Sitemap - 2024 - Clouded Judgement
ServiceTitan: Benchmarking the S1 Data
Clouded Judgement 11.14.24 - Market Tipping to Growth
Clouded Judgement 11.8.24 - Q3 Earnings + Fed Update
Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx
Clouded Judgement 10.25.24 - Misaligned Incentives
Clouded Judgement 10.18.24 - From Systems of Record to Systems of Intelligence
Clouded Judgement 10.11.24 - Budget Flush
Clouded Judgement 10.4.24 - Voice: The Next Computing Paradigm
A Look Back at Q2 '24 Public Cloud Software Earnings
Clouded Judgement 9.27.24 - The Foundation of Foundation Models
Clouded Judgement 9.20.24 - Rate Cuts Begin!
Clouded Judgement 9.13.24 - 2024 Estimates
Clouded Judgement 9.6.24 - King Making
Clouded Judgement 8.30.24 - Incrementalism vs Transformative Leaps
Clouded Judgement 8.23.24 - Don't Wait
Clouded Judgement 8.16.24 - The Great Services-To-Software Rotation
Clouded Judgement 8.9.24 - Zombies
Clouded Judgement 8.2.24 - Uncertainty Everywhere
Clouded Judgement 7.26.24 - Big AI Week!
Clouded Judgement 7.19.24 - Big Tech Rotation
The Fourth Industrial Revolution: The Intelligence Revolution
OneStream: Benchmarking the S1 Data
Clouded Judgement 7.12.24 - The Red Queen Effect
Clouded Judgement 7.5.24 - Declining Growth
Clouded Judgement 6.28.24 - Can Subscale Software Companies Go Public?
Clouded Judgement 6.21.24 - What it Takes to Be Valued at >10x Rev
A Look Back at Q1 '24 Public Cloud Software Earnings
Clouded Judgement 6.14.24 - Is Seat Based Pricing Dead?
Clouded Judgement 6.7.24 - Bifurcating Budgets
Clouded Judgement 5.31.24 - Software Sentiment Crumbles
Clouded Judgement 5.24.24 - Software Environment Remains Strained
Clouded Judgement 5.17.24 - April CPI Update
Clouded Judgement 5.10.24 - Software Weakness Across the Board
Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports
Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview
Clouded Judgement 4.19.24 - Rubrik IPO Update
Clouded Judgement 4.12.24 - March CPI Update
A Look Back at Q4 '23 Public Cloud Software Earnings
Clouded Judgement 4.5.24 - Hype Rounds vs Fundamental Rounds + Macro Update
Rubrik: Benchmarking the S-1 Data
Clouded Judgement 3.29.24 - Q4 Earnings
Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today
Clouded Judgement 3.15.24 - Q4 '23 Earnings Recap Preview
Clouded Judgement 3.8.24 - 2024 Guides
Clouded Judgement 2.29.24 - Shades of 2021
Clouded Judgement 2.23.24 - Rule of X
Clouded Judgement 2.16.24 - Jan Green Shoots + CPI
Clouded Judgement 2.9.24 - Dilution Dilution Dilution
Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23
Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off
Clouded Judgement 1.19.24 - The Bar for Going Public