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clouded_judgment.saas_public.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
5c8fa4daf06c58343.00×grade B, evidence tier 62026-04-242026-04-246reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
19a13605d01abb403.20×grade B, evidence tier 62026-05-012026-05-016reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
325f19d7dfe6b6c73.20×grade B, evidence tier 62026-05-082026-05-086reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
3097a3844129f2433.10×grade B, evidence tier 62026-05-152026-05-156reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
3171fd7fdcad2bb83.20×grade B, evidence tier 62026-05-222026-05-226reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
315f853992a01c8f3.20×grade B, evidence tier 62026-05-292026-05-296reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
9b51a87b3f01f2893.40×grade B, evidence tier 62026-06-052026-06-056reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
e05f3adab39530243.10×grade B, evidence tier 62026-06-122026-06-126reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
8bfef103edc5f5d32.90×grade B, evidence tier 62026-06-192026-06-196reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
01609f165006b3ad2.90×grade B, evidence tier 62026-06-262026-06-266reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
d526c22113b3f0243.50×grade B, evidence tier 62026-07-032026-07-036reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
226408a3ac3c1ff73.50×grade B, evidence tier 62026-07-102026-07-106reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
ab429388c6ece7863.70×grade B, evidence tier 62026-07-172026-07-176reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
d35bee7371fa6b213.30×grade B, evidence tier 62026-07-242026-07-246reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
6352c36780b512513.80×grade B, evidence tier 62026-07-312026-07-316reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
3bbe2611e53ce4c34.10×grade B, evidence tier 62026-08-072026-08-076reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
0755d9bdf7af8e3c4.40×grade B, evidence tier 62026-08-142026-08-146reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
a41d484babc59e354.30×grade B, evidence tier 62026-08-212026-08-216reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
123e97f8a4bceb044.40×grade B, evidence tier 62026-08-282026-08-286reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
6905545954e2ad114.40×grade B, evidence tier 62026-09-042026-09-046reportedapiapproved2026-09-10T04:53:51.330033Z2009889975efea9—source page
Raw snippets and dispute text
  • 5c8fa4daf06c5834 Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion: Overall Median: 3.0x
  • 19a13605d01abb40 Clouded Judgement 5.1.26 - The Death of Per-Seat Pricing?: Overall Median: 3.2x
  • 325f19d7dfe6b6c7 Clouded Judgement 5.8.26 - When Machines Out-Eat Humans: Overall Median: 3.2x
  • 3097a3844129f243 Clouded Judgement 5.15.26 - The Real App Store Opportunity: Overall Median: 3.1x
  • 3171fd7fdcad2bb8 Clouded Judgement 5.22.26 - The Neocloud Boom: Overall Median: 3.2x
  • 315f853992a01c8f Clouded Judgement 5.29.26 - The Second Life of a GPU: Overall Median: 3.2x
  • 9b51a87b3f01f289 Clouded Judgement 6.5.26 - Where Are the American Open Source Models?: Overall Median: 3.4x
  • e05f3adab3953024 Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era: Overall Median: 3.1x
  • 8bfef103edc5f5d3 Clouded Judgement 6.19.26 - Workflows are King: Overall Median: 2.9x
  • 01609f165006b3ad Clouded Judgement 6.26.26 - Time to Power: Overall Median: 2.9x
  • d526c22113b3f024 Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fast: Overall Median: 3.5x
  • 226408a3ac3c1ff7 Clouded Judgement 7.10.26 - Own Your Weights: Overall Median: 3.5x
  • ab429388c6ece786 Clouded Judgement 7.17.26 - Open Weights, Closed Prices?: Overall Median: 3.7x
  • d35bee7371fa6b21 Clouded Judgement 7.24.26 - The World Isn’t Zero Sum: Overall Median: 3.3x
  • 6352c36780b51251 Clouded Judgement 7.31.26 - AWS CapEx ROI: Overall Median: 3.8x
  • 3bbe2611e53ce4c3 Clouded Judgement 8.7.26 - Custom Tokens: Overall Median: 4.1x
  • 0755d9bdf7af8e3c Clouded Judgement 8.14.26 - Useful Life: Overall Median: 4.4x
  • a41d484babc59e35 Clouded Judgement 8.21.26 - What Could Go Right?: Overall Median: 4.3x
  • 123e97f8a4bceb04 Clouded Judgement - 8.28.26 - Zero Data Retention: Overall Median: 4.4x
  • 6905545954e2ad11 Clouded Judgement 9.4.26 - Recurrent Depth: Overall Median: 4.4x