WSJ报道AMAZON开始对不盈利的部门做cost review, Alexa 可能受影响

Amazon Has Launched a Cost-Cutting Review Focused on Unprofitable Business Units

Review takes a close look at devices unit, which includes Alexa and has had an annual operating loss of $5 billion in some recent years, documents show

Amazon AMZN 13.40%increase; green up pointing triangle.com Inc. Chief Executive Andy Jassy is leading a cost-cutting review of the tech giant and paring back on businesses at the company that haven’t been profitable, according to people familiar with the matter.
The Seattle-based company, whose stock is down about 45% year to date, has been experiencing a slowdown in its core retail business as it tries to manage costs from its logistics network. Other technology companies have been making cuts to better navigate a potential recessionary environment. This week, Facebook META 6.22%increase; green up pointing triangle parent Meta Platforms Inc. said it would cut more than 11,000 workers, or 13% of staff.
Amazon AMZN 13.40%increase; green up pointing triangle.com Inc. Chief Executive Andy Jassy is leading a cost-cutting review of the tech giant and paring back on businesses at the company that haven’t been profitable, according to people familiar with the matter.


The Seattle-based company, whose stock is down about 45% year to date, has been experiencing a slowdown in its core retail business as it tries to manage costs from its logistics network. Other technology companies have been making cuts to better navigate a potential recessionary environment. This week, Facebook META 6.22%increase; green up pointing triangle parent Meta Platforms Inc. said it would cut more than 11,000 workers, or 13% of staff.

foreteller 发表于 2022-11-10 08:03:47
KEY TAKEAWAY 放这里：

1. Review takes a close look at devices unit, which includes Alexa and has had

第一条扯犊子，device和retail是Jassy 下边完全不同的org.

看起来会跟裁之前的几个组类似，先让内部转组如果没有接受组基本等于被开，并且明年Q1 PIP名额会显著多。Blind上天天都是批判Alexa做的烂又疯狂赔钱的。整体开掉Alexa应该不会，但大规模reorg精简应该免不了。

KEY TAKEAWAY 放这里：

1. Review takes a close look at devices unit, which includes Alexa and has had an annual operating loss of $5 billion in some recent years, documents show（device就是属于retail下面的）

2.  As part of the monthslong cost-cutting review, Amazon has told employees in certain unprofitable divisions to look for jobs elsewhere in the company, because the teams they were working on were being suspended or closed, some of the people said. （所以削减计划已经计划了有几个月，有备而来，裁员不是空穴来风）

3. During that period, it also spent more than $10 billion on acquisitions of a robot device-maker, a movie-and-television studio and a primary-care healthcare company. The retailer is continuing to invest in parts of the business where it sees growth potential, such as healthcare, the people said. （healthcare这个部分是有潜力的，所以比较安全）

.--4. The company is currently considering whether it should focus on trying to add new capabilities to Alexa, a voice assistant available on a variety of Amazon devices. Adding capabilities would require greater investment, and many customers use the device for only a few functions, some of the people said. （ALEXA 开发功能脱离实际需求）

5. The Amazon spokesman said the company is “as optimistic about Alexa’s future today as we’ve ever been, and it remains an important business and area of investment for Amazon.” He said customer interactions with Alexa have increased by more than 30% in the past year. （然而依然是amazon的投资重点之一，也是JEFF BEZOS的PET PRODUCT，不太可能heavy cut）

Amazon has moved to redeploy employees from certain teams to more profitable areas and closed a variety of teams in areas such as robotics and retail, according to some of the people.

所以说了半天等于没说。Alexa开发skills没毛病，不过建立生态系统需要第三方，现在已经开始强调第三方skills了。太多脱离实际的第一方skills了。

唉，亚麻也要来了，太难了

healthcare不是已经被砍了吗

匿名用户 发表于 2022-11-10 11:38
所以说了半天等于没说。Alexa开发skills没毛病，不过建立生态系统需要第三方，现在已经开始强调第三方skill ...

我就是不明白为何没有中文？

Tina_Mary 发表于 2022-11-10 09:43:20
我就是不明白为何没有中文？

国内不让买支持中文能有多大市场

中文市场很大吧？