Every question you have for HDP is valid for Talend, isn’t it?
Similarly each positive you list for Talend applies to HDP as well, right?
Hi Nilvest, This is what finally got me out of Horton (as I wrote above):
“But this company lost an adjusted $2.48 per share last year and has a price of $10.10 per share or so, so its loss per share is a quarter of its stock price. In fact 2.48 times 57.2 million shares means they lost $142 million, which is 77% of their revenue. In fact their GAAP loss $4.40, or $252 million dollars, which was gives them a negative margin of 137% (GAAP-wise they spent 237% of what they took in!). I decided to put my money elsewhere.”
Talend, on the other hand, had adjusted loss of 20% of revenue for the year, not 77% like Horton. And it was just 12% of revenue for the last quarter.
And their IFRS loss (equiv to GAAP) was only 23% for the year, not 137% like Horton.
Horton’s adjusted annual loss was 25% of its stock price. Talend’s was 2.8% of its stock price. There’s no real comparison as I see it.
It’s a lot easier to see a rapid path to profitability with Talend. That was the main thing!!!
But Talend also had this amazing run of figures: "what I like most about it is that its revenue growth is actually accelerating each quarter. The percent of year-over-year growth of revenue for the last eight quarters looks like this:
15%
19%
22%
28%
34%
38%
40%
45%…"
Hope that helps
Saul