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?

Read More
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.

Read More
SaaS Rick Watson SaaS Rick Watson

Travis Hess @ BigC Getting the Band Back Together: More To Be Done

This article explores BigCommerce's leadership evolution under CEO Travis Hess, focusing on the strategic appointments of trusted executives and the critical roles still open. It delves into BigCommerce’s competitive positioning, particularly against Shopify, and its potential "Blue Ocean" opportunities in the eCommerce market. Expect insights on how BigCommerce plans to innovate, make big bets, and secure its place in the future of digital commerce.

Read More
Supply Chain Rick Watson Supply Chain Rick Watson

Is Shop Promise a Broken Promise Based on a Flawed Premise?

This article explores the challenges facing Shopify's "Shop Promise" after the company's decision to sell Deliverr to Flexport. It delves into how Shopify's estimated delivery date system is struggling, the implications of recent layoffs at Flexport, and why Shopify may need to rethink its logistics strategy by outsourcing to specialized third-party providers.

Read More
SaaS Rick Watson SaaS Rick Watson

Shopify Hired a New CTO - Platform Ambitions Ahead?

Discover how Shopify’s recent hire of Mikhail Paraikh, a seasoned expert in advertising and machine learning, signals a pivotal shift for the platform. Explore Shopify's strategic ambitions in enhancing the Shop App, advancing advertising solutions, and leveraging AI for content creation. Learn how this new leadership could transform Shopify’s approach to scaling and innovation in the eCommerce space.

Read More