No. of Recommendations: 9
BobbyBe, I couldn't find any reference to CEO predictions of 16,000 customers by 2021. Therefore, I don't intend to ask about that goal. I agree with you that 16,000 by 2021 seems to be a stretch.

Here is the link to the interview with AYX CEO where he states the billion dollar revenue and 16,000 customers in 2021. I don't know that I'd hold them to it as some type of guidance but rather a goal or aspiration, but this is where the discussion arose.

CMLviz: What about Tableau, Splunk, etc? How do you compete or overlap with them?

DS: We are in a very different space. Tableau is a repository for [...] Talend is more about operational ETL for the on-prem to cloud migration. We went into an area where nobody else wanted to venture, the choke point of analytics, finding it and getting it ready.

Our TAM is five times bigger than the TAM of Tableau. They are dealing with people who only live in visualizations. And that's understandable because no one ever got shot taking a cool, sexy chart to a meeting. If the world will be eaten by machine learning, the existential threat of visualization vendors is when they say, we are putting everything into machine learning on Salesforce, so why do I need to visualize anything?

<u>Tableau just said that they passed 86,000 customers and a billion dollars in revenue. We believe we can get to a billion dollars in 2021 with 16,000 customers.</u> We are much higher value, which is reflective of the higher-order problems we are solving for businesses.
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