Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Everyone is hoping to find a glimmer of data to suggest that the headwinds are abating and easing. Azure came in at 31% (constant currency).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. In general economic data has continued to come in strong (a data point suggesting inflation could stay sticky, and the economy can absorb rates staying higher for longer). Subscribe now Share Clouded Judgement Leave a comment

Cloud 161

Cloud Azure AWS Software Review 161

Tom Tunguz

JULY 26, 2022

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. GCP’s data point is less rosy. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure.

GCP(Google Cloud Platform) 190

GCP(Google Cloud Platform) Cloud Azure AWS 190

Tom Tunguz

SEPTEMBER 26, 2022

2020 is the decade of data. Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data 239

Data Azure Machine Learning Artificial Intelligence 239

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. ” Unstructured data is the growth engine : 17x growth y/y suggests a small number last year, but phenomenal interest. “Over 30% of customers use Snowflake to process unstructured data in October.

GCP(Google Cloud Platform) 142

GCP(Google Cloud Platform) Azure Data Startup 142

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. This may be a data point to suggest we’re hitting the trough (or close to it).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

FEBRUARY 13, 2023

The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

Cloud 229

Cloud Azure Headcount Software Review 229

Clouded Judgement

JANUARY 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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%.

Cloud 141

Cloud Azure Pricing Subscription 141

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

FEBRUARY 10, 2022

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.

Cloud 226

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 226

SaaStr

NOVEMBER 18, 2023

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. What does Pilot’s latest data say? SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc.

Startup 330

Startup Venture Capital Azure AWS 330

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. However, it’s not showing up in the data yet. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As many of you know, the data points I’m looking for are any signs of consumption trends starting to tick back up. As many of you know, the data points I’m looking for are any signs of consumption trends starting to tick back up.

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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 were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Tom Tunguz

APRIL 25, 2023

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. In Azure, we expect revenue growth to be 26% to 27% in constant currency, including roughly 1 point from AI services.

AI Search 207

AI Search AI Azure GCP(Google Cloud Platform) 207

Tom Tunguz

JULY 25, 2023

At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. The cloud migration is about halfway as percentage of GDP. The desire for AI is broad. The acceleration is really quite broad.

Azure 201

Azure GCP(Google Cloud Platform) AI Cloud 201

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There are many limiters here - data security and compliance are big ones. The counter argument to this is will we be able to find enough high quality long context training data. Subscribe now Share Clouded Judgement Leave a comment

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Tom Tunguz

JANUARY 23, 2023

Below, I’ve listed those trends with data & excerpts from the earnings call transcript. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Spending Won’t Ramp Again Until Optimization Stops in about a Year Customers are optimizing their cloud spend in 2023.

Azure 244

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 244

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We can look at data for indicators, but predicting anything with confidence on all 3 of these vectors is very hard. One data point to support this – the WCLD index was up >5% on Wednesday, but the S&P was up only 1%.

Cloud 130

Cloud Azure AWS Generative AI 130

Tom Tunguz

MARCH 25, 2020

We shared a vision for a new way of working with data. More data is being stored in data lakes like Amazon S3 and Azure Data Lake Storage. Analysts and product managers and sales operations teams deploy Tableau, Power BI, Looker, Superset, and many other tools to parse their data. That’s Dremio.

Engineering 223

Engineering Data Azure Data Analysis 223

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

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. It seems like the incremental data we’ve gotten continue to increase the odds of a “no landing.” Some of the data to support a no-landing. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure Revenue Subscription 130

SaaStr

MARCH 31, 2022

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.

Scale 221

Scale Marketplace as a Service Cloud SaaS Payments 221

SaaStr

NOVEMBER 3, 2022

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. Which means better customer relationships, more data, and new sources of revenue. Embedded finance has everything to do with the flow of money.

Payments 243

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 243

IT World

MAY 24, 2022

I want to talk to you today about clouds. But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. They're great, but for many, they're overkill.

Cloud 90

Cloud SMB Azure AWS 90

Andreessen Horowitz

MAY 7, 2024

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. And that’s because with every new paradigm shift—from the internet to cloud computing—the sheer magnitude of digital threats has exploded and threat vectors have become increasingly sophisticated.

Investment 87

Investment Cybersecurity Azure Cloud 87

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Access to proprietary data provides a moat. There are 4 questions startups should ask themselves about building with generative AI.

Generative AI 210

Generative AI AI GCP(Google Cloud Platform) Startup 210

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Of course, these two charts show historical (ie lagging) data. How do we make sense of it all?

Cloud 161

Cloud Software Benchmarks Scale 161

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.

AWS 330

AWS Venture Capital Azure Cloud 330

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. They continue to be the standard for the vast majority of cloud workloads, of course, but they are built around a set of operational practices that were more relevant a decade ago. I’m certain you’ll not want to go back to the traditional clouds again.

Investment 124

Investment GCP(Google Cloud Platform) AWS Azure 124

Andreessen Horowitz

APRIL 5, 2024

Fine-tuning products for security workflows is crucial but challenging due to the lack of standard data types and complex, bespoke areas of focus. These scenarios leverage GenAI’s ability to evaluate inputs at scale, especially in environments with ample high-quality and standardized data available on which to train.

Generative AI 100

Generative AI AI Enterprise Technical Review 100

Tom Tunguz

MAY 31, 2022

As we navigate this bear market, I’m keeping my eye on broader market data points. 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. Google Cloud Platform. Fortunately, it exists. Service Now.

Azure 200

Azure Software Startup Cloud 200

Neil Patel

JANUARY 25, 2021

The thing about data is it helps you make better business decisions. Everyone has questions when it comes to choosing data analysis software. Why are there so many data analytics tools? You have to arrange your data, explain it, present it properly, and then derive a conclusion from it. Which one is worth your money?

Data Analysis 128

Data Analysis Software Data Scale 128

SaaStr

DECEMBER 26, 2022

This includes data from companies on how they utilize SaaS and their spending. G2 track data supports expected spending increase in 2022 with average quarterly SaaS spending up 15% YoY.”. The three key themes that emerged from G2’s data are: The value of community experience . Third-party partnerships, including tackle.io

Software Review 215

Software Review Software Azure Cloud 215

IT World

NOVEMBER 14, 2019

Microsoft’s Ignite event traditionally attracts more from the developer ranks, but the technologies on display are increasingly of relevance to CIOs developing cloud strategies today. Stay on budget with these 6 cloud cost management tips , learn the 5 fundamentals of effective cloud management and beware hidden cloud migration gotchas. |

Cloud 64

Cloud Azure Management AI 64