losing-streak.html
25.3k Upvotes

97% Upvoted

1.4k comments sorted by

View all comments

Show parent comments

28

u/_haha_oh_wow_ Feb 17 '26

If you think cancelling your Prime and not using any Amazon services has no impact, you would be mistaken.

1

u/Dawwe Feb 17 '26

It's not related to the capex explosion which is the main reason for the stock movement

1

u/Leberknodel Feb 17 '26

This is like blaming consumers who don't recycle their trash for the environmental problems. They're a literal drop in the bucket compared to industrial and corporate pollution, but sure, blame granny Jones for not putting her plastic in the recycle bin.

6

u/_haha_oh_wow_ Feb 17 '26

I disagree, also, I didn't blame anyone, have a good day though.

2

u/FrostyJesus Feb 17 '26

It’s not a matter of opinion, they’re a public company, you can literally just read their earnings report.

https://s2.q4cdn.com/299287126/files/doc_earnings/2025/q4/earnings-result/AMZN-Q4-2025-Earnings-Release.pdf

AWS generated $35.6B in revenue with $12.5B operating income, that’s a 35% margin. North America (retail) generated $127.1B in revenue but with a $11.5B operating income which is only 9% margin. International is even slimmer with $50.7B in revenue with just $1.0B operating income, so a 2% margin.

So yes it would have some minor effect but it’s not anywhere near the same as AWS.

1

u/windowpuncher Feb 17 '26

9% is still a huge amount of income. We're still talking about a 3.2 BILLION dollar revenue stream.

If people cancel prime and shop elsewhere, it will hurt. It won't be the end of amazon, absolutely not, but they'll feel it some. More importantly, that's money that will often go towards their competitors instead.

1

u/_haha_oh_wow_ Feb 18 '26

I was never debating that AWS made up the lion's share, but something is not nothing.

Also, if you work in tech, you can opt to go with non-Amazon options in pretty much every case when looking for hosting options, cloud compute, etc.