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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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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Fast forward to the launch of AWS and the public cloud. There was an exponential drop off in costs / complexity to start a company going from on prem to cloud.

Cloud 299
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

SaaS / B2B Public Stock Performance 1H’25: Top Winners & Losers 📊 Market Summary: SaaS Sector in 1H’25 The SaaS sector experienced a dramatic bifurcation in the first half of 2025, with clear winners and losers emerging based on AI differentiation, security positioning, and vertical specialization.

AI 214
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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

But here’s what makes this particularly fascinating from a market development perspective: this explosive growth is happening while the underlying technology is admittedly broken. This isn’t coincidence. This is category emergence at unprecedented velocity. Security vulnerabilities are well-documented. Reliability issues abound.

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Zeroing in on Cloud Technical Risk for Targeted Customer Impact

The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.

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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

Platform Strategies Beat Point Solutions In fast-moving markets, companies that build platforms for others to build on will capture more value than those building specific applications. Companies that nail developer experience will win enterprise deals without traditional enterprise sales motions.

B2B 248
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10 Things Startups Get Wrong Selling to Developers and Engineers (from the CRO Who Scaled Databricks from

SaaStr

Hiring Non-Technical Sales Leaders for Technical Products The Mistake : Founders think great sales skills translate to any market. Databricks used consumption-based pricing because that’s what AWS, Google, and Microsoft used—it made sense to customers who were already buying cloud services that way.

Scale 262
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Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud! Save your seat today!