Azure GCP(Google Cloud Platform) Payment Features 
Tom Tunguz
APRIL 28, 2022
One invoice. I would pay each product provider in their own token: one for storage, compute, caching/CDN, email subscription management, etc. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. I paid for them each in US dollars every month.
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). Some software companies also have seasonality in the “payback.”
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SaaStr
NOVEMBER 3, 2022
ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.
SaaStr
OCTOBER 13, 2022
ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.
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%.
Clouded Judgement
MAY 3, 2024
We now have results from the three hypersclaers (AWS / Azure / GCP). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
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