No. of Recommendations: 1
Hi TexMex.

From the Tiernan Ray interview (thanks to both of you who pointed it out to me):

"We are growing really fast, but with just a low-single-digit penetration of any of the customers we sell to."

Although I couldn't quickly find the reference, they've also mentioned this in at least one earnings conference call. They've gotten their foot in a lot of doors, but their "land and expand" approach still seems to have plenty of "expand" ahead of it. The other companies you've mentioned may be talking a bit more explicitly than Alteryx, but Alteryx isn't silent on the issue. I hope that helps.

Hi Ethan.

Thanks for the follow-up. Yes, I had seen that Q&A interchange. My question is a bit different. The question -- and the answer -- will be revealed in a few days. I don't think it is right to reveal the question until management has answered it.


Fool on!
Thanks and best wishes,
TMFDatabaseBob (long: AYX)
See my holdings here: http://my.fool.com/profile/TMFDatabasebob/info.aspx
Peace on Earth

Please note: I am not a member of any newsletter team. My opinions are my own and do not necessarily reflect those of the TMF advisers. I want to share my research with you since we’re all part of the larger TMF Community.
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