Amazon Web Services (AWS) reported $29.3 billion in revenue for Q1 2025, marking a 17% year-over-year increase, and contributing 20.4% to Amazon’s total revenues. The global cloud security software market is projected to grow from $50.11 billion in 2025 to $95.03 billion by 2030 at a CAGR of 13.7%, positioning AWS favorably in this expanding market. AWS aims to enhance its security offerings with new updates to its services, including GuardDuty and Security Hub, to better support organizations utilizing generative AI.
Despite AWS’s growth, it faces stiff competition from Microsoft and Oracle, which are also enhancing their cloud security capabilities. Microsoft recently partnered with the Cybersecurity and Infrastructure Security Agency to standardize threat actor naming, while Oracle launched a National Security Defense ecosystem focused on cybersecurity advancements.
Amazon’s stock (AMZN) has declined 4.4% year-to-date, underperforming compared to its industry growth. The Zacks Consensus Estimate for second-quarter 2025 earnings stands at $1.31 per share, indicating a 6.5% year-over-year growth.
