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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.
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. Pressure is definitely up, yet, unemployment remains at record lows and consumer spending remains strong. The Cloud infra side grew nicely, but growth did slow. Perhaps as it should be.
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).
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.
And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. But classic B2B SaaS is definitely in many cases seeing tougher times. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well.
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.
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?
Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
Every week I’ll provide updates on the latest trends in cloud software companies. 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. We’re definitely starting to see more and more estimate revisions now.
Every week I’ll provide updates on the latest trends in cloud software companies. That figure is still quite bad, but the environment in software land definitely got worse in April. I’m as excited as ever about the long term cloud software markets. Subscribe now Share Clouded Judgement Leave a comment
Q4 earnings season for cloud businesses is now behind us. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. This is the data point shown for Q4 ‘23. As you can see, the median beat this quarter was 2.0%.
Every week I’ll provide updates on the latest trends in cloud software companies. ” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings
Every week I’ll provide updates on the latest trends in cloud software companies. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
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. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! Follow along to stay up to date!
Every week I’ll provide updates on the latest trends in cloud software companies. Dovish Fed : Powell definitely had a more dovish tone. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.
Every week I’ll provide updates on the latest trends in cloud software companies. However - what we’ve seen so far in general from software earnings is that companies are definitely NOT saying they will see any re-acceleration in Q4. Maybe with the exception of hyperscalers (particularly Azure).
Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.
373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.
In this guide, we’ll explore the definition, components, and essential building tips for constructing a robust tech stack! Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Microsoft Azure load balancer.
It seems as though more and more companies are jumping on the cloud bandwagon…and for good reason. If you haven’t transitioned to SaaS yet, I promise moving to a cloud-based computing system sounds more complicated than it actually is. Simply, any company that sells software via a central, cloud-based system can be considered SaaS.
Examples of popular SaaS apps include Shopify, an eCommerce platform, Dropbox, a cloud storage service, and Stax Bill, an automated payment processing system. ISVs (Independent Software Vendors) SaaS (Software as a Service) Companies Definition Businesses that develop and distribute software products to end-users.
The following issues are incredibly common in a RBAC environment: Lack of a standard definition. Lack of a standard definition. RBAC requires role definitions and governance. Examples of cloud provider role-based access control. Most cloud providers enable granular access control. The role is the new perimeter.
As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?
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.
We think of ourselves as a product-led company and the community is definitely a component of that notion of the company. I can’t think of any company beyond Stack and maybe a couple more that operate as core parts of the ecosystem that drive the statement that “software is eating the world” in a very productive way.
It’s important to gain visibility into the choices users are making in apps, such as sharing confidential documents with external consultants or making public cloud databases freely accessible on the internet. IAM products such as Azure Active Directory can enable: Single sign-on (SSO). Difficulty achieving visibility. What is a CASB?
Nicole is the VP of Marketing at Tackle.io, a company that helps ISVs sell their software through the cloud marketplaces. She’s the VP of marketing at Tackle.io, a company that helps ISVs sell their software through the cloud marketplaces. Nicole Wojno Smith: You can definitely give that feedback to the CEO.
As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?
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.
If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.
It was definitely a simpler time, but frustrating for buyers. If you’re buying from a 3rd party, is a cloud marketplace a better option? According to the data, though, buyers are increasingly experimenting with cloud marketplaces, increasing from 22% in 2020 to 61% in 2021. There were only five options. SaaS changed that.
That includes things like our bot software, bot framework, the Azure bot service, language understanding and more. Lili: It definitely depends on the context. Adam: It absolutely comes back to problem definition there. Your team is definitely at the forefront of it. Dealing with conversational latency.
I think Azure’s like 7,000, Google. If you’re already teasing into it, if your deal size is going up a bit, if your customers are getting a little bit bigger, I think so much of the money is going into bigger enterprises today in cloud. I think hiring is harder than ever.
This is where the cloud meets. And while it’s different, it’s definitely a different thing going on in the world today. ” it’s definitely possible. I mean, them and Azure, they’ve just had tremendous success. We want to do it too,” because I definitely think it’s possible.
We’re using digital workflows and storing data in the cloud, but the rest of the world, this was an overnight just shift in how people worked and how they communicated. At the exact same time, that company hadn’t moved basic applications to the cloud. So, whether it’s cloud storage or cloud video or messaging.
And while it’s different, it’s definitely a different thing going on in the world today. So if you’re one of those entrepreneurs who are working on your ideas and thinking, “Man is now the time to start,” it’s definitely possible. There are definitely people that we look up to that we can look up to.
So, if we think about something like a hosting provider, Azure, Amazon, or Google, their attestation of compliance for cloud functions will say we do hosting services. But it’s a lot to read, it’s a lot to write, but it definitely demonstrates what a company is doing. Maybe they also include software development.
Additionally, it integrates well with other tools and can be deployed on AWS or Azure. Datadog Datadog is a powerful and versatile cloud monitoring tool that integrates seamlessly with popular cloud providers like AWS, Azure, and GCP. DOWNLOAD WHITEPAPER 6.
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