The Health of Cloud Spending in Mid-2022
Tomasz TunguzVenture Capitalist at Redpoint If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Health of Cloud Spending in Mid-2022
I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon report their figures. Today, Microsoft & Google revealed the health of their infrastructure business units.
Good news & bad news. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. 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. GCP’s data point is less rosy. Why do these results diverge? Here are some hypotheses:
I bet it’s some combination of the three. Regardless, Amazon’s data will break the tie Thursday. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. |
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