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Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

SaaStr

Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) As compared to late 2020 and 2021, when change was the name of the game. will grow the fastest at 20.4%, and price increases and increased utilization at existing vendors will consume a significant amount of that growth.

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10 Predictions for Data at the Impact Summit

Tom Tunguz

2020 is the decade of data. Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. Come for the practitioners, stay for the Nobel laureate Daniel Kahneman & quant blog mastermind Nate Silver of FiveThirtyEight.

Data 234
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Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes. Enterprise software spending globally was $529B in 2020, per Gartner.

Cloud 236
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5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

But are AWS, Azure and Google Cloud just too big for us to learn from? NPS up +13 points in 2020. Google Cloud continues its march upmarket, competing with Azure. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. Zoom certainly hasn’t been wounded by the revival of Google Meet.

Cloud 202
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5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaStr

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. From so-so NRR (101% in 2020) to Top-Tier for SMBs (116%) in 2 years. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try.

Azure 202
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Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

But they also both warned of potential lower growth during the rest of 2020. Azure and Google Cloud also saw growth begin to slow. And that economy has taken the steepest fall in history. This week there were 2 quiet flags. Amazon/AWS and Atlassian both had huge Q2’s. The same with Atlassian. It could just be a bump.

AWS 291
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The 3 Best Analytics Companies of 2020

Neil Patel

Blog posts – Is the agency creating content and educating their customers? Here’s what makes NP Digital one of the best analytic companies in 2020: Founder expertise – Neil Patel is a rockstar in the digital marketing world, having started out in the space in 2001 as a teenager.