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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg
Please note this is a repost from Altimeter’s LinkedIn. You can find the original post here Today we’re very excited to announce our partnership and…
Sep 19, 2023
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Jamin Ball
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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg
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Clouded Judgement 4.19.24 - Rubrik IPO Update
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Rubrik IPO This week Rubrik launched…
Apr 19
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Jamin Ball
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Clouded Judgement 4.19.24 - Rubrik IPO Update
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Clouded Judgement 4.12.24 - March CPI Update
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! March Inflation (CPI) Update CPI…
Apr 12
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Jamin Ball
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Clouded Judgement 4.12.24 - March CPI Update
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A Look Back at Q4 '23 Public Cloud Software Earnings
Q4 earnings season for cloud businesses is now behind us. The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still…
Apr 11
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Jamin Ball
70
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A Look Back at Q4 '23 Public Cloud Software Earnings
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Clouded Judgement 4.5.24 - Hype Rounds vs Fundamental Rounds + Macro Update
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Hype Rounds vs Fundamental Rounds The…
Apr 5
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Jamin Ball
61
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Clouded Judgement 4.5.24 - Hype Rounds vs Fundamental Rounds + Macro Update
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Rubrik: Benchmarking the S-1 Data
Recently Rubrik their initial S1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like…
Apr 4
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Jamin Ball
57
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Rubrik: Benchmarking the S-1 Data
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Clouded Judgement 3.29.24 - Q4 Earnings
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Q4 Earnings Summary This week wrapped…
Mar 29
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Jamin Ball
28
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Clouded Judgement 3.29.24 - Q4 Earnings
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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! ARR (Annual Recurring Revenue) vs ERR…
Mar 22
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Jamin Ball
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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today
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