I can't believe the stock symbol "DATA" wasn't taken already.
I wonder, now that a lot of stock symbols are taken, if we will see more vanity type symbols like this. Reminds me of the evolution of domain name usage.
Tableau files for IPO
11–20 of 29 posts
Re: Tableau files for IPO
#12Woo not a lot of Seattle IPOs!
Re: Tableau files for IPO
#13Do companies, at this stage, announce what the IPO issuing price (or market cap) will be? If so, what is theirs? If not, any guesses what it will be? It is not in Splunk's league, but it is definitely a solid product, with a great growth prospect.
I'm currently looking into web based BI tools and have Tableau on my radar at the moment. Is splunk able to do traditional relational database reporting for business users or is the value more in IT operations? I'm googling, but finding a whole lot of handwaving.
Re: Tableau files for IPO
#14Do companies, at this stage, announce what the IPO issuing price (or market cap) will be? If so, what is theirs? If not, any guesses what it will be? It is not in Splunk's league, but it is definitely a solid product, with a great growth prospect.
I'm currently looking into web based BI tools and have Tableau on my radar at the moment. Is splunk able to do traditional relational database reporting for business users or is the value more in IT operations? I'm googling, but finding a whole lot of handwaving.
Splunk is not able to. Check us out at chartio.com
Re: Tableau files for IPO
#15Interesting stats from their S-1 ( http://edgar.sec.gov/Archives/edgar/data/1303652/00011931251... ): - $127.7m 2012 revenue - 749 full time employees at end of 2012 - 70% of revenue from product licenses; 30% from services - 11,000 customer accounts - No customer represented more than 5% of total revenue
thats a really really durable robust company profile. Congrats to them.
I'm not in the knowledge to evaluate company performance, but is net income of $1.6mm on $127mm revenue counts a robust company? In the last 3 years they had a similar % for net income/revenue, their employee count is linear with their revenue.
Re: Tableau files for IPO
#16Do companies, at this stage, announce what the IPO issuing price (or market cap) will be? If so, what is theirs? If not, any guesses what it will be? It is not in Splunk's league, but it is definitely a solid product, with a great growth prospect.
I'm currently looking into web based BI tools and have Tableau on my radar at the moment. Is splunk able to do traditional relational database reporting for business users or is the value more in IT operations? I'm googling, but finding a whole lot of handwaving.
Splunk can read/write to relational databases.
Re: Tableau files for IPO
#17Re: Tableau files for IPO
#18Earlier quoted context omitted.
thats a really really durable robust company profile. Congrats to them.
I'm not in the knowledge to evaluate company performance, but is net income of $1.6mm on $127mm revenue counts a robust company? In the last 3 years they had a similar % for net income/revenue, their employee count is linear with their revenue.
I am curious though, is 1.6mm out of 127 a bad thing or a good thing? My knowledge in this area is abysmal :)
Honest question. 1.6m profit is a decent thing though after costs.
Re: Tableau files for IPO
#19This is an interesting view to a modern B2B sw licensing business, which is not SaaS. Their Sales & Marketing expenses are about 50% of their revenues, R&D is 25% and administration is 13%. Combined sales and admin costs are 63%. In the previous years, Sales has been a tad above 65% of their revenues and combined sales and admin costs have been above 80%. Quite a drop! What did they do?
I assume that BI tools are quite hard to sell, as they require non-trivial amount of integration to existing systems, but it is interesting to compare to this other B2B companies. For example SalesForce's combined sales and administrative costs are 78% of their revenue. Tableau's competitor QlikView has combined sales and admin costs at 75% of their revenue.
Re: Tableau files for IPO
#20Do companies, at this stage, announce what the IPO issuing price (or market cap) will be? If so, what is theirs? If not, any guesses what it will be? It is not in Splunk's league, but it is definitely a solid product, with a great growth prospect.
I'm currently looking into web based BI tools and have Tableau on my radar at the moment. Is splunk able to do traditional relational database reporting for business users or is the value more in IT operations? I'm googling, but finding a whole lot of handwaving.
Hey, how can I get in touch with you? I think I can help you evaluate better (and learn in the process).