Anaplan will have no problem beating reveue guidance and should see a period of growth acceleration. They are spending a lot of money on sales and marketing.
Anaplan is working in a niche that will become increasingly mainstream. Bert gives a nice explanation of what enterprise planning is and its importance.
There are 15 competitors. According to Gartner Anaplan is positioned as the leader, especially in completeness of vision.
Anaplan’s IP provides a moat as its competitors’ offerings do not have the capability of scaling to enterprise level. Scalability is Anaplan’s strength.
Last quarter’s stock based comp was anomalous and should not be repeated.
Don’t expect profits any time soon.