Welcome back to the Compounding Alpha Podcast! In Episode 4, we are diving deep into the latest earnings reports from two tech giants: Amazon and Uber.
First, we break down Amazon’s absolute blowout quarter, driven by a massive 37% re-acceleration in AWS and a staggering $200B in revenue. Then, we shift gears to Uber. Despite a slight revenue miss, Uber is posting incredible free cash flow and aggressively accelerating its Autonomous Vehicle (AV) rollout to 15 cities. We’ll discuss what this means for their partnerships with Waymo, Rivian, and the future of the stock.
If you’re interested in the full business breakdown of Uber check out my article below, where I outline the company’s history, future plans, and risks, as well as run valuation scenarios!
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