Clouded Judgement 6.6.25 - How to Spot ERR
Clouded Judgement
JUNE 6, 2025
who bought it, where the budget came from) Technical signals (e.g., Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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