AWS and Azure - SaaS Brief

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

OCTOBER 28, 2022

Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. AWS and Microsoft Azure all reported more customers scrutinizing spend and working to manage their bills more carefully. But AWS Says Cloud Under More Scrutiny. Perhaps as it should be.

AWS

AWS Cloud Azure Investment

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

SaaStr

NOVEMBER 4, 2022

Atlassian noted a decline in Free to Paid conversion, but importantly, no decline in demand for their products: Amazon: We’re Seeing Strong But Slowing Growth at AWS to 28%, Albeit at a Stunning $82B Run Rate. Cloud Giants Update: AWS (Amazon): $82B run rate growing 28% YoY (last Q grew 33%). More on that here.

AWS

AWS Azure Cloud Scale

Profit Dollars per GPU Dollar

Tom Tunguz

NOVEMBER 4, 2024

“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” Azure 26 33 26.9% GCP 23 35 52.2%

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS AI

Webinars

Prepare Now: 2025s Must-Know Trends For Product And Data Leaders

Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

From Start to Scale: Driving Growth Through Seamless Payments Implementation

MORE WEBINARS

Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

JULY 31, 2020

Amazon/AWS and Atlassian both had huge Q2’s. But both Atlassian and Amazon/AWS said … Maybe Not As Much Going Forward, Not Forever. Azure and Google Cloud also saw growth begin to slow. The post Atlassian and AWS Say: “Maybe Worry a Little Bit” appeared first on SaaStr.

AWS

AWS Azure Cloud SaaS

Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

With technology giants like Google, AWS, and Azure leading the charge, the true value of the cloud extends far beyond cost savings. In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success.

Cloud

The Capex Conquest in the Cloud

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. “Moving to AWS.

Cloud

Cloud AWS Azure AI

58% of You Say Sales Cycles Are Even Longer in 2024

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well. But classic B2B SaaS is definitely in many cases seeing tougher times.

Azure

Azure AWS Sales B2B

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

Google Cloud Anthos now available for AWS, with Azure to follow

IT World

APRIL 22, 2020

Google Cloud has announced that Anthos — the company’s software for deploying and managing Kubernetes workloads across multiple on-prem and cloud environments — now supports running workloads on rival cloud platform Amazon Web Services (AWS), with Microsoft Azure support still in preview for now.

Azure

Azure VP of Engineering AWS Cloud

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. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. If they stumble, we’re in for a rough patch.

Cloud

Cloud Azure AWS Engineering

How Much Should You Expect Your Startup to Slow in 2022?

Tom Tunguz

JULY 28, 2022

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider. Q/Q Growth Rate Change.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) AWS Startup Azure

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud

Cloud GCP(Google Cloud Platform) Software Azure

Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. ” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Follow along to stay up to date!

Cost optimization & reporting

Cost optimization & reporting Cloud Azure AWS

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

SaaStr

MAY 2, 2023

A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. All are still growing at very strong rates. But all are growing more slowly than a year ago, and even more so than 2 years ago. But they are still growing. The Cloud is still growing.

Azure

Azure AWS Cloud SaaS

Dear SaaStr: What is The Average Ratio of Support Staff to Customer Count in SaaS?

SaaStr

JANUARY 27, 2024

Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. It could be more or less, but that’s a rough way to think about it.

Azure

Azure AWS SaaS Customer Success

Predicting Cloud Growth Rates for 2023

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So So far in the first month of the year, AWS year-over-year revenue growth is in the mid-teens.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud AWS Sales Hiring

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

SaaStr

NOVEMBER 6, 2023

Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time! But it’s not that simple.

Merchant Services

Merchant Services Azure Software 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. And if so, maybe that’s Digital Ocean. If you haven’t heard of Digital Ocean, ask your developer. Growth has slowed the past year, but profitability? It’s gotten crazy good. Or at least.

Scale

Scale AWS Azure Cloud

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

SaaStr

MAY 23, 2022

At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. This puts a lot of pressure on all the private unicorns out there: We did a deeper dive on decacorns here.

Cloud

Cloud Azure AWS Marketing

Clouded Judgement 4.28.23

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. Azure came in at 31% (constant currency). They then guided to 26-27% Azure growth in Q2.

Cloud

Cloud Azure AWS AI Search

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

SaaStr

NOVEMBER 18, 2023

Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. But many will find 2024, those stretches have stretched as far as they can. At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong.

Startup

Startup Venture Capital Azure AWS

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting

Cost optimization & reporting Cloud Software Azure

Grey Skies in Cloud Earnings

Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate. Meanwhile, Azure has declined in a more steady cadence. I’m watching public company earnings to identify early weaknesses in the software market. Google Cloud Platform. Amazon Web Services.

