Carol Massar
speaker
1,353 appearances
37 recordings
3 series
first heard Dec 2024
last heard 12 Sep
Carol Massar’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.
Appearances
How do investors look at that?
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Because do they look at it as the company's making a bet, like a venture capitalist bet?
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Or does it look like the company's trying to...
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guaranteeing business by making these investments in exchange for AWS usage.
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I want to bring back Ron Westfall, Hyperframe Research Infrastructure Networking VP and practice leader.
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He has been with us for about an hour as the slew of earnings came in.
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Thanks to Ed, we know at 71 seconds for all of these companies
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report.
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making our way through all of these.
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I weigh in on Amazon, what we've heard from Matt, what we've heard from Ed.
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as well, because this is a company where certainly AWS is the star, and that's what moves the needle.
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But it also gives us a good idea of what Americans are paying and how American consumer spending is holding up, even though that's not really what moves the stock.
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All right, Ron, your turn.
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Come on in here.
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Just the most important bit of info you got from any of these companies that reported after the bell.
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OK, well, speaking of AI in the real world,
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just push us ahead to tomorrow afternoon when we hear from Apple, Tim Cook, John Ternes.
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What's 30 seconds on what you expect from Apple?
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seeing movement there.
voice-verified
Up close to 15% after hours.
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Showing 1221–1240 of 1,353 · page 62 of 68
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