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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
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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.

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RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

In effect, the AI now has a custom context pack to refer to. The user can verify the answer by clicking the citation, much like checking a reference. All retrieval can be done behind your firewall or within your cloud, so data stays secure. Augmenting the Prompt with Context: The system takes the retrieved information (e.g.

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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

This surging investment spans AI chips, cloud platforms, and smart software. Full-stack AI refers to the complete AI pipeline: from data collection and cleaning, through model training and MLOps, to deployment in applications. Compute Hardware: GPUs/TPUs and cloud/edge infrastructure for training and inference. poured $109.1

AI 69
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Best Applicant Tracking Systems for 2025

How To Buy Saas

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).

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ProProfs Knowledge Base Review: A Comprehensive Knowledge Management Solution

How To Buy Saas

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.

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GTM 140: How Microsoft Scaled from $600M to $5B: The Enterprise Playbook with Hayden Stafford

Sales Hacker

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.

Scale 63