Sitemap - 2023 - Clouded Judgement

Clouded Judgement 12.29.23 - Year End Review

Clouded Judgement 12.21.23 - Are Software Stocks Expensive?

A Look Back at Q3 '23 Public Cloud Software Earnings

Clouded Judgement 12.15.23 - November Inflation + FOMC Update

Clouded Judgement 12.8.23 - Q3 Earnings Preview

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement 11.24.23 - Happy Thanksgiving!

Clouded Judgement 11.17.23 - Inflation Comes in Light

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement 10.13.23 - 2024 Budget Expectations

Clouded Judgement 10.6.23 - Fed Projections

Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement 9.22.23 - What's Going On With Interest Rates?

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement 9.15.23 - Medium Term Software Setup

A Look Back at Q2 '23 Public Cloud Software Earnings

Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap

Clouded Judgement 9.1.23 - Are Software Companies Over or Undervalued?

Klaviyo: Benchmarking the S-1 Data

Clouded Judgement 8.25.23 - The Ground Truth of the 10Y and Interest Rates

Clouded Judgement 8.18.23 - Economy Update + Q2 Earnings Check In

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement: IPO Process Overview - Are IPO Markets Opening Soon?

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?

Clouded Judgement 7.14.23 - Metrics Required to IPO (IPO Window Opening?)

Clouded Judgement 7.7.23 - Hot Economy and Rising Rates

Clouded Judgement 6.30.23 - Data + Compute = AI

Clouded Judgement 6.23.23 - Atlas Consumption and Q1 Earnings Trends

A Look Back at Q1 '23 Public Cloud Software Earnings

Clouded Judgement 6.16.23 - Growth Adjusted Software Multiples

Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Bonus Clouded Judgement 6.5.23 - Upcoming Liquidity Crunch?

Clouded Judgement 6.2.23 - Net New ARR Slowing

Clouded Judgement 5.26.23 - Consumption Trends for May

Clouded Judgement 5.19.23 - Reflections on Q1 Earnings

Clouded Judgement 5.12.23 - Update on 2023 Full Year Guides

Clouded Judgement 5.5.23 - Slowdown in Consumption Software

Clouded Judgement 4.28.23 - Hyperscalers Report Q1 with an AWS Headfake

Clouded Judgement 4.21.23 - Hypserscaler Preview for Q1

Clouded Judgement 4.14.23 - Q4 '22 Net New ARR Slowdown

A Look Back at Q4 '22 Public Cloud Software Earnings

Clouded Judgement 4.7.23 - IT Budget Expectations Improving?

Clouded Judgement 3.31.23 - How Will AI Effect Software Business Models?

Clouded Judgement 3.24.23 - 2023 Guides on Q4 Call vs Consensus

Clouded Judgement 3.17.23 - What Happened at SVB?

Clouded Judgement 3.10.23 - 2023 Guides for Consumption Software

Clouded Judgement 3.3.23 - Thoughts on Consumption Software

Clouded Judgement 2.24.23 - Is the Consumer Really that Strong?

Clouded Judgement 2.17.23 - the "No-Landing," Datadog Quarter, and Some Data Behind Recent Rally

Clouded Judgement 2.10.23 - Hard Landing? Soft Landing? No Landing?

Clouded Judgement 2.3.23 - Thoughts on a Wild Start of the Year

Clouded Judgement 1.27.23 - Azure Sets the Tone for Software with Q4 Report

Clouded Judgement 1.20.23 - Belt Tightening Double Whammy

Clouded Judgement 1.13.23 - CPI Update and Early Look at '23 Budgets

Clouded Judgement 1.6.23 - Estimate Cuts for Hyperscalers