Clouded Judgement 5.17.24 - April CPI Update
May 17, 2024
Clouded Judgement 4.19.24 - Rubrik IPO Update
April 19, 2024
Clouded Judgement 4.12.24 - March CPI Update
April 12, 2024
A Look Back at Q4 '23 Public Cloud Software Earnings
April 11, 2024
Rubrik: Benchmarking the S-1 Data
April 04, 2024
Clouded Judgement 3.29.24 - Q4 Earnings
March 29, 2024
March 15, 2024
Clouded Judgement 3.8.24 - 2024 Guides
March 08, 2024
Clouded Judgement 2.29.24 - Shads of 2021
March 01, 2024
Clouded Judgement 2.23.24 - Rule of X
February 23, 2024
Clouded Judgement 2.16.24 - Jan Green Shoots + CPI
February 16, 2024
Clouded Judgement 2.9.24 - Dilution Dilution Dilution
February 09, 2024
Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23
February 02, 2024
Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off
January 26, 2024
Clouded Judgement 1.19.24 - The Bar for Going Public
January 19, 2024
Clouded Judgement 1.12.24 - Hard Truths
January 12, 2024
January 05, 2024
Clouded Judgement 12.29.23 - Year End Review
December 29, 2023
December 22, 2023
A Look Back at Q3 '23 Public Cloud Software Earnings
December 21, 2023
Clouded Judgement 12.15.23 - November Inflation + FOMC Update
December 15, 2023
December 08, 2023
Clouded Judgement 11.24.23 - Happy Thanksgiving!
November 24, 2023
Clouded Judgement 11.17.23 - Inflation Comes in Light
November 17, 2023
Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software
November 03, 2023
Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23
October 27, 2023
October 20, 2023
Clouded Judgement 10.13.23 - 2024 Budget Expectations
October 13, 2023
Clouded Judgement 10.6.23 - Fed Projections
October 06, 2023
Clouded Judgement 9.29.23 - Rates Keep Going Up
September 29, 2023
Clouded Judgement 9.22.23 - What's Going On With Interest Rates?
September 22, 2023
Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg
September 19, 2023
Clouded Judgement 9.15.23 - Medium Term Software Setup
September 15, 2023
A Look Back at Q2 '23 Public Cloud Software Earnings
September 12, 2023
Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap
September 08, 2023
Clouded Judgement 9.1.23 - Are Software Companies Over or Undervalued?
September 01, 2023
Klaviyo: Benchmarking the S-1 Data
August 25, 2023
Clouded Judgement 8.11.23 - Datadog Consumption Trends
August 11, 2023
Clouded Judgement 8.4.23 - Cloud Giants Q2 Update
August 04, 2023
Clouded Judgement 7.7.23 - Hot Economy and Rising Rates
July 07, 2023
Clouded Judgement 6.30.23 - Data + Compute = AI
June 30, 2023
A Look Back at Q1 '23 Public Cloud Software Earnings
June 20, 2023
June 02, 2023
May 26, 2023
May 19, 2023
May 12, 2023
May 05, 2023
April 28, 2023
April 21, 2023
April 14, 2023
A Look Back at Q4 '22 Public Cloud Software Earnings
April 12, 2023
April 06, 2023
March 31, 2023
March 24, 2023
March 17, 2023
March 10, 2023
March 03, 2023
February 24, 2023
February 17, 2023
February 10, 2023
February 03, 2023
January 27, 2023
January 20, 2023
January 13, 2023
January 06, 2023
December 30, 2022
December 23, 2022
A Look Back at Q3 '22 Public Cloud Software Earnings
December 20, 2022
December 16, 2022
December 09, 2022
December 02, 2022
November 25, 2022
November 18, 2022
November 11, 2022
Bonus Clouded Judgement - 11.4.22 (End of Day Update)
November 04, 2022
November 04, 2022
October 28, 2022
October 21, 2022
October 14, 2022
October 07, 2022
September 30, 2022
September 23, 2022
A Look Back at Q2 '22 Public Cloud Software Earnings
September 21, 2022
September 16, 2022
September 09, 2022
September 02, 2022
August 26, 2022
August 19, 2022
August 12, 2022
August 05, 2022
July 29, 2022
July 22, 2022
July 15, 2022
July 08, 2022
A Look Back at Q1 '22 Public Cloud Software Earnings
July 06, 2022
July 01, 2022
June 24, 2022
June 17, 2022
June 10, 2022
June 03, 2022
May 27, 2022
May 20, 2022
May 13, 2022
May 06, 2022
April 29, 2022
April 22, 2022
April 15, 2022
A Look Back at Q4 '21 Public Cloud Software Earnings
April 13, 2022
April 08, 2022
April 01, 2022
March 25, 2022
March 18, 2022
March 11, 2022
March 04, 2022
February 25, 2022
February 18, 2022
February 11, 2022
February 04, 2022
January 28, 2022
January 21, 2022
January 14, 2022
January 07, 2022
December 31, 2021
A Look Back at Q3 '21 Public Cloud Software Earnings
December 29, 2021
December 24, 2021
December 17, 2021
December 10, 2021
December 03, 2021
November 26, 2021
Samsara: Benchmarking the S-1 Data
November 22, 2021
November 19, 2021
November 12, 2021
November 05, 2021
HashiCorp: Benchmarking the S-1 Data
November 04, 2021
October 29, 2021
Braze: Benchmarking the S-1 Data
October 22, 2021
October 22, 2021
October 15, 2021
October 08, 2021
October 01, 2021
September 24, 2021
A Look Back at Q2 '21 Public Cloud Software Earnings
September 21, 2021
GitLab: Benchmarking the S-1 Data
September 17, 2021
September 17, 2021
September 10, 2021
September 03, 2021
Freshworks: Benchmarking the S-1 Data
September 01, 2021
Toast: Benchmarking the S-1 Data
August 31, 2021
Amplitude: Benchmarking the S-1 Data
August 31, 2021
August 27, 2021
August 20, 2021
August 13, 2021
August 06, 2021
July 30, 2021
July 23, 2021
July 16, 2021
July 09, 2021
July 02, 2021
June 25, 2021
A Look Back at Q1 '21 Public Cloud Earnings
June 22, 2021
June 18, 2021
June 11, 2021
SentinelOne: Benchmarking the S-1 Data
June 04, 2021
June 04, 2021
Confluent - Benchmarking the S-1 Data
June 02, 2021
May 28, 2021
May 21, 2021
WalkMe - Benchmarking the S-1 Data
May 18, 2021
Monday.com - Benchmarking the S-1 Data
May 18, 2021
May 14, 2021
May 07, 2021
April 30, 2021
April 23, 2021
April 16, 2021
April 09, 2021
A Look Back at Q4 '20 Public Cloud Earnings
April 06, 2021
April 02, 2021
UiPath: Benchmarking the S-1 Data
March 30, 2021
March 26, 2021
March 19, 2021
March 12, 2021
Procore: Benchmarking the S-1 Data
March 08, 2021
March 05, 2021
February 26, 2021
DigitalOcean: Benchmarking the S-1 Data
February 25, 2021
Olo: Benchmarking the S-1 Data
February 22, 2021
February 19, 2021
February 12, 2021
Figma - Worth the Hype? Absolutely
February 08, 2021
February 05, 2021
Data Observability: The Next Monitoring Frontier
February 01, 2021
January 29, 2021