Tom Tunguz
JULY 28, 2022
GCP reported 37% growth & Microsoft 40%. The 21% decline should provide founders an input into their forecasts for the remaining two quarters of 2022, especially infrastructure startups. With about 39% market share, AWS reigns supreme as the largest provider. Q/Q Growth Rate Change.
SaaStr
FEBRUARY 10, 2022
We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 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.
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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?
SaaStr
OCTOBER 13, 2022
We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.
SaaStr
APRIL 27, 2021
After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. But that’s just the start. That’s a huge tailwind. Go make it happen.
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%.
Clouded Judgement
AUGUST 11, 2023
From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.” The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). However, it’s not showing up in the data yet.
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