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Clouded Judgement
Weekly data driven analysis of SaaS companies
By Jamin Ball · Launched 2 years ago
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The Modern Data Cloud: Warehouse vs Lakehouse
Another Data Trend I'm Watching This Year
Jamin Ball
97
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The Modern Data Cloud: Warehouse vs Lakehouse
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Clouded Judgement 8.12.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Market Thoughts The last 2 months…
Jamin Ball
Aug 12
23
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Clouded Judgement 8.12.22
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Clouded Judgement 8.5.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Is This a Bear Market Rally or Have…
Jamin Ball
Aug 5
25
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Clouded Judgement 8.5.22
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Clouded Judgement 7.29.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Cloud Giants We now have the reports…
Jamin Ball
Jul 29
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Clouded Judgement 7.29.22
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Clouded Judgement 7.22.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! A Recession is Coming, Right? Last…
Jamin Ball
Jul 22
31
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Clouded Judgement 7.22.22
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Clouded Judgement 7.15.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Earnings Revisions - What Might They…
Jamin Ball
Jul 15
22
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Clouded Judgement 7.15.22
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Clouded Judgement 7.8.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Let’s Talk About SBC I need to put on…
Jamin Ball
Jul 8
36
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Clouded Judgement 7.8.22
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A Look Back at Q1 '22 Public Cloud Software Earnings
Q1 earnings season for cloud businesses is now behind us. The 70 companies that I’ll discuss here (which is not an exhaustive list, but is still…
Jamin Ball
Jul 6
62
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A Look Back at Q1 '22 Public Cloud Software Earnings
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