- 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.
Talend Cloud Transformation Accelerates
October 8th, 2019 · No Comments