Episode 411: Jamin Ball on Cloud Earnings

Brandon is joined by Jamin Ball, a partner at Altimeter Capital and the author of the "Clouded Judgement" newsletter. Together, they delve into the crucial financial metrics utilized in evaluating cloud-based enterprises and examine the standout performers in the fourth quarter of 2022.

Show Links

A Look Back at Q4 '22 Public Cloud Software Earnings
The Cloudcast, The Evolution of SaaS Business Models, Episode 708
Clouded Judgement

Contact Jamin

LinkedIn

SDT news & hype

Join us in Slack.
Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers!
Follow us on Twitch, Twitter, Instagram, Mastodon, LinkedIn and YouTube.
Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total.
Become a sponsor of Software Defined Talk!

Special Guest: Jamin Ball.

]]>

Jamin Ball on Cloud Earnings

Episode 411

April 21st, 2023

55 mins 1 sec

####
About this Episode

Brandon is joined by Jamin Ball, a partner at Altimeter Capital and the author of the "Clouded Judgement" newsletter. Together, they delve into the crucial financial metrics utilized in evaluating cloud-based enterprises and examine the standout performers in the fourth quarter of 2022.

Show Links

• A Look Back at Q4 '22 Public Cloud Software Earnings

• The Cloudcast, The Evolution of SaaS Business Models, Episode 708

• Clouded Judgement

Contact Jamin

• LinkedIn

SDT news & hype

• Join us in Slack.

• Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com and we will send you free laptop stickers!

• Follow us on Twitch, Twitter, Instagram, Mastodon, LinkedIn and YouTube.

• Use the code SDT to get $20 off Coté’s book, Digital WTF, so $5 total.

• Become a sponsor of Software Defined Talk!

Original source