Tableau Software Inc

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  • What’s Oracle’s Value Proposition in the US Software Space?
    Company & Industry Overviews

    What’s Oracle’s Value Proposition in the US Software Space?

    As of December 26, 2017, Microsoft (MSFT), with a market cap exceeding $650 billion, continued to be the largest software player. Oracle came in second.

    By Anne Shields
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    Real Estate

    Why AQR Capital exits its position in Geo Group Inc.

    AQR Capital sold a position in GEO Group Inc. in 2Q14. The company accounted for a 0.0206% position in the fund’s first quarter U.S. long portfolio.

    By Patricia Garner
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    Earnings Report

    Why Adobe’s Stock Has Been on the Rise

    Adobe’s (ADBE) successful switch to a web-based subscription model from traditional licensed software has benefitted its share price.

    By Anne Shields
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    Earnings Report

    The New Face of Splunk: Great Expectations with Doug Merritt

    Doug Merritt, who joined Splunk as Senior Vice President of Field Operations in 2014, will become CEO, following Godfrey Sullivan’s decision to step down.

    By Anne Shields
  • Real Estate

    Why AQR Capital increased its position in Apple in 2Q14

    AQR Capital increased its position in Apple from 0.86% in the previous quarter to 1.24% in the fund’s second quarter U.S. long portfolio.

    By Patricia Garner
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    Earnings Report

    Can Microsoft’s Stock Continue to Rise after Fiscal 4Q16 Results?

    In the last year, Microsoft’s stock has risen by ~17%. However, since early 2016, it has exhibited volatility.

    By Anne Shields
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    Company & Industry Overviews

    Analysts Cut Tableau Software’s Price Target

    After Tableau reduced its financial outlook for 1Q16 and 2016, a number of analysts lowered their price targets on the company.

    By Adam Rogers
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    Earnings Report

    Did Teradata’s Fiscal 1Q16 Results Beat Analyst Expectations?

    Teradata reported revenues of $545 million and non-GAAP (generally accepted accounting principles) earnings per share of $0.47 in 4Q15, which exceeded analysts’ expectations.

    By Anne Shields
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    Tech & Comm Services

    Informatica eyes market in big data and the Internet of Things

    Informatica is looking to big data and Internet of Things (IoT) trends to drive future growth, disclosing its vision for an intelligent data platform.

    By Samantha Nielson
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    Financials

    Elliott Management takes activist stake in Informatica

    Informatica stock surged 6.8% to $41.04 on news of Elliott’s activist stake, bringing its market capitalization to around $4.5 billion.

    By Samantha Nielson
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    Company & Industry Overviews

    How Long Can Alteryx Continue to Crush the Market?

    Data science and analytics company Alteryx has been on an absolute tear. The stock was listed in March 2017, and it’s up a whopping 800% since then.

    By Adam Rogers
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    Earnings Report

    A Look at Tableau’s Stock Buyback Program

    Tableau Software (DATA) has been buying back more stock, a positive sign. It has bought back $220 million in stock over the last three years.

    By Sanmit Amin
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    Earnings Report

    Tableau’s Client Base Continues to Grow

    Tableau Software (DATA) has been able to grow over the years thanks to its expanding client portfolio and the higher usage of data analytics in most sectors.

    By Sanmit Amin
  • uploads///Tableau internation growth
    Earnings Report

    Tableau’s International Growth Is Slowing but Could Improve

    Over the years, Tableau Software (DATA) has been spreading its wings outside North America, signing deals with notable companies such as BNP Paribas and Lenovo and expanding into the Asia-Pacific and EMEA (Europe, the Middle East, and Africa) regions.

    By Sanmit Amin
  • uploads///tableau operating exp
    Earnings Report

    What Limited Tableau’s Margins Last Year

    Tableau Software (DATA) has been making huge research and development investments to launch improved products and stay competitive.

    By Sanmit Amin
  • uploads///Tableau licensing
    Earnings Report

    Tableau’s Licensing Revenue Grows Robustly

    Tableau’s (DATA) licensing business primarily comprises sales of perpetual, term, and subscription software licenses.

    By Sanmit Amin
  • uploads///Tableau maintenance Q
    Earnings Report

    Tableau’s Maintenance and Service Business Continues to Slow

    Tableau Software’s (DATA) maintenance and service segment grew strongly in 2017 as its customer base surged.

    By Sanmit Amin
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    Earnings Report

    Tableau Meets Analysts’ Estimates, Stock Falls

    Tableau Sofware (DATA) announced its fourth-quarter earnings after the closing bell on February 5.

    By Sanmit Amin
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    Tech & Comm Services

    Why Infinera Stock Fell 33.4% Yesterday

    Infinera stock (INFN) fell 33.4% on November 7 to close at $4.15.

    By Adam Rogers
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    Company & Industry Overviews

    Can Nutanix Stock Sustain Strong Growth Momentum?

    Nutanix’s (NTNX) share price continues to witness robust growth. In the last year, its stock has soared nearly 115.4%.

