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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

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.

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. These early conversations helped shape Databricks product, pricing, and go-to-market strategy. Talk to users.

Scale 169
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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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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 311
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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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Audit-Proof IT: Building a GASB-Compliant Internal Billing System

Blulogix

GASB standards require that interdepartmental or interagency transactions be supported by: Accurate cost allocation Documented pricing logic Audit trails Ledger-ready entries Informal internal billing processesespecially those reliant on manual reporting or static spreadsheetsoften fall short of these standards.