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A Primary Research platform for long-term fundamental investors.

Sep 30, 2020, 6 tweets

NEW INTERVIEW: Alteryx: Land and Expand

'I think on the back-end, things like Snowflake are going to really change the game.'

'the business analyst spends 60% to 80% of their workweek, every week, just preparing the data so they can finally do their job as a business analyst'

Alteryx saves users time

Alteryx integrates with Tableau but now Tableau Prep is directly competing with

Net retention numbers and user reviews suggest users really like the desktop on-prem product today

provides more functionality for users to complete more complex analytics tasks

However, it's unclear exactly how many 'business analysts' use the full functionality vs merely ingest and blend data

The big risk is could potentially change the whole analytics stack

if offers a 80% good enough product that stores, ingests, blends your data all in the cloud, could have to rearchitect their product for a multi-tenant environment

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