2023 GCP(Google Cloud Platform) Trends 
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.
Clouded Judgement
OCTOBER 11, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!
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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.
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.
Clouded Judgement
AUGUST 11, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!
Clouded Judgement
MAY 10, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! The buyer urgency that we saw in December did not carry over into Q1.
Clouded Judgement
MAY 31, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. And people thought that trend would continue in to Q1. Best practices around procurement, vendor evaluation and software spend management have become embedded in large organizations coming out of 2022 / 2023. Follow along to stay up to date!
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