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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Let’s get into some high level data. Of course, the above chart shows historical (ie lagging) data. The median beat was ~2.2%

Cloud 277
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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. ” The lesson?

Scale 169
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The Capex Conquest in the Cloud

Tom Tunguz

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Larger quantities of our latest generation Trainium2 is coming in the second half of 2024 and early 2025.” 8 percentage points increased margins in a quarter is titanic.

Cloud 311
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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

The global AI race is heating up as nations race to develop full-stack AI systems – integrated pipelines from data and hardware to models and applications. For SaaS and tech firms, the message is clear: mastering the full-stack AI (data pipelines, compute, ML models and application layers) is critical for innovation and growth.

AI 69
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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.

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Why Cloud Adoption Demands Better Internal Billing

Blulogix

From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Cloud providers like AWS and Microsoft Azure dont operate on fixed fees. Schedule a Demo Today Cloud Is Usage-Based. Your Billing Needs to Be Too.

Cloud 59
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How Chargeback Makes IT Strategic in the Eyes of the CFO

Blulogix

It also gives stakeholders self-service access to real-time cost data. Costs come in, Read More May 21, 2025 Blog Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. This level of transparency builds trustand enables strategic financial planning.

AWS 59