Cloud 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

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.

Cloud

Cloud GCP(Google Cloud Platform) Software Azure

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

SaaStr

FEBRUARY 10, 2022

Everstage is a no-code commissions automation platform that removes recurring busywork for your Ops and Finance teams and provides a transparent and gamified incentives experience to your customer-facing teams. Aiven provides managed open source data technologies on all major clouds. Grab tickets here. appeared first on SaaStr.

Cloud

Cloud GCP(Google Cloud Platform) Payments SaaS Payments

Webinars

From Start to Scale: Driving Growth Through Seamless Payments Implementation

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Grey Skies in Cloud Earnings

Tom Tunguz

OCTOBER 27, 2022

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

Cloud

Cloud GCP(Google Cloud Platform) Azure AWS

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

Tom Tunguz

JULY 28, 2022

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

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) AWS Startup Azure

The Health of Cloud Spending in Mid-2022

Tom Tunguz

JULY 26, 2022

Google Cloud Platform. That suggests the cloud market is quite strong. Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth. Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud Azure AWS

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

SaaStr

NOVEMBER 3, 2022

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. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration.

Payments

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions

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

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment

Cost optimization & reporting

Cost optimization & reporting Cloud Software 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

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

Cloud

Cloud GCP(Google Cloud Platform) AWS Azure

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

SaaStr

JULY 19, 2022

Calendly works with Google, Office 365 and Outlook calendars and apps like Salesforce, Stripe, PayPal, Google Analytics, GoToMeeting and Zapier for a seamless user experience. Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure

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

SaaStr

OCTOBER 13, 2022

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. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. I’m as excited as ever about the long term cloud software markets. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud

Cloud Software GCP(Google Cloud Platform) AI

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Back then the median software NTM rev multiple was ~6x.

Cloud

Cloud Azure GCP(Google Cloud Platform) AWS

Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date! So far - you’re either tied to AI tailwinds, or it’s rough out there.

Cloud

Cloud Software GCP(Google Cloud Platform) Azure

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)

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). There are 4 questions startups should ask themselves about building with generative AI.

Generative AI

Generative AI AI GCP(Google Cloud Platform) Startup

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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).

Cloud

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

Clouded Judgement 4.21.23

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Morgan Stanley released a report yesterday suggesting “cloud optimizations [were] an intensifying headwind in Q1.”

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

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

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand).

Cloud

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI

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

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS SaaS

Clouded Judgement 10.28.22

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud

Cloud Azure AWS Cost optimization & reporting

Microsoft's Billion Dollar AI Business

Tom Tunguz

APRIL 25, 2023

Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023.

AI Search

AI Search AI Azure GCP(Google Cloud Platform)

Signs We've Touched the Bottom

Tom Tunguz

JULY 25, 2023

Yesterday, Microsoft & Google announced earnings. At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. The cloud migration is about halfway as percentage of GDP.

Azure

Azure GCP(Google Cloud Platform) AI Cloud

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

Tom Tunguz

NOVEMBER 28, 2023

Improved terms from the cloud service providers have contributed to margin expansion.” " Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure Data Startup

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud

Cloud Trends Azure GCP(Google Cloud Platform)

Outbound Marketing Fury : Office Hours with Raj Sarkar

Tom Tunguz

OCTOBER 17, 2023

He then jooined Google to become the lead product marketing manager on Google Cloud Platform (GCP). On Thursday, November 2nd at 9:30 AM Pacific, Office Hours welcomes Raj Sarkar to talk about Unleashing Outbound Marketing Fury. Raj started his career as a marketing manager at Cisco focused on the SMB market.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Marketing SMB Cloud

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Cycle of Cloud Optimizations Q2 earning season has officially kicked off!

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Profit Dollars per GPU Dollar

Tom Tunguz

NOVEMBER 4, 2024

” Those quotes from Amazon & Microsoft last week underscore the dramatic transformation in cloud growth rates. Cloud Growth Rates Nadir This Quarter % Change AWS 12 19 58.3% GCP 23 35 52.2% Across the 3 major clouds, the growth rates have increased between 27% and 58% from their nadir about a year ago.

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. They continue to be the standard for the vast majority of cloud workloads, of course, but they are built around a set of operational practices that were more relevant a decade ago. It truly is a global multi-master storage platform.

Investment

Investment GCP(Google Cloud Platform) AWS Azure

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

IT World

APRIL 9, 2019

Cisco and Google have expanded their joint cloud development activities to help customers more easily build secure multicloud and hybrid applications everywhere from on-premises data centers to public clouds. Check out what hybrid cloud computing is and learn what you need to know about multi-cloud.

multi-cloud Kubernetes

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

Cisco, Google reenergize multicloud/hybrid cloud joint development

IT World

APRIL 9, 2019

Cisco and Google have expanded their joint cloud-development activities to help customers more easily build secure multicloud and hybrid applications everywhere from on-premises data centers to public clouds. Check out what hybrid cloud computing is and learn what you need to know about multi-cloud.

multi-cloud Kubernetes

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

BetterCloud Is Now Available on Google Cloud Marketplace

BetterCloud

MAY 21, 2021

This is just one of several reasons we are thrilled to announce that BetterCloud is now available on the Google Cloud Marketplace ! Since 73% of B2B buyers say that purchasing through channels such as marketplaces is “very convenient,” it was an easy decision for us to invest in GCP Marketplace availability. Why Google?

