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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Q1 ‘25 earnings season for cloud businesses is now behind us. 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. Let’s get into some high level data.

Cloud 277
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Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. Pressure is definitely up, yet, unemployment remains at record lows and consumer spending remains strong. The Cloud infra side grew nicely, but growth did slow. Perhaps as it should be.

AWS 299
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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud 318
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How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

SaaStr

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Anyone should be able to build any Cloud solutions they want. When these three things come together — Cloud platforms, new builder and dev tools, and generative AI — it creates a tipping point.

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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 256
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10 technical strategies to avoid when scaling your startup (and 5 to embrace)

Intercom, Inc.

This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. Multi-cloud architectures. The top ten technical strategies to avoid. But for the rest of us?

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Cloud Data Lakes - The Keystone to the Decade of Data

Tom Tunguz

Cloud Data Lakes are the future of large scale data analysis , and the more than 5000 registrants to the first conference substantiate this massive wave. Mai-Lan Tomsen Bukovec, Global Vice President for AWS Storage will deliver one of the keynotes. On January 27-28, Dremio host their second Subsurface conference.