The cloud is the ultimate cost transformation:
From expensive on-premise hardware + highly specialized personnel → to scalable, automated services in a subscription model.
Companies such as AWS, Google Cloud or Azure benefit twice over:
- recurring revenue (subscription instead of one-off sale)
- centralized, automated management are fixed costs, the rest is onboarding (sales) and then profit
The result:
🔹 Customers reduce CAPEX, increase flexibility
🔹 Providers generate predictable, high-margin sales
In the long term? Extremely bullish for any serious cloud player. $AMZN (-0,39 %)
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