Tom Tunguz

MARCH 1, 2025

In second place, Microsoft’s AI business, including Azure, is at a $3.25b Q4 revenue. In their most recent quarterly earnings, the company clarified the breakdown in their book of business : 20% software & 80% consulting. IBM reported $2b, which was a big surprise to me.

AI 236

AI Revenue Azure Consulting 236

Tom Tunguz

MARCH 25, 2020

More data is being stored in data lakes like Amazon S3 and Azure Data Lake Storage. We wrote a book about winning with data with Frank Bien, the CEO of Looker. We shared a vision for a new way of working with data. Today, the company is announcing a $70M Series C to help them along that journey.

Engineering 255

Engineering Data Azure Data Analysis 255

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%.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

APRIL 3, 2021

They should be adding more new bookings that you in most cases. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. You’re starting from a smaller base, with a unique competitive advantage of some sort. You have to be growing faster on a percentage basis than they are. But growing more slowly.

Azure 244

Azure Headcount AWS Education 244

Tom Tunguz

FEBRUARY 13, 2023

But it may also suggest that many resellers with large sales teams looking to sustain their transactional businesses are able to drive additional software bookings. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 235

Cloud Azure Headcount Software Review 235

SaaStr

MARCH 31, 2019

Microsoft Azure sales grew at 76% year over year in its most recent quarter. and booked $70m in revenue last year. The implementation sounds overly complicated, but still, a unique and compelling incentive to run some of your app on Azure. Buy Microsoft Stock Because of Its Big Cloud Deals, Says JPMorgan.

Cloud 146

Cloud Azure Scale Software Engineering 146

Tom Tunguz

SEPTEMBER 8, 2024

In comparing the two most recent Microsoft earnings calls, Claude highlighted: faster than expected Azure growth (29% vs 27%) AI contributing 8% of Azure revenue up from 7% higher CapEx spending & greater capacity constraints for data centers much better commercial bookings growth : 17% vs 13% Excellent analysis.

Artificial Intelligence 117

Artificial Intelligence Azure AI Search AI 117

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 2, 2024

Booking called out weakness in Europe. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Amazon international eCommerce missed. Confluent called out weakness in Europe (more on that shortly). Overall - there’s more questions about the broader economy, and what that could mean for growth.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

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.”

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

User Pilot

FEBRUARY 12, 2025

After collection, data is automatically transferred to cloud storage platforms (Amazon S3, Google Cloud, Microsoft Azure) where it undergoes thorough Extract, Transform, Load (ETL) processing. Customer success teams can create onboarding based on where users are getting stuck in the product.

Data 52

Data Azure Cloud Customer Success 52

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 245

Scale SaaS Payments Scaling SaaS 245

User Pilot

MARCH 12, 2024

Book a demo today to learn how Userpilot can help you do just that! Azure Active Directory : Also known as Azure AD, this is a cloud-based identity and access management service from Microsoft. If you’re already using multiple products from the Microsoft ecosystem, Azure AD offers smooth integration and support.

Management 105

Management Azure SaaS Systems Review 105

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.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

User Pilot

MAY 30, 2023

Book a demo to see it in action. Data warehouse – Microsoft Azure Data warehouses are large repositories consolidating data from multiple channels. Microsoft Azure dashboard. The price of Microsoft Azure is available on request. Book a demo call with our team and get started!

Azure 98

Azure Government Marketplace as a Service Pricing 98

User Pilot

JULY 14, 2024

Book a demo to see it in action! Cloud technologies (bonus) : Familiarity with cloud platforms like AWS or Azure can give you an edge in the job market. Userpilot is an all-in-one product platform with engagement features and powerful analytics capabilities. Consider courses on DataCamp or Codecademy.

Artificial Intelligence 98

Artificial Intelligence Business Payments Sales Recruiting 98

Andreessen Horowitz

SEPTEMBER 25, 2023

Then we’re going to do some work together to figure out how to take those models, those platform building blocks, and get them deployed into products that Microsoft offers, like GitHub Copilot, as well as deploy these things into environments like Azure and Azure OpenAI API, where people can just build their own software on top of it.”

AI 98

AI Azure New CTO Software Development 98

User Pilot

JULY 18, 2023

Use a free trial and book a demo whenever possible. Book the Userpilot demo to see how its feedback, analytics , and engagement features can support your product growth. Booking a demo before you try out the tool yourself is a good choice as it will show you how the product applies to your unique circumstances.

Software Review 98

Software Review Software Management Azure 98

User Pilot

APRIL 30, 2024

If you want to know more about how Userpilot can help you, book a demo now. Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Infrastructure as a Service (IaaS): IaaS offers virtualized computing resources via the Internet.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development. Book a demo to get started!

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

User Pilot

JULY 25, 2024

To excel, leverage resources like books (e.g., “Naked Statistics”), webinars (Userpilot Events, BrightTALK), blogs (Userpilot Blog, Kaggle), and podcasts (The Analytics Power Hour). Book a demo today! Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Artificial Intelligence 52

Artificial Intelligence Data Azure Machine Learning 52

Intercom, Inc.

AUGUST 9, 2018

That includes things like our bot software, bot framework, the Azure bot service, language understanding and more. One was Comic Chat, which basically made your conversation history a comic book or a visual history of what you said. In the context of your work, what does AI mean exactly? We actually had two products.

