GCP(Google Cloud Platform)

Profit Dollars per GPU Dollar

Tom Tunguz

NOVEMBER 4, 2024

GCP 23 35 52.2% Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. Azure 26 33 26.9%

GCP(Google Cloud Platform) Azure AWS Cloud

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

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

Tom Tunguz

JULY 28, 2022

GCP reported 37% growth & Microsoft 40%. With about 39% market share, AWS reigns supreme as the largest provider. Larger businesses face more daunting challenges sustaining higher growth rates, so AWS numbers are expected. Q/Q Growth Rate Change. All three businesses reported a decline in their growth rates.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) AWS Azure Startup

Webinars

What’s New in Apache Airflow® 3.0—And How Will It Reshape Your Data Workflows?

MORE WEBINARS

From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

FEBRUARY 7, 2025

Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Enterprise sales require a field presence, strategic account management, and a drive to go where your customers are. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model.

Scale

Scale Sales Hiring Scaling Revenue

The Health of Cloud Spending in Mid-2022

Tom Tunguz

JULY 26, 2022

Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth. GCP’s data point is less rosy. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Why do these results diverge?

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud Azure AWS

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

SaaStr

FEBRUARY 10, 2022

Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms. We enable customers to drive business results from open source that trigger true transformations.

Cloud

Cloud GCP(Google Cloud Platform) Payments SaaS Payments

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

JUNE 19, 2024

GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017.

Cloud

Cloud GCP(Google Cloud Platform) Software Azure

The Critical Question Facing Web3 Infrastructure Startups

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

Payment Solutions GCP(Google Cloud Platform) Payment Features Startup

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

SaaStr

NOVEMBER 3, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance.

Payments

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions

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

SaaStr

OCTOBER 13, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

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

Tom Tunguz

NOVEMBER 28, 2023

" 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. And as a result, our salespeople are really not inclined to do much in GCP.”

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure Data Startup

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)

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

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

SaaStr

JULY 19, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, PCI DSS and HIPAA compliance.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure

Grey Skies in Cloud Earnings

Tom Tunguz

OCTOBER 27, 2022

GCP is more volatile, likely driven by the volatility of bigger deals closing on a smaller revenue base. The current recession is evident in the charts: growth rates have declined by 25% in six months’ time. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate.

Cloud

Cloud GCP(Google Cloud Platform) Azure AWS

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

SaaStr

APRIL 28, 2021

While there are many steps to getting your infrastructure setup ready for a SOC 2 audit, below are some simple settings you can start with, if you’re using AWS or GCP ( Secureframe also supports Azure). If you need a Pull Request Template, here is ours. 5 – Configure Your Infrastructure.

Enterprise

Enterprise Software Review Azure GCP(Google Cloud Platform)

Clouded Judgement 10.11.24 - Budget Flush

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

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

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). The PC increased GDP by 0.006%, according to NBER That alone should turn heads.

Generative AI

Generative AI AI GCP(Google Cloud Platform) Startup

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

SaaStr

APRIL 27, 2021

In my 148 public SaaS companies (including most of the categories of this list but not AWS, Azure, GCP) the aggregate revenue is $185B. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS SaaS

Signs We've Touched the Bottom

Tom Tunguz

JULY 25, 2023

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Amazon, Cloudflare, & Mongo announce soon. At last, we see a change in slope in the annual growth rates of the cloud services. The desire for AI is broad.

Azure

Azure GCP(Google Cloud Platform) AI Cloud

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). Raj started his career as a marketing manager at Cisco focused on the SMB market. Next, he headed marketing at Atlassian for Trello, Confluence, Jira for Business Teams & other products.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Marketing SMB Cloud

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

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off!

Cost optimization & reporting

Cost optimization & reporting Cloud Software AWS

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

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).

Cloud

Cloud GCP(Google Cloud Platform) AWS Azure

Investing in Tigris

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. Lately, we’ve seen the rise of a number of hosting platforms that are better aligned with modern development practices.

Investment

Investment GCP(Google Cloud Platform) AWS Azure

Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration 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.

Cloud

Cloud Software GCP(Google Cloud Platform) Azure

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Falling rates have not been enough to move multiples. A lot of companies report next week, we’ll see if they’re able to quell any fears!

Cloud

Cloud Azure GCP(Google Cloud Platform) AWS

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

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

Cloud

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud

Cloud Software GCP(Google Cloud Platform) AI

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

AUGUST 4, 2023

Then Q2 came in at 12% (must have seen improvements throughout the quarter). And most importantly, they’ve seen these positive trends continue.

Cloud

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 4.21.23

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season. Let’s double click on Azure.

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Clouded Judgement 10.28.22

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%.

