Dataiku win rate is 29/34 = 85%
I think this is a very dangerous way to try and determine a win rate, Jimbo. How strongly did they consider AYX or another company for that matter? I consider many options every day when making patient care decisions but some much less than others. You will never know how much of a head to head this really was and you’ve already admitted the data set is very small. It is so small it’s close to meaningless IMO. Something to keep an eye on and listen for in the next CC for sure, but I’m not seeing the concern based on these findings. I’m pretty sure in the last CC they reported having 25% of the Global 2000 as customers… They are winning a lot with large customers. There are a few bones to pick with AYX but this seems like a strange hill to die on. I also had no issue with the press release. They could just as easily have buried that news in the conference call. I don’t see the concern.
I want to see their >50% growth continue but more importantly to me, this CC I want to see if international growth continues at an explosive rate. It was 99% last quarter. 99%! That’s amazing and it will be interesting to see where this number falls.
Despite those observations, I really appreciate the digging you have done. You made me go read the CC again and I saw a couple of things I missed the first go round.
MC