May 15th is going to be a nice day for a lot of people ;-)
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Amazon Reports Surge in Profit
21–30 of 195 posts
Re: Amazon Reports Surge in Profit
#22> Starbucks To Begin Sinister 'Phase Two' Of Operation
> SEATTLE–After a decade of aggressive expansion throughout North America and abroad, Starbucks suddenly and unexpectedly closed its 2,870 worldwide locations Monday to prepare for what company insiders are calling "Phase Two" of the company's long-range plan....
> Though the coffee chain's specific plans are not known, existing Starbucks franchises across the nation have been locked down with titanium shutters across all windows. In each coffee shop's door hangs the familiar Starbucks logo, slightly altered to present the familiar mermaid figure as a cyclopean mermaid whose all-seeing eye forms the apex of a world-spanning pyramid.
http://www.theonion.com/article/starbucks-to-begin-sinister-...
Re: Amazon Reports Surge in Profit
#23honestly - stuffing video in with prime then raising the price. recently offering video stand alone but for $9 more a year than prime (with video)... Hard to tell who is actually shipping an item - sketchy pricing based on region / or account etc.. why trust them with aws? it seems their strategy is to price things stupid low - get you on board then raise it when they think they 'got you by the balls' no thanks
Jump on board, but don't wear the shackles! Use something like Kubernetes and FOSS projects and you can shift to whomever has the cheapest VMs today.
Easier said than done, I know, but a fine goal to have, I'd say. :-)
Re: Amazon Reports Surge in Profit
#24AWS currently improves product and cuts prices. My feeling is that as they mature over time and get even more of a lock on the market (and their customers) with the obvious lock in they have that will reverse and prices will increase over time resulting in even more profit than they reported today. Impossible to think this won't happen, especially with the differentiation they have with their product as well as the F…
One significant advantage of AWS is that they have a very large, built-in retail customer with relatively demanding requirements. I've always been under the impression that Microsoft doesn't really have a business that would lend itself to consuming its own services[0] and it's unclear to me whether or not Google uses their stuff internally. 0 - as an anecdote, I recall their salesmen coming to sell my employer their…
Xbox live runs on azure
Re: Amazon Reports Surge in Profit
#25Amazon's rationale for its lack of profits is well known... Why does this rationale not apply to its cloud business?
Is the cloud business so good that it generates profits regardless of the investment it makes... or is the retail business so bad that it can't generate profits regardless of the investment AMZN makes in it?
Re: Amazon Reports Surge in Profit
#26On one hand I miss my RSUs on the other hand I do not miss working there. well maybe a little. it was fun for a while.
Same...But good to know that it is executing well. Go google cloud go! Bring AWS price down!! We need competition!!
Google indeed seems the strongest competitor now for AWS, but there are far more providers who compete - see a comparison: https://www.cloudorado.com/ . We just need to choose them to avoid monopoly or at least oligopoly.
Re: Amazon Reports Surge in Profit
#27Earlier quoted context omitted.
> they build cloud agnostic software that treats providers as a utility It's like browsers all over again. As long as each provider is offering different things or different implementations of the same thing we will either need to choose one or be forced to go through a lowest common denominator translation layer. MSFT, GOOG, and AMZN are all smart enough to not turn this into a race to the bottom of who can provide…
I think you're right in that Amazon Machine Learning and Azure Machine Learning will never be drop-in replacements for eachother. However, I would argue that VPSs are already drop-in replacements and I bet (though I have no proof) that VPSs are the majority of the market. The cloud providers may not have a viable way to provide even the perception of vendor lock-in when it comes to VPSs. Now it could be that prices a…
Sure, a basic VPS could be a drop-in replacement, but think of all the stuff that goes on with managing that. If you want to automate the creation of new servers then you have to script it or use something like CloudFormation or Troposphere. Either way you are immediately off the "drop-in replacement" path unless you build a middleware layer for your scripts.
These guys make their money off the companies that need to be able to automate infrastructure and that stuff is becoming more, not less, fragmented.
Re: Amazon Reports Surge in Profit
#28May 15th is going to be a nice day for a lot of people ;-)
What is the significance of May 15th?
Re: Amazon Reports Surge in Profit
#29Is there any reason why Amazon would suddenly "waste" money on profit? Could this be an indication of a change in strategy or is this just a temporary thing?
There should eventually be some time when Amazon does finally cash out, presumably on some timeline as a function of Bezos's mortality. Its unrealistic to be around forever. How many companies last hundreds of years? How many tech companies last decades?
Re: Amazon Reports Surge in Profit
#30May 15th is going to be a nice day for a lot of people ;-)
What is the significance of May 15th?
Employee stock vesting day. If you get stocks granted as a bonus (most of us do), they vest in may and November.
I know guys who've never sold any of their stocks. This will be literally $10k or more in their pockets, if they finally decide to sell.