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Jul 25, 2025 · Clouded Judgement 8.8.25 - Earnings Season Starts Strong
Based on the research by Jamin Ball (@jaminball) on his Clouded Judgement Substack where he analyzed cloud software companies that at one point in time were trading at >10x NTM revenue. This is an Index that tracks the 22 companies that hit >10x NTM revenue at some point, 33% ended up with a CAGR >20% from the time they hit 10x to today. Thematic is the AI-powered …
Clouded Judgement 8.23.24 - Don't Wait The article provides updates on the latest trends in cloud software companies, including insights on dealing with 'private zombies' (companies struggling to grow), analyzing revenue multiples and operating metrics for SaaS businesses, and discussing strategies for getting acquired.
There is a correlation analysis in Jamin Ball's 'Clouded Judgement' substack [1] which shows the correlation between next twelve month ('NTM') Revenue Multiples and Revenue Annual Growth Rates for public market tech / SaaS stocks. The current Slope-Intercept is (NTM Revenue Multiple) = 36.677* (NTM Rev Growth Rate) + 2.0013.
Dec 21, 2023 · At Workshop Wednesday, held each Wednesday at 10 a.m. PST, Jamin Ball, Accomplice at Altimeter Capital and writer of Clouded Judgement, took us by way of the present state of SaaS and what we must always count on in 2024. Software program Income Multiples
The below chart shows the EV / NTM revenue multiple divided by NTM consensus growth expectations. So a company trading at 20x NTM revenue that is projected to grow 100% would be trading at 0.2x.
Overview of Clouded Judgement by Jamin Ball insights, posts, earnings and number of subscribers. Weekly data driven analysis of SaaS companies
The latest data from Jamin Ball’s Clouded Judgement analysis paints a sobering picture of the SaaS landscape. Aggregate quarterly net new ARR added across the cloud software universe dropped to just $1.65 billion in Q1 2025, down from $2.33 billion in Q1 2024.
Jamin Ball, Partner at Altimeter Capital and author of Clouded Judgement, takes us through the current state of SaaS and what we should expect in 2024.
Jan 10, 2024 · Jamin Ball at Altimeter, author of Clouded Judgement, posts about growth-adjusted software multiples from time to time. Meritech includes growth-adjusted EV to revenue in public comps benchmarking site.
Aug 8, 2025 · Top 10 EV / NTM Revenue MultiplesTop 10 Weekly Share Price MovementUpdate on MultiplesSaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.
For Public SaaS, according to Clouded Judgement: High growth is considered >27% projected NTM growth. EV/NTM Revenue Multiples Top 10 Median Public Cloud Software: 13.4x Top 10 Median High Liquidity Private SaaS: 18.5x However, in the secondary market, impressive growth alone isn’t enough to command standout multiples.
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