AWS Azure Data 
SaaStr
MAY 23, 2022
There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%.
Tom Tunguz
APRIL 30, 2024
Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. “Moving to AWS. Revenue was $25 billion, an increase of 17% year-over-year, and AWS is now a $100 billion annualized revenue run rate business.
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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.
SaaStr
FEBRUARY 7, 2025
Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Ron explains: “For us the more data you have and the more queries and the more analysis and analytics you can do, and the more value you’re going to get out of the product. For us data consumption continues to grow.”
SaaStr
MAY 16, 2024
And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. ZoomInfo, another pure play in B2B on the data side, isn’t seeing any bounce back yet, either: HubSpot: “Yes, We Had a Great Quarter. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. More B2B2C there.
SaaStr
NOVEMBER 18, 2023
SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. What does Pilot’s latest data say? Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. That’s what this Pilot data also reflects.
Clouded Judgement
JUNE 19, 2024
In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Let’s get into some high level data.
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