- 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 now.
Source: Talend Crashed On Cloud Transition – Talend SA (NASDAQ:TLND) | Seeking Alpha