Growth is still very solid and the picture is considerably better due to a business model change. But we don’t see any leverage on the horizon with margins flat to […]

A financially very sound market leader facing expanding markets which are in the first innings of development. But the shares are already reflecting most, if not all, of the near […]

We didn’t see a long case for Tableau, but others clearly do. Re-evaluating the situation, we do see the growth and the operational leverage. However, we still don’t see a […]

While growth has clearly decelerated, Tableau is still the leading data analytics provider. The company is making a sensible move towards a subscription-based model. This puts a damper on growth […]