eCommerce Rick Watson eCommerce Rick Watson

Amazon Q2 2023 Earnings: AWS Passes Cost Optimization Inflection Point and Accelerates Into Growth

Discover Amazon's dynamic growth and strategic shifts across its diverse ventures. Dive into the cloud giant's 12% year-on-year expansion, transforming its retail core into an AI powerhouse. Explore their prowess in compute infrastructure, AI models, and applications. Uncover Amazon's retail strides, from same-day facilities to advertising revenue spikes, as it continues to reshape the industry landscape.

Read More
SaaS Rick Watson SaaS Rick Watson

Shopify Q2 2023: In Attack Mode After Ending Logistics Side Quest

In this article, we delve into Shopify's strategic rise in e-commerce, spotlighting its surging GMV, revenue, and cash flow metrics. With an offensive approach spanning diverse sectors, discover how Europe's growth surpasses the US. Uncover Q2 highlights, including a 17% GMV surge and 31% revenue rise. Brace for Q3's growth projection, amplified margins, and enhanced Free Cash Flow (FCF) profitability – all shaping Shopify's dynamic journey.

Read More
SaaS, Consulting Rick Watson SaaS, Consulting Rick Watson

"Me-Too" SaaS Offerings Are Dead in 2023

Explore the dynamic world of SaaS evolution. Beyond innovation, learn why strategic positioning matters for eCommerce success. Uncover roles, impacts, and insights from ChannelAdvisor's triumph. Whether forging new paths or capturing existing markets, discover the keys to meaningful SaaS growth in this insightful journey.

Read More