Nimble - Sales

MAY 22, 2019

Nimble has migrated its market-leading SaaS CRM from Amazon Web Services (AWS) to Microsoft Azure. The migration enables Nimble to tap into Microsoft’s world-class Azure platform and partner ecosystem to scale. The post How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams appeared first on Nimble Blog.

Azure 98

Azure Scale Management AWS 98

SaaStr

OCTOBER 28, 2022

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.

AWS 258

AWS Cloud Azure SaaS 258

SaaStr

MAY 2, 2023

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.

SaaS 219

SaaS Azure AWS Cloud 219

Tom Tunguz

JULY 26, 2022

Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Declines in some large customers’ spend may impact results more than Azure. Google Cloud Platform.

Cloud 174

Cloud GCP(Google Cloud Platform) Azure AWS 174

IT World

APRIL 22, 2020

Google Cloud has announced that Anthos — the company’s software for deploying and managing Kubernetes workloads across multiple on-prem and cloud environments — now supports running workloads on rival cloud platform Amazon Web Services (AWS), with Microsoft Azure support still in preview for now.

Azure 69

Azure VP of Engineering AWS Cloud 69

SaaStr

MAY 16, 2022

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.

Cloud 263

Cloud Azure SaaS AWS 263

Chart Mogul

JANUARY 20, 2022

Configure Amazon S3, Google Cloud Storage, or Azure Blob Storage as a destination in ChartMogul and export your activities for further analysis. For that reason, we’re launching several new direct integrations that let you synchronize your MRR movements directly into your Amazon Web Services, Google Cloud Platform, or Microsoft Azure account.

Azure 52

Azure Cloud Churn Forecasting 52

Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. Meanwhile, Azure has declined in a more steady cadence. I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Google Cloud Platform. Amazon Web Services. Public software multiples - 4.9x

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Revenue 130

IT World

MARCH 10, 2023

Developers can now integrate ChatGPT directly, using a token-based pricing system, into a host of different enterprise and end-user applications.

ChatGPT 92

ChatGPT Azure Enterprise Pricing 92

IT World

JUNE 9, 2022

Disclosure: Microsoft is a client of the author. This week Microsoft offered up a presentation on its “ Microsoft Cloud For Sustainability ” effort, which should benefit companies trying to wrap their arms around efforts to reverse climate change and pollution.

Azure 126

Azure Cloud Government 126

SaaStr

MAY 23, 2022

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.

Cloud 316

Cloud SaaS Marketing Azure 316

Tom Tunguz

JULY 28, 2022

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.

GCP(Google Cloud Platform) 254

GCP(Google Cloud Platform) Startup AWS Azure 254

Tom Tunguz

JULY 19, 2021

Amazon’s S3 stores and Azure’s data stores provide the infrastructure for teams to maintain and control data. Amazon S3 GM Kevin Miller and Microsoft VP PM of Azure Storage will share the future of cloud storage.

Data 234

Data Azure Cloud Trends 234

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS SaaS 130

IT World

MARCH 12, 2019

You can explore its potential with the Complete Microsoft Azure Certification Prep Bundle 2019 , discounted by over 90% to just $29. The Complete Microsoft Azure Certification Prep Bundle 2019 includes access to four beginner friendly-courses that’ll show you how to use Azure to deploy a cloud-based environment.

Azure 49

Azure AWS Cloud Technology 49

Clouded Judgement

AUGUST 4, 2023

You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. Then Q2 came in at 12% (must have seen improvements throughout the quarter). And most importantly, they’ve seen these positive trends continue.

Cloud 130

Cloud Cost optimization & reporting AWS Azure 130

SaaStr

FEBRUARY 20, 2021

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.

Cloud 222

Cloud Scale Azure AWS 222

Tom Tunguz

MAY 31, 2022

Amazon Web Services and Azure, the business units inside Amazon and Microsoft serve and sell to small, medium, and large companies in every major geography. Microsoft Azure. A broad software buyer index would be the best metric to understand how buyer preferences are changing across the market. Fortunately, it exists. So do Salesforce.

