Azure and GCP(Google Cloud Platform)

Predicting Cloud Growth Rates for 2023

Tom Tunguz

FEBRUARY 2, 2023

Yesterday, Google & Amazon announced earnings which completes the picture. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Google: [GCP] saw slower growth of consumption as customers optimized GCP costs. Google: [We] are pushing Google Cloud to Profitability.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud AWS Sales Hiring

How Much Should You Expect Your Startup to Slow in 2022?

Tom Tunguz

JULY 28, 2022

GCP reported 37% growth & Microsoft 40%. With about 39% market share, AWS reigns supreme as the largest provider. Larger businesses face more daunting challenges sustaining higher growth rates, so AWS numbers are expected. Q/Q Growth Rate Change. All three businesses reported a decline in their growth rates.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) AWS Startup Azure

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud

Cloud GCP(Google Cloud Platform) Software Azure

Webinars

From Start to Scale: Driving Growth Through Seamless Payments Implementation

MORE WEBINARS

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

FEBRUARY 10, 2022

Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms. We enable customers to drive business results from open source that trigger true transformations.

Cloud

Cloud GCP(Google Cloud Platform) Payments SaaS Payments

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

NOVEMBER 3, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance.

Payments

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions

The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

APRIL 28, 2022

Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. Developers pay for low-latency storage with the same protocol token as they would pay for compute. Third, software engineers decentralize only a subset of the app.

Payment Solutions

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

SaaStr

APRIL 28, 2021

Some well-known providers of SSO include Google Cloud Identity for companies using GSuite, Azure Active Directory for companies using Office 365, and Okta if you’re a larger company with more complex needs. . For password management, 1Password and LastPass are popular options. 3 – Get a Mobile Device Management (MDM) Solution.

Enterprise

Enterprise Software Review Azure GCP(Google Cloud Platform)

Grey Skies in Cloud Earnings

Tom Tunguz

OCTOBER 27, 2022

This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Microsoft Azure. Google Cloud Platform. GCP is more volatile, likely driven by the volatility of bigger deals closing on a smaller revenue base. Meanwhile, Azure has declined in a more steady cadence.

Cloud

Cloud GCP(Google Cloud Platform) Azure AWS

The Health of Cloud Spending in Mid-2022

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.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud Azure AWS

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

OCTOBER 13, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Microsoft's Billion Dollar AI Business

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.

AI Search

AI Search AI Azure GCP(Google Cloud Platform)

Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

SaaStr

JULY 19, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, PCI DSS and HIPAA compliance.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

SaaStr

OCTOBER 6, 2022

DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Signs We've Touched the Bottom

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.

Azure

Azure GCP(Google Cloud Platform) AI Cloud

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

APRIL 6, 2023

Layer : application, platform, or infrastructure? 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). The PC increased GDP by 0.006%, according to NBER That alone should turn heads.

Generative AI

Generative AI AI GCP(Google Cloud Platform) Startup

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

APRIL 27, 2021

In my 148 public SaaS companies (including most of the categories of this list but not AWS, Azure, GCP) the aggregate revenue is $185B. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS SaaS

Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

NOVEMBER 28, 2023

“Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. And as a result, our salespeople are really not inclined to do much in GCP.” Microsoft will launch their Databricks competitor called Fabric soon.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure Data Startup

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off!

Cost optimization & reporting

Cost optimization & reporting Cloud Software Azure

Profit Dollars per GPU Dollar

Tom Tunguz

NOVEMBER 4, 2024

GCP 23 35 52.2% Azure 26 33 26.9% Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS AI

Investing in Tigris

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. Lately, we’ve seen the rise of a number of hosting platforms that are better aligned with modern development practices.

Investment

Investment GCP(Google Cloud Platform) AWS Azure

Clouded Judgement 10.28.22

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

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! A lot of companies report next week, we’ll see if they’re able to quell any fears!

Cloud

Cloud Azure GCP(Google Cloud Platform) AWS

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

AUGUST 4, 2023

You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. That means we very well could see 27% be the bottom for them as well (assuming they beat their guidance). Then Q2 came in at 12% (must have seen improvements throughout the quarter).

Cloud

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud

Cloud Software GCP(Google Cloud Platform) Azure

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

SEPTEMBER 27, 2024

Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud

Cloud GCP(Google Cloud Platform) AWS Azure

Clouded Judgement 4.21.23

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. Q1 Earnings Season We’re on the eve of Q1 earning season. The Q4 ‘22 growth rate was 38% YoY.

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” ” Data is more important than ever! AWS reports next week.

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism.

Cloud

Cloud Software GCP(Google Cloud Platform) AI

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing.

Cloud

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI

Clouded Judgement 10.11.24 - Budget Flush

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

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

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud

Cloud Trends Azure GCP(Google Cloud Platform)

Cisco, Google reenergize multicloud/hybrid cloud joint development

IT World

APRIL 9, 2019

Anthos will let customers run applications, unmodified, on existing on-premises hardware or in the public cloud and will be available on Google Cloud Platform (GCP) with Google Kubernetes Engine (GKE), and in data centers with GKE On-Prem , the company says.

multi-cloud Kubernetes

multi-cloud Kubernetes Cloud GCP(Google Cloud Platform) Development

Cisco, Google reenergize multi-cloud/hybrid cloud joint development work

IT World

APRIL 9, 2019

Anthos will let customers run applications, unmodified, on existing on-premises hardware or in the public cloud and will be available on Google Cloud Platform (GCP) with Google Kubernetes Engine (GKE), and in data centers with GKE On-Prem , the company says.

multi-cloud Kubernetes

multi-cloud Kubernetes Cloud GCP(Google Cloud Platform) Development

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). The warehouse is then optimized for efficient access (typically through SQL) to that data, with a number of other properties layered in (like governance, access, security, etc).

