00:00 Mike
I’m Mike, and what Microsoft did, sales were good, Meta good, uh Alphabet good. I mean over 300 million what, YouTube subscribers and Google One crush it. and I came away thinking, Amazon’s report is really going to suck.
00:15 Speaker B
Yeah, you know, I’m a little nervous about the Amazon report. Everyone is going to be watching AWS because of the growth that we saw in cloud from the other names yesterday. AWS has to really knock it out of the park. I think expectations are for what around 18% growth for AWS. I think they’re going to need to get up in that 20 number in order for the stock to really have a positive movement there. So that’s going to be the main thing that people are looking at and I am concerned as to whether they’re going to be able to to meet those expectations. And then there’s going to be a lot of probably discussion around, you know, they’ve laid off hundreds of corporate workers, what that’s going to look like, are they being affected by tariffs on their e-commerce business, how much is that going to bring down profit? So I think there’s a lot of elements there, um that could maybe drag on the stock after the report. So we’ll be watching to see what happens.
