AWS has not been able to match the growth of Amazon’s competitors, with Microsoft Corp.’s Azure and Alphabet Inc.’s Google Cloud seeing cloud-related revenue rise by 31% and 30%, respectively. Even so, AWS remains much bigger than any other cloud infrastructure provider, and it’s notable that those peers also missed expectations this week.

Amazon.com topped Wall Street estimates for quarterly revenue on Thursday, as strong sales over the holiday shopping season boosted its retail business, helping offset weakness in the cloud computing unit.

Amazon shares slid after the online-retail and cloud-services giant offered a first-quarter outlook that came up short of Wall Street’s expectations while forecasting bumpy trends in its cloud business.