Operating at the Intersection of Technology and the Capital Markets
Tag: Amazon Web Services
AWS is Amazon's (AMZN) most profitable business unit (26% operating margin in the September quarter), and is subsidizing other Amazon business units. While AWS allocates capital to other AMZN business units, competing cloud platforms Azure and Google Cloud are capital allocation recipients. While AWS touts its new, high-end Graviton chips - these chips will compete … Continue reading AWS vs. Azure vs. Google Cloud
Earlier this week Amazon (tkr: AMZN) announced that Adam Selipsky would become AWS' next CEO. Current AWS CEO Andy Jassy will become Amazon CEO later this year as founder Jeff Bezos will hold only the Executive Chairman title. Selipsky previously spent 11 years at AWS before becoming CEO of Tableau which was acquired by Salesforce … Continue reading AWS Would Do Well To Focus On The Healthcare and Government Sectors
Tonight Amazon announced that AWS CEO Andy Jassy (CEORater Profile HERE) will become CEO in Q3 2021 as founder & current CEO Jeff Bezos transitions to the Executive Chairman role. Also, AWS could be worth $1-2 trillion depending upon how liberal one is with valuation metrics. We believe this CEO transition will work well. Jeff … Continue reading Meet Amazon’s New CEO Andy Jassy
We highlight the example of Amazon's AWS unit leveraging Snowflake - a competitor and partner - to drive AWS revenue. Tickers mentioned: AMZN, GOOG, MSFT, SNOW. Snowflake makes a living providing cloud-based Data & Analytics tools to data scientists and analysts. Snowflake's offerings sit on top of AWS, Azure and GCP. Certain of its offerings … Continue reading Leveraging Competitors To Drive Your Revenue
Early last week we wrote about SolarWinds and the potential for another leg to drop. SolarWinds has a long road to recovery. Cyberbreaches of that sort don't engender customer trust and often lead to significant customer churn. What other companies may be at risk of a cyberbreach? Tickers mentioned: AMZN, AVGO, CERN, EFX, EXPGF, FICO, … Continue reading SolarWinds Is One of Many Cyberbreaches to Come
It is going to be a tough road for Walmart (ticker: WMT), to catch Amazon (ticker: AMZN). The latter can use profits from PRIME and AWS to subsidize investments that provide a competitive advantage in retail operations and elsewhere (think cashierless checkout). One way for Walmart to begin to remedy this situation would be to … Continue reading Walmart + PayPal = True Commerce
Companies mentioned: Adobe (tkr: ADBE), Alteryx (tkr: AYX), Amazon (tkr: AMZN), Automation Anywhere (private), BNY Mellon (tkr: BK), DataRobot (private), Google (tkr: GOOG), Microsoft (tkr: MSFT), Pegasystems (tkr: PEGA), Salesforce (tkr: CRM), SAS (private), SS&C Technologies (tkr: SSNC), Tableau (tkr: CRM, acquisition closed August 1st 2019), Tibco (private). Word count: 1,111. Two major trends have … Continue reading AI as A Competitive Differentiator for Asset Managers
We have definitely entered a period of CyberSecurity fatigue. When Capital One's (tkr: COF), stock barely gets hit in the aftermath of a significant CyberBreach you know many investors - as Rhett Butler once said - "don't give a damn". CEO's need to "own" CyberSecurity and operate it like a line of business. Customer PII … Continue reading CyberSecurity Is Not Someone Else’s Problem
It's all about the cloud. Given that Amazon's AWS business unit and Microsoft's Azure business unit are the two finalists for the Pentagon's $10 billion "JEDI" contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content "below the … Continue reading Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)
Earlier this week Amazon’s AWS unit and automobile giant VW announced a joint effort to build the “Industrial Cloud”. This effort delivers on the Cloud vision from more than a decade ago of driving operating efficiency by migrating large, complete enterprise data sets to the cloud. Massively scaled, secure cloud environments like AWS enable interoperability … Continue reading The Industrial Cloud
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