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Nvidia, Google Cloud, Azure, etc. So far: Since October, closed 5,000 Agentforce deals, including more than 3,000 paid Salesforce says Agentforce has managed 380,000 conversations , with only 2% escalated to humans and an 84% resolution rate So far, at the public company level, it’s the infra players that are seeing the crazy growth.
The Infrastructure Domination (2020-2025): Becoming Indispensable Market Cap Journey: $323B → $4T+ The AI boom didn’t just benefit NVIDIA—it made them the most critical infrastructure provider in the most important technology transition of our lifetime.
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. Net new ARR added was down 28% from Q1 last year. Let’s get into some high level data.
Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Enterprise sales require a field presence, strategic account management, and a drive to go where your customers are. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model.
With technology giants like Google, AWS, and Azure leading the charge, the true value of the cloud extends far beyond cost savings. In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success.
It can be used for RAG by orchestrating calls to Azure Cognitive Search (a vector search service) and an LLM (like Azure OpenAI Service). For example, Vectara and Azure OpenAI with Cognitive Search allow you to send a query and get an LLM answer grounded in data youve indexed with them.
Building integrations with popular tools like Google Workspace, Slack, Microsoft Azure, or project management software enables your SaaS product to fit seamlessly into existing workflows. Your platform can’t (and shouldn’t) do everythingbut it should play well with others.
Managing Azure cloud services can feel like swimming upstream. You’ve got Entra ID (formerly Azure AD), Intune, a whole bunch of other services, and then there’s the constant pressure to protect your data and keep costs under control. Why Azure Automation isnt always enough Azure Automation is greatuntil it isnt.
Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Security and compliance are strong, with Wiz turning down billions from Google. Crowdstrike is up and still grew 35%. Is there a bubble? Does it matter?
The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). Cloudflare is up 17%. Datadog is up 14%. Mongo is up 16%. Snowflake is up 14%.
Multi-cloud integration CSPM solutions operate across multiple cloud platforms, including AWS, Microsoft Azure, Google Cloud, and others. This simplifies operations, as development and security teams collaborate more easily, reducing deployment delays caused by security issues. Key capabilities of CSPM solutions 1.
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). In 2025, U.S. private AI investment reached $125.3 billion, roughly 10× China’s $12.5
From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Cloud providers like AWS and Microsoft Azure dont operate on fixed fees. Schedule a Demo Today Cloud Is Usage-Based. Your Billing Needs to Be Too.
They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Overall, there was weakness across the board. Not the best start to cloud software earnings season!
Most ATS are cloud-based and will host your data on secure servers (often using major providers like AWS or Azure which have robust security). Regarding data privacy laws: Yes, modern ATS are built to help you comply with regulations like GDPR (in Europe) and similar laws.
From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud Read More May 20, 2025 Blog Audit-Proof IT: Building a GASB-Compliant Internal Billing System In government and higher education, IT spending isnt just about efficiencyits about accountability.
Um, the goal was to bring all of those assets of Azure Modern Workplace, the business application side together, build a really powerful data set, um, all within that common data platform on Azure. Azure and how much consumption you’re driving there and transacting through their marketplaces. And, um, I made the jump.
Single Sign-On & Authentication Integrations : SSO integration (Okta, Azure AD, etc.) Embed and Widgets : Embed ProProfs articles into your app or site via iframe, or place content like videos and external tools inside your knowledge base articles—offering flexible ways to present and reuse content.
After collection, data is automatically transferred to cloud storage platforms (Amazon S3, Google Cloud, Microsoft Azure) where it undergoes thorough Extract, Transform, Load (ETL) processing.
AWS, Azure, SaaS providers) Self-service visibility for internal stakeholders and finance teams BluLogix helps public sector IT organizations implement these capabilities without overhauling existing ERP or finance systems.
Azure 26 33 26.9% Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. Company Capex This Quarter, $b Azure 20 GCP 13 AWS 19 But the chips are now valuable for longer than they were (again from AWS). GCP 23 35 52.2%
CleanTok creator Azure MacCannell has a bank of viral videos that all thrive due to their short length and use of trending sounds. Creating content that’s short and straightforward will require you to put on the video editor’s hat. Go in with a red pen and cut any clip that doesn’t need to be there.
cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure. Scott Barker: Is it a fair comparison to, you know, we had the explosion of, you know. They didn’t have to reinvent the wheel. They didn’t have to build their own cloud.
Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.
But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Azure and other cloud services grew a record 40% and the total Microsoft Cloud grew to a $90 Billion run-rate. Azure still growing a stunning 40% year-over-year, 46% including all cloud services.
“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.”
Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. AWS and Microsoft Azure all reported more customers scrutinizing spend and working to manage their bills more carefully. But it wasn’t all roses this week in the industry leaders. Perhaps as it should be.
So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes. So much going on in economy right now, from inflation to interest rates.
Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. The total customer count for Azure’s OpenAI has grown dramatically. From Coursera and Grammarly to Mercedes-Benz and Shell, we now have more than 2,500 Azure OpenAI service customers, up 10x quarter-over-quarter.
But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud continues its march upmarket, competing with Azure. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. Do they “count” like the scrappy start-ups in SaaS that have now become decacorns? million customers.
Some Microsoft customers were unable to access the company’s Azure and Microsoft 365 services on Thursday due to an issue with Microsoft’s geolocation services. Just after 12 p.m.
At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. This puts a lot of pressure on all the private unicorns out there: We did a deeper dive on decacorns here.
And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years.
There are so many mixed signals: Unicorn product is up 2x over last year, but layoffs continue AI spend is fast and furious, with Google Cloud, Microsoft Azure, etc. So is it a downturn in SaaS or Cloud — or not? seeing record acceleration in growth.
Larger businesses face more daunting challenges sustaining higher growth rates, so AWS numbers are expected. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change. All three businesses reported a decline in their growth rates. On average, these business units recorded a 21% decline in growth rate.
We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.
ZDNet reported demand for Azure is up 775%. The difference in query volumes might be due to a similar phenomenon to Slack because of Microsoft’s Teams product. But it also might be tied to massive loads on their infrastructure.
Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged. Azure (Microsoft): In the $50's billion run rate (estimate) growing 42% YoY (last Q grew 46%).
A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. All are still growing at very strong rates. But they are still growing. SaaS spend is still growing.
Azure and Google Cloud also saw growth begin to slow. It’s hard to make any firm predictions at all right now. But when two of the blue chips in Cloud and SaaS say darker clouds may be coming … it’s worth paying close attention. Even Shopify isn’t providing guidance going forward. It could just be a bump.
Once Office 365, Azure, etc. In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. They didn’t all have to work out. And in the end, have too many products is a distraction. You have to eventually close one down if it’s not a winner.
Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. But many will find 2024, those stretches have stretched as far as they can. At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong. may well put up not just strong numbers, but even stronger than 2023.
Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Microsoft’s Azure Open AI customer base grew 4x by count, up from 2500 last quarter : We have great momentum across Azure OpenAI Service. The desire for AI is broad. The acceleration is really quite broad.
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