Tom Tunguz

JANUARY 23, 2023

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.

Azure 225

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 225

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. Is Software Rebounding?

Cloud 177

Cloud Software Azure AWS 177

Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter. A year ago, these business units grew at 44% annually. Meanwhile, Azure has declined in a more steady cadence.

Cloud 225

Cloud GCP(Google Cloud Platform) Azure AWS 225

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. Product analytics, customer data or user feedback from your CRM, as well as revenue analytics, play an essential role in understanding and growing your business.

Azure 52

Azure Cloud Forecasting Churn 52

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. Microsoft’s Cloud business overall crossed a stunning $100B run-rate. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes.

Cloud 226

Cloud Azure AWS Engineering 226

Tom Tunguz

JULY 26, 2022

Today, Microsoft & Google revealed the health of their infrastructure business units. 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. Google Cloud Platform.

GCP(Google Cloud Platform) 168

GCP(Google Cloud Platform) Cloud Azure AWS 168

Tom Tunguz

JULY 28, 2022

Larger businesses face more daunting challenges sustaining higher growth rates, so AWS numbers are expected. All three businesses reported a decline in their growth rates. On average, these business units recorded a 21% decline in growth rate. On average, these business units recorded a 21% decline in growth rate.

GCP(Google Cloud Platform) 256

GCP(Google Cloud Platform) AWS Startup Azure 256

IT World

AUGUST 9, 2022

Usually, when it comes to a business cloud decision, you're going to go with one of the big players: Amazon Web Services (AWS) , Google Cloud Services , IBM Cloud , or Microsoft Azure. You know their names. But the bigger clouds aren't always suitable for everyone or every job.

Cloud 104

Cloud Azure AWS Business 104

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. When the tailwinds of new business start to overcome the headwinds of optimization (or when headwind of optimization becomes a tailwind of net expansion). Azure reported on Tuesday and gave us that glimmer of hope. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. The collection of these three earnings calls presages continued reduction in growth rates, likely through the end of the year, as most businesses favor profits over growth - a trend echoing across Startupland. Growth will continue to slow this year.

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 257

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 Underperforming Technical Team 130

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. Here are the revenue growth rates for these businesses broken out by software and infrastructure. Fortunately, it exists. So do Salesforce.

Azure 183

Azure Software Startup Cloud 183

Clouded Judgement

AUGUST 4, 2023

And now we're seeing more progression into new workloads, new business. 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. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

SaaStr

JANUARY 25, 2023

So we took a look at ServiceNow a little ways back at $5B in ARR , but I thought it was worth another deep dive now for a very specific reason: Their very seasoned CEO has sees no real slowdown or downturn in their business. Microsoft also reported strong growth overall and for Azure and Cloud especially. But ServiceNow? None really.

Azure 243

Azure Cloud Enterprise Subscription 243

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

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

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 204

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 204

Clouded Judgement

JULY 28, 2023

Subscribe now Busy week! 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. Follow along to stay up to date! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

Very healthy new business (new customer) acquisition. 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).

Trends 130

Trends Cloud Azure AWS 130

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 141

Cloud Azure Pricing Subscription 141

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform) 175

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 175

SaaStr

FEBRUARY 10, 2022

We enable customers to drive business results from open source that trigger true transformations. 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.

Cloud 186

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 186

IT World

JANUARY 25, 2023

Microsoft on Tuesday said it expects the growth across its cloud business to temper down through 2023 as enterprises brace for economic headwinds. Microsoft said it expects its third quarter cloud gross margin to decrease by one percentage point, driven by Azure. The Windows-maker reported 29% growth in total cloud revenue to $21.5

Cloud 96

Cloud Azure AI Enterprise 96

Baremetrics

JULY 8, 2021

Running a Lean Business: A Need for an All-in-one Analytics Tool Baremetrics as a Solution for SaaS Analytics and Customer Segmentation 26+ Stripe Analytics in One Click Instant and Detailed Customer Segmentation The Future of MetricFire Read More About Metric Fire. This tedious process would take up to one whole business day to complete.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

JUNE 9, 2018

Microsoft has published Linux and FreeBSD for Azure. “Every” business is moving to the cloud. To migrate enterprise on-prem code to Azure is a huge competitive advantage. Mix the two, chill, and shake, and you have a new billion dollar revenue business unit for Microsoft. That’s the beginning.

Acquisition 192

Acquisition Azure Cloud Enterprise 192

Clouded Judgement

AUGUST 11, 2023

The weakness they called out was from larger cloud-native businesses. However, they called out strength when looking at new business (ie net new customer signups). ” It’s really important that new business is still healthy, and a sign of overall market health. However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Intercom, Inc.

DECEMBER 31, 2019

Google, too, saw a smooth transfer of power from its founders to a new CEO, Sundar Pichai, while also strengthening its core business of search advertising and reorganizing under Alphabet. Rise of the cloud and SaaS businesses. What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Tom Tunguz

FEBRUARY 13, 2023

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.

Cloud 209

Cloud Azure Headcount Software Review 209

IT World

MARCH 8, 2022

Or, if you want more control and features, there's Windows 365 Enterprise or Azure Virtual Desktop. But these are all more business than consumer plays. And, while Microsoft loves its business customers, it still likes its home sales, too. (Of Today, you can already subscribe to the easy-to-use Windows 365 Cloud PC.

Azure 141

Azure Cloud Enterprise Sales 141

IT World

FEBRUARY 8, 2023

AI will reap many billions in revenue for the company, particularly its cloud business. Microsoft already has released a public preview of its cloud-based Azure OpenAI service which will allow businesses to use AI without having to build infrastructure. There’s good reason for that investment.

AI 96

AI Artificial Intelligence Azure Cloud 96

IT World

APRIL 21, 2022

Apple's plans to integrate Google Workspace identity services with Managed Apple IDs should simplify cloud identity management for businesses that use services from the search advertising giant. Bringing the work and school teams together.

Azure 103

Azure Identity management Advertising Education 103

Clouded Judgement

MARCH 22, 2024

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

AI 183

AI Revenue Cloud Technical Advisors 183

IT World

FEBRUARY 3, 2020

The ongoing shift to the cloud is affecting nearly all types of IT environments—including Microsoft platforms and applications that companies have been relying on for years to support key business processes. Nevertheless, moving Microsoft environments to the cloud could be well worth the effort if companies create a valid business plan.

Azure 56

Azure Cloud AWS Enterprise 56

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. And what we found was there can be some friction from channel folks or other teams that maybe don’t understand what a cloud marketplace is and how it will disrupt or change the overall business. AWS’s marketplace has seen 1.5 So it’s super important.

Scale 182

Scale Marketplace as a Service Cloud SaaS Payments 182

Neil Patel

MARCH 27, 2023

In late October, we analyzed the following software-as-a-service (SaaS) companies’ B2B product pages: Microsoft Azure Dropbox Asana Mailchimp Klaviyo Let’s look at what the data revealed about their B2B content strategies. Microsoft Azure was right behind Mailchimp with 934 words on the page.

B2B 102

B2B Azure Software Review User Experience 102

SaaStr

NOVEMBER 14, 2023

What Is A “Consumption” Business In the old days of software, you had a company like Oracle that popularized the perpetual license where customers own the software and vendors own the market. What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model.

Compensation 159

Compensation Sales Azure AWS 159