Remove Cloud Remove Data Remove GCP(Google Cloud Platform)
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Predicting Cloud Growth Rates for 2023

Tom Tunguz

Yesterday, Google & Amazon announced earnings which completes the picture. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Google: [GCP] saw slower growth of consumption as customers optimized GCP costs. Google: [We] are pushing Google Cloud to Profitability.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. It’s creating a setup for either 1) a good time to get in before the re-acceleration shows up in the data! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Budget Flush Coming?

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

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Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

Everstage is a no-code commissions automation platform that removes recurring busywork for your Ops and Finance teams and provides a transparent and gamified incentives experience to your customer-facing teams. Aiven provides managed open source data technologies on all major clouds. Grab tickets here.

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The Health of Cloud Spending in Mid-2022

Tom Tunguz

Google Cloud Platform. That suggests the cloud market is quite strong. Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth. Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth.

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Grey Skies in Cloud Earnings

Tom Tunguz

This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Google Cloud Platform. GCP is more volatile, likely driven by the volatility of bigger deals closing on a smaller revenue base. Microsoft Azure. Amazon Web Services. Meanwhile, Azure has declined in a more steady cadence.

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Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. ” Unstructured data is the growth engine : 17x growth y/y suggests a small number last year, but phenomenal interest. “Over 30% of customers use Snowflake to process unstructured data in October.