Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. 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.

GCP(Google Cloud Platform) 307

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 307

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. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 258

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 258

SaaStr

OCTOBER 13, 2022

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

GCP(Google Cloud Platform) 254

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 254

SaaStr

OCTOBER 6, 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. We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets.

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 257

AI Search AI Azure GCP(Google Cloud Platform) 257

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