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And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Heading into Q1 earnings, analysts had expectations for how each business would perform in 2025.
Nvidia, Google Cloud, Azure, etc. pic.twitter.com/RhXYJqZuMg — Marc Benioff (@Benioff) February 26, 2025 Let’s dig in more 5 Interesting Learnings: #1. pic.twitter.com/RhXYJqZuMg — Marc Benioff (@Benioff) February 26, 2025 Let’s dig in more 5 Interesting Learnings: #1. The Big Acquisitions Are Doing Well.
“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” ” Microsoft’s presence in the developer ecosystem continues to astound.
For a Really Big Tech Company, any acquisition of less than about $1b is somewhere between an experiment and a bet. Once Office 365, Azure, etc. Better to put that energy into products that would move the needle in Cloud in 2019–2025 and beyond. And maybe even almost an experiment. But the reality is, it’s 0.1%
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Integrations +1 725-254-2694 Start Free Trial Login Log in Sign up REQUEST A DEMO --> Sales Management Top Tools for Monitoring API Performance Chase Horn June 11, 2025 Explore the top API monitoring tools that enhance performance, reduce downtime, and support scalable operations for businesses of all sizes. Read more from our Cookie Policy.
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So, whats in store for 2025? Lets explore the key SaaS trends driving growth in 2025, and how theyll shape the future of software for businesses like yours. The Top SaaS Trends Shaping 2025 1. In 2025, AI is supercharging SaaS applications, making them more intuitive, predictive, and flat-out smarter. Sound familiar?
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