2025 Azure Revenue 
Clouded Judgement
JUNE 17, 2025
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. Q1 Revenue Relative to Consensus Estimates Now let’s dive in to the financial results of Q1 starting with revenue.
SaaStr
FEBRUARY 7, 2025
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. Our founders focused on adoption first, not revenue, Ron explains. The takeaway? The takeaway? ” The lesson?
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SaaStr
FEBRUARY 26, 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. But how about 2026+? 40 Billion ARR.
Tom Tunguz
OCTOBER 23, 2023
“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.” They’ve crossed the mark 2 years early.
SaaStr
FEBRUARY 20, 2021
But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees Cloud revenues tripling in the next 5 years. Google Cloud sees it hitting $760B+ in 2025. Google Cloud continues its march upmarket, competing with Azure. The power of recurring revenue and multi-year, long-term customers.
Tom Tunguz
APRIL 30, 2024
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. Each of these businesses are large enough to justify it. “Moving to AWS.
How To Buy Saas
JUNE 18, 2025
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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