Just as we’ve been tracking the “$2B Marketplace club”, Palo Alto Networks + Google Cloud announced a partnership expansion — and PANW crossing $2B in sales on Google Cloud Marketplace.

Netskope just showed that a partner-first GTM can win over Wall Street.

Last week Oracle rewrote the AI-cloud narrative.

Alphabet reaching 3T today is an AI story, not a search story anymore. It just joined the $3T club with Apple and Microsoft, trailing Nvidia at $4T.

Snowflake's stock surged 20% last week following its impressive Q2. At $80B market cap, few companies reaccelerate growth to 32%.

JFrog shares up 53% YTD - impressive performance for non-AI-native software (e.g. GitLab down 24% in the same period).

Snowflake, after hitting $3.46B ARR in FY25 (growing 30% YoY), isn't really slowing down. What's fueling this?

While many SaaS companies are struggling, Rubrik's stock is up 178% in the past 12 months.

Freshworks has proved that smaller SaaS companies can use cloud marketplaces to win deals from legacy players.