Tom Tunguz

MARCH 28, 2020

I wondered where I could find some interesting data about these patterns. I couldn’t find real-time data about bandwidth, but Google’s Trends product does show near up to date Google queries, which is a good proxy. Though the data does show a spike in VPN interest, there’s no commensurate bump for security.

Trends 354

Trends Azure Software Review Content Marketing 354

SaaStr

NOVEMBER 18, 2023

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. What does Pilot’s latest data say? Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. That’s what this Pilot data also reflects. Carpe Diem.

Startup 357

Startup Venture Capital Azure AWS 357

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. ZoomInfo, another pure play in B2B on the data side, isn’t seeing any bounce back yet, either: HubSpot: “Yes, We Had a Great Quarter. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters.

Azure 307

Azure AWS Sales B2B 307

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. ” Unstructured data is the growth engine : 17x growth y/y suggests a small number last year, but phenomenal interest. “Over 30% of customers use Snowflake to process unstructured data in October.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

Clouded Judgement

JUNE 19, 2024

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Let’s get into some high level data.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Like Microsoft & Google, Amazon’s Web Service business is seeing a surge of growth, up from 13% annual to 17% annual growth (16% when excluding the leap year).

Cloud 311

Cloud AWS Azure AI 311

Tom Tunguz

JANUARY 23, 2023

Below, I’ve listed those trends with data & excerpts from the earnings call transcript. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Just last week, we made Azure OpenAI Service broadly available, and already over 200 customers – from KPMG to Al Jazeera – are using it.

Azure 256

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 256

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 213

Azure AI Search Marketing ChatGPT 213

Tom Tunguz

JULY 26, 2022

Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. GCP’s data point is less rosy. 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.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Cloud Azure AWS 223

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 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Meanwhile, the servers keep chugging along & data compounds at a constant growth rate. I’m watching public company earnings to identify early weaknesses in the software market. Yesterday, Google & Amazon announced earnings which completes the picture.

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

SaaStr

MAY 30, 2024

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. Atlassian, Microsoft Azure, and Zoom are good examples of that. How PLG Evolved First, let’s start with PLG and its evolution.

Scale 306

Scale AI Search Azure Sales 306

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. With Aiven, developers can do what they do best: create applications. We enable customers to drive business results from open source that trigger true transformations.

Cloud 276

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 276

Tom Tunguz

MARCH 1, 2025

I analyzed Q4 revenue data from publicly traded companies across multiple sectorssoftware companies, consulting firms, and hardware manufacturers to determine which segment dominates the AI market. NVIDIA’s data center business dominated the field, generating $31b in Q4 revenue with impressive margins exceeding 70%.

AI 247

AI Revenue Azure Consulting 247

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. 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.

AWS 351

AWS Venture Capital Azure Cloud 351

Tom Tunguz

FEBRUARY 1, 2024

Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 “Cosmos DB is the go-to database to build AI-powered apps at any scale… Cosmos DB data transactions increased 42% year-over-year.” ” The data point suggests AI workloads could be a massive boon for Mongo.

AI 214

AI Azure Artificial Intelligence Generative AI 214

Tom Tunguz

MAY 31, 2022

As we navigate this bear market, I’m keeping my eye on broader market data points. 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. Fortunately, it exists. Service Now. Infrastructure.

Azure 240

Azure Software Startup Cloud 240

Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. Meanwhile, Azure has declined in a more steady cadence. The data suggests a broader slowdown in software spending as these companies are indices of software buyers’ behavior. I’m watching public company earnings to identify early weaknesses in the software market. Google Cloud Platform.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

SaaStr

NOVEMBER 3, 2022

Which means better customer relationships, more data, and new sources of revenue. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. StratusGreen is a leading provider of cloud computing solutions and services for emerging and mid-sized businesses.

Payments 265

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 265

Clouded Judgement

FEBRUARY 7, 2025

Generally you need to aggregate data from a number of places to “group.” They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. The list goes on. There are so many others. What do all of these have in common? Perfect for a LLM!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Tom Tunguz

JUNE 9, 2018

Microsoft has published Linux and FreeBSD for Azure. They will migrate applications, data and code. To migrate enterprise on-prem code to Azure is a huge competitive advantage. Elegant on-ramp for a developer to become a paying Azure customer. Microsoft bought Xamarin to help open source.NET. That’s the beginning.

