Remove AWS Remove Azure Remove Investment
article thumbnail

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

SaaStr

I’ve also seen this in the leaders in eComm I’ve invested in, like Gorgias. 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%). Perhaps as it should be.

AWS 297
article thumbnail

The Capex Conquest in the Cloud

Tom Tunguz

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Google and Microsoft would wait another two years to replicate a similar level of investment. Google and Microsoft would wait another two years to replicate a similar level of investment.

Cloud 288
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

SaaStr

So follow AWS, Azure and Google Cloud. And it is stressful, especially if you invested at those peaks or as founders raised money at relatively high valuations and multiples. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. For now, they are still on fire.

Cloud 290
article thumbnail

Founders Today Just Need to Assume the Next Round Never Comes

SaaStr

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. 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.

AWS 351
article thumbnail

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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). Altimeter is an investment adviser registered with the U.S.

Cloud 318
article thumbnail

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

SaaStr

Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). It’s your top marketing and customer retention investment. 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 270
article thumbnail

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Verdane is a specialist growth equity investment firm that partners with tech-enabled and sustainable businesses based out of Europe to help them reach the next stage of international growth.