Azure - SaaS Brief

Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

APRIL 26, 2024

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.

Azure

Azure Cloud Software AI

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

SaaStr

OCTOBER 16, 2024

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?

Sales Hiring

Sales Hiring Scale AI SaaS

5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

FEBRUARY 26, 2025

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

Scale Sales Hiring Azure Cloud

Webinars

How to Achieve High-Accuracy Results When Using LLMs

MORE WEBINARS

5 Interesting Learnings from Microsoft at $200 Billion in ARR

SaaStr

JULY 27, 2022

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

Azure Cloud B2B Scaling

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.

Cloud

AI Reaccelerating Cloud Growth

Tom Tunguz

OCTOBER 23, 2023

“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

AI Search AI Cloud Azure

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

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

AWS Cloud Azure Investment

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

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

Cloud Azure AWS Engineering

Microsoft's Billion Dollar AI Business

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

AI Search AI Azure GCP(Google Cloud Platform)

Microsoft customers locked out of Azure and M365 services due to geolocation error

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

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

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

Cloud Azure AWS Scale

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

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

Cloud Azure AWS Marketing

We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

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

Azure Cloud SaaS Trends

How Much Should You Expect Your Startup to Slow in 2022?

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)

GCP(Google Cloud Platform) AWS Startup Azure

MongoDB, Elastic, Okta: Things Are Tough Out There; Monday, CrowdStrike, Shopify: Not So Fast

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

Azure SMB Cloud AI

Microsoft as a Mirror - What We Can Expect for SaaS in 2023

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

Azure Underperforming Technical Team Artificial Intelligence Machine Learning

What do Google Search Query Trends Reveal about the Changes in How We Work?

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

Trends Azure Software Review Content Marketing

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

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

AWS Azure Cloud Scale

58% of You Say Sales Cycles Are Even Longer in 2024

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

Azure AWS Sales B2B

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

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

Azure AWS Cloud SaaS

When 1% Market Share Shifts Represent $5b of Market Cap

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

Azure AI Search Marketing ChatGPT

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

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

Startup Venture Capital Azure AWS

The Capex Conquest in the Cloud

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

Cloud AWS Azure AI

Atlassian and AWS Say: “Maybe Worry a Little Bit”

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

AWS Azure Cloud SaaS

Why Would Microsoft Buy Wunderlist and Later Just Shut it Down?

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

Azure Cloud Acquisition Strategy

Signs We've Touched the Bottom

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

Azure GCP(Google Cloud Platform) AI Cloud

From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

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

Scale Sales Hiring Scaling Revenue

A Look Back at Q1 '24 Public Cloud Software Earnings

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

Cloud GCP(Google Cloud Platform) Software Azure

5 Interesting Learnings from ServiceNow at $7 Billion in ARR

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

Azure Cloud Enterprise Subscription

How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams

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

Azure Scale AWS Management

The Health of Cloud Spending in Mid-2022

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)

GCP(Google Cloud Platform) Cloud Azure AWS

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

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

Merchant Services Azure Software AWS

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

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

Azure AWS SMB Cloud

5 Interesting Learnings from MongoDB at ~$2 Billion in ARR

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

Azure Technical Review Scale AI

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

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

Enterprise Software Review Azure GCP(Google Cloud Platform)

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

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

Azure AWS SaaS Customer Success

Predicting Cloud Growth Rates for 2023

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)

GCP(Google Cloud Platform) Cloud AWS Sales Hiring

Data Meshes, Apache Iceberg & Project Nessie - Novel Ideas in the Data World

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

Data Azure Cloud Trends

5 Interesting Learnings from Microsoft at $260 Billion in ARR

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

Azure Cloud AI B2B

The Macroeconomic Signal to Watch for Software & Infrastructure Startups

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

Azure Software Startup Cloud

Founders Today Just Need to Assume the Next Round Never Comes

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

AWS Venture Capital Azure Cloud

10 Predictions for Data at the Impact Summit

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

Data Azure Artificial Intelligence Machine Learning

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

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

Systems Review Cloud AI Artificial Intelligence

Grey Skies in Cloud Earnings

Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. Meanwhile, Azure has declined in a more steady cadence. I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Google Cloud Platform. Amazon Web Services. Public software multiples - 4.9x

Cloud

Cloud GCP(Google Cloud Platform) Azure AWS

Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

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

Webinars

Trending Sources

5 Interesting Learnings from Salesforce at $40 Billion in ARR

Webinars

5 Interesting Learnings from Microsoft at $200 Billion in ARR

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

AI Reaccelerating Cloud Growth

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

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

Microsoft's Billion Dollar AI Business

Microsoft customers locked out of Azure and M365 services due to geolocation error

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

How Much Should You Expect Your Startup to Slow in 2022?

MongoDB, Elastic, Okta: Things Are Tough Out There; Monday, CrowdStrike, Shopify: Not So Fast

Microsoft as a Mirror - What We Can Expect for SaaS in 2023

What do Google Search Query Trends Reveal about the Changes in How We Work?

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

58% of You Say Sales Cycles Are Even Longer in 2024

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

When 1% Market Share Shifts Represent $5b of Market Cap

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

The Capex Conquest in the Cloud

Atlassian and AWS Say: “Maybe Worry a Little Bit”

Why Would Microsoft Buy Wunderlist and Later Just Shut it Down?

Signs We've Touched the Bottom

From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

A Look Back at Q1 '24 Public Cloud Software Earnings

5 Interesting Learnings from ServiceNow at $7 Billion in ARR

How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams

The Health of Cloud Spending in Mid-2022

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

5 Interesting Learnings from MongoDB at ~$2 Billion in ARR

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

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

Predicting Cloud Growth Rates for 2023

Data Meshes, Apache Iceberg & Project Nessie - Novel Ideas in the Data World

5 Interesting Learnings from Microsoft at $260 Billion in ARR

The Macroeconomic Signal to Watch for Software & Infrastructure Startups

Founders Today Just Need to Assume the Next Round Never Comes

10 Predictions for Data at the Impact Summit

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Grey Skies in Cloud Earnings

Stay Connected