article thumbnail

A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Q1 ‘25 earnings season for cloud businesses is now behind us. 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. Let’s get into some high level data.

Cloud 277
article thumbnail

5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

Nvidia, Google Cloud, Azure, etc. 1% Dilution Many faster growing public SaaS and Cloud companies aim for 2% a year dilution or less from employee grants, down from the 10%+ common at start-ups. But how about 2026+? We’ll see. Salesforce Growth: FY26 $40.9B (guidance) FY25 $37.9B That’s a material drop. #4.

Scale 200
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

Every major tech company now depends on NVIDIA: OpenAI training GPT models Google powering Bard and Search AI Microsoft Azure AI services Meta’s LLaMA development Tesla’s self-driving technology The B2B Parallel : AWS becoming the infrastructure layer for the internet, or Salesforce becoming the system of record for sales teams globally.

article thumbnail

Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

Cloud 167
article thumbnail

Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud!

article thumbnail

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

article thumbnail

Cloud Security Posture Management (CSPM): Top 6 Capabilities

Frontegg

Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?

Cloud 52