AYX CFO interview

https://www.cmlviz.com/2019/11/19/AYX/alteryx-one-on-one-wit…

Highly recommend this transcript of a conversation with the CFO of AYX.

*Focus on Global 2000
*They have about 700 of the global 2000 right now
*A meaningful % have come on in the last 12 months
*See a net expansion rate in the global 2000 cohort typically 10% better than average, that kicks in 4-6 quarters
after initial purchase.
*Revenue is the best measure of growth, not billings.

Great stuff in this interview.

Jim (long AYX)

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*See a net expansion rate in the global 2000 cohort typically 10% better than average, that kicks in 4-6 quarters

I thought this was very interesting… should have strong positive effect…

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