Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Their consumption is driven by usage of applications built on top of Mongo.

Trends 130

Trends Cloud Azure AWS 130

Sales Hacker

APRIL 1, 2025

The exact playbook to move from SMB to enterpriseincluding partner enablement, segmentation, and incentive design. 85% of your customers being SMB and mid-market to at the end of that six years, it was 75%, uh, enterprise. Why retention isn’t just a CS metricand how to build a sales team that cares about it.

Scale 64

Scale VP of Engineering Outsourcing Services Enterprise 64

Clouded Judgement

MARCH 22, 2024

For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown.

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

JUNE 26, 2024

You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. They’re very SMB and just closed their first $750k TCV deal. If we’re adding 20%, where is the money going? To some extent, it’s not clear. Maybe endless price increases,” Jason says. A lot of it is moving to versions of AI.

CTO Hire 148

CTO Hire AI Venture Capital Sales Hiring 148

Clouded Judgement

JUNE 20, 2023

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs. My interpretation is we’re in the bottoming phase.

Cloud 167

Cloud Software Benchmarks Scale 167

SaaStr

SEPTEMBER 13, 2020

Azure has been gaining on them rapidly and is growing a double that rate. Everyone knows Shopify for what it is today, but in the earlier days, it really was the best SaaS platform for SMB eCommerce providers. If you look at the IAS vendors, they passed $130 billion revenue milestone this year. It is staggering.

Sales Hiring 235

Sales Hiring Scale Payments Cloud 235

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. In the SMB space, the biggest problem is onboarding for complex products. Go more Enterprise or SMB. Crowdstrike is up and still grew 35%.

Sales Hiring 322

Sales Hiring Scale AI SaaS 322

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 245

Scale SaaS Payments Scaling SaaS 245

SaaStr

AUGUST 26, 2022

I think Azure’s like 7,000, Google. Salesforce was a very rudimentary SMB app for a brief period of time, but it was. That’s not helping the lack of hiring, and everyone that’s big is hiring like there’s no tomorrow. I’m going to get the numbers wrong, I think Amazon has 10,000 open positions out in AWS.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

Sales Hacker

MARCH 25, 2025

cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure. I think about every business that I’ve seen, and I still engage with a lot of startups and SMB, and small, medium companies as well. They didn’t have to reinvent the wheel. Focused on the use cases.

AI Search 70

AI Search AI Scale Software 70