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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. 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.

Cloud 277
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My Laptop is Faster than Your Cloud : Announcing MotherDuck

Tom Tunguz

Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed. Compared to querying PostGres, DuckDB is 80x faster & benchmarks against other systems show similarly impressive results. But most workloads aren’t massive.

Cloud 356
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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).

Cloud 318
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5 Interesting Learnings from Crowdstrike at ~$3 Billion in ARR

SaaStr

Being Multi-Platform / Multi-Product Key at Scale A story we’ve seen many times. Consistently Strong NRR — And Higher Than 2022 Crowdstrike has targeted a 120% NRR benchmark and it’s interesting to see how it’s fluctuated blow over the past 5+ years. The majority of their customers use 5 or more modules. #3.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. 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. net retention and CAC payback).

Cloud 184
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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

This fuels a robust ecosystem of AI chips (Nvidia, AMD), cloud AI services (AWS Sagemaker, Azure AI, Google Cloud AI), and SaaS integration (Salesforce Einstein, Microsoft 365 Copilot, Adobe Firefly). AWS Trainium2 & Ultracluster supercomputer details unveiled; embeds 64 Trainium chips, used by Anthropic + Apple trials.

AI 69
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AI Engineer World's Fair 2025: My Day 1 Highlights

Crafty CTO

That’s not being fair though; we need major players like MS who can deliver necessary, massive-scale platforms, and they need to flog the sexy bits so they can sell the boring ones; no margin, no mission, as they say. It’s also not fair in that, as with Microsoft, Barth and AWS actually had interesting things to show off.