Tom Tunguz

JULY 25, 2023

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Microsoft’s Azure Open AI customer base grew 4x by count, up from 2500 last quarter : We have great momentum across Azure OpenAI Service. The desire for AI is broad. The acceleration is really quite broad.

Azure 233

Azure GCP(Google Cloud Platform) AI Cloud 233

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? Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. That’s what this Pilot data also reflects. Carpe Diem.

Startup 300

Startup Venture Capital Azure AWS 300

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]. Just last week, we made Azure OpenAI Service broadly available, and already over 200 customers – from KPMG to Al Jazeera – are using it.

Azure 256

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 256

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

Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. Meanwhile, Azure has declined in a more steady cadence. The data suggests a broader slowdown in software spending as these companies are indices of software buyers’ behavior. I’m watching public company earnings to identify early weaknesses in the software market. Google Cloud Platform.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Tom Tunguz

JULY 26, 2022

Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. GCP’s data point is less rosy. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Declines in some large customers’ spend may impact results more than Azure.

GCP(Google Cloud Platform) 219

GCP(Google Cloud Platform) Cloud Azure AWS 219

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

MAY 23, 2022

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. At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%.

Cloud 294

Cloud Azure AWS Marketing 294

Clouded Judgement

APRIL 28, 2023

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 reported on Tuesday and gave us that glimmer of hope. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

IT World

DECEMBER 15, 2022

Microsoft on Thursday said it will begin rolling out the first phase of its European Union data boundary plan from January 1, 2023 that’ll allow customers to store and process their customer data within the EU. Microsoft has included Azure, Power BI, Dynamics 365 and Office 365 under the first phase.

Azure 70

Azure Data 70

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Meanwhile, the servers keep chugging along & data compounds at a constant growth rate. I’m watching public company earnings to identify early weaknesses in the software market. Yesterday, Google & Amazon announced earnings which completes the picture.

GCP(Google Cloud Platform) 313

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 313

Clouded Judgement

OCTOBER 20, 2023

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). Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” ” Data is more important than ever! .”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Fortunately, it exists. Service Now. Infrastructure.

Azure 229

Azure Software Startup Cloud 229

SaaStr

NOVEMBER 3, 2022

Which means better customer relationships, more data, and new sources of revenue. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. StratusGreen is a leading provider of cloud computing solutions and services for emerging and mid-sized businesses.

Payments 213

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 213

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. With Aiven, developers can do what they do best: create applications. We enable customers to drive business results from open source that trigger true transformations.

Cloud 194

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 194

Clouded Judgement

OCTOBER 28, 2022

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. The other piece is higher energy costs (to service their data centers). Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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 89

Generative AI AI Enterprise Artificial Intelligence 89

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. The PC increased GDP by 0.006%, according to NBER That alone should turn heads. Moats : how to develop competitive advantage?

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

Clouded Judgement

JUNE 9, 2023

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 guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Their consumption is driven by usage of applications built on top of Mongo.

Trends 130

Trends Cloud Azure AWS 130

Tom Tunguz

MARCH 28, 2020

I wondered where I could find some interesting data about these patterns. I couldn’t find real-time data about bandwidth, but Google’s Trends product does show near up to date Google queries, which is a good proxy. Though the data does show a spike in VPN interest, there’s no commensurate bump for security.

Trends 351

Trends Azure Software Review Content Marketing 351

User Pilot

FEBRUARY 6, 2023

In this article, we cover everything about different types of actionable analytics, how to collect those actionable insights and the best tools you can use to harness the analytical data. TL;DR Actionable data in data analytics are the insights that are ready to use. What is actionable data in data analytics?

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

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 300

AWS Venture Capital Azure Cloud 300

Clouded Judgement

JANUARY 27, 2023

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%. We’ll get a lot more data points in the coming weeks on how other companies guide for 2023.

Cloud 141

Cloud Azure Pricing Subscription 141

Chart Mogul

JULY 7, 2022

Send ChartMogul data directly to your data warehouse: Snowflake, Amazon Redshift, or Google BigQuery. The new destinations allow you to combine your subscription and revenue data from ChartMogul with other data sets like product usage, customer data, and user feedback. It only takes a few minutes.

Data 52

Data Azure Subscription Payment Features 52

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. Today, our largest R2 customer is another AI company using us for exactly the purpose of being a neutral place to store their training data.

Cloud 243

Cloud Azure Headcount Software Review 243

Chart Mogul

JUNE 16, 2022

Customer data is spread across multiple platforms: CRM, communication, billing, and subscription analytics. Now you can send revenue and subscription data associated with your customer in ChartMogul directly to Intercom. Avoid data silos by consolidating your data into one place and elevate your campaigns in Intercom.

Payments 52

Payments Data Azure Payment Methods 52

Clouded Judgement

APRIL 21, 2023

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). Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

JUNE 9, 2018

Microsoft has published Linux and FreeBSD for Azure. They will migrate applications, data and code. To migrate enterprise on-prem code to Azure is a huge competitive advantage. Elegant on-ramp for a developer to become a paying Azure customer. Microsoft bought Xamarin to help open source.NET. That’s the beginning.

Acquisition 203

Acquisition Azure Cloud Enterprise 203

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. Heck, you can even write confliction updates in multiple regions at the same time and Tigris will resolve the updates and give a consistent global view of the data. It allows an application to write in any region, and to read in any region.

Investment 112

Investment GCP(Google Cloud Platform) AWS Azure 112

IT World

JUNE 19, 2023

Microsoft has confirmed that recent outages to its popular services, including Outlook, Teams, OneDrive, and cloud computing platform Azure, were caused by a DDoS attack by a threat actor that the company tracks as Storm-1359.

Azure 80

Azure Government Cloud Data 80

Neil Patel

MARCH 27, 2023

Let’s start by looking at what you should be prioritizing for product page content based on the data we found. To help you shape the best B2B product pages, we collected data from five companies with the top-trafficked product pages to show how different amounts of content perform. Noted as the second lowest-trafficked was Asana.

B2B 102

B2B Azure Software Review User Experience 102

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 186

Software Review Software Azure Cloud 186

BetterCloud

JULY 14, 2022

Today’s employees have far more access to company data than ever before. This is why automating your employee offboarding process is more than just a time saver—it is a critical way to protect sensitive data. gigabytes of data that included mortgage applications and anti-ransomware software. What is your source of truth?

Data 52

Data Azure AWS Banking 52

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. However, it’s not showing up in the data yet. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 26, 2023

As many of you know, the data points I’m looking for are any signs of consumption trends starting to tick back up. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. ie instead of storing 5 years of data they store 3 years.

Cloud 141

Cloud Azure Trends Retention 141

SaaStr

APRIL 3, 2021

DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. Yes, you may have to make some educated guesses and get some data from unusual sources. . $4B BigCommerce is growing more slowly than its $140B bigger rival, Shopify. That’s a big, big gap. But BigCommerce is still worth a very impressive $4B.

Azure 204

Azure Headcount AWS Education 204