Tom Tunguz
OCTOBER 23, 2023
“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” ” Microsoft’s presence in the developer ecosystem continues to astound.
SaaStr
APRIL 8, 2020
Once Office 365, Azure, etc. Better to put that energy into products that would move the needle in Cloud in 2019–2025 and beyond. You have to eventually close one down if it’s not a winner. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough.
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Tom Tunguz
APRIL 30, 2024
Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. 8 percentage points increased margins in a quarter is titanic.
SaaStr
FEBRUARY 20, 2021
But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. Google Cloud continues its march upmarket, competing with Azure. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. That’s tripling again from where we are today!
SaaStr
JUNE 26, 2024
SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B. Just build. It’s a rocket ship.
SmartKarrot
JANUARY 18, 2022
A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. India has seen exponential growth in SaaS investments in the last decade.
OpenView Labs
JANUARY 24, 2022
It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Don’t be the seller who has to close-lost a deal because you aren’t there. .
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