category microsoft-azure 
Tom Tunguz
JANUARY 23, 2023
Yesterday, Microsoft announced earnings. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Expected growth across segments is muted with an average of 5% growth across these B2B categories. Azure ML revenue alone has increased more than 100 percent for five quarters in a row 4.
SaaStr
OCTOBER 28, 2022
This week we learned two things from the leaders in their categories: First, eCommerce is Back. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. Azure (Microsoft): In the $50's billion run rate (estimate) growing 42% YoY (last Q grew 46%).
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SaaStr
NOVEMBER 4, 2022
I think we can learn the most from the #1 leaders in each category. With Datadog the clear leader in DevOps, it’s a great barometer of where the entire category is. So again, a category leader like Datadog is still growing at a jaw-dropping rate past $1B ARR. . — Jason Be Kind Lemkin (@jasonlk) October 27, 2022.
IT World
OCTOBER 12, 2022
Microsoft has launched Microsoft Syntex, a rebranding of the application as the company transforms it into a set of content apps, low-code tools and services that uses AI to streamline how organizations work with content. To read this article in full, please click here
Andreessen Horowitz
SEPTEMBER 25, 2023
Microsoft CTO Kevin Scott, in conversation with a16z’s Bob Swan, explains how AI copilots are keeping developers longer in a flow state and why AI copilots more broadly could be the start of an industrial revolution for knowledge work. [00:59] Find more content from our AI Revolution series on www.a16z.com/AIRevolution.
Tom Tunguz
MAY 25, 2017
In most software categories, incumbents exist and for start up to win share, the company must wrest budget of way from incumbents. I have listed the four major players: Amazon, Microsoft, Google, Digital Ocean. Microsoft has signed hundreds if not thousands of customers to enterprise license agreements. How to do that best?
SaaStr
MARCH 31, 2022
And if you also look at the platform as a service category, that’s also an additional $50 billion of spend, and that’s typically with those same vendors. And what’s also interesting about that is these are the two fastest growing IT spend categories in CIO’s portfolios with 24% year over year growth.
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