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 growth, which was 29% in constant currency.
  • While mild economic headwinds from Europe might spread, the secular tailwinds are considerably stronger and the shares aren’t expensive.

Source: Talend Cloud Transformation Accelerates – Talend S.A. (NASDAQ:TLND) | Seeking Alpha