GCP(Google Cloud Platform) Payment Features Pricing 
Tom Tunguz
APRIL 28, 2022
One invoice. I would pay each product provider in their own token: one for storage, compute, caching/CDN, email subscription management, etc. Paying five decentralized providers in five different tokens means managing several wallets and monitoring token prices to hedge expenses. I paid for them each in US dollars every month.
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. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.
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Clouded Judgement
OCTOBER 11, 2024
For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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). On top of that- we HAVE seen significant pricing pressure. S3 has dropped nearly 97% in price, while EC2 has fallen nearly 90%!
Clouded Judgement
MAY 3, 2024
We now have results from the three hypersclaers (AWS / Azure / GCP). 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.
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.
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).
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