Amazon reported a fantastic quarter yesterday. Not only AWS growth has accelerated, it does appear such acceleration may continue at least in the near term. Moreover, the rest of the business, especially the core e-commerce continues to be a secular winner. Here are my highlights from yesterday’s call.| MBI Deep Dives
A programming note: We are heading towards a pretty packed earnings week. As a reminder, I will cover only one company’s earnings every day. My tentative earnings coverage schedule for the next few days is: CoStar (Wednesday), Meta (Thursday), Amazon (Friday), Alphabet (Saturday) , Microsoft (Sunday), and Insurance Brokers| MBI Deep Dives
Back in June 2025, WSJ reported that while the average number of employees per Amazon facility continues to go down every year, the number of packages that Amazon ships per employee each year has increased from 175 in 2015 to almost 4,000 in 2025. This massive productivity gain largely| MBI Deep Dives
A programming note: I initially wanted to cover Microsoft’s earnings today, but I am changing the schedule a bit as I felt more inspired to write today’s piece. Almost two decades ago, Hewlett-Packard (HP) was the first tech company to exceed $100 Billion annual revenue threshold in 2007.| MBI Deep Dives
A look at hyperscaler moves across AI, Data, DevOps, and Security.| HHHYPERGROWTH
NVIDIA's supply constraints have been easing until it hit some Blackwell delays.| HHHYPERGROWTH
