SaaStr
NOVEMBER 18, 2023
Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. At a practical level though, the headlines in 2024 may actually look much worse than 2023 for startup failures. for the first time in 2024! Carpe Diem.
SaaStr
NOVEMBER 6, 2023
In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time! Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) in 2024, to Over $1 Trillion For The First Time appeared first on SaaStr.
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Tom Tunguz
APRIL 30, 2024
Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. 8 percentage points increased margins in a quarter is titanic.
SaaStr
MAY 2, 2023
A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. And Another 18% in 2024. So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. All are still growing at very strong rates. But they are still growing.
SaaStr
DECEMBER 28, 2023
And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. So there is plenty of reason for at least modest optimism for 2024.: And Gartner still predicts overall Cloud spend will grow to record rates in 2024. I’m betting that’s not 2024-2026.
Clouded Judgement
OCTOBER 27, 2023
Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.
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 we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.
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