2020 Azure Forecasting 
Clouded Judgement
JUNE 19, 2024
It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). The graph below shows the median net retention going back to 2020.
SaaStr
DECEMBER 26, 2022
Next year is forecasted to be even more bullish. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Another exciting trend is that more products are being bought than ever before.
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Clouded Judgement
APRIL 11, 2024
It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020. This is the data point shown for Q4 ‘23.
Clouded Judgement
MAY 26, 2023
Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. There’s a lot more volatility baked into these models, and they’re quite hard to forecast. In 2020 and 2021, it was growth at all costs and the mentality was let it rip.
Clouded Judgement
JUNE 20, 2023
On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis.
OPEXEngine
OCTOBER 25, 2019
As the close of 2019 approaches, with extreme stock market volatility and mixed economic signals, SaaS Finance execs building plans for 2020 and 2-5 years beyond don’t have an easy time. Meanwhile, this week, the IMF cut its global growth forecast for 2019 to 3%, potentially the weakest in a decade.
ProfitWell
SEPTEMBER 10, 2020
Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. They beat their revenue forecast for the second quarter of 2020, hitting 21% growth over the previous quarter.
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