SaaStr
FEBRUARY 7, 2025
These early conversations helped shape Databricks product, pricing, and go-to-market strategy. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Talk to users. Ron recalls.
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. Change in Share Price At the end of the day what investors care about is what happened to the stock after earnings were reported. In these situations the stock’s earnings reaction could be flat.
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Tom Tunguz
APRIL 28, 2022
Paying five decentralized providers in five different tokens means managing several wallets and monitoring token prices to hedge expenses. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. It’s too much complexity for a simple static blog.
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?
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. As a result, software vendors often see an uptick in revenue and bookings during these periods. Cloudflare is up 17%.
Tom Tunguz
JULY 25, 2023
Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. With about 365m Office users & a price point of $29 per user per month, a 10% cross-sell into the customer base would add $12.7b Amazon, Cloudflare, & Mongo announce soon. The desire for AI is broad.
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%!
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