Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
What they do is they report a total level of capital expenditures for every given quarter, but they do tend to color and say –
Most or a lot of the spending was towards building out data centers and other things to further their networks because that's essentially their key competitive advantage.
If you're Microsoft, Amazon, or Google, that's where a lot of your future strength is, is building out the strength of your network.
So it's well known that networks are a big chunk of what they spend the capital on.
And for Amazon, they kind of said pretty clearly on their earnings call that they're going to – that the coming year, 2019, is going to be a bigger investment year than 2018 was.
Yeah, and that's one where it was easier to get to understand where there'd be a cautious tone because they said in their earnings call that their growth rate was going to be slower for CapEx in the coming year.
They had a really big jump in 2018 because part of that capital expenditures was in things like land and properties.
know they spent more than two billion alone on a property piece of property in new york city for instance and that that was in that amount so they you know they projected a tone that they were going to try to spend less overall but they also in the call that i think a lot of people missed is that
They said they expected their investments in things like data center equipment to still go up.
So even though their total capex bill may not go up as much as it did in 2018 based on what they're planning for, they still are planning to grow their investment in the kind of equipment and networks.
So I think they're going to be focusing more of their spending on that.
Well, that's one where they've actually been pretty clear on that they intend to be spending a lot more in 2019 than they spent in 2018.
And a lot of that's because they have to, you know, they're trying to grow their network.
They don't offer the types of corporate cloud services that the other three companies do, but because they're in a, you know, kind of still also a rapid expansion mode trying to expand their business.
You know, they expect to spend, you know, somewhere between 18, 20 billion in the coming year, which is up 36 percent from what they spent last year.
And they've said out they've said very clearly that a lot of that's going to be going into into data centers, you know, primarily into building data centers.
My pleasure.
Good.
How are you doing?
Yeah, which is kind of ironic because, you know, they've had plenty of struggles through their history.
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