[rescbr]

As I saw it, still think this is in reverse. Twitch as an org was running at a loss and had some tech and network that could be packed up and sold to enterprises.

AWS, which is the B2B side of the house, resells this as IVS, take some % to pay for sales and integration. Twitch makes a profit on IVS, but IVS alone doesn’t pay Twitch bills. Now the Twitch org runs less of a loss.

This is pure partnership play. With the advantage that the partner is in-house, integrated on the marketplace and can rely on the house sales team as well.

I don’t believe that the tech is not profitable. It’s just that the business of making ad-supported B2C profitable is hard.

If I were to guess, I’d say AWS IVS customers are a really tiny % of Twitch’s traffic, but are the most profitable.