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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.

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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

Every major tech company now depends on NVIDIA: OpenAI training GPT models Google powering Bard and Search AI Microsoft Azure AI services Meta’s LLaMA development Tesla’s self-driving technology The B2B Parallel : AWS becoming the infrastructure layer for the internet, or Salesforce becoming the system of record for sales teams globally.

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

How To Buy Saas

This surging investment spans AI chips, cloud platforms, and smart software. Full-stack AI refers to the complete AI pipeline: from data collection and cleaning, through model training and MLOps, to deployment in applications. Compute Hardware: GPUs/TPUs and cloud/edge infrastructure for training and inference. poured $109.1

AI 69
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Best Applicant Tracking Systems for 2025

How To Buy Saas

From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines. Table of Contents Cloud-Based vs. On-Premise ATS Solutions The Top 10 Applicant Tracking Systems for 2025 1. GDPR for data privacy in Europe).

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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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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 259
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The End of Web3

Tom Tunguz

We refer to each wave by its architecture advance: internet, mobile, cloud, data lake, single-page apps, containers, serverless. For example, a gaming company might build an app on a classic cloud stack on AWS and offer a decentralized peer-to-peer NFT exchange. At the time, it made sense. But not anymore.

AWS 242