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...“We have begun preparations, we are doing the internal work and we have been for a long time running the business with the discipline of a public company,” he told the Financial Times in an interview....
...New York-based Presidio provides IT services to some of the world’s largest companies, including Amazon, and government organisations....
...Amazon’s quarterly investment figures include assets for its retail business, which it invested heavily in during the pandemic....
...Apple introduced spatial audio to its music streaming service in 2021, at no additional cost to subscribers. Amazon’s music service also offers spatial audio....
...Amazon Web Services....
...Ecommerce sites Jet.com, ModCloth, Moosejaw and Bonobos, plus video on demand service Vudu, are past Walmart conquests that have since been sold off or wound down....
...Amazon Web Services, Microsoft and Google have benefited from growth in global enterprise spending on cloud services, while Meta and Google were buoyed by increased advertising and consumer spending as concerns...
...of growth at its biggest moneymaker, Amazon Web Services....
...Companies were reassessing priority areas for investment and cutting positions in costly but non-core divisions, said Daniel Keum, associate professor of management at Columbia Business School, such as Amazon...
...Beyond meeting its own logistics needs, Amazon’s third-party shipping service could mushroom into a new business area akin to its cloud computing....
...If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Mag 7 value trade Market pundits often talk about the Magnificent Seven big tech stocks as a homogeneous entity. This is a mistake....
...Amazon said it was “compliant” with the rules and that it had “engaged constructively with the European Commission on our plans since the designation of two of our services”....
...If these services prove as popular as hoped, a range of second-tier companies could also grow rapidly....
...WBD executives see the move as a chance to expand into new markets for consumers who either do not yet have a streaming service or who are willing to pay more for a rival service....
...Now turn to Amazon’s retail business. It enjoys network effects, but also depends very heavily for its increasing returns on traditional economies of scale and learning by doing....
...American Express Global Business Travel has agreed to buy rival CWT for $570mn in a bet on the continued recovery of business travel....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Uber’s buyback a good idea? Yesterday Uber announced a $7bn buyback authorisation as part of a larger investor update....
...But the cost of sports rights has been rising as tech companies such as Apple and Amazon have started to bid for some games for their streaming services....
...The valuation multiple now ascribed to ESPN may be too low for Disney’s business, which includes theme parks and the movie studio....
...For a while, many pundits — including Unhedged — talked about Apple as a “defensive growth” stock, with high barriers to entry and a big services business to carry it through the economic cycle....
...News and sports had been the only content that kept traditional “linear” television afloat as a business model....
...Critics argue that big tech companies just see fines as part of the cost of doing business, when and if they are eventually paid....
...The move comes as Apple faces pressure from regulators, courts and rivals around the world over the way it runs the iPhone, putting its $85bn a year services revenue at risk....
...Email me: robert.armstrong@ft.com. Amazon vs Apple This is interesting: That’s the relative performance of Amazon and Apple since the beginning of 2015....
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