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 [email protected] 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.