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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.
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.
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.
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).
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!
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.
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)?
TL;DR SaaS platforms are cloud-based software solutions that offer ready-to-use tools over the internet, enabling businesses to scale operations, improve efficiency, and integrate with other applications without managing infrastructure. Contact sales What is a SaaS Platform?
By BluLogix Team Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Schedule a Demo Today Cloud Is Usage-Based.
All retrieval can be done behind your firewall or within your cloud, so data stays secure. Fine-tuning an LLM on domain data can require thousands of examples and periodic re-training to stay current which is expensive (in cloud GPU hours) and slow. RAG sidesteps this by keeping the model general and injecting knowledge as needed.
Managing Azurecloud services can feel like swimming upstream. You’ve got Entra ID (formerly Azure AD), Intune, a whole bunch of other services, and then there’s the constant pressure to protect your data and keep costs under control. Why Azure Automation isnt always enough Azure Automation is greatuntil it isnt.
This surging investment spans AI chips, cloud platforms, and smart software. It covers the infrastructure (GPUs, cloud platforms, edge devices), software frameworks (TensorFlow, PyTorch, ML libraries), data pipelines , model development , and end-user applications or APIs. Governments and companies now invest billions: the U.S.
So yes, while it’s true that challenges are real for those in the right-hand column above – overall cloud spend is still up 20%. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire.
From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines. Table of Contents Cloud-Based vs. On-Premise ATS Solutions The Top 10 Applicant Tracking Systems for 2025 1. GDPR for data privacy in Europe).
AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. Costs come in, Read More May 21, 2025 Blog Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. Heres a breakdown.
is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. Integration with Development Tools Datadog simplifies monitoring by aggregating data from a wide range of sources, including SaaS applications, cloud platforms, automation tools, and databases. “Middleware.io
After collection, data is automatically transferred to cloud storage platforms (Amazon S3, Google Cloud, Microsoft Azure) where it undergoes thorough Extract, Transform, Load (ETL) processing.
ProProfs Knowledge Base is an easy-to-use, cloud-based knowledge management tool designed to help organizations build online FAQ pages, help centers, user manuals, internal knowledge repositories, and more. Internal Knowledge Base for Employees: Develop a private, cloud-based knowledge repository for your employees.
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.
AWS, Azure, SaaS providers) Self-service visibility for internal stakeholders and finance teams BluLogix helps public sector IT organizations implement these capabilities without overhauling existing ERP or finance systems.
” Those quotes from Amazon & Microsoft last week underscore the dramatic transformation in cloud growth rates. Cloud Growth Rates Nadir This Quarter % Change AWS 12 19 58.3% Azure 26 33 26.9% Across the 3 major clouds, the growth rates have increased between 27% and 58% from their nadir about a year ago.
Previously, he was the Global VP of Product for SAP, CRM and Sales Cloud. Before that, he was the CEO and Co-Founder of DataHug, which was acquired by Calidus Cloud in 2016. Previously to that, it was the global VP of product for SAP, focused on the CRM and sales cloud. They didn’t have to build their own cloud.
Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. “Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.”
But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. The post Cloud Stocks May Be Down.
There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). So the overall Azure quarterly revenue figure is already not entirely spot on.
o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. The Cloud infra side grew nicely, but growth did slow. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed.
So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. million customers.
Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.
A year ago, AWS, GCP, & Azure averaged 44% annual growth. Google: [We] are pushing Google Cloud to Profitability. One surprising nuance from the Google call: Revenue growth in GCP was again greater than Google Cloud, reflecting strength in both infrastructure and platform services. Growth will continue to slow this year.
Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).
Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. The post Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022! With Aiven, developers can do what they do best: create applications.
Microsoft Azure. Google Cloud Platform. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. That suggests the cloud market is quite strong. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Amazon Web Services.
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. Microsoft Cloud gross margins remain high at 70%. And does.
Microsoft Azure. Google Cloud Platform. Meanwhile, Azure has declined in a more steady cadence. This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Amazon Web Services. The meaningful decline in growth rates started four quarters ago is hard to ignore. Public software multiples - 4.9x
And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. And Gartner still predicts overall Cloud spend will grow to record rates in 2024. But at some point, perhaps, Cloud spend will be so saturated, it just has to slow.
So is it a downturn in SaaS or Cloud — or not? There are so many mixed signals: Unicorn product is up 2x over last year, but layoffs continue AI spend is fast and furious, with Google Cloud, Microsoft Azure, etc. seeing record acceleration in growth.
Yet, the Cloud is on fire during Work-and-Do-Everything-Possible-from-Home. Zoom is growing at rates we’ve never seen before in SaaS and Cloud. And Morgan Stanley has predicted Cloud penetration will be pulled forward 5+ years or more. And yet … the Cloud and the overall economy can’t be disconnected forever.
AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. I’m adding Cloudflare to the list of tracked companies for this series.
Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.
AWS’s growth rate is the slowest of the three largest public infrastructure clouds. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change.
Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged. So real impact from headwinds at the Cloud leaders, but they are still growing at jaw-dropping rates, if not as fast as before.
Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. On Tuesday, Azure and Google spooked the market.
SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. But also focus on the prize at the same time — record Cloud spend. But many will find 2024, those stretches have stretched as far as they can. That’s what this Pilot data also reflects.
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