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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 177
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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

This episode is an excerpt from a session at SaaStr Scale. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Azure’s marketplace has over 4 million monthly visitors.

Scale 209
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Investing in Wiz

Andreessen Horowitz

While their growth at this scale is breathtaking, it’s not surprising. We’re thrilled to partner with Wiz in co-leading their newest round of financing and to support the company as they help businesses around the world secure increasingly complex cloud environments. Even among an impressive set of cyber predecessors, Wiz stands out.

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

” 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. The hyperscalers benefit from massive scale, distribution, trust and depth of customer relationships in ways no other software companies do. Overall Stats: Overall Median: 6.0x

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Playbook: Scale to $100M+ ARR with a Usage-Based Pricing Model

OpenView Labs

Since you aren’t limiting the number of users who can access your software, your customers are able to find new use cases—which leads to more long-term success and higher lifetime value. It requires shifts in go-to-market strategy, sales compensation, financial planning, billing, and much more. Ready to scale to $100+ million ARR?

Scale 98
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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

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.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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 177