AWS Azure Business 
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.
Tom Tunguz
APRIL 30, 2024
Like Microsoft & Google, Amazon’s Web Service business is seeing a surge of growth, up from 13% annual to 17% annual growth (16% when excluding the leap year). Each of these businesses are large enough to justify it. “Moving to AWS. 8 percentage points increased margins in a quarter is titanic.
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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. Microsoft’s Cloud business overall crossed a stunning $100B run-rate. So much going on in economy right now, from inflation to interest rates. jasonlk) May 16, 2022.
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.
Speaker: Ryan Bryers, SVP of Global Engineering
While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud! With technology giants like Google, AWS, and Azure leading the charge, the true value of the cloud extends far beyond cost savings. It's about unlocking unparalleled flexibility and driving business agility.
SaaStr
FEBRUARY 7, 2025
Ron explains: “Wehire mostly technical backgrounds, but as our customers get larger and larger, you start to get global account managers, and they’re going to have much more business strategic account management experience. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy.
Clouded Judgement
JUNE 19, 2024
Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).
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