Software Stack Investing

Q4 2022 Hyperscalers Earnings Review

February 08, 2023 Software Stack Investing Season 2 Episode 5
Q4 2022 Hyperscalers Earnings Review
Software Stack Investing
More Info
Software Stack Investing
Q4 2022 Hyperscalers Earnings Review
Feb 08, 2023 Season 2 Episode 5
Software Stack Investing

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. 

Show Notes

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.