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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.

Cloud 277
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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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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.

AI 69
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How Chargeback Makes IT Strategic in the Eyes of the CFO

Blulogix

Heres the cost trend. 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. That enables: Better alignment between IT and finance Smarter investment decisions The ability to justify innovation (e.g., Heres a breakdown.

AWS 59
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The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Use the Cloud Marketplaces to accelerate both enterprise and usage-based products .

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Top Tools for Monitoring API Performance

Teamgate

Integrations +1 725-254-2694 Start Free Trial Login Log in Sign up REQUEST A DEMO --> Sales Management Top Tools for Monitoring API Performance Chase Horn June 11, 2025 Explore the top API monitoring tools that enhance performance, reduce downtime, and support scalable operations for businesses of all sizes.

Scale 52