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud B2B Technology

Google Cloud to offer VMware data-center tools natively

IT World

JULY 30, 2019

Google this week said it would for the first time natively support VMware workloads in its Cloud service, giving customers more options for deploying enterprise applications. RELATED: How to make hybrid cloud work. RELATED: How to make hybrid cloud work. To read this article in full, please click here

Cloud

Cloud GCP(Google Cloud Platform) Data Enterprise

What Is FinOps and How Can It Help Businesses Scale Their Financial Processes

Baremetrics

JANUARY 25, 2022

In recent years, a new discipline of financial management has emerged in response to cloud technologies and organizations growing reliance on cloud IT architectures and cloud-based business processes. The Scalability of Cloud Solutions The Three Stages of FinOps 1. Table of Contents. What Is FinOps? What Is FinOps?

Payment Services

Payment Services SaaS Payments Payment Solutions Scaling

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

Clouded Judgement

SEPTEMBER 19, 2023

, universal access controls (RBAC) or a REST catalog, then we feel that Tabular is the right platform for you! Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade.

Data

Data Government Scale AWS

Best Practices To Ease Your SaaS Cloud Security Challenges

Audacix

FEBRUARY 4, 2024

Table Of Contents SaaS cloud security tools and SaaS providers act as a constructive bridge for cloud infrastructure and application protection. However, the path to SaaS cloud security can be challenging. Opting for cloud security as a service from the best SaaS provider and shifting left is the way to move forward.

Outsourcing Services

Outsourcing Services Cloud Outsourced Development Software Review

Understanding Multi-tenancy, the Keystone of SaaS

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The Fundamental Goal of SaaS Tenant Isolation Selling the same software to different users relies on using cloud-based resources that can be leveraged across different customers. Optimize cloud economics and drive Business Goals.

Well Architected Framework

Well Architected Framework SaaS AWS Construction

IaaS PaaS SaaS: Mastering The 3 Different Cloud Service Models

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Ensure cloud security and compliance.

DevOps as a Service

DevOps as a Service Marketplace as a Service Cloud SaaS

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

Sales Hacker

OCTOBER 7, 2019

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. Google’s Marketing Message and stance on competitors. About Alison Wagonfeld and Google Cloud (01:52). GCP’s Marketing Message in Light of Direct Competition (20:30). About Alison Wagonfeld and Google Cloud.

Cloud

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform)

Founder’s Guide to Scaling Applications: When to Build, When to Buy and What Breaks by Algolia Co-founder (Video + Transcript)

SaaStr

OCTOBER 17, 2019

We decided to use bare-metal infrastructure and not use cloud infrastructure, VMs, which was kind of completely crazy at this moment. None of that was available on cloud infrastructure at this time. You can do that on cloud provider with availability zone. We have not even fundraise. So this one was a good decision.

Scale

Scale Scaling CTO Hire Part-Time VPE

[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

Google Cloud CTO: To win the enterprise, we need to cut the tech jargon

ITPro

JULY 28, 2018

CTO Brian Stevens says GCP needs to get better at talking about technology.

CTO

CTO GCP(Google Cloud Platform) Enterprise Cloud

Predicting Cloud Growth Rates for 2023

A Look Back at Q1 '24 Public Cloud Software Earnings

Webinars

Trending Sources

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

Webinars

Grey Skies in Cloud Earnings

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

The Health of Cloud Spending in Mid-2022

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

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

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

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

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

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

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement 5.10.24 - Software Weakness Across the Board

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

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

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement 4.21.23

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

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

Clouded Judgement 10.28.22

Microsoft's Billion Dollar AI Business

Signs We've Touched the Bottom

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

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Outbound Marketing Fury : Office Hours with Raj Sarkar

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Profit Dollars per GPU Dollar

Investing in Tigris

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

Cisco, Google reenergize multicloud/hybrid cloud joint development

BetterCloud Is Now Available on Google Cloud Marketplace

Google Cloud to offer VMware data-center tools natively

What Is FinOps and How Can It Help Businesses Scale Their Financial Processes

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

Best Practices To Ease Your SaaS Cloud Security Challenges

Understanding Multi-tenancy, the Keystone of SaaS

IaaS PaaS SaaS: Mastering The 3 Different Cloud Service Models

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

Founder’s Guide to Scaling Applications: When to Build, When to Buy and What Breaks by Algolia Co-founder (Video + Transcript)

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

Google Cloud CTO: To win the enterprise, we need to cut the tech jargon

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