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Synergy Research: cloud revenue grew 21% YoY in Q1 2024 to $76B; Altimeter: AWS now has 31% market share followed by Azure with 25% and Google with 11%

Last year's doldrums are in the rearview thanks to AI  —  If you were concerned about slowing cloud infrastructure growth for a time in 2023 …

TechCrunch Ron Miller

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  • @srg_research @srg_research on x
    Huge Cloud Market Sees a Strong Bounce in Growth Rate for the Second Consecutive Quarter https://www.srgresearch.com/ ... [image]
  • @jaminball Jamin Ball on x
    This week on Clouded Judgement: Hyperscalers report Q1 + early look at broader software reports - Median software multiple: 5.8x - High Growth software median: 8.7x - Mid Growth software median: 8.0x - Low Growth software median: 4.4x - 10Y: 4.6% https://cloudedjudgement.substack…