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5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

Nvidia, Google Cloud, Azure, etc. Only 21% of Salesforce’s Revenue is from … Sales This has been true for many years, but it often comes as a surprise to those that don’t know the company as well as they know its CRM. #2. But how about 2026+? We’ll see. Salesforce Growth: FY26 $40.9B (guidance) FY25 $37.9B

Scale 207
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Predicting Cloud Growth Rates for 2023

Tom Tunguz

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Google: [We] are pushing Google Cloud to Profitability. One surprising nuance from the Google call: Revenue growth in GCP was again greater than Google Cloud, reflecting strength in both infrastructure and platform services. Amazon: Net sales increased $21.4

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

SaaStr

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? And it’s gone much more aggressive in its sales motions.

Cloud 298
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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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
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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Signal can come from many places (sales team notes, customer support tickets, etc) IT Incident Management: Similar to the security alert example. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. 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
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58% of You Say Sales Cycles Are Even Longer in 2024

SaaStr

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. In fact, 58% of you say sales cycles are even longer this year. The post 58% of You Say Sales Cycles Are Even Longer in 2024 appeared first on SaaStr. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc.

Azure 306