SaaS Rick Watson SaaS Rick Watson

Shopify Q4 2024 Earnings: The Age of Efficiency Comes to Shopify

Shopify’s Q4 2024 earnings reveal strong growth driven by efficiency. With revenue up 26% year-over-year and free cash flow surging 78%, the company is optimizing expenses while maintaining its market dominance. But how sustainable is this strategy, and what does it mean for Shopify’s future in Enterprise and beyond?

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Marketplaces Rick Watson Marketplaces Rick Watson

Amazon Q4 Earnings Wins the Grammy for Free Cash Flow: "They Not Like Us"

Amazon's Q4 2024 earnings report reveals a 10% increase in net sales to $187.8 billion and a doubling of net income to $20 billion. The North America segment's operating income rose by 43%, while the International segment shifted from a $400 million loss to a $1.3 billion profit. AWS operating income grew by 62%, with a $115 billion annual run rate. The article delves into these financial milestones and Amazon's strategic investments in AI and cloud computing.

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Supply Chain Rick Watson Supply Chain Rick Watson

UPS Q4 2024: Steering Towards Margin, Away From Amazon

Discover how UPS is shifting its strategy by reducing reliance on Amazon, optimizing costs, and focusing on higher-margin customers. This article explores key changes in Amazon’s contract, USPS service adjustments, and UPS’s plan to improve domestic operating margins. Learn how these moves impact the supply chain and what it means for businesses relying on UPS for shipping.

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