August 9, 2018
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 8, 2018
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
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
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
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
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
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 […]