As great as Alteryx is, if the “early adopters” are tapped out and now they are dealing with longer sales cycles and having to discount, well then that would be concerning for their ability to maintain their high growth rates going forward.
There’s nothing false about this “if” statement, but we also have no evidence that the “if” is actually the case.
The problem with making any conclusions based on the anecdote given by the OP (or any anecdote) is that we don’t know anything about the context. Perhaps this is a common practice that AYX has done for years. Perhaps it’s a new practice that is a reaction to sales slowing down. Perhaps it’s one sales rep struggling to make his or her numbers.
We have no idea. I think our best course, unless someone wants to launch a full scale investigation, is to continue to follow the numbers (which have only gotten stronger and stronger in recent quarters).
Bear