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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

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 184
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

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. This is for information purposes and should not be construed as an investment recommendation.

Cloud 277
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Profit Dollars per GPU Dollar

Tom Tunguz

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%

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Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

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 300
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Final Advice for Revenue Leaders After nearly a decade of scaling Databricks, Ron has one core piece of advice for revenue leaders: hire the best people and invest in them. Talent beats everything. Culture beats everything.

Scale 176
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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

over 26 years Historic Achievement: First company EVER to hit $4 trillion To put this in perspective: if you invested $1,000 in NVIDIA at IPO, you’d have nearly $7 million today. That’s not just generational wealth—that’s build-your-own-space-program wealth.

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Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

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 293