Tom Tunguz

FEBRUARY 2, 2023

Yesterday, Google & Amazon announced earnings which completes the picture. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Google: [GCP] saw slower growth of consumption as customers optimized GCP costs. Google: [We] are pushing Google Cloud to Profitability.

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

SaaStr

NOVEMBER 3, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration. appeared first on SaaStr.

Payments 261

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 261

Clouded Judgement

OCTOBER 11, 2024

However, if we rewind the clock to a year ago, the budget flush at the end of 2023 felt stronger than most years. Selling software remained challenging in 2023 - despite budgets starting to grow again. All of that could create a good setup for software in Q4! This concept is nothing new and has been going on for a while.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.

AI Search 266

AI Search AI Azure GCP(Google Cloud Platform) 266

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Clouded Judgement

SEPTEMBER 19, 2023

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

After a strong finish in Q4, we saw a return to weaker demand conditions in the first quarter, similar to what we experienced in 2023. Here’s some data so far: 6 out of 40 (15%) saw ARR shrink from Q4 to Q1 Of companies who gave Q2 guidance, 20 out of 37 (54%) guided BELOW Q2 consensus.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167