March 13, 2018

AMG 2017 Capex: The Big Get Bigger

My recent analysis of Q4 2017 AMG revenues limned a single message: AMG are killing it. As the saying goes, you’ve got to spend money to […]
February 4, 2018

AMG Crush Their Q417 Cloud Numbers

The big three announced their quarterly results over the past few days. Last quarter I said, using movie lingo, that the numbers were boffo box office. […]
January 4, 2018

The Amazon Flywheel, Prime, and “The Greatest Showman”

Most discussions of Amazon’s business end up referencing the Flywheel, as shown below:     It depicts the self-reinforcing nature of Amazon’s business — great customer […]
November 3, 2017

AMG Q317 Cloud Financials Foretell Disruption

The big three cloud providers (Amazon, Microsoft, and Google, aka AMG) announced their Q3 numbers last week, and, as the saying goes, the box office was […]