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gross margin

also referred to as: gross margins

3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 6, 2022 by Ben Gilbert · across every show →

Everything said about gross margin, oldest first

Sep 6, 2022 positive
Assertion Not checkable as stated
Gilbert: AWS generates over 90% gross margins on bandwidth charges
“AWS makes 90 plus percent gross margins on their bandwidth charges.”
Ben Gilbert Sep 6, 2022 ▶ 1:59:35 Amazon Web Services · Acquired
Nov 27, 2023
Insight
Billion-dollar revenue scale with 75% gross margins proves scale economy power
“I think there's basically like a law of economic nature that if your gross margins exceed, call it, 75, 80%, and you are of a certain revenue scale threshold... You're, you know, in the billions of dollars of revenue scale, you must have scale economy power.”
David Rosenthal Nov 27, 2023 ▶ 3:06:25 Visa (Audio) · Acquired
Jan 21, 2025
Assertion Partly supported
The average Taiwanese company gross margin was 4-5% in the mid-1980s
“The average gross margin of a Taiwanese company at this point in time in the mid-eighties is four to five percent. Zero four to zero five percent gross margin.”
David Rosenthal Jan 21, 2025 ▶ 46:54 TSMC · Acquired
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