Clouded Judgement
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
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…
5 hrs ago
•
Jamin Ball
72
Share this post
Clouded Judgement 4.19.24 - Rubrik IPO Update
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
2
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
•
Jamin Ball
7
Share this post
Clouded Judgement 4.12.24 - March CPI Update
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
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
•
Jamin Ball
69
Share this post
A Look Back at Q4 '23 Public Cloud Software Earnings
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
1
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
•
Jamin Ball
61
Share this post
Clouded Judgement 4.5.24 - Hype Rounds vs Fundamental Rounds + Macro Update
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
1
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
•
Jamin Ball
57
Share this post
Rubrik: Benchmarking the S-1 Data
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
1
March 2024
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
•
Jamin Ball
28
Share this post
Clouded Judgement 3.29.24 - Q4 Earnings
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
1
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
•
Jamin Ball
35
Share this post
Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
5
Clouded Judgement 3.15.24 - Q4 '23 Earnings Recap Preview
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] xx…
Mar 15
•
Jamin Ball
89
Share this post
Clouded Judgement 3.15.24 - Q4 '23 Earnings Recap Preview
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
1
Clouded Judgement 3.8.24 - 2024 Guides
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! 2024 Guides - Are they Conservative…
Mar 8
•
Jamin Ball
28
Share this post
Clouded Judgement 3.8.24 - 2024 Guides
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
3
Clouded Judgement 2.29.24 - Shades of 2021
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Shades of 2021 in Venture Markets…
Mar 1
•
Jamin Ball
66
Share this post
Clouded Judgement 2.29.24 - Shades of 2021
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
4
February 2024
Clouded Judgement 2.23.24 - Rule of X
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Rule of X Meritech and Bessemer both…
Feb 23
•
Jamin Ball
62
Share this post
Clouded Judgement 2.23.24 - Rule of X
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
3
Clouded Judgement 2.16.24 - Jan Green Shoots + CPI
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! January Green Shoots A couple key…
Feb 16
•
Jamin Ball
60
Share this post
Clouded Judgement 2.16.24 - Jan Green Shoots + CPI
cloudedjudgement.substack.com
Copy link
Facebook
Email
Note
Other
3
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts