Software Defined Talk

Episode 411: Jamin Ball on Cloud Earnings

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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
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        • Special Guest: Jamin Ball.

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