Tableau Software Inc
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Tableau’s Licensing Revenue Grows Robustly
Tableau’s (DATA) licensing business primarily comprises sales of perpetual, term, and subscription software licenses.
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.
Tableau Meets Analysts’ Estimates, Stock Falls
Tableau Sofware (DATA) announced its fourth-quarter earnings after the closing bell on February 5.
Why Infinera Stock Fell 33.4% Yesterday
Infinera stock (INFN) fell 33.4% on November 7 to close at $4.15.
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%.
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.
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.”
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.
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.
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).
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.
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.
Analyzing Tableau Software’s Key Business Drivers
In 4Q17, Tableau Software’s total revenues fell 1.0% year-over-year to $249.0 million.
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.
Can Tableau Boost its Licensing Business?
In 4Q17, Tableau Software’s licensing revenues fell 15.0% year-over-year to $129.0 million.
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%.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.”
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.
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.
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.
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.
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.
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.
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.
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.
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.