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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Security and compliance are strong, with Wiz turning down billions from Google. Crowdstrike is up and still grew 35%. Is there a bubble? Does it matter?

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5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

Nvidia, Google Cloud, Azure, etc. So far: Since October, closed 5,000 Agentforce deals, including more than 3,000 paid Salesforce says Agentforce has managed 380,000 conversations , with only 2% escalated to humans and an 84% resolution rate So far, at the public company level, it’s the infra players that are seeing the crazy growth.

Scale 205
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5 Interesting Learnings from Microsoft at $200 Billion in ARR

SaaStr

But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Azure and other cloud services grew a record 40% and the total Microsoft Cloud grew to a $90 Billion run-rate. Azure still growing a stunning 40% year-over-year, 46% including all cloud services.

Azure 310
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Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

With technology giants like Google, AWS, and Azure leading the charge, the true value of the cloud extends far beyond cost savings. In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success.

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AI Reaccelerating Cloud Growth

Tom Tunguz

“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.”

AI Search 304
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Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. AWS and Microsoft Azure all reported more customers scrutinizing spend and working to manage their bills more carefully. But it wasn’t all roses this week in the industry leaders. Perhaps as it should be.

AWS 303