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Tableau stock down almost 50%

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Re: Tableau stock down almost 50%

#131

Post by simulate »

tomcam wrote: post #116
tomp wrote: post #34

Earlier quoted context omitted.

> 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.

Are there any sources / links you can share on cash real estate purchases in SV or Bay Area? I'm interested in reading more about this and a preliminary search isn't yielding any recent news.

Re: Tableau stock down almost 50%

#132

Post by tetha »

spike021 wrote: post #110
physcab wrote: post #90

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…

For that use-case is Tableau a more useful tool than something like Splunk or ELK stack?

From experience, there's a nontrivial intersection between the BI stack and the operative administration stack.

However, in the difference, the admin stack with ELK, Riemann, Graphite, InfluxDB, Airbrake, Icinga and whatever else assumes that 30% of the information right now is worth more than 100% of the information 3 weeks later. You know, my application port is closed, first level support is getting hell, I need any available information right now.

On the other hand, the full data warehouse/tableau stack assumes that 100% of the information is more valuable than anything else. Good DWH-Guys and their analysts can do very awesome data voodoo, predictions and analysis, and the admin stack won't be able to reproduce most of that. It just takes 2 month of data collection and 2 - 3 weeks of analysis to get the result of that grand voodoo. And Tableau can automate that voodoo after it's been done once.

Re: Tableau stock down almost 50%

#133

Post by kumarski »

The analytics space is over-crowded.

Software eats the world and the education system. It's becoming increasingly easy to find developers. https://gh-prod-ruby-images.s3.amazonaws.com/uploads/image/f...

To some extent, companies might be trying to use too much data? Who knows.

Life Time Value capture in the analytics space is sufficiently difficult. Let's say you're an analytics customer:

Early stage customer: Use any one of the 100 integrations analytics companies listed on segment.com's website. You DO NOT need to track hundreds of parameters. Conversations with customers have 100x the value of tracking the small things at this stage....usually.

Mid-Stage Customer: Maybe you choose one of the 100 companies that makes the most sense. You start paying for it.

Having these early and midstage companies as customers is tough. The vast majority of them fail.

Big Customer: SnowPlow Analytics? Splunk? Tableau?

That being said, I think there's businesses to be built, but only semblances of unicorns and minotaurs.

15,000 web and mobile apps are coming out tomorrow. What % of them are analytics related applications? (Hint: A larger one than you might think). Just have a gander at the applications that are listed on promotehour.com and startuplister.com's list of app launch sites. There's now 100+ launch sites.

To win big in VC money, you have to take risks, the analytics space seems well established with a slew of best practices that are extremely well known. Ie. not risky enough to warrant pouring VC-istan money into.

Re: Tableau stock down almost 50%

#134

Post by toomuchtodo »

nevi-me wrote: post #112
toomuchtodo wrote: post #83

Earlier quoted context omitted.

> 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.

My last gig paid high five figures for a server license, and after a year of trying to get it to work as wanted, we threw it out and wrote our own in-house web solution with open source tools.

Re: Tableau stock down almost 50%

#136

Post by rconti »

rhino369 wrote: post #48
tomp wrote: post #34

Earlier quoted context omitted.

> 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?

It's probably supported by both. But if prices fall, that could lead to Chinese abandoning the market and dropping prices further.

it sure didn't dip much in 2008.

Re: Tableau stock down almost 50%

#137

Post by belzebub »

pjob wrote: post #114
r00fus wrote: post #100

Earlier quoted context omitted.

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.

It didn't work well in safari unfortunately. I use Tableau often so I'd like to see a competitive offering.

Re: Tableau stock down almost 50%

#138

Post by wdewind »

headgasket wrote: post #11

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…

> My guess is that some VCs were leveraged and had to liquidate positions.

VCs cannot just sell public stock on a whim, these things are scheduled far in advance and can only happen during trading windows.

Re: Tableau stock down almost 50%

#139

Post by wdewind »

johnrob wrote: post #60
tomp wrote: post #29

Earlier quoted context omitted.

You're saying that VCs (i.e. funds that do not invest in public companies) figured out they're too leveraged and had to sell the (public!) share of LinkedIn exactly as LinkedIn announced horrible results/outlook? A few things in the above explanaiton aren't completely consistent...

VCs end up holding public shares when their portfolio companies IPO.

And cannot choose to just liquidate these shares whenever they want. There are rules, and these things require multiple months advance warning and lock in.

Re: Tableau stock down almost 50%

#140

Post by physcab »

chebum wrote: post #101
physcab wrote: post #90

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…

Have you used any tools built on top of DevExpress BI? How did they feel?

Never heard of DevExpress but just by going to the website it feels far less intuitive than Tableau. Tableau is so freaking easy that you don't need to be experienced in BI to be user.
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