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clouded_judgment.saas_public_top5.ev_ntm_revenue_median.w

Source: Clouded Judgement (weekly cloud software multiples) (Jamin Ball / Altimeter) · Substack; figures quoted with attribution · CSV

Jamin Ball, Clouded Judgement

idvaluegradeas of datepublished datetieraudited vs reportedextraction methodreview statusretrieved athttp statuscontent hashsupersedes idurlflags
0b8cc3cd97fdcb3018.4×grade B, evidence tier 62026-04-242026-04-246reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
99d0de5ce9c9dc2118.4×grade B, evidence tier 62026-05-012026-05-016reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
571735996ca2815921.1×grade B, evidence tier 62026-05-082026-05-086reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
067c0b6d35a865bf23.4×grade B, evidence tier 62026-05-152026-05-156reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
1cd7b095cfd091ab25.0×grade B, evidence tier 62026-05-222026-05-226reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
bc7434176c33252326.8×grade B, evidence tier 62026-05-292026-05-296reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
65beea307acf900828.9×grade B, evidence tier 62026-06-052026-06-056reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
2fc49690715b5afc26.8×grade B, evidence tier 62026-06-122026-06-126reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
b405a88c260b98c026.4×grade B, evidence tier 62026-06-192026-06-196reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
29ef9379d2a1b4a326.7×grade B, evidence tier 62026-06-262026-06-266reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
4303b2422b97829428.6×grade B, evidence tier 62026-07-032026-07-036reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
0228bd4c9c79b89331.8×grade B, evidence tier 62026-07-102026-07-106reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
12728047f3ce474532.1×grade B, evidence tier 62026-07-172026-07-176reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
393ab3f6b2fe914829.3×grade B, evidence tier 62026-07-242026-07-246reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
81cb67dda7b947ac29.6×grade B, evidence tier 62026-07-312026-07-316reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
0229b061fb98d89c31.8×grade B, evidence tier 62026-08-072026-08-076reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
040b738a7257d4e736.1×grade B, evidence tier 62026-08-142026-08-146reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
ecd4f4d2acf4b1a730.5×grade B, evidence tier 62026-08-212026-08-216reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
002ac37fff6f678e32.7×grade B, evidence tier 62026-08-282026-08-286reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
f8a3debc066d3a5131.0×grade B, evidence tier 62026-09-042026-09-046reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
Raw snippets and dispute text
  • 0b8cc3cd97fdcb30 Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion: Top 5 Median: 18.4x
  • 99d0de5ce9c9dc21 Clouded Judgement 5.1.26 - The Death of Per-Seat Pricing?: Top 5 Median: 18.4x
  • 571735996ca28159 Clouded Judgement 5.8.26 - When Machines Out-Eat Humans: Top 5 Median: 21.1x
  • 067c0b6d35a865bf Clouded Judgement 5.15.26 - The Real App Store Opportunity: Top 5 Median: 23.4x
  • 1cd7b095cfd091ab Clouded Judgement 5.22.26 - The Neocloud Boom: Top 5 Median: 25.0x
  • bc7434176c332523 Clouded Judgement 5.29.26 - The Second Life of a GPU: Top 5 Median: 26.8x
  • 65beea307acf9008 Clouded Judgement 6.5.26 - Where Are the American Open Source Models?: Top 5 Median: 28.9x
  • 2fc49690715b5afc Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era: Top 5 Median: 26.8x
  • b405a88c260b98c0 Clouded Judgement 6.19.26 - Workflows are King: Top 5 Median: 26.4x
  • 29ef9379d2a1b4a3 Clouded Judgement 6.26.26 - Time to Power: Top 5 Median: 26.7x
  • 4303b2422b978294 Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fast: Top 5 Median: 28.6x
  • 0228bd4c9c79b893 Clouded Judgement 7.10.26 - Own Your Weights: Top 5 Median: 31.8x
  • 12728047f3ce4745 Clouded Judgement 7.17.26 - Open Weights, Closed Prices?: Top 5 Median: 32.1x
  • 393ab3f6b2fe9148 Clouded Judgement 7.24.26 - The World Isn’t Zero Sum: Top 5 Median: 29.3x
  • 81cb67dda7b947ac Clouded Judgement 7.31.26 - AWS CapEx ROI: Top 5 Median: 29.6x
  • 0229b061fb98d89c Clouded Judgement 8.7.26 - Custom Tokens: Top 5 Median: 31.8x
  • 040b738a7257d4e7 Clouded Judgement 8.14.26 - Useful Life: Top 5 Median: 36.1x
  • ecd4f4d2acf4b1a7 Clouded Judgement 8.21.26 - What Could Go Right?: Top 5 Median: 30.5x
  • 002ac37fff6f678e Clouded Judgement - 8.28.26 - Zero Data Retention: Top 5 Median: 32.7x
  • f8a3debc066d3a51 Clouded Judgement 9.4.26 - Recurrent Depth: Top 5 Median: 31.0x