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Tableau stock down almost 50%

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Re: Tableau stock down almost 50%

#71

Post by cscharenberg »

sologoub wrote: post #59
tomasien wrote: post #49

I don't know what Tableau Software is and I found it pretty amazing that when I Google it I could still not figure it out because all the results were about the stock price. I think people might be focusing too much on stock price is Googling a company's name doesn't result in seeing the company's website on the first page of results.....

Tableau is a visualization software that you can bolt on top of many different data sources, from spreadsheets to BI tools and even AWS RedShift to get awesome looking dashboards and interactive visuals. They are/were extremely popular with many sales organizations for internal dashboarding and even some media outlets used their stuff for public websites. Sad to see this state of things for them, as the product was t…

The product is awesome. I made some really neat visualizations and analyses with it during an MBA project using the 15-day trial. But it's ridiculously expensive - $1000 per year with some real limitations on how many data sources you can connect.

If I could dabble with it for $50/year I would. $1000 though? That limits their market tremendously to big companies only. It's hard enough to get an $80 tool approved.

-- Looks like they give it free for students now, which is cool: https://www.tableau.com/academic/student. But after learning it, there's no path to bring the software with them when they move to actual companies, because of the cost.

Re: Tableau stock down almost 50%

#72

Post by PaulHoule »

gomox wrote: post #61
tomasien wrote: post #49

I don't know what Tableau Software is and I found it pretty amazing that when I Google it I could still not figure it out because all the results were about the stock price. I think people might be focusing too much on stock price is Googling a company's name doesn't result in seeing the company's website on the first page of results.....

Tableau is a surprisingly good desktop application for business intelligence and analytics that, IMO, grew too big for its own good. You plug it into data (spreadsheets, databases, you name it) and it makes it very simple (drag-and-drop simple) to crunch some numbers and produce interesting graphs, visualizations and analysis. Some clever stuff they had was (early-RoR-style) guessing of data semantics based on heuris…

It's a pretty good product but everybody and his brother sells analytics and visualization tools, most of the companies that have been around a while sell a few different tools since they've grown by acquisition.

Tableau is more differentiated than it looks, but it doesn't look very differentiated. If Microsoft ever gets around to making many of the "smart" features in Excel actually work (i.e. csv import and automatically choosing what kind of graph to make) they will have nothing to stand on.

I'm just waiting for the street to realize that Hortonworks and their competitors also have zero moat, and if anything, a GUI interface for a Hadoop cluster is value subtraction in the age of devops.

Re: Tableau stock down almost 50%

#73

Post by refurb »

azinman2 wrote: post #24
pinaceae wrote: post #15

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.

I don't know about SV, but foreign investment is pretty dam low in Victoria, BC, which could be used as a proxy for Vancouver. 97.8% were domestic buyers.[1]

It's not foreign buyers driving up the market in Vancouver, it's Canadians will to put themselves into serious debt in order to buy a house.

[1]http://www.greaterfool.ca/2016/01/31/of-debt-data/

Re: Tableau stock down almost 50%

#74

Post by vailripper »

sologoub wrote: post #59
tomasien wrote: post #49

I don't know what Tableau Software is and I found it pretty amazing that when I Google it I could still not figure it out because all the results were about the stock price. I think people might be focusing too much on stock price is Googling a company's name doesn't result in seeing the company's website on the first page of results.....

Tableau is a visualization software that you can bolt on top of many different data sources, from spreadsheets to BI tools and even AWS RedShift to get awesome looking dashboards and interactive visuals. They are/were extremely popular with many sales organizations for internal dashboarding and even some media outlets used their stuff for public websites. Sad to see this state of things for them, as the product was t…

We're using them for a client, and pretty much every client I've worked with lately is using them. I think they'll be just fine, it's still a good product.

Re: Tableau stock down almost 50%

#75

Post by roymurdock »

chollida1 wrote: post #50

Though the outcome is a bit worse than I think most predicted, this has been telegraphed since about November of last year. Tableau has had a very high short interest ratio for sometime, everyone was expecting poor results. What really exacerbated their issue was that they didn't get out in front of this and let people know how bad they were going to miss. So when they released earnings everything went to shit on the…

Do you have any insights into how badly core infrastructure institutional investors are going to get hit when these large, institutional-owned tech companies deflate? Any metrics on how much of the equities market is owned by pension/retirement vs. free, non-dependent, non-core institutional investments?

Re: Tableau stock down almost 50%

#76

Post by seanmcdirmid »

refurb wrote: post #73
azinman2 wrote: post #24

Earlier quoted context omitted.

