Tableau stock down almost 50% • Hacker News Board

Re: Tableau stock down almost 50%

#241

Post by HappyTypist » Sat, Feb 06, 2016, 3:20 AM UTC

genericpseudo wrote: post #199

AJ007 wrote: post #189

Earlier quoted context omitted.

It is expensive if you have a lot of people. Paying $2k for a license may be for two or three analysts is a good deal. Compare this to a start up like Looker which costs substantially more to get your foot in the door (last I checked, correct me if I'm wrong.) IBM has chosen to display "Analytics" as a major piece of their company. Presumably they want investors to think this could generate billions of dollars in rev…

The low-price contender is Periscope (periscopedata.com).

For the record, Periscope has an incredibly poor UX. It suggests "run selected query" when you highlight a single column name... As if that's valid sql.

Re: Tableau stock down almost 50%

#242

Post by biot » Sat, Feb 06, 2016, 3:24 AM UTC

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/

Actually, it is foreign investment: http://news.nationalpost.com/news/canada/in-a-six-month-peri...

  "In a recent six-month period about 70 per cent of all
   detached homes sold on Vancouver’s west side were
   purchased by Mainland China buyers..."

Even if those numbers are off, it's a huge influence on the market.

Re: Tableau stock down almost 50%

#243

Post by jayonsoftware » Sat, Feb 06, 2016, 3:25 AM UTC

I was one of the first people to start using Tableau, I even bought a license for my own use so I can learn (Yep sick of the 14 day trial), but these days Excel / Power BI does most the work, Salesforce with Wave is competing with them plus so many open source software.

Re: Tableau stock down almost 50%

#244

Post by mkhpalm » Sat, Feb 06, 2016, 3:31 AM UTC

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…

I'm still amazed that csv is still so poorly implemented in excel. Especially since its such an easy fix to honor byte order marks and default delimiters. I have to assume "sorta works" is the strategy. We all know how well that worked out for internet explorer.

Re: Tableau stock down almost 50%

#245

Post by rossjudson » Sat, Feb 06, 2016, 3:37 AM UTC

About 5 minutes of searching shows me that Tableau has had a massive growth of revenue, but a slightly more massive growth in sales/administrative expenses. What that tells me is this: The market loves Tableau, and keeps buying more of it. But the company has serious cost control problems in its sales and marketing departments, and has expanded there far too fast.

Anybody comparing typical open source or low cost BI solutions favorably to Tableau hasn't used it, or doesn't value their own time. Tableau is easy and deep.

Tableau's board needs to attack their out-of-control cost of sales (the pay-me-everything egos), and hopefully ignore the internet idiot mob effect on their stock price.

I don't own Tableau stock. I just like the product.

Re: Tableau stock down almost 50%

#246

Post by joeevans1000 » Sat, Feb 06, 2016, 3:45 AM UTC

rossjudson wrote: post #245

About 5 minutes of searching shows me that Tableau has had a massive growth of revenue, but a slightly more massive growth in sales/administrative expenses. What that tells me is this: The market loves Tableau, and keeps buying more of it. But the company has serious cost control problems in its sales and marketing departments, and has expanded there far too fast. Anybody comparing typical open source or low cost BI…

The problem is that you make something cool in Tableau and then want to collaborate with someone... and even if you talk them into it, soon their trial runs out. Yes, it's powerful and featured, but today's scene is about collaboration and sharing... and the sticker shock is just too much for that.

Re: Tableau stock down almost 50%

#247

Post by walker7734 » Sat, Feb 06, 2016, 3:48 AM UTC

njx wrote: post #202

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. :-)

Actually the analytics is the missing part in d3 and charting libraries. http://www.infocaptor.com/dashboard/charting-engines-vs-anal...

Yup! Tableau isn't just about the end visualization. It is about the exploration of your data and the analytics that go behind the final visual. That is where the power of Tableau lies.

Re: Tableau stock down almost 50%

#248

Post by nitrogen » Sat, Feb 06, 2016, 3:53 AM UTC

HappyTypist wrote: post #241

genericpseudo wrote: post #199

Earlier quoted context omitted.

The low-price contender is Periscope (periscopedata.com).

For the record, Periscope has an incredibly poor UX. It suggests "run selected query" when you highlight a single column name... As if that's valid sql.

Are there other examples of poor UX? Overeager pattern matching alone wouldn't bother me, but if it's a sign of other inattentiveness...

Re: Tableau stock down almost 50%

#249

Post by walker7734 » Sat, Feb 06, 2016, 3:54 AM UTC

itslennysfault wrote: post #208

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.

...but Tableau is in Seattle.

The additional 18k people that Amazon apparently plans to hire will probably keep the Seattle market hot for the foreseeable future. Also, Chinese investors.

Re: Tableau stock down almost 50%

#250

Post by astine » Sat, Feb 06, 2016, 3:55 AM UTC

IndianAstronaut wrote: post #226

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…

Tableau is not scriptable. 3 places I have worked are moving away from it because of this severe limitation. You have no control over what queries it writes and you can't easily add simple scripts to make things more seamless or performant, like say a quick scripted query to populate a dropdown menu.

"You have no control over what queries it writes"

Huh? Just write a view or a stored procedure and point Tableau at that. There's no need to compose a query in the Tableau interface.