1Q25 Cloud PM Chartbook

Written By YipitData for Investors

Access the 1Q25 Cloud PM Chartbook

A concise yet comprehensive resource featuring over 20+ slides of charts, tables, and insights on key trends and performance drivers across our Cloud tickers. This streamlined resource provides a quick, high-level read while capturing the essential data and bigger-picture insights you need.

Inside the Chartbook:

  • Top-Line Highlights: Recent revenue growth trends across AWS, Azure, & GCP, including areas of 1Q25 weakness

  • AI Services Trends: Pricing vs. volume for key AI services from Azure & GCP; analyzing the impact of a demand mix shift towards lower-cost models

  • Capacity Constraint vs. GPU Pricing Dynamics: Capacity constraints on AWS compute and trends in GPU spot pricing

Spark team conversations, discover hidden insights, and drive informed decisions.

Have questions or trouble downloading? Please email us at insights@yipitdata.com.

 
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