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Pressure is definitely up, yet, unemployment remains at record lows and consumer spending remains strong. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. Cloud Giants Update: AWS (Amazon): $82B run rate growing 28% YoY (last Q grew 33%).
And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. But classic B2B SaaS is definitely in many cases seeing tougher times. 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.
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). Because of this we have to use an implied ARR metric.
And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. Azure’s marketplace has over 4 million monthly visitors. AWS’s marketplace has seen 1.5 Rico Mallozzi: Yeah, I definitely agree. Like I said, we run 100% of our platform on AWS, so the fit was great.
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.
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. We’re definitely starting to see more and more estimate revisions now. Follow along to stay up to date! How far do forward estimates need to come down?
Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. And while we’re definitely in the early stages on an important technology transformation and supercycle, headwinds around cloud optimizations might not have abated as much as anticipated by now.
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.
AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. ” Data is more important than ever!
” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Next week we’ll get the earnings from larger retailers like Walmart and HomeDepot, so we’ll have a clearer picture on “is the consumer holding up.”
That figure is still quite bad, but the environment in software land definitely got worse in April. The challenge is, while FCF has definitely improved across the board, there are still many companies who’s growth has slowed significantly and FCF generation hasn’t followed suit (or the FCF generation is just low).
In this guide, we’ll explore the definition, components, and essential building tips for constructing a robust tech stack! Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Microsoft Azure load balancer.
Dovish Fed : Powell definitely had a more dovish tone. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. Let’s talk about each. Lots of deceleration in growth.
Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS. Some PaaS examples include Windows Azure, Google App Engine, and Force.com. Let’s get right into each direct benefit you’ll definitely appreciate once you transition to SaaS. 4 benefits & advantages of choosing SaaS.
The following issues are incredibly common in a RBAC environment: Lack of a standard definition. Lack of a standard definition. RBAC requires role definitions and governance. For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks.
ISVs (Independent Software Vendors) SaaS (Software as a Service) Companies Definition Businesses that develop and distribute software products to end-users. Microsoft Azure, Amazon Web Services (AWS), or Salesforce AppExchange). They operate independently but can collaborate with hardware manufacturers or platform providers.
373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We’ve all seen AWS and what they’ve done with their platform. Azure has been gaining on them rapidly and is growing a double that rate. It is staggering.
Tackle can give you access to the AWS, Azure, and Google Cloud platforms and your end customer can purchase your solution through those marketplaces, which can streamline the entire process and help you skip a bunch of steps. Nicole Wojno Smith: You can definitely give that feedback to the CEO.
It’s easy to get hung up on sectoral benchmarks that ignore the huge variety of business types covered by a term like “SaaS” – which range from the incredibly sticky, such as AWS and Microsoft Azure, to services customers may only use rarely. All that matters is: The retention rate you have now. What that means for your business.
But now that I finally realize how valuable this dataset I have is, I definitely don’t want to give it to you, or you, or you. It will be like AWS, GCP, and Azure. I just realized how valuable my data actually is. I’m sitting on a treasure trove and I’m going be super successful. I should be careful about this.
You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. This is not a question that a customer will ask you and it DEFINITELY shouldn't be a question that you ask your customers and prospects - no matter how tempting the financial saving might be for you.
You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. This is not a question that a customer will ask you and it DEFINITELY shouldn't be a question that you ask your customers and prospects - no matter how tempting the financial saving might be for you.
There is definitely no magic bullet to doing it right from the outset or to fixing your perceived issues in one fell swoop. Naturally, your first choice is likely to be between choosing between AWS DevOps or Azure Devops. But the "configurable" part of DevOps best-practice is just as important.
It was definitely a simpler time, but frustrating for buyers. We’re seeing a growing trend of buyers making SaaS purchases through global marketplaces such as the AWS Marketplace and Azure Marketplace. There were only five options. Software was physically shipped to you after purchase. Few people sold direct back in the day.
I’m going to get the numbers wrong, I think Amazon has 10,000 open positions out in AWS. I think Azure’s like 7,000, Google. That’s not helping the lack of hiring, and everyone that’s big is hiring like there’s no tomorrow. I think hiring is harder than ever.
And while it’s different, it’s definitely a different thing going on in the world today. ” it’s definitely possible. And I remember AWS was growing really quickly. And at the time there was a big debate of, will big companies ever really use AWS? And so we started to work on this in 2009.
And while it’s different, it’s definitely a different thing going on in the world today. So if you’re one of those entrepreneurs who are working on your ideas and thinking, “Man is now the time to start,” it’s definitely possible. And I remember like AWS was growing really quickly.
Aaron Levie: So, I think there’s definitely a lot of cognitive dissonance if you’ve been doing this for so long, but the reality is most of the world hasn’t been doing this for more than the past couple of years or the past couple of weeks. Aaron Levie: That shift is definitely starting. Is AWS in the lead?
Additionally, it integrates well with other tools and can be deployed on AWS or Azure. Datadog Datadog is a powerful and versatile cloud monitoring tool that integrates seamlessly with popular cloud providers like AWS, Azure, and GCP. DOWNLOAD WHITEPAPER 6.
was trained with more data and new techniques on OpenAIs Azure supercomputers , making it an even more robust AI assistant. responded with genuine empathy: Aw, Im really sorry to hear that… Remember, its just one moment not a reflection of who you are… Im here either way if you want to talk or need a distraction.
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