Authority · 320 articles in the corpus
Jamin Ball
Articles
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- Clouded Judgement: Q1 2023 Public Cloud Software Earnings Analysis
- Clouded Judgement: Growth-Adjusted Software Multiples and Valuation Reset
- Clouded Judgement: Q1 2023 Cloud Software Consumption Trends
- Clouded Judgement: Upcoming Liquidity Crunch from Treasury Bill Issuance
- Clouded Judgement: Q1 2023 SaaS Net New ARR Slowing & Demand Environment Divergence
- Clouded Judgement: May 2023 Cloud Software Consumption Trends
- Clouded Judgement: Q1 2023 SaaS Earnings Reflections
- Clouded Judgement: 2023 Full Year Guidance Update & SaaS Valuation Analysis
- Clouded Judgement: Consumption Software Slowdown & Q1 2023 Reacceleration Signals
- Clouded Judgement: Hyperscaler Q1 Reports & The AWS April Growth Cliff
- Clouded Judgement: Hyperscaler Q1 2023 Preview & SaaS Valuation Multiple Analysis
- Clouded Judgement: Q4 '22 Net New ARR Slowdown & Cloud Optimization Headwinds
- Clouded Judgement: A Look Back at Q4 '22 Public Cloud Software Earnings
- Clouded Judgement: IT Budget Sentiment Stabilizing Amid SaaS Growth Deceleration
- Clouded Judgement: How Will AI Effect Software Business Models?
- Clouded Judgement 3.24.23 - Q4 2022 Earnings: Full Year 2023 Guidance vs Consensus & SaaS Valuation Multiples
- 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