2022, Azure and Scaling

5 Interesting Learnings from Microsoft at $200 Billion in ARR

SaaStr

JULY 27, 2022

But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Azure and other cloud services grew a record 40% and the total Microsoft Cloud grew to a $90 Billion run-rate. MSFT Q4 2022 – Revenue up 12% to $51.9 Perhaps most importantly. And does. #5.

Azure

Azure Cloud B2B Scaling

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%.

Cloud

Cloud Azure AWS Marketing

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. jasonlk) May 16, 2022. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes. jasonlk) April 13, 2022.

Cloud

Cloud Azure AWS Engineering

Webinars

Going Beyond Chatbots: Connecting AI to Your Tools, Systems, & Data

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Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

NOVEMBER 4, 2022

— Jason Be Kind Lemkin (@jasonlk) October 27, 2022. — Jason Be Kind Lemkin (@jasonlk) November 3, 2022. Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged.

AWS

AWS Azure Cloud Scale

We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

SaaStr

DECEMBER 28, 2023

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years.

Azure

Azure Cloud SaaS Trends

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

MAY 6, 2022

— Byron Deeter (@bdeeter) May 5, 2022. — Jamin Ball (@jaminball) May 5, 2022. Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. And generating real cash flow at scale. #2. jasonlk) May 6, 2022. #3. pic.twitter.com/JNnzizB82v. And then ….

SaaS

SaaS Azure Cloud AWS

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

DECEMBER 27, 2023

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. ARPU was up +28% from 2022 over 2021, and another 6% the past 12 months on top of that. But at scale, even the slightly less long version of the tail is where the money is. It’s gotten crazy good.

Scale

Scale AWS Azure Cloud

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed. Grab tickets here. . Join these incredible companies to experience all the value of SaaStr!

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting

Cost optimization & reporting Cloud Azure AWS

Forgot the SaaS Gloom and Doom on Social. ‘Just Build’ with SaaStr CEO and Founder Jason Lemkin

SaaStr

JUNE 26, 2024

The message in 2022 was to keep going. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. Or Scale AI securing $1B. You couldn’t raise at 27x ARR anymore because that era ended. Just build. If we’re adding 20%, where is the money going? To some extent, it’s not clear.

CTO Hire

CTO Hire AI Venture Capital Sales Hiring

The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

JANUARY 24, 2022

We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. . From our 2021 State of Cloud Marketplaces Report , here are three recommendations for software sellers in 2022. .

Marketplace as a Service

Marketplace as a Service Cloud Trends Software

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

SEPTEMBER 19, 2023

If you want features in your lakehouse (on top of open source Iceberg) for ingestion, CDC, streaming (file loading, Kafka connect, etc), schema evolution, compaction, optimization, time travel, snapshots, auto-scaling, maintenance (no more writing spark jobs to delete snapshots!), A natural question is “why do we have two tiers?

Data

Data Government Scale GCP(Google Cloud Platform)

The Answers to Scaling, Hiring, and Everything Else: A SaaStr Europa AMA with SaaStr CEO Jason Lemkin (Pod 585 + Video)

SaaStr

AUGUST 26, 2022

As SaaStr Europa 2022 drew to a close, attendees took one more opportunity to ask Jason questions about topics like how to navigate the current market, the future of work, playing in a crowded space, and hiring your first VP of Sales. I think Azure’s like 7,000, Google. Transcript. I did a lot of slides already. It works out.

Sales Hiring

Sales Hiring Scale Sales Recruiting Scaling

SaaStr Podcasts for the Week with Justin Bedecarre, Jen Nguyen, Jason Lemkin, and Aaron Levie

SaaStr

AUGUST 22, 2020

Justin Bedecarre: And then another client of ours is an international company that has decided that they truly want to scale up in San Francisco. We don’t know when we’re going to be able to get safely back at scale. And they’re going to reduce their commute by 45 minutes. We’ve been doing it for over a decade.

Sales Recruiting

Sales Recruiting Cloud CTO Hire Sales Hiring

GPT-4.5 New Features: What’s Improved Over GPT-4?

How To Buy Saas

FEBRUARY 27, 2025

was trained with more data and new techniques on OpenAIs Azure supercomputers , making it an even more robust AI assistant. OpenAI plans to roll it out to the regular ChatGPT Plus ($20/month) users after scaling up their servers, given the high demand and the models large size. Initially, access to GPT-4.5 So, you might notice GPT-4.5

ChatGPT

ChatGPT AI Search Software Review AI

SaaS Brief

5 Interesting Learnings from Microsoft at $200 Billion in ARR

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

Webinars

Trending Sources

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

Webinars

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Forgot the SaaS Gloom and Doom on Social. ‘Just Build’ with SaaStr CEO and Founder Jason Lemkin

The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

The Answers to Scaling, Hiring, and Everything Else: A SaaStr Europa AMA with SaaStr CEO Jason Lemkin (Pod 585 + Video)

SaaStr Podcasts for the Week with Justin Bedecarre, Jen Nguyen, Jason Lemkin, and Aaron Levie

GPT-4.5 New Features: What’s Improved Over GPT-4?

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