    By Aaron Hemsworth
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    Company & Industry Overviews

    A Look at Nutanix’s Marketing Strategy

    Nutanix (NTNX) is looking to get more aggressive with its marketing strategy as it places more emphasis on commercial segmentation.

    By Aaron Hemsworth
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    Company & Industry Overviews

    Why Analysts Are Still in Love with Splunk

    Of the 41 analysts covering Splunk (SPLK) on May 14, 33 (~78%) recommended “buy,” three rated it as “overweight,” and six recommended “hold.”

    By Aaron Hemsworth
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    Company & Industry Overviews

    Splunk Boosts Its Product Line-Up through AI Capabilities

    Big data company Splunk (SPLK) has continued to drive its product portfolio through enhanced AI features, which may improve performance, profitability, and data security.

    By Aaron Hemsworth
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    Company & Industry Overviews

    Why Rising Operating Expenses Are a Concern for Splunk

    Splunk’s (SPLK) operating expenses have grown continuously over the last five years, mainly driven by the higher research and development expenses and selling and marketing costs.

    By Aaron Hemsworth
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    Company & Industry Overviews

    How Splunk’s Could Benefit from Its Acquisition of Phantom

    Splunk (SPLK) has completed its $350 million acquisition of Phantom Cyber, a pioneer in SOAR (security orchestration, automation, and response).

    By Aaron Hemsworth
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    Company & Industry Overviews

    A Look at Tableau Software’s Stock Buyback Program

    Tableau Software exited fiscal 2017 with $165.0 million in free cash flow, up 42.0% year-over-year.

    By Aaron Hemsworth
  • uploads///DATA_Total Customer accounts
    Company & Industry Overviews

    Tableau Software’s Growing Client Portfolio

    In fiscal 2017, Tableau Software (DATA) added ~16,100 new customers at an average of ~4,025 clients per quarter.

    By Aaron Hemsworth
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    Company & Industry Overviews

    Analyzing Tableau Software’s Key Business Drivers

    In 4Q17, Tableau Software’s total revenues fell 1.0% year-over-year to $249.0 million.

    By Aaron Hemsworth
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    Company & Industry Overviews

    Tableau Software Maintains Strong Growth in ARR

    In 4Q17, Tableau Software’s ARR increased 45% year-over-year to $596.0 million, buoyed by the robust growth in its Subscription annual recurring revenues.

    By Aaron Hemsworth
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    Company & Industry Overviews

    Can Tableau Boost its Licensing Business?

    In 4Q17, Tableau Software’s licensing revenues fell 15.0% year-over-year to $129.0 million.

    By Aaron Hemsworth
  • uploads///DATA_Operating cost growth
    Company & Industry Overviews

    Analyzing Tableau Software’s Key Cost Drivers

    In the last five quarters, operating expenses for Tableau Software grew at a CAGR (compound annual growth rate) of 2.3%.

    By Aaron Hemsworth
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    Company & Industry Overviews

    A Look at Tableau Software’s Earnings Trend

    Tableau Software (DATA) reported earnings per share of $0.12 in 4Q17, compared with $0.26 in 4Q16.

    By Aaron Hemsworth
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    Earnings Report

    How Office 365 Could Help Microsoft Grow

    In Microsoft’s (MSFT) Productivity and Business Processes segment’s latest performance, Office 365 continued to steal the show.

    By Anne Shields
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    Company & Industry Overviews

    What’s Microsoft’s Value Proposition in the US Software Space?

    Despite the massive surge in Microsoft stock, which helped its market cap to cross the $724 billion mark, it’s lagging behind Amazon (AMZN), which has a market cap of ~$726 billion.

    By Anne Shields
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    Company & Industry Overviews

    Top Gainers in the Tech Sector during the Week Ended May 5

    In the first week of May 2017, FireEye (FEYE) saw the largest gain in the tech sector, rising 18.7% on the back of its 1Q17 earnings. FireEye stock has returned 24.5% year-to-date.

    By Sanmit Amin
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    Miscellaneous

    Why Tableau Software Has Risen in the Past Month

    US-based (SPY) tech (QQQ) firm Tableau Software (DATA) has risen 22.8% in the trailing-one-month period.

    By Adam Rogers
  • Company & Industry Overviews

    How the Consumer Discretionary Sector Has Affected SGRAX in 2016

    The Wells Fargo Growth Fund Class A (SGRAX) had fallen by 1% year-to-date (or YTD) in 2016 as of May 27, 2016.

    By David Ashworth
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    Earnings Report

    What’s Giving Positive Stimulus to Palo Alto Networks Stock?

    Due to its diversified business model and double-digit growth in billings and revenues, Palo Alto Networks stock has had a successful run in 2015. But 2016 didn’t start out very well.

    By Anne Shields
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    Earnings Report

    What Caused Splunk’s Shares to Surge 10%?

    For fiscal 1Q17, Splunk expects revenue between $172 million and $174 million, which exceeds analysts’ estimates of $170.8 million.