Software 186

Software Startup Azure SaaS 186

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. 2020 is the decade of data. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data 217

Data Azure Machine Learning Artificial Inteligence 217

IT World

JANUARY 25, 2023

Microsoft said it expects its third quarter cloud gross margin to decrease by one percentage point, driven by Azure. Microsoft Azure and other cloud services grew 38% in constant currency terms on a year-on-year basis, slowing down by 4% from the previous sequential quarter. These numbers exclude the impact of currency fluctuations.

Cloud 96

Cloud Azure AI Enterprise 96

SaaStr

NOVEMBER 4, 2022

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%).

AWS 282

AWS Azure SaaS Cloud 282

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. I’m watching public company earnings to identify early weaknesses in the software market. Yesterday, Google & Amazon announced earnings which completes the picture. Growth will continue to slow this year. Today, that figure has dropped to 27%.

Cloud 261

Cloud GCP(Google Cloud Platform) Sales Hiring AWS 261

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. So DigitalOcean is the quiet Cloud platform that keeps on growing.

SMB 226

SMB Azure AWS Cloud 226

IT World

MAY 31, 2019

This quick video showcases five reasons why HPE ProLiant for Microsoft Azure Stack delivers a true hybrid cloud experience. Read more information about HPE ProLiant for Azure Stack here. . Simplify the development, management, and security of your hybrid cloud. Related links: To read this article in full, please click here

Azure 40

Azure Cloud Development Management 40

SaaStr

JANUARY 25, 2023

Microsoft also reported strong growth overall and for Azure and Cloud especially. What a visceral comparison to Salesforce, which has seen a dramatic slowdown in enterprise growth. But ServiceNow? None really. Not for now, at least. The impacts of today’s shifts in the economy are … well, they’re uneven. Some are hurting.

SaaS 258

SaaS Azure Revenue Enterprise 258

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). The PC increased GDP by 0.006%, according to NBER That alone should turn heads. There are 4 questions startups should ask themselves about building with generative AI.

Startup 192

Startup AI GCP(Google Cloud Platform) Enterprise readiness 192

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. Lots to unpack, I’ll hit on a couple of my favorite topics from this week below.

Cloud 130

Cloud Azure Revenue AWS 130

SaaStr

NOVEMBER 3, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance.

Payments 234

Payments Payment Services Payment Solutions GCP(Google Cloud Platform) 234

Tom Tunguz

APRIL 28, 2022

Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. Developers pay for low-latency storage with the same protocol token as they would pay for compute. Third, software engineers decentralize only a subset of the app.

Payment Solutions 235

Payment Solutions Startup Payment Features GCP(Google Cloud Platform) 235

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Their consumption is driven by usage of applications built on top of Mongo.

Trends 130

Trends Cloud Azure Revenue 130

IT World

JUNE 19, 2023

Microsoft has confirmed that recent outages to its popular services, including Outlook, Teams, OneDrive, and cloud computing platform Azure, were caused by a DDoS attack by a threat actor that the company tracks as Storm-1359.

Azure 80

Azure Cloud Government Data 80

SaaStr

FEBRUARY 10, 2022

Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms. Zip provides one place for any employee to initiate a purchase or vendor request.

Cloud 216

Cloud SaaS Payments Payments GCP(Google Cloud Platform) 216

Clouded Judgement

JANUARY 27, 2023

Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%. Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 147

Cloud Azure SaaS Revenue 147

SaaStr

APRIL 8, 2020

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.

Azure 296

Azure Cloud SaaS Acquisition 296

Tom Tunguz

JUNE 9, 2018

Microsoft has published Linux and FreeBSD for Azure. To migrate enterprise on-prem code to Azure is a huge competitive advantage. Elegant on-ramp for a developer to become a paying Azure customer. Satya Nadella has pivoted Microsoft toward open source since he became CEO. These are some of the efforts. M &A Intelligence.

Acquisition 193

Acquisition Azure Enterprise Cloud 193