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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. 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.

Cloud 277
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Cloud Security Posture Management (CSPM): Top 6 Capabilities

Frontegg

Multi-cloud integration CSPM solutions operate across multiple cloud platforms, including AWS, Microsoft Azure, Google Cloud, and others. They provide prebuilt templates based on industry standards, such as CIS Benchmarks and NIST , while also enabling customization for specific business needs. Key capabilities of CSPM solutions 1.

Cloud 52
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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

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). Chinese LLMs have rapidly matched Western peers on key benchmarks. In 2025, U.S. private AI investment reached $125.3

AI 69
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GTM 140: How Microsoft Scaled from $600M to $5B: The Enterprise Playbook with Hayden Stafford

Sales Hacker

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.

Scale 63
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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).

Cloud 318
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What Happens When AI Performance Asymptotes?

Tom Tunguz

This is a chart of many recent AI models’ performance according to a broadly accepted benchmark called MMLU. But pretty quickly, the infrastructure layer should commoditize, just as it did in the cloud where three vendors command 65% market share : Amazon Web Services, Azure, & Google Cloud Platform. 3/15/22 175 0.7

AI 246
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SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

SaaStr

The “Rule of 40” is one of the most commonly cited valuation benchmarks in SaaS for both public and private companies. While SaaS is an amazingly transparent community with abundant benchmarking resources, there are much fewer publicly available studies that allow an analysis of the underlying drivers of “Rule of 40.”

SaaS 317