Azure Book GCP(Google Cloud Platform) 
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. In Azure, we expect revenue growth to be 26% to 27% in constant currency, including roughly 1 point from AI services.
Tom Tunguz
JULY 26, 2022
Today, Microsoft & Google revealed the health of their infrastructure business units. Microsoft Azure. Google Cloud Platform. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. GCP’s data point is less rosy. Amazon Web Services. Good news & bad news.
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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%.
Clouded Judgement
AUGUST 2, 2024
Booking called out weakness in Europe. Overall - there’s more questions about the broader economy, and what that could mean for growth. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Amazon international eCommerce missed.
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).
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.
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.”
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