SaaS - Cloud Growth for November
Cloud Giants Update:
AWS (Amazon): $64B run rate, growing 39% YoY (accelerating growth from 37%)
Azure (Microsoft): ~$35-$40B run rate, growing 48% YoY (accelerating growth from 45%)
Google Cloud (includes GSuite): $20B run rate, growing 45% YoY (decelerating growth from 54%)
Round Up on 52-week high
$FSLY: -59%
$TDOC: -51%
$PINS: -50%
$PTON: -47%
$PLTR: -42%
$TWLO: -36%
$ROKU: -34%
$GDRX: -25%
$TTD: -23%
$MTTR: -20%
$FB: -16%
$U: -14%
$SHOP: -11%
$AMZN: -11%
$SE: -8%