Cloud

Cloud Azure AWS Cost optimization & reporting

Cisco, Google reenergize multicloud/hybrid cloud joint development

IT World

APRIL 9, 2019

Anthos is based on – and supplants – the company's existing Google Cloud Service beta. Anthos will also let customers for the first time manage workloads running on third-party clouds such as AWS and Azure from the Google platform without requiring administrators and developers to learn different environments and APIs, Google said.

multi-cloud Kubernetes

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

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

IT World

APRIL 9, 2019

Anthos is based on – and supplants – the company's existing Google Cloud Service beta. Anthos will also let customers for the first time manage workloads running on third-party clouds such as AWS and Azure from the Google platform without requiring administrators and developers to learn different environments and APIs, Google said.

multi-cloud Kubernetes

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

BetterCloud Is Now Available on Google Cloud Marketplace

BetterCloud

MAY 21, 2021

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. Additionally, any GCP customer who has a committed spend contract can now apply those funds towards BetterCloud. Why Google? How this benefits you.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud B2B Technology

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). I’m hopeful we’re getting leading indicators that the light at the end of the tunnel is getting closer. However, it’s not showing up in the data yet. And everyone hoping for AI acceleration will need to wait.

Cloud

Cloud Trends Azure GCP(Google Cloud Platform)

The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth.

Marketplace as a Service

Marketplace as a Service Cloud Trends Software

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

JULY 28, 2023

This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. Time will tell if the strong economy and labor market lead to a resurgence of inflation in the back half of the year. Cycle of Cloud Optimizations Q2 earning season has officially kicked off!

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

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

Clouded Judgement

SEPTEMBER 19, 2023

Iceberg is open source, and is the leading table format, having been adopted by Snowflake, AWS, GCP, Databricks, Confluent and many others, with contributions and usage coming from some of the largest organizations like Netflix, Apple, LinkedIn, Adobe, Salesforce, Stripe, Pinterest, AirBNB, Expedia and many others.

Data

Data Government Scale GCP(Google Cloud Platform)

Google Cloud to offer VMware data-center tools natively

IT World

JULY 30, 2019

The hybrid cloud service called Google Cloud VMware Solution by CloudSimple will use VMware software-defined data center (SDCC) technologies including VMware vSphere, NSX and vSAN software deployed on a platform administered by CloudSimple for GCP. RELATED: How to make hybrid cloud work.

Cloud

Cloud GCP(Google Cloud Platform) Data Enterprise

Best Website Monitoring Services

Neil Patel

DECEMBER 24, 2020

Site24x7 supports Ruby, Java, PHP,NET, Node.js, and mobile platforms for apps. The tool also monitors Windows, Linux, Docker, VMware, FreeBSD, GCP, and Azure for servers. Additional features include: Mobile access Root cause analysis Hosted status pages SLA management Alerts and reports Support for managed service providers.

DevOps as a Service

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review

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

Baremetrics

JANUARY 25, 2022

Examples of cost management software include in-platform cost optimization modules like GCP Billing and AWS Cost Explorer. Cost Management Software Cost management and optimization tools can help you save money by highlighting unnecessary expenses such as unused instances or superfluous instance sizing.

Payment Services

Payment Services SaaS Payments Payment Solutions Scaling

[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

Top Tools for Monitoring API Performance

Teamgate

JUNE 11, 2025

Tool Key Features Pricing Integration Capabilities Ideal Use Cases Middleware Uptime tracking, AI-powered alerts, instant root cause analysis, one-minute installation Free Forever Account (up to 100 GB); pay-as-you-go at $0.30

Scale

Scale Payment Solutions Payments SaaS Payments

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

Profit Dollars per GPU Dollar

Predicting Cloud Growth Rates for 2023

Webinars

Trending Sources

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

Webinars

From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

The Health of Cloud Spending in Mid-2022

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

A Look Back at Q1 '24 Public Cloud Software Earnings

The Critical Question Facing Web3 Infrastructure Startups

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

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

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

Microsoft's Billion Dollar AI Business

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

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

Grey Skies in Cloud Earnings

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

Clouded Judgement 10.11.24 - Budget Flush

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

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

Signs We've Touched the Bottom

Outbound Marketing Fury : Office Hours with Raj Sarkar

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

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Investing in Tigris

Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement 8.2.24 - Uncertainty Everywhere

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

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement 4.21.23

Clouded Judgement 10.28.22

Cisco, Google reenergize multicloud/hybrid cloud joint development

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

BetterCloud Is Now Available on Google Cloud Marketplace

Clouded Judgement 8.11.23 - Datadog Consumption Trends

The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

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

Google Cloud to offer VMware data-center tools natively

Best Website Monitoring Services

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

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

Top Tools for Monitoring API Performance

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

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