Roll For Enterprise

S3E5: Amazon AWS the giant of cloud compared to Microsoft Azure and the often forgotten Google GCP

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Amazon Q4: AWS’ Annualized Revenue Run Rate Hits $71B

https://www.crn.com/news/cloud/amazon-q4-aws-annualized-revenue-run-rate-hits-71b

https://twitter.com/QuinnyPig/status/1488233622934933504

https://twitter.com/cloudpundit/status/1488248066389983232

https://twitter.com/benedictevans/status/1489350978642100230

⬆️ 20B Jeff Bezos

⬇️ 30B Mark Zuckerberg

Alphabet Q4 Earnings: Google Cloud Revenue Jumps 45 Percent

https://www.crn.com/alphabet-q4-earnings-google-cloud-revenue-jumps-45-percent

https://twitter.com/munster_gene/status/1488646948835905536

https://abc.xyz/investor/static/pdf/2021_Q4_Earnings_Transcript.pdf (page 15)

The Apple effect. Is Facebook/Meta in trouble?

  • Slowing sales: Meta revenue hit $33.7B in the last quarter but its guidance for Q1 2022 ($27-$29B) was below expectations
  • The Apple effect: New changes to iPhone’s privacy policy will cost Facebook’s ad business an estimated $10B this year
  • High-value users (e.g., US coastal) are leaving Facebook and going to TikTok
  • M&A options are off the table due to antitrust scrutiny
  • Founders are choosing not to work at Meta, which means it can’t build new products

    • AI Insurance Company Faces Class Action for Use of Biometric Data

    https://www.jdsupra.com/legalnews/ai-insurance-company-faces-class-action-7991163/

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    Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

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    Roll For EnterpriseBy Dominic Wellington, Lilac Schoenbeck, Mike Ianiro, Zack Zilakakis
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