Clouded Judgement

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Bonus Clouded Judgement 6.5.23 - Upcoming Liquidity Crunch?
Quick Caveat - I’m no macro expert, but had fun putting together this post. Very open to feedback! Liquidity Liquidity drives markets, and is a term…
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Jamin Ball
5
Clouded Judgement 6.2.23 - Net New ARR Slowing
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Dispersion! This week was quite…
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Jamin Ball
2
Clouded Judgement 5.26.23 - Consumption Trends for May
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Early Look at May Consumption Trends…
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Jamin Ball
2
Clouded Judgement 5.19.23 - Reflections on Q1 Earnings
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Highlight of the Week - [xx] net new…
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Jamin Ball
2
Clouded Judgement 5.12.23 - Update on 2023 Full Year Guides
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Earnings Update So far about half of…
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Jamin Ball
4
Clouded Judgement 5.5.23 - Slowdown in Consumption Software
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Highlight of the Week - [xx] JFrog…
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Jamin Ball
1
Clouded Judgement 4.28.23 - Hyperscalers Report Q1 with an AWS Headfake
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Hyperscalers Report - With a Massive…
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Jamin Ball
2
Clouded Judgement
Clouded Judgement
Weekly data driven analysis of SaaS companies
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