Authority · 320 articles in the corpus
Jamin Ball
Articles
Showing 76–100 of 320
2024
· 22
- Clouded Judgement: Budget Bifurcation in Enterprise Software Procurement
- Clouded Judgement: SaaS Software Environment Remains Strained
- Clouded Judgement: April CPI Update & SaaS Valuation Analysis
- Clouded Judgement: Hyperscaler Rebound vs. Software Guidance Misses in Q1 2024
- Clouded Judgement: Azure AI Services Growth Signals Positive Infrastructure Software Outlook
- Clouded Judgement: March CPI Update & SaaS Valuation Multiple Analysis
- Clouded Judgement: A Look Back at Q4 '23 Public Cloud Software Earnings
- Clouded Judgement: Hype Rounds vs Fundamental Rounds + Macro Update
- Clouded Judgement: Rubrik S-1 Benchmarking Analysis
- Clouded Judgement: Q4 2023 SaaS Earnings Analysis & Valuation Multiples
- Clouded Judgement: ERR vs ARR and the Conundrum of AI Revenue Streams
- Clouded Judgement: Q4 '23 SaaS Earnings Recap & Valuation Analysis
- Clouded Judgement: 2024 SaaS Guidance vs. Consensus & Valuation Multiple Analysis
- Clouded Judgement: Venture Market Froth and SaaS Valuation Reality Check
- Clouded Judgement: Rule of X and SaaS Valuation Multiplier Dynamics
- Clouded Judgement: January Green Shoots, CPI Inflation, and SaaS Valuation Multiples
- Clouded Judgement: Multiple Expansion Without Estimate Growth & SBC Dilution Trends
- Clouded Judgement: Cloud Giants Report Q4'23
- Clouded Judgement: Q4 Earnings Season Kicks Off with ServiceNow
- Clouded Judgement: The Bar for Going Public
- Clouded Judgement: The 2021 Funding Reckoning and Path to Founder-Friendly Venture
- Clouded Judgement: SaaS Valuation Multiples and Fed Rate Sensitivity (January 2024)