SaaStr

FEBRUARY 20, 2021

But are AWS, Azure and Google Cloud just too big for us to learn from? The Cloud Market as Google Cloud defines it has grown at a jaw-dropping rate, from $85B in ’15 to $290B in ’20. Google Cloud continues its march upmarket, competing with Azure. So I think there are some good learnings! million customers.

Cloud 294

Cloud Azure AWS Scale 294

Tom Tunguz

JULY 28, 2022

With about 39% market share, AWS reigns supreme as the largest provider. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change.

GCP(Google Cloud Platform) 324

GCP(Google Cloud Platform) AWS Startup Azure 324

SaaStr

DECEMBER 28, 2023

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021.

Azure 349

Azure Cloud SaaS Trends 349

SaaStr

FEBRUARY 7, 2025

These early conversations helped shape Databricks product, pricing, and go-to-market strategy. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. For any startup looking to go from $1M to $100M and beyond, Rons playbook is clear: Hire technical sales talent if youre in a technical market.

Scale 176

Scale Sales Hiring Scaling Revenue 176

Tom Tunguz

MARCH 28, 2020

I’ve also heard anecdotally that some forms of content marketing are doing well in an era when knowledge workers sit before our laptops all day. ZDNet reported demand for Azure is up 775%. I was reading an article in the NY Times about how we’re all using much more internet than we have been.

Trends 354

Trends Azure Software Review Content Marketing 354

Tom Tunguz

JANUARY 23, 2023

I’m watching public company earnings to identify early weaknesses in the software market. 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 Machine Learning Artificial Intelligence 256

SaaStr

NOVEMBER 18, 2023

Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. What does Pilot’s latest data say? Many have already raised a bridge round.

Startup 357

Startup Venture Capital Azure AWS 357

SaaStr

APRIL 8, 2020

of Microsoft’s market cap. Once Office 365, Azure, etc. Even there, those deals were only so big relative to a $1 Trillion market cap. Because it was just a bet. And maybe even almost an experiment. Buying Wunderlist for $150m sure sounds like a lot to me and you. But the reality is, it’s 0.1% Sometimes, a very big experiment.

Azure 318

Azure Cloud Acquisition Strategy 318

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). What I’ve shown below is the market-adjusted stock price reaction.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. That suggests the cloud market is quite strong. Google Cloud Platform. Google Cloud Platform. Amazon Web Services.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Cloud Azure AWS 223

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. But only up to a point.

AWS 351

AWS Venture Capital Azure Cloud 351

SaaStr

NOVEMBER 6, 2023

If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB.

Merchant Services 307

Merchant Services Azure Software AWS 307

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Yesterday, Microsoft & Google announced earnings. The desire for AI is broad.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Tom Tunguz

APRIL 30, 2024

Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. “Moving to AWS.

Cloud 311

Cloud AWS Azure AI 311

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years. 2020 is the decade of data.

Data 281

Data Azure Machine Learning Artificial Intelligence 281

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. But it’s a great case study on how nailing a niche, and staying focused on a core ICP in a huge market, can pay off. So DigitalOcean is the quiet Cloud platform that keeps on growing.

Azure 272

Azure AWS SMB Cloud 272

SaaStr

APRIL 28, 2021

As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. The reality is all large companies, and more and more mid-market companies, will require a SOC 2 report from their vendors. Deal: closed-lost.

Enterprise 278

Enterprise Software Review Azure GCP(Google Cloud Platform) 278

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Yesterday, Google & Amazon announced earnings which completes the picture. Growth will continue to slow this year. Today, that figure has dropped to 27%.

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

SaaStr

JANUARY 27, 2024

Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). It’s your top marketing and customer retention investment. Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. It could be more or less, but that’s a rough way to think about it.

Azure 273

Azure AWS SaaS Customer Success 273

Tom Tunguz

MAY 31, 2022

As we navigate this bear market, I’m keeping my eye on broader market data points. A broad software buyer index would be the best metric to understand how buyer preferences are changing across the market. Microsoft Azure. Fortunately, it exists. Service Now. Infrastructure. Google Cloud Platform.

Azure 240

Azure Software Startup Cloud 240

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. In second place, Microsoft’s AI business, including Azure, is at a $3.25b Q4 revenue. Maybe this group doubles the revenue.

AI 247

AI Revenue Azure Consulting 247

Nimble - Sales

MAY 22, 2019

Nimble has migrated its market-leading SaaS CRM from Amazon Web Services (AWS) to Microsoft Azure. The migration enables Nimble to tap into Microsoft’s world-class Azure platform and partner ecosystem to scale. The post How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams appeared first on Nimble Blog.

Azure 98

Azure Scale AWS Management 98

Clouded Judgement

FEBRUARY 7, 2025

I do think LLMs will really help turbo charge these markets though, and finally make the solutions actually useful. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory. Meanwhile, Azure has declined in a more steady cadence. Google Cloud Platform. Amazon Web Services.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

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. A freemium version can work well if you want to gain market share quickly. Atlassian, Microsoft Azure, and Zoom are good examples of that.

Scale 299

Scale AI Search Azure Sales 299

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 268

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 268

SaaStr

MAY 6, 2022

So the public markets are in tumult. This is just starting to roll through the private markets and is going to make a bumpy rest of the year. Revenue multiples are how much VCs, investors, and ultimately, an IPO and public markets will value each dollar of revenue. And indeed there is today! A Covid Hangover in SaaS stocks.’

SaaS 348

SaaS Azure Cloud AWS 348

SaaStr

JULY 19, 2022

Drift brings Conversational Marketing, Conversational Sales and Conversational Service into a single platform that integrates chat, email and video and powers personalized experiences with artificial intelligence (AI) at all stages of the customer journey. Usually, it takes a paradigm shift to grow. appeared first on SaaStr.

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 261

Tom Tunguz

MARCH 2, 2024

But pretty quickly, the infrastructure layer should commoditize, just as it did in the cloud where three vendors command 65% market share : Amazon Web Services, Azure, & Google Cloud Platform. The rapid growth of AI has fueled a surge of interest in the models themselves.

AI 248

AI Azure ChatGPT Benchmarks 248

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. 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) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

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). Market : how to compete with incumbents? Layer : application, platform, or infrastructure? But there are 100 applications compared to 3 infrastructure vendors.

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

SaaStr

APRIL 3, 2021

Well, your growth or lack thereof of market share is the #1 sign of potential decay in your product. In a fast-growing market, it’s important to not be quietly left behind just by growing more slowly. You can’t blame it on market changes. Again, they play in the same market. That’s % of marketshare.

Azure 244

Azure Headcount AWS Education 244

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. Consumption continued to grow in the month of October…Consumption trends have improved.”

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

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

SaaStr

APRIL 27, 2021

After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. That’s a huge tailwind. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform) 235

GCP(Google Cloud Platform) Azure AWS SaaS 235

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

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies. And we’ll also share maybe even some of our failures and best practices with this go-to-market channel.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259