AWS (or other big tech) partner businesses?

by a searcher from The University of Chicago - Booth School of Business

3 years ago

Does anyone have research or experience evaluating AWS partner network companies?  Or more generally, research on big-tech-aligned service providers?

Looks like some good roll up candidates with recurring lines, but many seem tied to the graces of AWS to keep paying them commissions etc.  

https://aws.amazon.com/partners/

2 likes
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3 comments

searcher from University of Exeter

AWS is awesome and a great partner for a fund, as well as - in my case - the investment manager. They're not a platform for a roll-up. Having said that, 40% growth yoy and 40% operating margins allows for plenty of margin growth at the operating company level. And room for error. Just don't go advertising that you're doing a roll-up!

3 years ago | like reply | 1 like

searcher from The University of Chicago - Booth School of Business

Cheers Ian. Pm’ed

3 years ago | like reply | 1 like

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