    By Anne Shields
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    Earnings Report

    What Helped Salesforce Stock to Recover in February 2016?

    Tableau Software’s (DATA) and LinkedIn’s (LNKD) issuance of weaker-than-expected guidance for 2016 caused technology stocks to fall like a ton of bricks in February 2016.

    By Anne Shields
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    Earnings Report

    What’s Causing Fortinet’s Stock to Experience Such Volatility?

    In early February 2016, Fortinet’s stock and that of its peers showed volatility, falling on February 5 with Palo Alto, FireEye, CyberArk, and Proofpoint.

    By Anne Shields
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    Company & Industry Overviews

    LinkedIn and Tableau: Is Falling Stock Due to Weak Guidance?

    On February 4, 2016, LinkedIn (LNKD) announced its 4Q15 results and reported revenues of $862 million, a rise of 34% YoY (year-over-year). Revenues for 2015 also rose 35% YoY to $3.0 billion.

    By Adam Rogers
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    Earnings Report

    Customer Spending Slowdown Has Driven Tableau’s Weak Guidance

    Tableau projected revenues for 2016 to be between $830 million and $850 million, lower than its previous forecast of between $845 million and $865 million.

    By Adam Rogers
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    Earnings Report

    Tableau Software’s 4Q15 Revenues and Earnings Beat Estimates

    On February 4, 2016, Tableau Software (DATA) announced its 4Q15 results. Tableau reported revenues of $202.8 million, a rise of 42% year-over-year.

    By Adam Rogers
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    Earnings Report

    Microsoft and Amazon Are Threatening Tableau’s Growth

    Although Tableau is a focused big data player, peers Microsoft and Amazon provide cloud infrastructure services and other enterprise services from a single platform.

    By Anne Shields
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    Earnings Report

    Tableau Software Beats Analysts’ Expectations

    Tableau Software’s revenues and EPS exceeded analysts’ expectations by $13.1 million and $0.07 per share, respectively. Revenue grew 63.5% year-over-year, and EPS of $0.14 doubled analysts’ expectations.

    By Anne Shields
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    Earnings Report

    SS&C Technologies’ Earnings Rose after 3Q15 Report

    SS&C Technologies has a market cap of $7.2 billion. Its YTD price movement has been rising quarter-over-quarter in 2015. Peers include Paycom and LogMeIn.

    By Gabriel Kane
  • uploads///ssnc ps
    Earnings Report

    How Does SS&C Technologies Compare to Its Peers?

    An analysis based on the PE and PS ratios of SS&C Technologies and some of its peers reveals that the company’s peers have outperformed it.

    By Gabriel Kane
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    Company & Industry Overviews

    IBM Targets Big Data Space with Cleversafe

    With the social, mobile, analytics, and cloud revolution, there has been an exponential structured and unstructured data growth, referred to as “big data.”

    By Anne Shields
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    Fund Managers

    Elliott Management adds new position in Informatica

    Based in Redwood City, California, Informatica provides data integration software and services. Software and services revenues were each up in 4Q14.

    By Adam Rogers
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    Fund Managers

    Tiger Global starts new position in Mobileye

    Mobileye, the Israel-based vehicle safety technology company, earned gross proceeds from its initial public offering of $1.023 billion.

    By Samantha Nielson
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    Fund Managers

    Tiger Global adds significant new position in Bitauto Holdings

    Bitauto Holdings is a leading provider of Internet content and marketing services for China’s fast-growing automotive industry.

    By Samantha Nielson
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    Fund Managers

    Must-know: Tiger Global Management’s holdings in 3Q14

    Tiger Global Management’s holdings included 48 stocks during the third quarter. The size of the fund’s US long portfolio fell slightly from $7.8 billion to $7.5 billion.

    By Samantha Nielson
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    Financials

    Why AQR Capital exits its position in Tableau Software Inc.

    AQR Capital sold a position in Tableau Software Inc. in 2Q14. The company accounted for a 0.0346% position in the fund’s first quarter U.S. long portfolio.

    By Patricia Garner
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    Financials

    Why AQR Capital opens a new position in Equinix

    AQR Capital initiated a new position in Equinix in 2Q14. The company accounts for a 0.221% position in the fund’s second quarter U.S. long portfolio.

    By Patricia Garner
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    Financials

    Overview: AQR Capital Management’s 2Q14 positions

    AQR Capital Management is an investment management firm. It was founded in 1998. It was founded by former Goldman Sachs portfolio manager Clifford S. Asness.

    By Patricia Garner
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    Tech & Comm Services

    Overview: What is “big data”?

    Big data is high volume, high velocity, and high variety information assets that require new forms of processing to enable enhanced decision making, insight, discovery, and process optimization.

    By Anne Shields
  • Tech & Comm Services

    Oracle leverages its Endeca acquisition to tap into data analytics

    Management mentioned that the integration of Endeca and Exalytics has paid off. Endeca is a big data vendor specializing in analyzing and providing business intelligence for unstructured data.

    By Puneet Sikka
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