Amazon’s he coding assistant that wet rivals in revenue: Internal Data

Amazon’s he coding assistant Q Developer Saw Revenue Fall Being Rivals in Its First Year, Prompting the Company to Reassess Its Broader Branding Plans, Business Insider Has Learned.

As of late April, a full year syps its launch, Q Developer’s Project Annual ReCurring Revenue was $ 16.3 Million, Accounting to an Internal Document obtained by BI. The forecast was based on roughly $ 317,000 in weeks Revenue and $ 1.25 million over the trailing 4-week period.

AR AR COMMON INDUSTRY METRIC THAT EXTRAPOLATES WEEKLY OR MONTHLY REVENUE INTO ANNUALIZED FIGURE.

Q Developer’s Growth Might Have Stood Out in Earlier Years, but it Looks Modest in Today’s Rapidly Accelerating He Industry, Accounting to Jason Lemkin, Managing Director of Saastin End.

For Instance, Anysphere’s Cursor Coding Tool Crossed $ 500 Million in ARI IN JUNE AFTER REACHING $ 100 MILLION EARLIER THIS YEAR. Popular Another He Coding Assistant Windsurf Reported $ 82 Million in Ar in July, Less than aar Into Its Launch. End Younger he startups like gamma and higgsfield hit $ 50 million in mess than a year, underscoring Q Developer’s Comparatively Slower Growth, Lemkin Said.

“It ‘not jaw-dropping as it is used to be,” Lemkin Told Bi, reference to q Developer’s Growth. “Aws has false belind in the one breed.”

An Amazon Spokesperson wrote in an email that is “Continuing to innovate rapidly” to grown Q, with firms including ADP, Deloitte, and Japan Research Institute Active Users.

“WE’RE EXTREMELY PLEASED WITH THE ACcellerating Growth of Amazon Q, where Daily Usage of Q Developer has increasing 9-pold per person year,” The spokesperson added.

Refine the q brand

Q is a key he Product Category for Amazon, Akin to Microsoft’s Copilot. Q Developer is a he coding assistant for development, while q business is an he chatbot targeting General Business USSERS.

But q has come to Gain Widespread Recognition, and Amazon Is Now Looking to Refine the Q branding, accorting to several amazon employs who spoke to b. These People spoke on the condition of anonymy becuse they were not authorized to speak to the press.

Q Business is Also Undergoing a Major Revamp With the Forthcoming Quick Suite, bi previously reported.

Several Amazon Employees Told Bi That AWS Lacks A Strong Reputation for AI-Powered Developer Tools. They Said Generate he took aws by Surprise, Leading the Company to Rush New Products with Comprehensive Feature Sets.

Amazon’s Spokesperson Told b Thats Those Employee Claims Are “Inaccurate.” Q Developer Continuing to Receive Positive Feedback from Customers, and It is the Most Widely Used Internal Tool at the Company, the Spokesperson Added.

“We are seeing more and more Customers, from startups to enterprises, adopt that descent to make the most productive teams,” The Spokesperson Said.

Amazon Employees Want Cursor

For Amazon, the he coding market is too big to walk away from. Gartner Projects that by 2028, 40% of the New Business Software Will Be Built With Such Tools.

YET AMAZON INSIDE, EPLOYEES Appear to favor external products like cursor over q Developer.

Internal Slack Messages Reviewed by Bi Earlier This Year Showed That Amazon Was Planning to Deploy Cursor Intenally AFTER Strong Employee Demand. In one message, an Employee wrote that cursor can make “Almost Instantaneous” Changes, while Developer Takes “Minutes.”

Amazon Ceo Andy Jassy Has Taken Note. He previously said q Developer Saved Amazon “4,500 Developer Years of Work” and an Estimated $ 260 million in “Annualized Efficency Gains.” On May’s Earnings Call, Howver, He Pointed to Cursor, an AWS Cloud Customer, As a Major Force Behind the “Explot of Coding Agents.”

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