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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. Securities and Exchange Commission.

Cloud 277
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Clouded Judgement 3.7.25 - Economic Growth Slowing?

Clouded Judgement

This week, we saw an economic forecast predict Q1 GDP to shrink nearly 3%. You can see in the graph below just how quickly these economic forecasts have changed. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). A month ago it was +3.9%.

Cloud 157
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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

It might also boost sales forecasting accuracy by using your enterprise’s historical transaction data to predict future trends more reliably. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Securities and Exchange Commission.

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The Top 10 Important Finance Mistakes First Time Founders Make

SaaStr

I simply couldn’t get them to even remotely tie to his presentation deck. Let’s say you receive a contract from a customer that outlines they will pay you $100 for the monthly subscription with an invoice of terms Net 30. Too many startups that invoice customers get far, far behind on actually getting the cash.

Finance 332
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Clouded Judgement 9.13.24 - 2024 Estimates

Clouded Judgement

Generally, software companies follow a beat-and-raise model in their forecasts. The interpretation of this could be one of several things: 1) companies are remaining conservative in their forecasts, 2) selling conditions have worsened slightly, or 3) beat-and-raise scenarios are simply becoming harder to achieve. the guidance) changes.

Cloud 252
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OneStream: Benchmarking the S1 Data

Clouded Judgement

With embedded applied AI and machine learning technologies built specifically for Finance, our platform automates and streamlines workflows, accelerates analysis and improves forecast accuracy, equipping the Office of the CFO to report on, predict and guide business performance. Financial and Operational Planning and Analysis.

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Clouded Judgement 3.29.24 - Q4 Earnings

Clouded Judgement

For the majority of the software universe, Q4 earning season was not a catalyst for future forecasts to go up. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Securities and Exchange Commission.

Cloud 284