AI Search 145

AI Search Artificial Intelligence AI Technical Review 145

User Pilot

JULY 25, 2024

To excel, leverage resources like books (e.g., “Python for Data Analysis”), webinars (Data Science Salon, BrightTALK), blogs (Data Science Central, KD Nuggets), podcasts (Lex Fridman Podcast, Data Skeptic), and certifications (Senior Data Scientist (SDS), Microsoft Certified: Azure Data Scientist Associate, etc.).

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

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. When you should conduct SaaS pentests / mobile app pentests to solidify your security posture.

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

Baremetrics

DECEMBER 7, 2023

Cost of Revenue Examples Hosting AWS / Google Cloud / Azure Payroll – Customer Support Service Delivery Costs Twilio, Sendgrid Merchant Fees Stripe, Braintree You should also include software that helps your support team, such as Help Scout, or your Devops, such as CircleCI. And remember. SaaS Cost of Revenue = Hosting and Support.

Startup 90

Startup Merchant Services DevOps as a Service SaaS 90

Valerian Tech

JULY 18, 2023

Serverless platforms, such as AWS Lambda and Azure Functions, automatically scale resources based on demand, providing agility and cost optimization. This involves assessing workloads, selecting the appropriate cloud service provider (CSP), and utilizing tools like AWS Migration Hub or Azure Migrate for a smooth transition.

multi-cloud Kubernetes 52

multi-cloud Kubernetes K8S orchestration (Kubernetes) Cloud CTO Hire 52

User Pilot

JULY 28, 2024

Book a demo to see it in action! Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis. Experience working with cloud platforms (AWS, Azure, GCP) is desirable. Google Data Analytics, Microsoft Azure Data Scientist Associate). Book a demo to see it in action!

Data 52

Data Azure Data Analysis Machine Learning 52

User Pilot

JULY 21, 2024

Book a demo to see it in action! Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis. Best books for data analysts Data is everywhere, and the ability to analyze it is a highly sought-after skill. Google Data Analytics, Microsoft Azure Data Scientist Associate).

Artificial Intelligence 52

Artificial Intelligence Data Machine Learning Azure 52

User Pilot

JUNE 30, 2024

Book a demo to see it in action! Microsoft Certified: Data Analyst Associate (Microsoft) : This certification validates your proficiency in core data analysis tasks using Microsoft Azure and its data analysis tools like Power BI. It’s a book anyone looking to get into product analysis should read. What is a product analyst?

VP of Engineering 52

VP of Engineering Sales Recruiting Data Analysis Underperforming Technical Team 52

User Pilot

JULY 28, 2024

Book a demo to see it in action! Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis. Google Data Analytics, Microsoft Azure Data Scientist Associate). Book a demo to see it in action! Data analyst salary Source: Glassdoor.

Data 52

Data Machine Learning Artificial Intelligence Data Analysis 52

User Pilot

FEBRUARY 6, 2023

Book a demo today to get actionable insights! Microsoft Azure Machine Learning is a data science tool that helps you create machine learning models at scale so you can prepare data, build and train models, deploy, and then monitor results. Analyze inputs to see what customers are asking about the most.

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

Audacix

JUNE 9, 2023

Get Free Cyber Chief Account Book My Discovery Call Well CSPM is one of the prongs that makes Cyber Chief so powerful and a very well-rounded tool for many of your cloud app security needs. It provides visibility into cloud assets, detects misconfigurations, and helps enforce security policies across multi-cloud environments.

Software Review 66

Software Review Software DevOps as a Service AWS 66

User Pilot

JULY 21, 2024

Book a demo to see it in action! Microsoft Certified: Azure Data Scientist Associate by Microsoft : Ideal for those looking to specialize in Azure cloud data science. Best books for data scientists Data science is a vast field, so the best books for you will depend on your experience level and area of interest.

Technical Review 52

Technical Review Data Machine Learning Artificial Intelligence 52

User Pilot

JULY 24, 2024

To excel, leverage resources like books (e.g., “Data Analytics Made Accessible”), webinars (Userpilot, BrightTALK), blogs (Userpilot Blog, Mode Analytics), podcasts (The Data Chief Podcast), and certifications (Certified Analytics Professional (CAP), Microsoft Certified: Power BI Data Analyst Associate). Book a demo today!

Artificial Intelligence 52

Artificial Intelligence Business Sales Recruiting Data Analysis 52

Sales Hacker

OCTOBER 8, 2018

We are native to the cloud, we are on AWS, we are on Microsoft, Azure, and next year we’ll be on Google Cloud as well. We’ll do well over $100 million in revenue and somewhere in the $150 million in bookings this year. We started building that in 2012. How Chris Found Success in the First 12 Months.

Scale 82

Scale Sales Hiring Sales Recruiting CTO Hire 82

Audacix

JULY 28, 2022

Book My Discovery Call But my web app is hosted on AWS/Azure/Google Cloud and they look after my security You’re not completely wrong, because to an extent these hosting platforms do provide a level of security. Get Cyber Chief Free Trial Book A Discovery Call.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

Audacix

FEBRUARY 4, 2024

Cyber Chief can help you reduce reliance on external security consultants (and save money) Yes, Get Me Started For Free Or Book A Discovery Call To Find Out More Key Components of SaaS Cloud Security Combatting security threats in modern enterprises requires a number of defense vectors. Do your devs take too long to fix vulnerabilities?

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52