101 annotations
We expect fulfillment and transportation CapEx to be down year-over-year, partially offset by increased infrastructure CapEx to support growth of our AWS business, including additional investments related to generative AI and large language model efforts.
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2023 Q2
4 Aug 23
full year 2023, we expect capital investments to be slightly more than $50 billion compared to $59 billion in 2022
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2023 Q2
4 Aug 23
I think our -- probably the #1 priority that I spent time with the team on is reducing our cost to serve in our operations network. And as Brian touched on, it's important to remember that over the last few years, we've -- we took a fulfillment center footprint that we've built over 25 years and doubled it in just a couple of years. And then we, at the same time, built out a transportation network for last mile roughly the size of UPS in a couple of years.
no 1 priority is cuuring cost to serve, fulfilmengt center footproint
Transcript
2022 Q4
20 Feb 23
And as Brian touched on, it's important to remember that over the last few years, we've -- we took a fulfillment center footprint that we've built over 25 years and doubled it in just a couple of years. And then we, at the same time, built out a transportation network for last mile roughly the size of UPS in a couple of years.
long term investment.
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2022 Q4
10 Feb 23
We also saw them continue to spend on everyday essentials, such as consumables, beauty and softlines.
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2022 Q4
6 Feb 23
on the AWS growth rate, I'm not sure I can forecast for you with any level of certainty what is going to happen beyond this quarter.
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2022 Q4
6 Feb 23
on the AWS growth rate, I'm not sure I can forecast for you with any level of certainty what is going to happen beyond this quarter.
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2022 Q4
6 Feb 23
on the AWS growth rate, I'm not sure I can forecast for you with any level of certainty what is going to happen beyond this quarter.
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2022 Q4
6 Feb 23
on the AWS growth rate, I'm not sure I can forecast for you with any level of certainty what is going to happen beyond this quarter.
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2022 Q4
6 Feb 23
just any color on why mid-teens is kind of a holdable growth rate for AWS over the next couple of quarters, given what looks like pretty clearly, continuing deterioration in enterprise demand?
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2022 Q4
6 Feb 23
90% to 95% of the global IT spend remains on-premises
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2022 Q4
6 Feb 23
they may be used to doing analysis over 90 days of information and they say, "Well, can I get away with it for 2 weeks, doing 2 weeks' worth,"
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2022 Q4
6 Feb 23
In Q4, sellers comprised a record 59% of overall unit sales.
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2022 Q4
5 Feb 23
As mortgage volumes down, some of their compute challenges or compute volumes are down. Crypto is -- lower trading in crypto. And things tied to advertising, as there's lower advertising spend, there's less analytics and compute on advertising spend as well.
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2022 Q4
5 Feb 23
There are some points of weakness
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2022 Q4
5 Feb 23
it's across all industries
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2022 Q4
5 Feb 23
that elasticity is very unusual
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2022 Q4
5 Feb 23
if it turns out that you don't need as much demand as you had, you can give it back to us and stop paying for it
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2022 Q4
5 Feb 23
I think most enterprises right now are acting cautiously.
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2022 Q4
5 Feb 23
You can run calculations less frequently. There's just -- you can do different types of storage on your data.
So there's ways to alter your cost and your bill in a short period of time.
I think that's what we're seeing.
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Transcript
2022 Q4
5 Feb 23