米IT大手も並みの優良会社になりつつある
11/4日経夕刊「アマゾン、採用凍結」「数か月、景気後退を警戒」
これまでにITバブル、金融危機などの難局を乗り越えてきたIT大手も、ついにマクロ経済の影響を受ける普通の優良企業になってしまうのか。
もしそうだとすれば、これまでのIT株の下落は金利上昇によるバリュエーション訂正局面で、これからは現実の業績悪化、将来の期待の剝落による2段目の下落が予測される。
Amazon CFO's plan to beat economic uncertainty
https://www.beckershospitalreview.com/finance/amazon-cfo-s-plan-to-beat-economic-uncertainty.html
Brian Olsavsky, CFO of Amazon, laid out the company's strategy amid the challenging macroeconomic environment during its third quarter conference call Oct. 27, as transcribed by The Motley Fool.
He said performance was impacted by inflation, heightened fuel prices and rising energy costs. Mr. Olsavsky also said customers are cutting their budgets and trying to save money in the short term.
"As we've done at similar times in our history, we're taking actions to tighten our belt, including pausing hiring in certain businesses and winding down products and services where we believe our resources are better spent elsewhere," he said. "We aim to strike the right balance between investing for our customers for the long term while driving operational efficiency improvements and accomplishing more with less."
11/4 Yahoo Finance
Amazon implemented a hiring freeze for corporate positions this week, pointing to the "uncertain" economy as the reason behind the move.
In a message to employees on Wednesday, Amazon senior vice president of People Experience and Technology Beth Galetti announced the decision made by CEO Andy Jassy and the leadership team, explaining, "We're facing an unusual macro-economic environment, and want to balance our hiring and investments with being thoughtful about this economy."
Galetti noted that the company had already issued hiring pauses in some divisions in recent weeks, and decided to shut down new corporate hiring across the board "with the economy in an uncertain place and in light of how many people we have hired in the last few years."
