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5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

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. But how about 2026+?

Scale 207
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AI Reaccelerating Cloud Growth

Tom Tunguz

“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.

AI Search 312
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

In the latest episode of SaaStr’s CRO Confidential Series, our host Sam Blond sits down with Ron Gabrisko, CRO of Databricks , to unpack the journey from $1M in ARR to crossing $3B ARR at the end of January 2025. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy.

Scale 182
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5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. Google Cloud continues its march upmarket, competing with Azure. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. That’s tripling again from where we are today!

Cloud 298
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Why Would Microsoft Buy Wunderlist and Later Just Shut it Down?

SaaStr

Once Office 365, Azure, etc. Better to put that energy into products that would move the needle in Cloud in 2019–2025 and beyond. You have to eventually close one down if it’s not a winner. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough.

Azure 321
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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. 8 percentage points increased margins in a quarter is titanic.

Cloud 312
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Best Applicant Tracking Systems for 2025

How To Buy Saas

In the fast-paced hiring landscape of 2025, an Applicant Tracking System (ATS) has become an essential tool for companies of all sizes and sectors. In this guide, well explore the best applicant tracking systems of 2025 , covering both cloud and on-premise options, their key features, pricing, pros/cons, and ideal use cases.