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Predicting Cloud Growth Rates for 2023

Tom Tunguz

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So So far in the first month of the year, AWS year-over-year revenue growth is in the mid-teens.

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Clouded Judgement 10.28.22

Clouded Judgement

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Every week I’ll provide updates on the latest trends in cloud software companies.

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Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. That’s a huge tailwind. This is your time, folks. Go make it happen.

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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

“New logo and new product bookings and deal cycles haven't been impacted by the period of optimization and we continue to see healthy growth on the sales side. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

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The best SaaS apps have these 7 web application security controls

Audacix

In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point. A cloud server, like an AWS EC2 instance, is still a server. Not really.

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Consumption-based pricing models: transition guidance for CFOs

OPEXEngine

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Companies need to be able to track granular usage data and model usage patterns to support their invoicing, internal sales crediting, and forecasting.

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PODCAST 78: What this Google Exec Wants You to Know About Success w/ Alison Wagonfeld of Google Cloud

Sales Hacker

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. Google’s Marketing Message and stance on competitors. Subscribe to the Sales Hacker Podcast. About Alison Wagonfeld and Google Cloud (01:52). Welcome to The Sales Hacker Podcast. What You’ll Learn. We’re on iTunes.

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