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Tableau stock down almost 50%

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Re: Tableau stock down almost 50%

#81

Post by rockdiesel »

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.....

I find that hard to believe unless you were searching just on Google News.

Searching "tableau" in Google stills shows their website as well as a large knowledge graph on the right hand side which tells you exactly what the company is about. There's News results at the top of the page, but there's still plenty of information, including the company website, on the first page of results.

http://i.imgur.com/tV89FoZ.png

Re: Tableau stock down almost 50%

#82

Post by chollida1 »

roymurdock wrote: post #75
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?

Hmm, I do, but I probably shouldn't be talking publicly about it as I got most of them from sell side analysts.

Privately disclosing them is different, Message me if you want numbers.

Re: Tableau stock down almost 50%

#83

Post by toomuchtodo »

nevi-me wrote: post #79
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…

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…

> 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.

Anecdotal, but I've seen this happen several times with clients who previously used Tableau.

Re: Tableau stock down almost 50%

#84

Post by Florin_Andrei »

click170 wrote: post #25
bsg75 wrote: 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…

"tabadmin cleanup" helps a little.

But yeah, this thing is a mess.

Re: Tableau stock down almost 50%

#85

Post by microtherion »

patio11 wrote: post #45
jsprogrammer wrote: post #31

Earlier quoted context omitted.

What is a tax asset?

Suppose hypothetically that you have an agreement from a firm to pay you money in the future. That agreement is carried on your business' books as an asset. Your friendly neighborhood tax agency is a special case of firm, which can commit to paying you money in the future. One way they can do this is, when you lose money in year N, they can let you carry that loss forward for up to X years, so that when you're taxed…

Thanks for the explanation! I would say that if your PAST LOSSES are a "material portion of your notional value" you have a pretty problematic company anyway.

Re: Tableau stock down almost 50%

#86

Post by phillc73 »

nevi-me wrote: post #79
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…

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…

Would you consider building the visualisations yourself with something like R and Shiny? Self host the server, develop in-house, no more Tableau like problems.

I was working on a project where the client wanted to use Tableau and I pushed instead for Shiny, which is the way we went. Quite happy with the decision.

Re: Tableau stock down almost 50%

#87

Post by ap22213 »

dageshi wrote: post #40
ap22213 wrote: 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.

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.

That's assuming that they need their money back. The way I understand it is that there's a glut of money, and the rich are just piling it up and moving it around to where ever the best return seems to be.

Re: Tableau stock down almost 50%

#88

Post by gomox »

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…

Honestly I have never used anything similar to Tableau in the balance of "straight-forwardness" and quality of results.

My use case is: here's some data, let's take a look at it and make some decent graphs including any sort of comparative analysis.

Excel is... well, Excel. The kitchen sink bundled in it contains pivot tables. Graphs are hideous out of the box, and very limited.

Apple Numbers makes cute looking graphs, but is extremely basic.

Viz toolkits in JS make you code for stuff that should be straightforward, at different levels of abstraction (Highcharts -> D3). And I have to put stuff in SQL and do the plumbing if I need any meaningful preprocessing.

Self-proclaimed "business intelligence" tools don't really target this use case. They solve enterprise problems like connecting to MDX sources that are not there for me.

Do you know any other tools for this?

Re: Tableau stock down almost 50%

#89

Post by gomox »

phillc73 wrote: post #86
nevi-me wrote: post #79

Earlier quoted context omitted.

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…

Would you consider building the visualisations yourself with something like R and Shiny? Self host the server, develop in-house, no more Tableau like problems. I was working on a project where the client wanted to use Tableau and I pushed instead for Shiny, which is the way we went. Quite happy with the decision.

That is somewhat fine if your deliverable is the dashboard. But if your deliverable is the analysis and the report, this is a lot of investment.

Re: Tableau stock down almost 50%

#90

Post by physcab »

Tableau is a good product. I use it daily. There simply is no better alternative for quick ad-hoc, enterprise-level, intuitive graph and dashboard making.

I've been at large orgs where we evaluated all the cloud services like Mixpanel and the ilk, but they are very different use cases.

Tableau + Redshift (or Vertica but Redshift is way less expensive) is the typical BI tech stack. When I go a client or a new job and ask them what they use for analysis and if they say "Good Data" or "MicroStrategy", I know my job will be a pain in the ass to get done. Its as if you're interviewing for an engineering job and they say "oh we all use NotePad here". Its night and day in terms of productivity.

I don't know what this means in terms of the stock, but all I can say is that I vouch for the product and think it has a lot of room to grow (from a BI perspective).

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