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VOICE ARCHIVE

Corey Quinn

@quinnypig.bsky.social
5 posts
2024-02-02
Andy Jassy and Brian Olsavsky are on the call today.  These results seem a lot less grim than in the past few quarters.  —  Though Andy sounds very “hello fellow kids” when listing brands like ‘Woop’ and talking about ‘Beyonce merch.’
2024-02-02 View on X
Amazon

Amazon Q4: revenue up 14% YoY to $170B, net income of $10.6B vs. $0.3B YoY, operating income of $13.2B, and subscription revenue up 14% to $10.5B; AMZN up 5%+

Revenue up 14% to $170.0 billion  —  Net income up 3433% to $10.6 billion  —  AWS up 13%  —  Subscriptions up 14%  —  Advertising services up 27%  —  North American sales up 13%  —...

And the Amazon earnings are out for Q4.  A miss on @awscloud revenue by $20 million because analysts didn't expect one of you to turn off a single Managed NAT Gateway.  —  Let's explore deeper into their press release.
2024-02-02 View on X
Amazon

Amazon Q4: revenue up 14% YoY to $170B, net income of $10.6B vs. $0.3B YoY, operating income of $13.2B, and subscription revenue up 14% to $10.5B; AMZN up 5%+

Revenue up 14% to $170.0 billion  —  Net income up 3433% to $10.6 billion  —  AWS up 13%  —  Subscriptions up 14%  —  Advertising services up 27%  —  North American sales up 13%  —...

Talking about their newly announced “Rufus” genAI assistant over in the underpants store.  No word on it using Trainium or Inferentia, which means it's (of course) using NVIDIA GPUs that customers are clamoring for.
2024-02-02 View on X
TechCrunch

Amazon launches Rufus, an AI-powered shopping assistant trained on its product catalog and information from around the web, in beta for some US customers

Amazon's new AI assistant designed to help you shop Efe Udin / Gizchina : Amazon launches an AI shopping assistant called Rufus Joe Rogun / MSPoweruser : Amazon launches AI shoppin...

Andy Jassy and Brian Olsavsky are on the call today.  These results seem a lot less grim than in the past few quarters.  —  Though Andy sounds very “hello fellow kids” when listing brands like ‘Woop’ and talking about ‘Beyonce merch.’
2024-02-02 View on X
Reuters

Amazon reports Q4 AWS revenue up 13% YoY to $24.2B, vs. $24.26B est., and operating income of $7.2B, up from $5.2B YoY

Though Andy sounds very “hello fellow kids” when listing brands like ‘Woop’ and talking about ‘Beyonce merch.’ Corey Quinn / @quinnypig.bsky.social : And the Amazon earnings are ou...

And the Amazon earnings are out for Q4.  A miss on @awscloud revenue by $20 million because analysts didn't expect one of you to turn off a single Managed NAT Gateway.  —  Let's explore deeper into their press release.
2024-02-02 View on X
Reuters

Amazon reports Q4 AWS revenue up 13% YoY to $24.2B, vs. $24.26B est., and operating income of $7.2B, up from $5.2B YoY

Though Andy sounds very “hello fellow kids” when listing brands like ‘Woop’ and talking about ‘Beyonce merch.’ Corey Quinn / @quinnypig.bsky.social : And the Amazon earnings are ou...