Data

Data Government Scale AWS

Understanding Multi-tenancy, the Keystone of SaaS

CloudGeometry

FEBRUARY 7, 2022

Some of these include: Create a cluster of nodes per tenant Use IAM and other platform constructs to prevent tenant boundary-crossing. The tenants can then access compute resources (Lambda or Azure Functions, etc.) For Pool based compute isolation, every node in a cluster is shared by various tenants.

Well Architected Framework

Well Architected Framework SaaS AWS Construction

Tech Stack: Definition, Components, and Building Tips

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.

Azure

Azure GCP(Google Cloud Platform) AWS Construction

[WEBINAR REPLAY] How to build a culture of security in your software development teams

Audacix

SEPTEMBER 20, 2022

How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. When you should conduct SaaS pentests / mobile app pentests to solidify your security posture. How to build application security into your software development lifecycle. How to prioritise and pick the right security related activities to do first.

Software Development

Software Development GCP(Google Cloud Platform) Development Software

Data Analyst Job Description and Templates

User Pilot

JULY 28, 2024

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).

Data

Data Azure Data Analysis Artificial Intelligence

Moving ChartMogul to AWS and Kubernetes

Chart Mogul

JANUARY 28, 2022

We researched the market and discovered many tradeoffs and advantages a new provider could bring to the table. Our options were Amazon Web Services (AWS), Google Cloud (GCP), and Azure. Managed Kubernetes was another major factor to consider, and this was head to head with Google Cloud (GCP). Team expertise.

K8S orchestration (Kubernetes)

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform)

Data Scientist Job Description and Templates

User Pilot

JULY 28, 2024

Bonus points : Experience with cloud platforms (AWS, Azure, GCP). Experience with data visualization tools (e.g., Tableau, Power BI). Excellent communication and collaboration skills. A passion for data-driven problem-solving and a strong work ethic. Experience with big data technologies (Hadoop, Spark).

Data

Data Technical Review Artificial Intelligence Machine Learning

Best Practices To Ease Your SaaS Cloud Security Challenges

Audacix

FEBRUARY 4, 2024

Now this is a very generalized security checklist for cloud security, but this area of cyber security is becoming increasingly important as enterprise applications and workloads move to public clouds and business processes become more dependent on cloud services.

Outsourcing Services

Outsourcing Services Cloud Outsourced Development Software Review

PODCAST 78: What this Google Exec Wants You to Know About Success w/ Alison Wagonfeld of Google Cloud

Sales Hacker

OCTOBER 7, 2019

Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. She’s responsible for both GCP, which is the Google Cloud Platform and for G-Suite, which is Gmail, Calendar, Sheets, Docs, all the stuff that we all use everyday. Welcome to The Sales Hacker Podcast. We’ve got a great show for you today.

Cloud

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform)

AI Food Fights in the Enterprise

Andreessen Horowitz

SEPTEMBER 25, 2023

It will be like AWS, GCP, and Azure. How much do you think we’re going to get tons of specialization versus no, once the brain gets big enough and we do these fine tunings, that’s going to be it. Ali: I think the answer is closer to the latter. It’s going to have lots of specialization.

AI

AI Enterprise Artificial Intelligence Generative AI

The best SaaS apps have these 7 web application security controls

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. These massive cloud hosting platforms typically offer protections against large-scale DDOS attacks and the like.

Cybersecurity

Cybersecurity AWS Underperforming Technical Team Scale

Predicting Cloud Growth Rates for 2023

How Much Should You Expect Your Startup to Slow in 2022?

Webinars

Trending Sources

A Look Back at Q1 '24 Public Cloud Software Earnings

Webinars

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

The Critical Question Facing Web3 Infrastructure Startups

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

Grey Skies in Cloud Earnings

The Health of Cloud Spending in Mid-2022

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

Microsoft's Billion Dollar AI Business

Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

Signs We've Touched the Bottom

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Profit Dollars per GPU Dollar

Investing in Tigris

Clouded Judgement 10.28.22

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement 4.21.23

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Cisco, Google reenergize multicloud/hybrid cloud joint development

Cisco, Google reenergize multi-cloud/hybrid cloud joint development work

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Understanding Multi-tenancy, the Keystone of SaaS

Tech Stack: Definition, Components, and Building Tips

[WEBINAR REPLAY] How to build a culture of security in your software development teams

Data Analyst Job Description and Templates

Moving ChartMogul to AWS and Kubernetes

Data Scientist Job Description and Templates

Best Practices To Ease Your SaaS Cloud Security Challenges

PODCAST 78: What this Google Exec Wants You to Know About Success w/ Alison Wagonfeld of Google Cloud

AI Food Fights in the Enterprise

The best SaaS apps have these 7 web application security controls

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