Azure Enterprise Software 
Clouded Judgement
APRIL 26, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). So the overall Azure quarterly revenue figure is already not entirely spot on.
SaaStr
APRIL 28, 2021
That is, until you’ve got a major enterprise deal close to the finish line. At Secureframe , we help companies get enterprise ready by streamlining SOC 2 compliance and get them ready within weeks, rather than months. . Security, besides having a password that isn’t “password123”, is probably not a major priority. .
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SaaStr
JULY 27, 2022
So when we started SaaStr waaay back in 2012, I never would have thought of profiling Microsoft and its old fashioned desktop software. But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Software is and should be very profitable at scale. #4.
Tom Tunguz
OCTOBER 23, 2023
I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn. “Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.”
SaaStr
MAY 16, 2022
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. Enterprise software spending globally was $529B in 2020, per Gartner.
SaaStr
NOVEMBER 18, 2023
Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. In fact, Gartner predicts enterprise software spend will cross $1 Trillion Dollars (!) Gartner: Software Spend Will Grow 13.8% At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong.
SaaStr
NOVEMBER 18, 2021
ai is one of those enterprise software companies ($2m customers on average) you hear about and see their billboards but are never quite sure what they do. ai, that somewhat mysteriously does “Enterprise AI” It IPO’d to now a $5 Billion valuation and is now at $200m+ in ARR, growing at 29%.
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