AWS Book GCP(Google Cloud Platform) 
Tom Tunguz
JULY 26, 2022
Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth. GCP’s data point is less rosy. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Why do these results diverge?
Clouded Judgement
OCTOBER 11, 2024
As a result, software vendors often see an uptick in revenue and bookings during these periods. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. Cloudflare is up 17%.
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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%. Every week I’ll provide updates on the latest trends in cloud software companies.
Clouded Judgement
AUGUST 2, 2024
Booking called out weakness in Europe. Overall - there’s more questions about the broader economy, and what that could mean for growth. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Amazon international eCommerce missed. Falling rates have not been enough to move multiples.
Clouded Judgement
MAY 31, 2024
We continue to see the measured buying behavior similar to what we experienced over the past 2 years and with the exception of Q4 where we saw stronger bookings. Here’s a quote from Salesforce’s earnings on Wednesday: “Now let me briefly address the buying environment. Coming in to Q1 there was broader optimism.
Clouded Judgement
AUGUST 11, 2023
“New logo and new product bookings and deal cycles haven't been impacted by the period of optimization and we continue to see healthy growth on the sales side. From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.”
Audacix
SEPTEMBER 20, 2022
How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. Book My Discovery Call Get AppSec Checklist. On this 30-minute discovery call we will first ask you where you want to go with your application security structure. How to build application security into your software development lifecycle.
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