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Amazon pact, as described, would be incremental positive for Cerner, says Stifel
Stifel analyst David Grossman noted the CNBC report claiming that Cerner (CERN) and Amazon Web Services (AMZN) will announce an expanded partnership next week focused on Cerner's population health offering. Such an agreement would allow Cerner to leverage AWS' global reach and technology to scale this business, which is still relatively small but is perceived to be one of the more important and faster growing industry segments, Grossman tells investors. A "much more significant opportunity" would be for Cerner to reduce implementation times and reduce the capital intensity of its business by partnering with a hyperscale cloud provider, like Amazon, added Grossman, who keeps a Hold rating on Cerner shares