DiscoverSoftware Stack InvestingQ4 2022 Hyperscalers Earnings Review
Q4 2022 Hyperscalers Earnings Review

Q4 2022 Hyperscalers Earnings Review

Update: 2023-02-09
Share

Description

Over the last two weeks, we received earnings results from the three hyperscalers - AWS, Google Cloud Platform and Microsoft Azure. Additionally, several software companies reported, providing another view of trends in software infrastructure and developer tooling. If that wasn't enough, various economic reports and a Fed meeting were mixed in. I won't cover the macro developments, beyond commenting on how they influenced market performance during the period and exacerbated the market's reaction. 

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Q4 2022 Hyperscalers Earnings Review

Q4 2022 Hyperscalers Earnings Review

Software Stack Investing