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Tableau stock down almost 50%

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Re: Tableau stock down almost 50%

#111

Post by nemo44x »

edwinnathaniel wrote: post #53

New Relic also down by 25%, crazy day for Silicon Valley.

Which is pointless since they had a great earnings report, were cash flow positive for the quarter and raised their guidance. Additionally they mentioned in the call that no sector is more than 20% of their customers so they are diversified if a certain sector really tanks - like tech. They have 180 million in the bank so won't need credit markets any time soon and gradually approaching profitability.

Disclaimer: I have a position in NEWR and added today at the 21 level. This will certainly bounce back in the comings months or years. Will add if the irrationality continues.

Re: Tableau stock down almost 50%

#112

Post by nevi-me »

toomuchtodo wrote: post #83
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…

> 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.

It's a bit ridiculous. We get global discounts, but even then we still end up concluding that it's expensive. We only have desktop and online licenses, server licenses are rooftop crazy.

Re: Tableau stock down almost 50%

#113

Post by gmac »

brooklyndude wrote: post #98

I can hack d3js. Can crunch billions of records in a flash of the eye, can wrangle most any DB (NoSQL, et al) out there, why would I need Tableau? Answer: We want someone stable! Not some crazy hacker. Plus if we don't spend the cash, we don't have it in our budget next year. Oh, I get it now. :-)

I can do all that too, but I'm fairly sure experienced Tableau people can do it significantly faster than I can for a comparable quality of result. (Tableau is the only non-open-source software in the stack my company runs).

Re: Tableau stock down almost 50%

#114

Post by pjob »

r00fus wrote: post #100
mcgannon2007 wrote: post #77

Earlier quoted context omitted.

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.

Which level of office suite do you need to get this tool?

It's free, offered as a standalone service separate from Office. You just need to sign up with an email address from a non-free provider.

https://powerbi.microsoft.com

Disclaimer: I work for Microsoft.

Re: Tableau stock down almost 50%

#115

Post by nevi-me »

femto113 wrote: post #103
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…

A recent client of mine dealt with this by buying dedicated laptops to run Tableau on, when you needed to use it you just tracked down one of them. Seems like there should be a rule of thumb around this--software licenses should not be so expensive or inflexible that it's cheaper to buy a dedicated $1000 piece of shareable hardware than to get one for each user.

Interesting approach! How practical is it though? I can export a tbwx or whatever the extension is, so that those who need the dashboards can use Tableau Reader. I'm however wondering if such model would work for us.

The one thing that I like about Tableau is that its documents are XML, which plays nice with git.

Re: Tableau stock down almost 50%

#116

Post by tomcam »

tomp wrote: post #34
pinaceae wrote: 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?

Correct. Cash real estate purchases by Chinese nationals will continue to dwarf those of Silicon Valley employees.

Re: Tableau stock down almost 50%

#118

Post by bsg75 »

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…

Those things are indeed a pain with Tableau, and also common with a lot of Windows based applications.

Never understood why Tableau is either Windows only or has the restart to reconfig issue. Last I looked, it was largely a Tomcat and PostgreSQL based product.

Re: Tableau stock down almost 50%

#119

Post by wbeckler »

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.....

This will happen for google searches where there's a hot news story that is more likely to be what people are looking for. For spiking searches, Google automatically applies a principle called "Query Deserves Freshness" and they rank pages that are more fresh. So the brand site and wikipedia and other more authoritative explanations of the brand will be temporarily deranked.

Re: Tableau stock down almost 50%

#120

Post by bsg75 »

EC1 wrote: post #22
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.

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

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

Deploying visualizations without having to develop any HTML or JavaScript code.

Publishing to the desktop (Windows or Mac), to the web, to the cloud, or mobile devices (iOS and Android). Publish to the server once, consume on all supported platforms.

Deploying a copy of a current site for redundancy, testing or development. Install the app, backup the primary Tableau database with its admin utility (command line), restore it on the new box. All data, visualizations, users and permissions are contained in that single restore step.

Tableau means I spend time working with my data, instead of the presentation of it. Its not a perfect product by any measure, and could obviously use some improvements, but is a timesaver in many areas.

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