: Alteryx - einer der erfolgreichsten IPOs aus 2017
Scheinbar ist das Softwareunternehmen Alteryx bisher hier im Forum noch überhaupt kein Thema gewesen. Eigentlich schade, denn seit dem sehr erfolgreichen IPO an der NYSE vor etwas mehr als einem Jahr hat die Aktie ihren Wert mehr als verdoppelt. Und das wohl zurecht, denn dieses Big Data- Unternehmen zeigt mit seinen Produkten zur Datenanalyse eine seltene Kombination aus rasantem Umsatzwachstum (in 207 >50%) und dennoch positivem Cashflow. Hier gibt's die Investmentstory zum Einlesen: https://thedlf.de/alteryx-datenanalyse/
for alliance and channel partners announced during its Partner Summit, hosted today at the company's annual user conference, Inspire U.S. 2019. Alteryx honored nine organizations for amplifying analytics across the globe, expanding the Alteryx footprint and providing unparalleled customer service and expertise in their respective geographies..... In addition to the 2019 Partner of the Year Award winners, Alteryx also recognized the sponsoring partners that make Inspire possible each year. Sponsors of Inspire U.S. 2019 include:
Platinum Sponsors: Experian, Tableau Gold Sponsors: Data Meaning, De Villiers Walton Limited, Decisive Data, InterWorks, Keyrus, Metric Insights, ProKarma, Teknion Data Solutions, Theobald Software, Inc. Silver Sponsors: Grazitti Interactive, KMK Consulting, Slalom, ThoughtSpot, Uunu Data Promotional Sponsors: Clearsulting, Newcomp Analytics, Thomson Reuters.... https://www.prnewswire.com/news-releases/...e-sponsors-300865802.html heute ist die Tagung bei Alteryx ! da können wir sicher noch was erwarten
The firm cites AYX's long-term margin targets, "extraordinarily positive" customer conversations, and the introduction of three new functionality types meant to bridge analytic demands and the shortage of citizen data scientists.
Citi's Tyler Radke, for one, not only reaffirmed his view of Alteryx as a "top pick" thanks to its strong revenue growth and "best-in-class unit economics and profitability," but he also indicated that Alteryx's addressable market may be larger than previously expected. .... Meanwhile, further stoking the fire under Alteryx today was Needham analyst Jack Andrews, who reiterated his buy rating and increased his per-share price target by $12 to $120 -- a healthy 25% premium from yesterday's closing price.....
Citi's Tyler Radke, for one, not only reaffirmed his view of Alteryx as a "top pick" thanks to its strong revenue growth and "best-in-class unit economics and profitability," but he also indicated that Alteryx's addressable market may be larger than previously expected. It's hard to fault Radke's thesis to those ends. When Alteryx announced strong first-quarter results early last month, it saw revenue up 51% to $76 million and adjusted net income of $0.04 per share. Both metrics handily exceeded guidance for a per-share loss of $0.08 to $0.13 on revenue closer to $71 million. CEO Dean Stoecker also teased that the company's global addressable market is expanding as a larger number of companies seek to leverage their data, adding that the company will continue to invest in resources to capitalize on that potential incremental growth.
Meanwhile, further stoking the fire under Alteryx today was Needham analyst Jack Andrews, who reiterated his buy rating and increased his per-share price target by $12 to $120 -- a healthy 25% premium from yesterday's closing price. To justify his relative bullishness, Andrews cited a combination of encouraging long-term operating targets from the company, "extraordinarily positive" customer conversations, and several new product functions unveiled during the conference. ...Alteryx's next quarterly release in early August, .... https://new.nasdaq.com/articles/...tock-popped-again-today-2019-06-12
.... I?ve got five Zacks Rank #1 (Strong Buy) stocks breaking out to new highs. The list of stocks I cover today include:
Alteryx, Inc. operates a self-service data analytics software platform that enables organizations to enhance business outcomes and the productivity of their business analysts, data scientists, and citizen data scientists worldwide. Its software platform includes Alteryx Designer, a data profiling, preparation, blending, and analytics product used to create visual workflows or analytic processes; Alteryx Server, a server-based product for scheduling, sharing, and running analytic processes and applications in a Web-based environment; Alteryx Connect, a collaborative data exploration platform for discovering information assets and sharing recommendations across the enterprise; and Alteryx Promote, an analytics model management product for data scientists and analytics teams to build, manage, monitor, and deploy predictive models into real-time production applications.
