Azure Benchmarks Cloud 
Clouded Judgement
JUNE 17, 2025
Q1 ‘25 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. As you can see from the data below most cloud businesses beat the consensus estimates for Q1. net retention and CAC payback).
Clouded Judgement
JUNE 19, 2024
Q1 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. net retention and CAC payback).
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Tom Tunguz
MARCH 2, 2024
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.
Clouded Judgement
APRIL 11, 2024
Q4 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years.
Clouded Judgement
JUNE 20, 2023
Q1 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further.
Andreessen Horowitz
MARCH 21, 2024
While some leaders addressed this concern by hosting open source models themselves, others noted that they were prioritizing models with virtual private cloud (VPC) integrations. Cloud is still highly influential in model purchasing decisions. 2B run-rate revenue, including spend on OpenAI models via Azure.
OPEXEngine
FEBRUARY 15, 2022
Cloud Operations and Platform Support. Benchmarking COGs Against the Bessemer Index. It includes the 2020 fiscal year COGs and gross margin data of Bessemer Cloud Index companies, with annual revenues ranging from $250M-$500M. Professional Services. Customer Support. 3rd Party Fees. The Devil is in the Details .
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