Tom Tunguz

APRIL 25, 2023

Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. The total customer count for Azure’s OpenAI has grown dramatically. From Coursera and Grammarly to Mercedes-Benz and Shell, we now have more than 2,500 Azure OpenAI service customers, up 10x quarter-over-quarter.

AI Search 266

AI Search AI Azure GCP(Google Cloud Platform) 266

SaaStr

OCTOBER 28, 2022

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 293

AWS Cloud Azure Investment 293

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes. So much going on in economy right now, from inflation to interest rates.

Cloud 286

Cloud Azure AWS Engineering 286

IT World

MARCH 24, 2023

Some Microsoft customers were unable to access the company’s Azure and Microsoft 365 services on Thursday due to an issue with Microsoft’s geolocation services. Just after 12 p.m.

Azure 139

Azure 139

SaaStr

FEBRUARY 20, 2021

But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud continues its march upmarket, competing with Azure. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. Do they “count” like the scrappy start-ups in SaaS that have now become decacorns? million customers.

Cloud 289

Cloud Azure AWS Scale 289

SaaStr

MAY 23, 2022

At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. This puts a lot of pressure on all the private unicorns out there: We did a deeper dive on decacorns here.

Cloud 334

Cloud Azure AWS Marketing 334

SaaStr

DECEMBER 28, 2023

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years.

Azure 349

Azure Cloud SaaS Trends 349

Tom Tunguz

JULY 28, 2022

Larger businesses face more daunting challenges sustaining higher growth rates, so AWS numbers are expected. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change. All three businesses reported a decline in their growth rates. On average, these business units recorded a 21% decline in growth rate.

GCP(Google Cloud Platform) 324

GCP(Google Cloud Platform) AWS Startup Azure 324

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 256

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 256

SaaStr

AUGUST 31, 2024

There are so many mixed signals: Unicorn product is up 2x over last year, but layoffs continue AI spend is fast and furious, with Google Cloud, Microsoft Azure, etc. So is it a downturn in SaaS or Cloud — or not? seeing record acceleration in growth.

Azure 321

Azure SMB Cloud AI 321

Tom Tunguz

MARCH 28, 2020

ZDNet reported demand for Azure is up 775%. The difference in query volumes might be due to a similar phenomenon to Slack because of Microsoft’s Teams product. But it also might be tied to massive loads on their infrastructure.

Trends 354

Trends Azure Software Review Content Marketing 354

SaaStr

NOVEMBER 4, 2022

Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged. Azure (Microsoft): In the $50's billion run rate (estimate) growing 42% YoY (last Q grew 46%).

AWS 326

AWS Azure Cloud Scale 326

SaaStr

MAY 2, 2023

A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. All are still growing at very strong rates. But they are still growing. SaaS spend is still growing.

Azure 266

Azure AWS SaaS Cloud 266

SaaStr

NOVEMBER 18, 2023

Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. But many will find 2024, those stretches have stretched as far as they can. At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong. may well put up not just strong numbers, but even stronger than 2023.

Startup 357

Startup Venture Capital Azure AWS 357

SaaStr

JULY 31, 2020

Azure and Google Cloud also saw growth begin to slow. It’s hard to make any firm predictions at all right now. But when two of the blue chips in Cloud and SaaS say darker clouds may be coming … it’s worth paying close attention. Even Shopify isn’t providing guidance going forward. It could just be a bump.

AWS 343

AWS Azure Cloud SaaS 343

SaaStr

APRIL 8, 2020

Once Office 365, Azure, etc. In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. They didn’t all have to work out. And in the end, have too many products is a distraction. You have to eventually close one down if it’s not a winner.

Azure 312

Azure Cloud Acquisition Strategy 312

Tom Tunguz

JULY 26, 2022

Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Declines in some large customers’ spend may impact results more than Azure. Google Cloud Platform.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Cloud Azure AWS 223

SaaStr

FEBRUARY 7, 2025

Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Enterprise sales require a field presence, strategic account management, and a drive to go where your customers are. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model.

Scale 169

Scale Sales Hiring Scaling Revenue 169

Tom Tunguz

JULY 25, 2023

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Microsoft’s Azure Open AI customer base grew 4x by count, up from 2500 last quarter : We have great momentum across Azure OpenAI Service. The desire for AI is broad. The acceleration is really quite broad.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Nimble - Sales

MAY 22, 2019

Nimble has migrated its market-leading SaaS CRM from Amazon Web Services (AWS) to Microsoft Azure. The migration enables Nimble to tap into Microsoft’s world-class Azure platform and partner ecosystem to scale. The post How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams appeared first on Nimble Blog.

