To The Moon

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $SailPoint Parent, LP(SAIL)$ $Shopify(SHOP)$ $Palo Alto Networks(PANW)$ $Veeva(VEEV)$ ImageThis week on Clouded Judgement: The new

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $SailPoint Parent, LP(SAIL)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Shopify(SHOP)$ $Palo Alto Networks(PANW)$ $Snowflake(SNOW)$ ImageThis week on Clouded Judgement: M&am

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Palo Alto Networks(PANW)$ $Rubrik Inc.(RBRK)$ $Snowflake(SNOW)$ $Veeva(VEEV)$ ImageThis week on Clouded Judgement: Authentication

Full year guides for software companies (so far) haven't signaled a lot of confidence. The median full year guide is only 0.1% above full year consensus estimates, with nearly half of companies guiding full year below consensus estimates. $Palantir Technologies Inc.(PLTR)$ $Okta Inc.(OKTA)$ $Fastly, Inc.(FSLY)$ $Olo Inc.(OLO)$ $AmplitudeE, Inc.(AMPL)$ $Atlassian Corporation PLC(TEAM)$ $Confluent, Inc.(CFLT)$ $Sprout Social, Inc.(SPT)$

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $ServiceNow(NOW)$ $Samsara, Inc.(IOT)$ $Palo Alto Networks(PANW)$ $Guidewire(GWRE)$ $Shopify(SHOP)$ $Veeva(VEEV)$ $ServiceTitan(TTAN)$ ImageThis week on Clouded Judgement: Economic growth

This week in enterprise software: Top 10 SaaS Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Atlassian Corporation PLC(TEAM)$ $Snowflake(SNOW)$ $Shopify(SHOP)$ $HubSpot(HUBS)$ ImageThis week on Clouded Judgement: Max Uncertai

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Snowflake(SNOW)$ $Shopify(SHOP)$ $Atlassian Corporation PLC(TEAM)$ $HubSpot(HUBS)$ ImageThis week on Clouded Judgement: The AI Pla

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Atlassian Corporation PLC(TEAM)$ $ServiceNow(NOW)$ $Shopify(SHOP)$ $Guidewire(GWRE)$ $Snowflake(SNOW)$ $Samsara, Inc.(IOT)$ $HubSpot(HUBS)$ ImageThis week on Clouded Judgement: Software e

This week in enterprise software: Top 10 SaaS and Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Datadog(DDOG)$ $Shopify(SHOP)$ $Guidewire(GWRE)$ $Atlassian Corporation PLC(TEAM)$ $Snowflake(SNOW)$ ImageThis week on Clouded Judgement: "Group +

Cloud Giants Update:AWS ( $Amazon.com(AMZN)$ ): $115B run rate growing 19% YoY (last Q grew 19%)Azure ( $Microsoft(MSFT)$ ): ~$74B run rate (estimate) growing 31% YoY (last Q grew 34% cc)Google Cloud ( $Alphabet(GOOG)$ $Alphabet(GOOGL)$ includes GSuite): $48B run rate growing 30% YoY (last Q grew 35%, neither are cc)ImageAggregate quarterly net new ARR by the hyperscalers ImageAzure at a ~$74B run rate growing 31% constant currency Last Q they restated Azure, so some of the historical comparisons won't be apples to apples. PowerBI and EMS are no longer included in Azure (~$20b of run rate)Quarterly YoY growth trends bel