Share this page!

Cam Iadeluca Profile picture
Twitter logo
6 Nov, 4 tweets, 2 min read
Good quarter for $APPN.

Guidance is low but I am holding shares. Low-code is proving to be an asset to many firms.
Solid revenue growth YoY

Margins look good also
Revenue retention is a bit choppy, but offering mix is moving away from professional services and more towards subscriptions. If they can hold customers and increase subscription as a % of rev we are in for good numbers next few yrs.
Appian is also a leader and visionary in Gartner Low-Code Magic Quadrant for 2020.

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Cam Iadeluca

Cam Iadeluca Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @cameroniadeluca

Cam Iadeluca Profile picture
6 Nov
1/ Let's talk Alteryx - $AYX Q3 ER:

Stock is getting punished today. It's currently -15% on the day.

In my opinion, it is unfairly getting punished for a few things. I'm going to tell you why I am holding shares and my thesis is still intact.
2/ Financials:

Look, these are GOOD numbers for a company seeing small-medium size business churn because of Covid-19 and limited spend:

- Revenue: $129.7 million (+25% YoY)
- ARR: $449.5 million (+38% YoY)
- GM 92%
- 6,955 customers (+24% YoY)
- 241 net new cust
3/ I am happy with those numbers as a shareholder. Q2 and Q3 are tough quarters for $AYX. This leads me to my next point, guidance.

Every mgmt team is forced to guide numbers in a market of uncertainty. We either punish them for it, or we reward them.
Read 12 tweets
Cam Iadeluca Profile picture
24 Aug
1/ Snowflake released their S-1 today.

Here is a quick breakdown of the disclosure in a [THREAD].

Here is the link: sec.gov/Archives/edgar…

Quick Notes:
- Ticker $SNOW
- "Emerging growth company"
- "Reimagining data management for the cloud"
2/ Financials:

- Revenue Growth: +121% YoY
- Net Dollar Retention: 158%
- Customers: 3,117 total w/ 7 of the Fortune 10 and 146 of the Fortune 500 (9% and 26% of first half 2020 revenue, respecitively)
- $1M+ Customers: 56
3/ Daily Queries:

July 2020: Processed an avg of 507M daily quer across all customer accts, avg of 254M July 2019.

# of daily quer does not directly correlate with rev.

Rev is dependent upon the duration of such quer, type of resource used, and vol of data processed for quer"
Read 12 tweets
Cam Iadeluca Profile picture
1 Jul
1/ has been picking up steam recently!

[THREAD] on why I'm bullish and initiated a position at $29.21.

First, I encourage you to read the most recent IP linked below. It was a great source of information for me.
s23.q4cdn.com/247028398/file…

Let's go...
2/ Background (BG):

“The central nervous system for the digital enterprise”, PD is a digital operations mgmt. platform (SaaS). That basically means customers use 's platform to manage all the complexities and incidents of operations in one centralized location.
3/ BG Cont'd:

is the team behind your team helping to foster seamless collaboration inside your business. It helps businesses to:

1. Detect the bad noise
2. Alert the correct employees and create recommendations
3. Help prevent future incidents with machine learning Image
Read 14 tweets
Cam Iadeluca Profile picture
14 May
1/ $AYX and Tableau:

[THREAD from my hands-on experience]

Data Analytics ( $AYX ) and Data Visualization (Tableau) are two completely different tools, in my opinion.

In this thread, I will show you how each software differs by using a recently completed graduate class project.
2/ This assignment utilized the most recent COVID-19 dataset downloaded from GitHub as of 05/13/2020.

Confirmed, Deaths, Recovered, Active by City/State:
github.com/CSSEGISandData…

I downloaded it in Raw format:
raw.githubusercontent.com/CSSEGISandData…
3/ Step 1: Alteryx (Analyzing Data)

Start Point (Input Raw Data)

End Point (Output Excel File)
Read 11 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get email notifications when new thread is out from this Author!

Check out other threads from this Author!

Read all threads by @cameroniadeluca