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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. this quarter.

Cloud 177
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Microsoft bets on cloud growth as it continues to battle PC sales slump

IT World

Server products and cloud services both saw revenue growth of 17%, with Azure revenue up 27%, while Office commercial products and cloud services revenue also grew by 13% this quarter. Three months after launching its new Basic subscription tier , the company reported that its Microsoft 365 consumer subscription numbers have now topped 65.4

Cloud 75
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SaaS companies quickly replacing subscriptions with usage-based pricing

OPEXEngine

The pricing model, which leads to increases or decreases in revenue based on how much customers engage with a service, has been gaining on the more traditional subscription model as the main way SaaS companies make money. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Enterprise companies.

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ISVs vs SaaS: What’s the Difference?

Stax

In this article, you’ll learn the differences between these providers and gain valuable insights for positioning your offerings successfully. SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. What are SaaS companies?

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4 SaaS benefits & advantages: Software as a Service pros & cons

ProfitWell

There are many different cloud-based models for storing data, but this article is focused directly on SaaS. Some PaaS examples include Windows Azure, Google App Engine, and Force.com. Since SaaS is typically subscription-based (aka, no licensing fees) there are lower costs upfront. However, the subscription model is flexible.

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A Look Back at Q1 '23 Public Cloud Software Earnings

Clouded Judgement

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. Q1 Top Performers If you don’t have time to read the rest of this article, here are the companies who I believe really stood out (from a financial perspective).

Cloud 161
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The Fundamentals of Role-Based Access Control

BetterCloud

While this article is old, CSO columnist Roger A. For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks. Allow a DBA group to manage SQL databases in a subscription. Most cloud providers enable granular access control.

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