Acquisition 203

Acquisition Azure Cloud Enterprise 203

Neil Patel

JANUARY 25, 2021

The thing about data is it helps you make better business decisions. Everyone has questions when it comes to choosing data analysis software. Why are there so many data analytics tools? You have to arrange your data, explain it, present it properly, and then derive a conclusion from it. Which one is worth your money?

Data Analysis 128

Data Analysis Software Data Scale 128

Clouded Judgement

OCTOBER 11, 2024

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). Cloudflare is up 17%. Datadog is up 14%. Mongo is up 16%. Snowflake is up 14%.

Cloud 167

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

User Pilot

FEBRUARY 12, 2025

In the race for product-led growth, your product teams are probably drowning in data they can’t effectively use. Thats why, as a leading all-in-one product growth platform we developed a solution to help you break data siloes. Userpilots data sync.

Data 52

Data Azure Cloud Customer Success 52

SaaStr

JULY 27, 2019

Here are the top stories: #1: “Russia’s Secret Intelligence Agency Hacked: ‘Largest Data Breach in Its History’ My suggestion: share each data breach and hacking story with your dev team. 2: LinkedIn is Migrating to Microsoft Azure. And ask them if it could happen to you. But it will take 3+ years!! #3:

Cloud 37

Cloud Azure Venture Capital Mobile 37

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Access to proprietary data provides a moat. The PC increased GDP by 0.006%, according to NBER That alone should turn heads. Moats : how to develop competitive advantage?

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

Tom Tunguz

FEBRUARY 13, 2023

The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. Today, our largest R2 customer is another AI company using us for exactly the purpose of being a neutral place to store their training data.

Cloud 243

Cloud Azure Headcount Software Review 243

SaaStr

NOVEMBER 4, 2021

.” Fortunately, the always excellent KeyBanc Capital Markets (KBCM) 2021 SaaS Survey – which covers over 350 private SaaS companies across various stages and categories – provides a very rich data set to work from. You can’t pay your Azure bill or office lease in “Rule of 40” points.

SaaS 321

SaaS Technical Review Benchmarks Azure 321

SaaStr

APRIL 26, 2024

Rudina sees it along three dimensions: Data Infrastructure A culture of adopting AI Where are we heading as we try to adopt AI in the Enterprise? The layout and framework of data, infrastructure, and culture will be even more important as AI shifts to Enterprise. Many people think we have data, so why not build the models?

AI Search 294

AI Search AI Artificial Intelligence Scale 294

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

SaaStr

APRIL 3, 2021

DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. Yes, you may have to make some educated guesses and get some data from unusual sources. . $4B BigCommerce is growing more slowly than its $140B bigger rival, Shopify. That’s a big, big gap. But BigCommerce is still worth a very impressive $4B.

Azure 247

Azure Headcount AWS Education 247

Clouded Judgement

SEPTEMBER 19, 2023

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

IT World

JUNE 6, 2019

Microsoft and Oracle are partnering in the cloud, allowing their customers to run enterprise workloads across Microsoft Azure and Oracle Cloud. A direct network connection and identity interoperability between the two clouds will also allow customers to seamlessly migrate workloads and data, the companies said.

Azure 12

Azure Cloud AI Enterprise 12

SaaStr

DECEMBER 26, 2022

This includes data from companies on how they utilize SaaS and their spending. G2 track data supports expected spending increase in 2022 with average quarterly SaaS spending up 15% YoY.”. The three key themes that emerged from G2’s data are: The value of community experience . Third-party partnerships, including tackle.io

Software Review 245

Software Review Software Azure Cloud 245

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere. And a lot of this depends on your go to market, but we are selling jointly with the AWS and the Azure, et cetera sellers too.

Scale 263

Scale Marketplace as a Service Cloud SaaS Payments 263

Clouded Judgement

APRIL 11, 2024

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. One of my favorite data sets from the quarter was one my colleague Thomas pulled together. This is the data point shown for Q4 ‘23. this quarter.

Cloud 184

Cloud Software Azure AWS 184

BetterCloud

FEBRUARY 25, 2025

Managing Azure cloud services can feel like swimming upstream. You’ve got Entra ID (formerly Azure AD), Intune, a whole bunch of other services, and then there’s the constant pressure to protect your data and keep costs under control. Why Azure Automation isnt always enough Azure Automation is greatuntil it isnt.

Azure 52

Azure Government compliance Identity management 52