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Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. AWS and Microsoft Azure all reported more customers scrutinizing spend and working to manage their bills more carefully. But AWS Says Cloud Under More Scrutiny. Perhaps as it should be.

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Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

With Atlassian being the leader in collaboration and project management, again another important one to track the pulse of what’s happening. Amazon also cited some headwinds in AWS, with growth slowing a bit to 28% and potentially as low as 20% at the very end of this past quarter. Atlassian: 31% Growth at $3.2

AWS 285
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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. “Moving to AWS.

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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

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.

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. ” 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. Follow along to stay up to date!

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Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

SaaStr

Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) And Gartner also reports CIOs overall have general change fatigue and are pushing out new projects to simplify change management. As compared to late 2020 and 2021, when change was the name of the game.

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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! ” Full quote below: “We're seeing a few trends right now.