Clouded Judgement

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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…
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Jamin Ball
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Clouded Judgement 9.29.23 - Rates Keep Going Up
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Rates Keep Going Up Rates continue to…
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Jamin Ball
1
Clouded Judgement 9.22.23 - What's Going On With Interest Rates?
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Rates! Rates! Rates! This week was…
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Jamin Ball
1
Clouded Judgement 9.15.23 - Medium Term Software Setup
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Software Setup Currently, interest…
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Jamin Ball
4
A Look Back at Q2 '23 Public Cloud Software Earnings
Q2 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…
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Jamin Ball
2
Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Q2 Earnings Recap Preview We’re now…
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Jamin Ball
Clouded Judgement 9.1.23 - Are Software Companies Over or Undervalued?
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Are Software Companies Over or…
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Jamin Ball
5
Klaviyo: Benchmarking the S-1 Data
Klaviyo filed their initial S1 statement today. This is the first S-1 we’ve seen in almost 2 years from a software company! A S-1 is a document…
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Jamin Ball
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Clouded Judgement
Clouded Judgement
Weekly data driven analysis of SaaS companies
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