How To Buy Saas

JUNE 18, 2025

Governments and companies now invest billions: the U.S. This surging investment spans AI chips, cloud platforms, and smart software. billion in private AI investment in the U.S. private AI investment reached $125.3 Government invests £2 B in AI infrastructure as part of EU collaboration. poured $109.1 In 2025, U.S.

AI

Clouded Judgement

FEBRUARY 7, 2025

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Overall, there was weakness across the board.

Systems Review

SaaStr

OCTOBER 16, 2024

To set the stage, if you talk to any VC out there today, they will tell you that half of their investments which were growing at epic rates in 2021 are barely growing today. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. Sorry, But There’s No Downturn. Is there a bubble?

Sales Hiring

How To Buy Saas

MAY 21, 2025

Just be ready to invest a little time in training your team on the systems nuances. In short, choose Greenhouse if you need a powerful, enterprise-ready ATS and are prepared to invest time and resources to leverage its full potential for a more optimized and fair hiring process. Cons Premium Pricing: Lever is an investment.

Systems Review

Blulogix

MAY 21, 2025

Its evidence that IT: Understands how to manage costs Operates like a service provider Can tie investment to measurable return In other words, chargeback makes IT look like a business unit, not just a budget line. This shift does more than improve budgetingit changes how IT is perceived. To a CFO, this isnt just billing.

AWS

Teamgate

JUNE 11, 2025

Tool Key Features Pricing Integration Capabilities Ideal Use Cases Middleware Uptime tracking, AI-powered alerts, instant root cause analysis, one-minute installation Free Forever Account (up to 100 GB); pay-as-you-go at $0.30 I transferred data from my old CRM to Teamgate over the course of a few days. Learn More Simon C.

Scale

Sales Hacker

APRIL 1, 2025

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

How To Buy Saas

JUNE 26, 2025

ProProfs has clearly invested in the infrastructure and features needed to give users peace of mind that their knowledge base (often a critical piece of support infrastructure) is protected and reliable. Single Sign-On & Authentication Integrations : SSO integration (Okta, Azure AD, etc.)

Technical Review

Tom Tunguz

NOVEMBER 4, 2024

Azure 26 33 26.9% Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. It’s why we’ve invested in our own custom silicon in Trainium for training and Inferentia for inference. GCP 23 35 52.2%

GCP(Google Cloud Platform)

Sales Hacker

MARCH 25, 2025

cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure. cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure. Scott Barker: Is it a fair comparison to, you know, we had the explosion of, you know.

AI Search

Clouded Judgement

APRIL 26, 2024

Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

Azure

SaaStr

OCTOBER 28, 2022

I’ve also seen this in the leaders in eComm I’ve invested in, like Gorgias. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. AWS and Microsoft Azure all reported more customers scrutinizing spend and working to manage their bills more carefully.

AWS

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. And it is stressful, especially if you invested at those peaks or as founders raised money at relatively high valuations and multiples. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. If they stumble, we’re in for a rough patch.

Cloud

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Google and Microsoft would wait another two years to replicate a similar level of investment. Google and Microsoft would wait another two years to replicate a similar level of investment.

Cloud

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

Tom Tunguz

JULY 25, 2023

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI. The desire for AI is broad. The acceleration is really quite broad.

Azure

SaaStr

JANUARY 27, 2024

Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). It’s your top marketing and customer retention investment. Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. It could be more or less, but that’s a rough way to think about it.

Azure

Tom Tunguz

MARCH 1, 2025

In second place, Microsoft’s AI business, including Azure, is at a $3.25b Q4 revenue. While precise total market figures remain elusive, the trend is clear: hardware investments still outpace software and services revenue in today’s AI landscape. IBM reported $2b, which was a big surprise to me.

AI

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Altimeter is an investment adviser registered with the U.S.

Cloud

Tom Tunguz

APRIL 25, 2024

Microsoft’s Azure is winning share directly from Amazon. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. " The rest of Azure is still growing in a nice clip of 24% annually. “We now have 1.8 “We now have 1.8

Azure

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. This is why I’m so excited to announce our investment in Tigris, as well as the release of its globally available S3-compatible distributed object-storage service. Tigris is built to make the application developer’s job as simple as possible.

Investment

SaaStr

OCTOBER 13, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Verdane is a specialist growth equity investment firm that partners with tech-enabled and sustainable businesses based out of Europe to help them reach the next stage of international growth.

GCP(Google Cloud Platform)

SaaStr

NOVEMBER 4, 2021

As a result, maintaining the same “Rule of 40” score requires 1% of extra revenue growth for 1% of profit margin investment. To achieve that 1%:1% growth/margin ratio would require incredibly short investment payback periods. You can’t pay your Azure bill or office lease in “Rule of 40” points.

SaaS

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). It’s likely startups start at plug-ins & then move down with scale that affords more usage & more capital to invest.

Generative AI

SaaStr

JULY 2, 2025

🚨 Microsoft's 2025 strategy in numbers: ❌ 15,300+ employees laid off (7% of workforce) YTD: •9,000 cuts announced July 2 •6,000 cuts in May •300+ cuts in June •Performance cuts in January •and only halfway through year 💰 $80 billion invested in AI infrastructure 40%… pic.twitter.com/LJVfwStpW9 — Jason ✨👾SaaStr.Ai✨

Technical Review

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. It’s definitely an investment that requires that kind of executive level visibility. And a lot of this depends on your go to market, but we are selling jointly with the AWS and the Azure, et cetera sellers too. AWS’s marketplace has seen 1.5 Good advice.

Scale

Clouded Judgement

FEBRUARY 2, 2024

” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Securities and Exchange Commission.

Cost optimization & reporting

Andreessen Horowitz

MAY 7, 2024

We joke about founders being “grown in a lab” to start certain companies, and the Wiz team embodies that perfectly: Assaf and his cofounders have spent two decades together, first co-founding Adallom, a CASB that they sold to Microsoft, and then building the Azure security stack as leaders at Microsoft.

Investment

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Past performance is no guarantee of future performance. Securities and Exchange Commission.

Cost optimization & reporting

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Categories like customer success, learning management platforms, and onboarding software are witnessing increased investments. . The value of community expertise: Invest in advocacy and connecting customers with each other. .

Software Review

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

Cloud

Clouded Judgement

APRIL 11, 2024

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. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud

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. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1).

Cloud

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Altimeter is an investment adviser registered with the U.S.

Cloud

Clouded Judgement

JANUARY 6, 2023

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. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud