Tom Tunguz
JANUARY 23, 2023
The transcript highlights the major trends in software of 2023. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2.
SaaStr
NOVEMBER 3, 2022
SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. appeared first on SaaStr.
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Tom Tunguz
JULY 25, 2023
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Yesterday, Microsoft & Google announced earnings. The desire for AI is broad.
SaaStr
DECEMBER 27, 2023
If you haven’t heard of Digital Ocean, ask your developer. Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. So is it possible to be too efficient in SaaS and Cloud? Or at least.
Tom Tunguz
SEPTEMBER 26, 2022
Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. On October 25th, I’ll share my 10 predictions for data in 2023 at The Impact Data Summit. Cloud databases generated $39b in spend , about half of all database revenue.
Clouded Judgement
JANUARY 6, 2023
Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. As I’ve talked about before, the big risk for 2023 are fundamentals - are forward estimates too high? This brings me back to AWS / Azure downgrades. Follow along to stay up to date!
User Pilot
JULY 18, 2023
Roadmapping software visualizes and plans product development over time, facilitating coordination and alignment across teams. Roadmapping software Roadmapping software helps product teams visualize and plan the development of their products over time. More importantly, it helps launch already strong MVPs.
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