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Salesforce is buying Tableau for $15.7B

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Re: Salesforce is buying Tableau for $15.7B

#51

Post by avip »

amrrs wrote: post #44
cl42 wrote: post #17

I love this. Mulesoft, Tableau -- there's a very clear strategy here for Salesforce. You're running all of your customer-facing operations on Salesforce, so why not also integrate the BI stack into everything? I've worked with a lot of companies who spend months (if not years) integrating their data into a few disparate systems... The finance team has one system (and underlying data lake), the commerce team another,…

They've already got a product called `Dataroma`, I'm not sure if this acquistion might cannibalize Dataroma customers.

Also an acquisition btw

https://en.globes.co.il/en/article-salesforce-buys-israeli-c...

Re: Salesforce is buying Tableau for $15.7B

#53

Post by hammerbrostime »

ackbar03 wrote: post #7

I never really understood tableu, it just makes fancy graphs from your data doesn't it? What's new about it?

Tableau is:

1) An effective tool for people to explore data (with a relatively low barrier to entry - some training required).

2) An effective dashboard authoring tool (i.e. to make small specialized data reporting apps) which are simple enough to be used by anyone without training. These dashboards typically give some sort of situational-awareness for key performance indicators (KPI) such as sales, inventory, etc and are highly specialized for a specific use or role.

Re: Salesforce is buying Tableau for $15.7B

#54

Post by thrav »

amrrs wrote: post #44
cl42 wrote: post #17

I love this. Mulesoft, Tableau -- there's a very clear strategy here for Salesforce. You're running all of your customer-facing operations on Salesforce, so why not also integrate the BI stack into everything? I've worked with a lot of companies who spend months (if not years) integrating their data into a few disparate systems... The finance team has one system (and underlying data lake), the commerce team another,…

They've already got a product called `Dataroma`, I'm not sure if this acquistion might cannibalize Dataroma customers.

Dataroma was all about its pre-built hooks into every Marketing platform in earth

Re: Salesforce is buying Tableau for $15.7B

#55

Post by otabdeveloper3 »

collyw wrote: post #25
tyingq wrote: post #19

Earlier quoted context omitted.

Also, the business users can combine data sources and do joins. Instead of waiting for IT to produce the right views.

Business users don't usually have a clue what a join is.

Maybe clueless employees self-select to work for clueless bosses, have you ever thought about that?

Re: Salesforce is buying Tableau for $15.7B

#57

Post by prepend »

texodus wrote: post #36
prepend wrote: post #22

This seems really high for a company without earnings and a weird growth curve. Their ticker is cool and maybe sales force wants to be DATA on nasdaq. Otherwise, it will be hard to justify this high markup for a tool company. It will be awesome if Salesforce can adjust their model and make Tableau spit out D3. Their desktop tool is nice for designing, but their server components seem frequently unnecessary for runnin…

You may want to take a look at [perspective]( https://perspective.finos.org/ ), a WASM-based serverless dynamic visualization library with [D3FC]( https://d3fc.io ) charting.

Thanks, this is a good tool. There’s a few libs that spit out d3, but the UI isn’t as usable. Tableau is popular with the Excel crowd that I’ve been able to work with.

Re: Salesforce is buying Tableau for $15.7B

#58

Post by victor106 »

dmor wrote: post #30

Wow, Looker last week and now Tableau. I’m only 90 days in to running the open source equivalent inside GitLab, and these big revenue multiples are telling a fascinating story. I would’ve loved to be a fly on the wall for this negotiation, what a great outcome for Tableau shareholders! With all that’s happening we’re definitely looking to pick up the pace, and would love to work with more contributors on the free ope…

Exactly what we’ve been looking for. An open source ETL tool.

This looks great. Will check it out for sure. Keep up the great work.

I wonder if there are any other open source tools in this space?

Re: Salesforce is buying Tableau for $15.7B

#59

Post by lmeyerov »

Wow.

When we started Graphistry, our view was, "skate to where the puck is going", so while we saw Looker and Periscope burning sales/marketing/dev $$$, the result felt 95% similar to Tabluea Public. Instead, we've focused on figuring out how to harness next gen -- GPUs, how to expose ML and automation, etc. While I still think we are right long-term, and that the cloud co's will be paying top dollar here for the next 5 years.. Short-term, I didn't expect this much market hunger for old-school.

Bravo to all the product PMs!

Re: Salesforce is buying Tableau for $15.7B

#60

Post by bardam »

dgudkov wrote: post #5

I remember the wave of BI vendor acquisitions in 2007-2008 when IBM acquired Cognos and SAP acquired BusinessObjects. Now, 12 years later the wave repeats. Google is buying Looker. Salesforce is buying Tableau, and probably Qlik will be acquired within the next 1-2 years too.

Qlik was sold to Thoma Bravo, a private equity firm, about two years ago for $3B.

Not sure if that's a relative bargain compared to this deal or if it makes the $15.7B look totally unrealistic. As of a few years ago the total revenue of the two firms wasn't that different.

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