Clouded Judgement 10.15.21Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Top 10 EV / NTM Revenue Multiples To…
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Clouded Judgement 10.8.21Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Morgan Stanley Quarterly CIO Survey …
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Clouded Judgement 10.1.21Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Impact of Interest Rates on Growth S…
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Clouded Judgement 9.23.21Analysis of the Week - SBC Benchmarking Stock Based Compensation (SBC) is a hidden cost in Non-GAAP financials of cloud software businesses. Incentiviz…
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A Look Back at Q2 '21 Public Cloud Software EarningsQ2 earnings season for cloud businesses is now behind us. The 66 companies that I’ll discuss here (which is not an exhaustive list, but is still compre…
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GitLab: Benchmarking the S-1 DataToday GitLab their initial S-1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like t…
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Clouded Judgement 9.17.21Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Top 10 EV / NTM Revenue Multiples To…
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Clouded Judgement 9.10.21Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Quarterly Reports Summary Top 10 EV …
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Clouded Judgement 9.3.21Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Quarterly Reports Summary Top 10 EV …
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Freshworks: Benchmarking the S-1 DataRecently Freshworks filed their initial S-1 statement. They will trade under the ticker FRSH. A S-1 is a document companies file with the SEC in prepar…
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Toast: Benchmarking the S-1 DataRecently Toast 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 …
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Amplitude: Benchmarking the S-1 DataYesterday Amplitude filed their initial S-1 statement. They will go public via a direct listing under the ticker AMPL. A S-1 is a document companies fi…
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