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) 188

GCP(Google Cloud Platform) Cloud Azure AWS 188

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) 263

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 263

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) 242

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 242

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 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

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 272

Enterprise Software Review Azure GCP(Google Cloud Platform) 272

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 208

Generative AI AI GCP(Google Cloud Platform) Startup 208

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) 201

GCP(Google Cloud Platform) Azure AWS SaaS 201

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 207

AI Search AI Azure GCP(Google Cloud Platform) 207

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) 142

GCP(Google Cloud Platform) Azure Data Startup 142

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 192

Azure GCP(Google Cloud Platform) AI Cloud 192

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) 147

GCP(Google Cloud Platform) Marketing SMB Cloud 147

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) 168

GCP(Google Cloud Platform) Azure AWS AI 168

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 183

Cost optimization & reporting Cloud Software Azure 183

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 123

Investment GCP(Google Cloud Platform) AWS Azure 123

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 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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 169

Cloud GCP(Google Cloud Platform) AWS Azure 169

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 152

Cloud Azure GCP(Google Cloud Platform) AWS 152

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 177

Cloud Software GCP(Google Cloud Platform) AI 177

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 183

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 183

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 161

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 161

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 130

Cloud Azure AWS Cost optimization & reporting 130

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 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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 130

Cloud Azure AWS Cost optimization & reporting 130

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 72

multi-cloud Kubernetes Cloud GCP(Google Cloud Platform) Development 72

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 14

multi-cloud Kubernetes Cloud GCP(Google Cloud Platform) Development 14

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) 52

GCP(Google Cloud Platform) Cloud B2B Technology 52

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 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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 130

Data Government Scale AWS 130

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 11

Cloud GCP(Google Cloud Platform) Data Enterprise 11

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 97

Payment Services SaaS Payments Payment Solutions Scaling 97

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 52

Software Development GCP(Google Cloud Platform) Development Software 52

ITPro

JULY 28, 2018

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

CTO 40

CTO GCP(Google Cloud Platform) Enterprise Cloud 40

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Intercom, Inc.

JANUARY 24, 2019

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. There are plenty of companies that actually have that initial success. It’s very easy to get something out there and get some initial validation.

Scale 151

Scale Machine Learning Artificial Intelligence Technical Review 151

CloudGeometry

FEBRUARY 7, 2022

Some of these include: Create a cluster of nodes per tenant Use IAM and other platform constructs to prevent tenant boundary-crossing. For Pool based compute isolation, every node in a cluster is shared by various tenants. Each node gets a non-tenant specific policy that doesn’t constrain tenant experience.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

Chart Mogul

JANUARY 28, 2022

We researched the market and discovered many tradeoffs and advantages a new provider could bring to the table. Our options were Amazon Web Services (AWS), Google Cloud (GCP), and Azure. Managed Kubernetes was another major factor to consider, and this was head to head with Google Cloud (GCP). Team expertise.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52