more earning from cloud computing services will increase earnings more than cost, which could increase profit margins and therefor FCF yield and net profit %
Amazon, google and microsoft al spent more on AI computing investments than expected by general estimations, showing they all believe in the potential future earnings of AI, and I believe some of the people over there do know what they are talking about.
They released beast games, which was a huge succes, sparking further growth in youtube collaboration show releases, which could make a lot of money for streaming services overall.
3Y free cash flow cagr of 61.69% is in the top 10% of its sector.
ROA of 9.1 % and ROCE of 15 % are above industry average and good numbers overall and support future growth
great balance sheet, low debt to equity and more cash than total debt
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