Azure 98

Azure Scale AWS Management 98

SaaStr

JANUARY 25, 2023

Microsoft also reported strong growth overall and for Azure and Cloud especially. What a visceral comparison to Salesforce, which has seen a dramatic slowdown in enterprise growth. But ServiceNow? None really. Not for now, at least. The impacts of today’s shifts in the economy are … well, they’re uneven. Some are hurting.

Azure 325

Azure Cloud Enterprise Payment Features 325

Tom Tunguz

APRIL 25, 2024

Microsoft’s Azure is winning share directly from Amazon. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. " The rest of Azure is still growing in a nice clip of 24% annually. “We now have 1.8 “We now have 1.8

Azure 213

Azure AI Search Marketing ChatGPT 213

Tom Tunguz

APRIL 30, 2024

Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly.

Cloud 311

Cloud AWS Azure AI 311

SaaStr

NOVEMBER 6, 2023

Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time! But it’s not that simple.

Merchant Services 300

Merchant Services Azure Software AWS 300

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. So DigitalOcean is the quiet Cloud platform that keeps on growing.

Azure 267

Azure AWS SMB Cloud 267

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. 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. But classic B2B SaaS is definitely in many cases seeing tougher times.

Azure 294

Azure AWS Sales B2B 294

SaaStr

OCTOBER 2, 2024

Billion in ARR GitLab is growing 30% at $730m ARR Microsoft Azure, Google Cloud are on fire, fueled by AI But others are seeing more headwinds due to downturns in the “B2B2B” segment of tech. So the growth rates of Cloud infrastructure leaders have been all over the place. Cloudflare is growing 30% at $1.6

Azure 270

Azure Technical Review Scale AI 270

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. I’m watching public company earnings to identify early weaknesses in the software market. Yesterday, Google & Amazon announced earnings which completes the picture. Growth will continue to slow this year. Today, that figure has dropped to 27%.

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

Tom Tunguz

JULY 19, 2021

Amazon’s S3 stores and Azure’s data stores provide the infrastructure for teams to maintain and control data. Amazon S3 GM Kevin Miller and Microsoft VP PM of Azure Storage will share the future of cloud storage.

Data 235

Data Azure Cloud Trends 235

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. 2020 is the decade of data. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data 281

Data Azure Machine Learning Artificial Intelligence 281

SaaStr

APRIL 28, 2021

Some well-known providers of SSO include Google Cloud Identity for companies using GSuite, Azure Active Directory for companies using Office 365, and Okta if you’re a larger company with more complex needs. . For password management, 1Password and LastPass are popular options. 3 – Get a Mobile Device Management (MDM) Solution.

Enterprise 272

Enterprise Software Review Azure GCP(Google Cloud Platform) 272

SaaStr

JANUARY 27, 2024

Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). 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. So at $100m in ARR, you might be spending $5m-$7m on your support team.

Azure 268

Azure AWS SaaS Customer Success 268

Tom Tunguz

MAY 31, 2022

Amazon Web Services and Azure, the business units inside Amazon and Microsoft serve and sell to small, medium, and large companies in every major geography. Microsoft Azure. A broad software buyer index would be the best metric to understand how buyer preferences are changing across the market. Fortunately, it exists. So do Salesforce.

Azure 240

Azure Software Startup Cloud 240

SaaStr

JULY 31, 2024

Just about everything in Cloud, SaaS and AI is firing on all cylinders at Microsoft: Azure and Cloud up +30% (!) 60,000 AI-on-Azure Customers, and Accelerating — Up a Stunning 60% Year-over-Year We all sort of knew this, but helpful to see the numbers here. #3. So it’s a great and important one for us all to learn from.

Azure 224

Azure Cloud AI B2B 224

SaaStr

NOVEMBER 3, 2022

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. So we’ve talked about it often here at SaaStr, but things are just so … odd right now in SaaS. The best are still growing, if not faster than ever, then still close to it.

AWS 351

AWS Venture Capital Azure Cloud 351

Clouded Judgement

JUNE 19, 2024

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).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

FEBRUARY 7, 2025

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Overall, there was weakness across the board. Not the best start to cloud software earnings season!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144