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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Subscribe now Overall Trends When looking at the aggregate net new ARR added in Q1, it doesn’t pain the best picture. 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.

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Databricks Just Caught Snowflake at $3.7B ARR. Here’s How They Did It (And What’s Next)

SaaStr

pic.twitter.com/VXSqDIuTZT — Alex Clayton (@afc) June 13, 2025 AI Fueling Unprecedented Growth Databricks just announced they’re targeting a $3.7 What This Means for the Market For Competitors : Snowflake, AWS, Microsoft, and Google are all scrambling to respond. The switching costs become astronomical.

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AI is Already Remaking SaaS. 10 Trends To Watch Right Now. And Not Fall Behind On.

SaaStr

— James McGillicuddy (@jpmcuddy) March 20, 2025 #9. at 2025 SaaStr Annual, May 13-15 in SF Bay. If your product doesnt leverage AI to improve efficiency or reduce costs, you might find yourself underpricing pressure. One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming? #5.

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The Capex Conquest in the Cloud

Tom Tunguz

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. “Moving to AWS.

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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

Our analysis below explores the top 7 countries pushing full-stack AI in 2025, the user perspective on AI’s origins, and how end-users actually feel about these cutting-edge tools. In 2025, U.S. In 2025, U.S. ventures raised over $80 B in Q1 2025; US–China AI chip race deepens with China’s low-cost models challenging U.S.

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AI Engineer World's Fair 2025: My Day 1 Highlights

Crafty CTO

My live experience at the AI Engineer World’s Fair 2025 in San Francisco could be summarized as “extremely intense.” I hope these notes help you get a sense of the energy, trends, and ideas shaping the future of AI and AI Engineering. Excellent overview of the state of AI, the pace of progress, trends.

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Why AI is no longer optional: Insights from SaaS Capital’s 2025 B2B Benchmarking Survey

ChurnZero

Some SaaS trends simmer; others ignite. In our latest webinar, SaaS Capital’s Rob Belcher and ChurnZero’s You Mon Tsang and Rob Belcher explored how AI is changing the operating model of SaaS companies in 2025, and how customer-facing leaders can stay one step ahead. Then there’s AI, in a category all of its own.