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Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn. They’ve crossed the mark 2 years early.
” 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.
Aiven provides managed open source data technologies on all major clouds. With Aiven, developers can do what they do best: create applications. 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!
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.
So DigitalOcean is the quiet Cloud platform that keeps on growing. Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. Wow what a story!!
What did the 100,000+ subscribers to SaaStr’s Cloud Daily find most interesting in the Cloud this week? 2: LinkedIn is Migrating to Microsoft Azure. 3: Microsoft Invests $1 BIllion in OpenAI to Develop AI Technologies on Azure. The Cloud Wars continue to heat up. Cloud is Huge. and Europe). #6:
Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. Cloud databases generated $39b in spend , about half of all database revenue. Cloud databases generated $39b in spend , about half of all database revenue.
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.
So is it possible to be too efficient in SaaS and Cloud? If you haven’t heard of Digital Ocean, ask your developer. Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.
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. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.
Developer identity. Github brings identity of a third important demographic: developers. Microsoft has published Linux and FreeBSD for Azure. Box-out Amazon and Google in the Cloud Wars. “Every” business is moving to the cloud. To migrate enterprise on-prem code to Azure is a huge competitive advantage.
As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. Security, besides having a password that isn’t “password123”, is probably not a major priority. .
But pretty quickly, the infrastructure layer should commoditize, just as it did in the cloud where three vendors command 65% market share : Amazon Web Services, Azure, & Google Cloud Platform. 2 1 MMLU measures 57 different tasks including math, history, computer science & other topics.
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. Subscribe now Share Clouded Judgement Leave a comment
Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers.
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). Moats : how to develop competitive advantage? There are 4 questions startups should ask themselves about building with generative AI.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Subscribe now Share Clouded Judgement Leave a comment
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?
Cisco and Google have expanded their joint clouddevelopment activities to help customers more easily build secure multicloud and hybrid applications everywhere from on-premises data centers to public clouds. Check out what hybrid cloud computing is and learn what you need to know about multi-cloud.
Cisco and Google have expanded their joint cloud-development activities to help customers more easily build secure multicloud and hybrid applications everywhere from on-premises data centers to public clouds. Check out what hybrid cloud computing is and learn what you need to know about multi-cloud.
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.
Azure other cloud services revenue grew 31%. RPOs, or remaining performance obligations, are customer prepurchases of Azure compute that haven’t yet been used. 300b of RPO is basically the next 2 years of Azure revenue already committed. The AI subset is on a $13b run rate, more than double last year.
Microsoft’s Ignite event traditionally attracts more from the developer ranks, but the technologies on display are increasingly of relevance to CIOs developingcloud strategies today. Get the latest cloud computing insights by signing up for our newsletter. ] To read this article in full, please click here
It lets developers customize applications so users can co-edit and co-create while on a call together. Announced Tuesday at Microsoft’s Build conference , Live Share uses Microsoft’s JavaScript-based Fluid Framework and is hosted on the Azure Fluid Relay cloud service and allows developers to build apps without writing back-end code.
This innovative technique has surged in popularity among SaaS companies and AI developers because it tackles key limitations of standalone LLMs. For SaaS founders, developers, and product leaders, RAG offers tangible benefits that can elevate your applications capabilities and user experience. What are the Benefits of RAG for SaaS?
So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .
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.
Thats why, as a leading all-in-one product growth platform we developed a solution to help you break data siloes. 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.
Determining how to compete is a critical part of developing a startup idea. The chart above is a value chain analysis at the company level for the cloud computing ecosystem. The Azure team has built products to leverage that strength. Google’s cloud is arguably the most sophisticated and best built cloud.
To get a better idea about the time-to-implement, speak to the service provider or the software developer. Use it to configure your data to create easily digestible reports developed according to your predetermined KPIs and metrics. Reporting Tool Availability. Microsoft Power BI offers two pricing plans: Power BI Pro : $9.99
The public cloud and open source software are pretty much coupled these days. Cloud providers charge for usage, either by time or other resource-units consumed. Cloud providers charge for usage, either by time or other resource-units consumed. Indeed, it’s half or more of the cloud computing bills I’ve seen recently.
Cloud computing has taken over in recent years, and it offers many opportunities for businesses and users. Along with PaaS and SaaS , these acronyms describe the different ways businesses can use cloud technology, and choosing the right one for your e-commerce store can make a big difference. Today, 90% of businesses use the cloud.
One executive mentioned that “LLMs are probably a quarter of the cost of building use cases,” with development costs accounting for the majority of the budget. While some leaders addressed this concern by hosting open source models themselves, others noted that they were prioritizing models with virtual private cloud (VPC) integrations.
Simplify the development, management, and security of your hybrid cloud. This quick video showcases five reasons why HPE ProLiant for Microsoft Azure Stack delivers a true hybrid cloud experience. Read more information about HPE ProLiant for Azure Stack here. .
2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The Fundamental Goal of SaaS Tenant Isolation Selling the same software to different users relies on using cloud-based resources that can be leveraged across different customers. Optimize cloud economics and drive Business Goals.
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.
As explained in the first part of this series, we clearly saw why Software-as-a-Service (SaaS) is the way to go when it comes to establishing self-serving applications that can be scaled up and developed fast(er). Getting Started with SaaS App Development. Non-cloud use cases like banking and finance businesses.
There has perhaps never been so much angst over whether open source software development is sustainable, and yet there has never been clearer evidence that we’re in the golden age of open source. The clouds have parted. Or on the cusp. There are a few good indicators for this. To read this article in full, please click here
Formerly known as Google Cloud Services Platform, Anthos is a Kubernetes -powered technology to build and manage hybrid applications, for on-premises or cloud deployments. Anthos is available on Google Cloud Platform with Google Kubernetes Engine (GKE), adding infrastructure around Kubernetes. Get started: Going multicloud? .
The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. We are not considering those in our comparison of cloud services. Platform as a service (PaaS) provides developers with a complete environment for development and deployment over the internet. What is SaaS? What is PaaS?
You want to develop a clear brand st ory and demonstrate to users how your B2B product makes their lives easier. 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.
Introduction Cloud computing has revolutionized the way businesses operate by increasing agility, scalability, and cost-efficiency. In this blog post, we will delve into the world of cloud computing, exploring recent trends and developments. It provides flexibility and scalability for cloud-native applications.
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