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5 Interesting Learnings from Microsoft at $200 Billion in ARR

SaaStr

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.

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Microsoft's Billion Dollar AI Business

Tom Tunguz

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.

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The Health of Cloud Spending in Mid-2022

Tom Tunguz

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.

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5 Interesting Learnings from ServiceNow at $7 Billion in ARR

SaaStr

But new bookings aren’t really down, either. Microsoft also reported strong growth overall and for Azure and Cloud especially. 5 Interesting Learnings: #1. Steady, steady, steady strong growth. What a visceral comparison to Salesforce, which has seen a dramatic slowdown in enterprise growth. But ServiceNow? None really.

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Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

But … they cited some economic headwinds in their quarterly announcement, and importantly, new bookings were actually down a bit. Azure (Microsoft): In the $50's billion run rate (estimate) growing 42% YoY (last Q grew 46%). Datadog had an epic quarter growing a stunning 61% at $1.8

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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. 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).

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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

But it may also suggest that many resellers with large sales teams looking to sustain their transactional businesses are able to drive additional software bookings. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

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