"Alteryx is gaining from an expanding clientele, driven by increasing demand for a self-service data science and analytics platform. Also, improved awareness of the company?s brand and solutions has been a key catalyst in expanding customer base.
In the last reported quarter, dollar-based net expansion rate was 134%, up 20 basis points (bps) sequentially. The company added 277 net new customers in first-quarter 2019, bringing the total to 4,973, including 28% from the Global 2000 list.
The momentum in customer addition must have continued in the second quarter due to strong traction of the Promote and Connect solutions.
Moreover, rapid adoption of predictive analytics and AI modeling is expected to drive Alteryx?s top line in the to-be-reported quarter.
Alteryx delivered Q2 EPS of $0.01 vs expectations of a 6-cent loss. Even better, revs came in over 7% higher than consensus at $82M vs $76.5M! The slight "wince" on the guide was management seeing Q3 EPS 6c-9c vs. consensus 13c. But as noted above, the full-year guide is a range of 44c-50c.
And the revenue guidance still maintained an upward trajectory with Q3 seeing $88-91 million vs. consensus $87.5M.Full-year rev guide is for $370-375 million vs. consensus of $360M, representing a blistering 83% annual growth in sales.
Key highlights of the business expansion... **Added 305 new customers in Q2 to hit 5,278 customers, a 34% increase from Q2 2018. **Achieved a dollar-based net expansion rate (annual contract value based) of 133%. **Large contract momentum persists with a 50%+ increase in deals over $250,000. **Doubling of contracts deals over $1,000,000. https://www.zacks.com/stock/news/459586/...C-HL-press_releases-459586
: Shares Up 124% in 2019 Q2 Results Crush Estimates
https://www.profitconfidential.com/stock/...shares-up-124-q2-results/ Alteryx stock has trended steadily higher since it went public in March 2017. Its price hasn?t experienced any huge spike or pop that it couldn?t sustain. Instead, it has been on a stable growth trajectory that has rewarded buy-and-hold investors. Because of the company?s bullish outlook for 2019, AYX stock should continue on this enviable path for the rest of 2019 and well into 2020. s. Chart https://www.profitconfidential.com/wp-content/...Chart_080119_AYX.jpg Wall Street was looking for Alteryx to report second-quarter revenue of $76.5 million and an adjusted net loss of $0.06 per share. Once again, the analysts were way off.
After the bell closed on July 31, Alteryx announced that revenue for the second quarter, ended June 30, advanced 59% year-over-year to $82.0 million. (Source: ?Alteryx Announces Second Quarter 2019 Financial Results,? Alteryx Inc, July 31, 2019.) The company ended the second quarter with 5,278 customers, up 34% from the second quarter of last year. During the quarter, it added 305 new customers. Back to the financials, Alteryx reported a second-quarter net loss of $3.2 million, or $0.05 per share. That?s compared to a loss of $4.2 million, or $0.07 per share, in the same prior-year period. It also reported adjusted net income of $0.9 million, or $0.01 per share, compared with break-even income and income per share during the second quarter of 2018. compared with $426.2 million at the end of 2018.
Looking ahead, for the third quarter, Alteryx expects its revenue to be in the range of $88.0 to $91.0 million, representing a year-over-year increase of 41% to 45%. The company also expects its adjusted income from operations to be in the range of $5.0 to $8.0 million and its adjusted net income per share to be in the range of $0.06 to $0.09. For full-year 2019, Alteryx raised its revenue guidance to the range of $370.0 to $375.0 million, representing year-over-year growth of between 46% and 48%. It also forecasts its adjusted net income per share for the year to be in the range of $0.44 to $0.50