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

SaaStr

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 296
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10 Predictions for Data at the Impact Summit

Tom Tunguz

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. Come for the practitioners, stay for the Nobel laureate Daniel Kahneman & quant blog mastermind Nate Silver of FiveThirtyEight. 2020 is the decade of data.

Data 281
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5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

SaaStr

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. . Blog post sponsored by Secureframe. For password management, 1Password and LastPass are popular options.

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

SaaStr

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 297