August 9, 2018

AMG Q2 18 Financials — Torrid Growth

AMG (Amazon, Microsoft, Google) announced their financial results last week and their cloud numbers continue to scorch. The table below summarizes their numbers and growth rate; […]
May 25, 2018

The State of Enterprise Cloud Adoption: Datamation Webcast with Accenture

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 […]
March 29, 2018

Assume a Can Opener

From Wikipedia: There is a story that has been going around about a physicist, a chemist, and an economist who were stranded on a desert island […]
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 […]