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Promising Early Signs Of Talend’s Strategy Refocus

June 7th, 2020 · Comments Off on Promising Early Signs Of Talend’s Strategy Refocus

It’s too early to tell whether the company’s new CEO and a refocus on the sales process is delivering results, but Q1 was promising in this respect. The pandemic creates headwinds and clouds visibility about the pay-off of the new strategy, unfortunately. But we think there are reasons to be optimistic and the company’s low […]

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Tags: TLND

Talend Should Ultimately Benefit From Its Shift To The Cloud

November 22nd, 2019 · Comments Off on Talend Should Ultimately Benefit From Its Shift To The Cloud

The company is well placed to benefit from the increasing importance of big data, as well as from the shift to the cloud. The shift to the cloud, while ultimately beneficial for the growth of the company, is having a modest negative transition effect on company metrics. The shares are fairly modestly priced although profitability […]

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Talend Cloud Transformation Accelerates

October 8th, 2019 · Comments Off on Talend Cloud Transformation Accelerates

Talend is well established data integration solutions provider, it’s in the midst of a cloud transformation. This transformation seems to be going somewhat faster than expected. This produces some headwinds for revenue growth (5%-7%) and cash flow has moved temporarily negative, although not alarmingly so. However, ARR growth should be considered the real measure of […]

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Talend Crashed On Cloud Transition

December 15th, 2018 · Comments Off on Talend Crashed On Cloud Transition

The company is focusing on getting much more customers to the cloud. While that is positive, the transition itself depresses headline growth. And worse, this effect is lingering all next year with headline growth likely to be in the low 20s. Still, if you can look beyond that, their shares are much more reasonably priced […]

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Talend Has A Strong Competitive Position

April 16th, 2018 · Comments Off on Talend Has A Strong Competitive Position

Parts of the company are growing really fast and it seems to be the go-to solution for big companies, suggesting a substantial competitive advantage. However, there are still substantial losses which aren’t going away anytime soon. It all depends what you want to pay for this; we think the present price is really quite fair […]

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A Decent Buy Opportunity Is Emerging In Talend

December 8th, 2017 · Comments Off on A Decent Buy Opportunity Is Emerging In Talend

Talend is still a fairly small company faced with a big market opportunity in data integration. Revenue growth is still fast and operational leverage has already set in, even if the company is not yet profitable and isn’t likely to be anytime soon. At least the company doesn’t bleed cash and has no debt. Valuation […]

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