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SaaS - Cloud Growth for November

SaaS - Cloud Growth for November
Photo by Fabian Bächli / Unsplash

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%

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Jamie Larson
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