Acquisition Azure Investment Payment Features 
Clouded Judgement
APRIL 11, 2024
It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.
Clouded Judgement
JUNE 9, 2023
Very healthy new business (new customer) acquisition. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).
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Clouded Judgement
JANUARY 27, 2023
Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Clouded Judgement
MARCH 22, 2024
And once a customer has paid back the initial acquisitions costs to acquire it, all future streams of revenue can loosely be described as a cash flow annuity. ” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring.
SaaStr
NOVEMBER 14, 2023
Then, we moved to a more customer-friendly model with SaaS and subscription-based pricing. What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model. The first might be market acquisition. Product: Needs to invest in tooling to support GTM teams.
Clouded Judgement
NOVEMBER 3, 2023
Maybe with the exception of hyperscalers (particularly Azure). Namely, two large customers caused a huge issue (New Relic account growing very slowly post their acquisition, and a gaming company going back on prem - which I’m guessing means going to self managed Kafka?). Altimeter is an investment adviser registered with the U.S.
Clouded Judgement
JUNE 20, 2023
On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. At $200M+ ARR, businesses have built up a substantial base of recurring revenue streams that have already paid back their initial CAC. My interpretation is we’re in the bottoming phase.
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