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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. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Some software companies also have seasonality in the “payback.”

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SaaS Platform Explainer: Definition, Examples, and How to Grow in the Software as a Service Industry

Stax

SaaS operates on a subscription model, making it easier to manage cash flow and reduce upfront expenses. Prioritize customer success, not just customer acquisition While getting new users in the door is important, retention is what drives predictable revenue and strong unit economics.

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Microsoft: We Need A Lot Less Employees. And a Lot More AI Infrastructure.

SaaStr

Microsoft’s revenue from Azure and other cloud services increased 33% in the fiscal first quarter, with 12 percentage points stemming from AI services. Having invested more than $13 billion in OpenAI, Microsoft provides cloud infrastructure to the startup and has incorporated its models into Windows, Teams and other products.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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.

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Clouded Judgement 1.27.23

Clouded Judgement

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.

Cloud 144
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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

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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