Remove Azure Remove GCP(Google Cloud Platform) Remove Pricing
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

These early conversations helped shape Databricks product, pricing, and go-to-market strategy. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Talk to users.

Scale 169
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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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). In these situations the stock’s earnings reaction could be flat.

Cloud 318
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The Health of Cloud Spending in Mid-2022

Tom Tunguz

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.

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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

Paying five decentralized providers in five different tokens means managing several wallets and monitoring token prices to hedge expenses. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. It’s too much complexity for a simple static blog.

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Signs We've Touched the Bottom

Tom Tunguz

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 238
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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

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. As a result, software vendors often see an uptick in revenue and bookings during these periods. Cloudflare is up 17%.

Cloud 167
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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

We now have results from the three hypersclaers (AWS / Azure / GCP). 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.