Cloud

Cloud GCP(Google Cloud Platform) Azure AWS

Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx

Clouded Judgement

NOVEMBER 1, 2024

” “Azure OpenAI usage more than doubled over the past 6 months” “GitHub Copilot enterprise customers increased 55% quarter-over-quarter” Google on AI “Gemini API calls have grown nearly 14x in a 6-month period.” ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B vs expectations of ~$17B.

AI

AI Cloud Technical Advisors AWS

Clouded Judgement 1.6.23

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! It’s very tricky to predict.

Cloud

Cloud Azure AWS Underperforming Technical Team

How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams

Nimble - Sales

MAY 22, 2019

Nimble has migrated its market-leading SaaS CRM from Amazon Web Services (AWS) to Microsoft Azure. The migration enables Nimble to tap into Microsoft’s world-class Azure platform and partner ecosystem to scale.

Azure

Azure Scale AWS Management

The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

APRIL 28, 2022

That’s much more work than the automatic credit card payment with AWS. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. It’s too much complexity for a simple static blog. Third, software engineers decentralize only a subset of the app.

Payment Solutions

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features

Clouded Judgement 10.28.22

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. At the same time, Azure came in below expectations. Follow along to stay up to date!

Cloud

Cloud Azure AWS Cost optimization & reporting

The Health of Cloud Spending in Mid-2022

Tom Tunguz

JULY 26, 2022

Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Declines in some large customers’ spend may impact results more than Azure. Google Cloud Platform.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud Azure AWS

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3.

Cloud

Cloud Azure AWS Cost optimization & reporting

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

FEBRUARY 20, 2021

But are AWS, Azure and Google Cloud just too big for us to learn from? 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. Do they “count” like the scrappy start-ups in SaaS that have now become decacorns?

Cloud

Cloud Azure AWS Scale

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. So DigitalOcean is the quiet Cloud platform that keeps on growing.

Azure

Azure AWS SMB Cloud

Founders Today Just Need to Assume the Next Round Never Comes

SaaStr

NOVEMBER 3, 2022

And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever. So we’ve talked about it often here at SaaStr, but things are just so … odd right now in SaaS. It’s very, very quiet at $300m+ valuations.

AWS

AWS Venture Capital Azure Cloud

A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud

Cloud Software Azure AWS

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! A lot of companies report next week, we’ll see if they’re able to quell any fears!

Cloud

Cloud Azure GCP(Google Cloud Platform) AWS

Moving ChartMogul to AWS and Kubernetes

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Team expertise.

K8S orchestration (Kubernetes)

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform)

Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

NOVEMBER 28, 2023

“Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. " Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure Data Startup

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

NOVEMBER 3, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance.

Payments

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud

Cloud Azure AWS Software Review

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

SEPTEMBER 27, 2024

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud

Cloud GCP(Google Cloud Platform) AWS Azure

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). The PC increased GDP by 0.006%, according to NBER That alone should turn heads. There are 4 questions startups should ask themselves about building with generative AI.

Generative AI

Generative AI AI GCP(Google Cloud Platform) Startup

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

FEBRUARY 10, 2022

Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms. We enable customers to drive business results from open source that trigger true transformations.

Cloud

Cloud GCP(Google Cloud Platform) Payments SaaS Payments

Slack moves video and voice calls to AWS

IT World

JUNE 5, 2020

AWS is already Slack’s “preferred” cloud infrastructure provider, and the two companies have a common rival in Microsoft, competing with its Azure and Teams products, respectively. To read this article in full, please click here

AWS

AWS Azure Software Development Cloud

Clouded Judgement 4.21.23

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). The Q4 ‘22 growth rate was 38% YoY.

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

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

Webinars

Trending Sources

Profit Dollars per GPU Dollar

Webinars

Atlassian and AWS Say: “Maybe Worry a Little Bit”

Cloud-Based Solutions: The Sky Is the Limit for Retail Success

The Capex Conquest in the Cloud

58% of You Say Sales Cycles Are Even Longer in 2024

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Google Cloud Anthos now available for AWS, with Azure to follow

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

How Much Should You Expect Your Startup to Slow in 2022?

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

Dear SaaStr: What is The Average Ratio of Support Staff to Customer Count in SaaS?

Predicting Cloud Growth Rates for 2023

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

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

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

Clouded Judgement 4.28.23

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Grey Skies in Cloud Earnings

Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx

Clouded Judgement 1.6.23

How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams

The Critical Question Facing Web3 Infrastructure Startups

Clouded Judgement 10.28.22

The Health of Cloud Spending in Mid-2022

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

Founders Today Just Need to Assume the Next Round Never Comes

A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Moving ChartMogul to AWS and Kubernetes

Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

Slack moves video and voice calls to AWS

Clouded Judgement 4.21.23

Stay Connected