AI Azure Payment Features Scaling 
Clouded Judgement
APRIL 26, 2024
Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.
Clouded Judgement
MARCH 22, 2024
.” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. ERR stands for Experimental Runrate Revenue.
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Clouded Judgement
FEBRUARY 2, 2024
” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. So what you're seeing is much more of that continuous cycles by customers, both when it comes to AI or whether it comes to the traditional workloads.”
Clouded Judgement
OCTOBER 27, 2023
Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.
Clouded Judgement
APRIL 11, 2024
Who are the real AI winners. 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. As a public company with significant scale, it’s hard to grow quickly if you have to rely solely on new customers for that growth.
Intercom, Inc.
DECEMBER 31, 2019
The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. The scale is extraordinary. Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. . There are about 3.2
OpenView Labs
FEBRUARY 9, 2021
While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. But growing with a usage-model is not as straightforward as traditional subscription SaaS. Land-and-expand is real.
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