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May 8, 2018

AMG Crush Their Quarterly Numbers … Again. Boring!

There was a time in the mid-2000s that every quarter had an established ritual: Apple would announce its numbers, and they would be amazing: huge revenue […]
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 […]