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
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.
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Clouded Judgement
OCTOBER 27, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. AWS was the the most positive sounding when it came to trends around optimizations. On Tuesday, Azure and Google spooked the market. which feels unlikely.
Clouded Judgement
AUGUST 11, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!
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.
Tom Tunguz
NOVEMBER 28, 2023
Consumption continued to grow in the month of October…Consumption trends have improved.” “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. ” For startups operating within data, which tops buyers’ lists , this news further signals a stronger market in 2024.
Clouded Judgement
APRIL 28, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. Azure came in at 31% (constant currency).
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