Consulting Rick Watson Consulting Rick Watson

For My Best Job Decisions, I Used Only a Single Criteria To Judge a Company

The best job decisions of my career hinged on a single criterion: how a company handles its interview process. When choosing between Microsoft and an unknown startup, I discovered that thoughtful hiring practices signal a company's true quality. Learn how judging a company's interview process can lead to working with exceptional teams and products, regardless of brand recognition.

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Retail Rick Watson Retail Rick Watson

Walmart Tells Chinese Suppliers to Pound Sand - Reduce Prices or Else

Walmart shifts tariff burden to Chinese suppliers, demanding price cuts up to 10% regardless of tariff increases. This hard-line stance continues Walmart's long-standing "Everyday Low Prices" strategy of supplier pressure. Rather than boosting American manufacturing, expect production to simply shift to other low-cost countries as suppliers adapt to avoid the squeeze.

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SaaS Rick Watson SaaS Rick Watson

Shopify Q4 2024 Earnings: The Age of Efficiency Comes to Shopify

Shopify’s Q4 2024 earnings reveal strong growth driven by efficiency. With revenue up 26% year-over-year and free cash flow surging 78%, the company is optimizing expenses while maintaining its market dominance. But how sustainable is this strategy, and what does it mean for Shopify’s future in Enterprise and beyond?

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Marketplaces Rick Watson Marketplaces Rick Watson

Amazon Q4 Earnings Wins the Grammy for Free Cash Flow: "They Not Like Us"

Amazon's Q4 2024 earnings report reveals a 10% increase in net sales to $187.8 billion and a doubling of net income to $20 billion. The North America segment's operating income rose by 43%, while the International segment shifted from a $400 million loss to a $1.3 billion profit. AWS operating income grew by 62%, with a $115 billion annual run rate. The article delves into these financial milestones and Amazon's strategic investments in AI and cloud computing.

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