SaaStr Podcasts for the Week with Byron Deeter, Elliott Robinson, Henry Schuck, and Jason Lemkin
SaaStr
SEPTEMBER 13, 2020
If you look at the IAS vendors, they passed $130 billion revenue milestone this year. Azure has been gaining on them rapidly and is growing a double that rate. What that does is not only did it accelerate the top line revenue for Shopify, but it dramatically opened up their total addressable market on a revenue basis. .
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