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

I don't know about SV, but foreign investment is pretty dam low in Victoria, BC, which could be used as a proxy for Vancouver. 97.8% were domestic buyers.[1] It's not foreign buyers driving up the market in Vancouver, it's Canadians will to put themselves into serious debt in order to buy a house. [1] http://www.greaterfool.ca/2016/01/31/of-debt-data/

What? No, the Chinese are still heavily interested in the Vancouver market. Since when is small Victoria a proxy for big Vancouver?

Re: Tableau stock down almost 50%

#77

Post by mcgannon2007 »

PaulHoule wrote: post #72
gomox wrote: post #61

Earlier quoted context omitted.

Tableau is a surprisingly good desktop application for business intelligence and analytics that, IMO, grew too big for its own good. You plug it into data (spreadsheets, databases, you name it) and it makes it very simple (drag-and-drop simple) to crunch some numbers and produce interesting graphs, visualizations and analysis. Some clever stuff they had was (early-RoR-style) guessing of data semantics based on heuris…

It's a pretty good product but everybody and his brother sells analytics and visualization tools, most of the companies that have been around a while sell a few different tools since they've grown by acquisition. Tableau is more differentiated than it looks, but it doesn't look very differentiated. If Microsoft ever gets around to making many of the "smart" features in Excel actually work (i.e. csv import and automat…

Microsoft now has PowerBI in its Office suite that is pretty powerful. Its a Tableau competitor that I believe is a big reason that their stock is falling. It integrates with Excel, Access, etc. and a ton of different other non-Microsoft services.

Re: Tableau stock down almost 50%

#78

Post by vvanders »

refurb wrote: post #70
vvanders wrote: post #64

Earlier quoted context omitted.

TSLA is getting hammered(incorrectly) by gas prices being at all-time lows. Sounds like a great time to buy some more stock to me :).

TSLA is getting hammered because analysts don't believe they'll sell as many cars as they say. Some of it due to lower gas prices.

I don't think gas prices impact the Model S/X, the price point is just too high to be a bracket where that's a major factor. I think that for the Model 3 they're going to be production constrained to a point where we'll see gas prices come back to normal.

Also a big factor in the TCO is the lack of maintenance and overall simplicity in a electric drivetrain and that's completely independent of gas prices.

Re: Tableau stock down almost 50%

#79

Post by nevi-me »

gomox wrote: post #61
tomasien wrote: post #49

I don't know what Tableau Software is and I found it pretty amazing that when I Google it I could still not figure it out because all the results were about the stock price. I think people might be focusing too much on stock price is Googling a company's name doesn't result in seeing the company's website on the first page of results.....

Tableau is a surprisingly good desktop application for business intelligence and analytics that, IMO, grew too big for its own good. You plug it into data (spreadsheets, databases, you name it) and it makes it very simple (drag-and-drop simple) to crunch some numbers and produce interesting graphs, visualizations and analysis. Some clever stuff they had was (early-RoR-style) guessing of data semantics based on heuris…

Nail on the head regarding either selling a lot cheap, or little at high price. They went for the latter as you mention. I manage software licenses at my employer, and have been put off the price of Tableau, and the inflexibility they have. We're a consulting house, and mostly use Qlik. We started using Tableau last year.

The problem for us is that as a consulting house, our staff turnover rate is high (as expected I suppose), and this doesn't work well with Tableau's named license model. We've run into troubles where we reassigned licenses after people either left projects using Tableau, or left our company altogether. They ended up forcing us to buy extra licenses, which I was unhappy with.

My stance since then has been to avoid buying more licenses. We're getting our team skilled up more on web-based viz, so we can reduce our dependence on desktop applications.

Re: Tableau stock down almost 50%

#80

Post by wsh »

walker7734 wrote: post #39
andrewvc wrote: post #4

Earlier quoted context omitted.

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.

Thanks for asking. I just installed 9.0.4, and here are a few examples:

- Tableau Server runs only on Windows, so why can't it use a TLS certificate and key from the CryptoAPI certificate store, rather than requiring these to be converted to PEM format (with Unix line endings!) and saved in the file system?

In an enterprise with an internal CA using Active Directory Certificate Services, these extra steps have to be done not only at installation but also every time the certificate expires. Compare the experience with Microsoft IIS: the server automatically requests a renewal from AD CS, retrieves the new certificate, and begins using it.

- Tableau Server should be able to run as a Group Managed Service Account, so we can give it access to remote data sources without having to assign (and regularly change) yet another service account password.

- It would be helpful to have an scriptable installation process; as far as I can tell, there's no way to install Tableau Server without clicking through wizards.

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