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 […]
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 […]
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 […]
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 […]
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 […]
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 […]