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Tableau stock down almost 50%

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Re: Tableau stock down almost 50%

#31
post #6

"Tableau Software tumbled 36% after management warned it was unlikely to realize benefits of certain tax assets. The news sent shares spiralling despite the software company's better-than-expected quarter. The company earned 33 cents a share, more than double estimates." Also their growth is down.

What is a tax asset?

Re: Tableau stock down almost 50%

#32
post #27
post #22

Earlier quoted context omitted.

I think a better question is what problems they haven't faced.

This is an extremely frustrating thread to follow. We have some people who have run a Tableau server with no issues, and now two people who are effectively saying "oh, it's awful but I have no interest in telling you why".

I wouldn't even know where to start to be completely honest.

Re: Tableau stock down almost 50%

#33

Earlier quoted context omitted.

Once you take the crazy money out of the equation, the SF Bay Area is not that appealing as a pure real estate play.

Russians and Chinese are a major contributor, and they're not so affected by SV cycles.

If you think SV is bad, check out the recent returns out of Russia and China!

Re: Tableau stock down almost 50%

#34
post #5

huge corrections under way, guarantee this is not the end, just the beginning. unicorn slaughter. upside: expect house prices in the SF bay area to become more affordable.

> upside: expect house prices in the SF bay area to become more affordable.

Until the Chinese peg falls, I don't think you can. I mean, aren't SF house prices driver by Chinese investors about as much as by domestic Twitter millionaires?

Re: Tableau stock down almost 50%

#35
post #10

Earlier quoted context omitted.

Doubtful - if global investors aren't putting their money into stocks, they'll just continue to buy up real estate.

Once you take the crazy money out of the equation, the SF Bay Area is not that appealing as a pure real estate play.

Tell that to Vancouver, BC :(

Re: Tableau stock down almost 50%

#36

Linkedin is down 38%. Tesla is down quite a bit. My guess is that some VCs were leveraged and had to liquidate positions. Free money from leverage does not look as good when equities go down... I think we are heading for a most violent year on the markets. Pharma and biothechs will most likely be the only bright spots, especially anti-anxiety drugs... :-) Keep plugging at building great software that actually helps m…

This is probably wrong. IMHO what looks like has happened is there are a handful of HN-relevant companies had weak earning announcements yesterday[1] after market close, and that is coupled with a weaker US jobs report [2], [3] today. The overall market is off and there are a handful of major drops for the companies mentioned but this is not some public tech market panic event (yet).

That's not to say we're not due a correction.

[1]: http://biz.yahoo.com/research/earncal/20160204.html

[2]: http://www.nytimes.com/2016/02/06/business/economy/jobs-repo...

[3]: http://www.reuters.com/article/us-global-markets-idUSKCN0VE0...

Re: Tableau stock down almost 50%

#37
post #8

Earlier quoted context omitted.

I run a small one, with little effort other than what comes along with Windows - its our only Windows based system. I would be interesting to know what the problems you have faced are.

My experiences are very different. Many Linux services have a concept of reloading. If the config file changes you can send the running program a signal and it will re read the config. This is very useful for production systems. Tableau (9 at least) has no such concept. Change the email address it reports to? Restart tableau. Change the location of the SSL certificates? Restart tableau. Want to apply an update for ta…

That sounds like most Enterprise software.

It's like that because R&D and Operations never talk; and of course your average Windows Ops person has a poor understanding of operating systems.

Re: Tableau stock down almost 50%

#38
post #6

"Tableau Software tumbled 36% after management warned it was unlikely to realize benefits of certain tax assets. The news sent shares spiralling despite the software company's better-than-expected quarter. The company earned 33 cents a share, more than double estimates." Also their growth is down.

What is a tax asset?

It's basically when you can claim that you operated at a loss in a given year and for tax purposes carry over that loss to a different year. This lets you pay less taxes in a year when you actually make profits.

I am not an accountant, here's a likely better explanation: http://www.investopedia.com/terms/d/deferredtaxasset.asp

Re: Tableau stock down almost 50%

#39
post #4
post #3

Earlier quoted context omitted.

Why?

If you've ever run tableau server, you know why.

I would very much like to know what particular issues you are having as well? I work at Tableau and I would like to make sure that issues people are seeing are on our radar, if they aren't already.

Re: Tableau stock down almost 50%

#40
post #10
post #5

huge corrections under way, guarantee this is not the end, just the beginning. unicorn slaughter. upside: expect house prices in the SF bay area to become more affordable.

Doubtful - if global investors aren't putting their money into stocks, they'll just continue to buy up real estate.

I'm not so sure about that, a lot of the conditions previously supporting real estate investment have given way. Oil's down, China is volatile, interest rates have risen, arguably you could say the trend could reverse due to people who previously bought as investments needing their money back.
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