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Shake-Up Shows Potential Slowdown for BI Firms
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Re: MicroStrategy--Q3 performance even weaker
  • 10/29/2012 11:04:59 PM
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I agree the industry is maturing, but I don't see that as a bad thing.  With a mature   industry, prices also come down and smaller companies can afford to BI and even now we are starting to see the emergence of individuals using analytics in their personal lives. 

MicroStrategy--Q3 performance even weaker
  • 10/29/2012 5:28:56 PM
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MicroStrategy today reported third quarter revenue of $143.2 million, up 1% year over year. This is well below the consensus estimate of $150 million.

Product license revenue declined 19.3% to $31.7 million.

Re: Seasonal changes
  • 10/29/2012 4:43:32 PM
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WaqasAltaf,

Good point on the need to listen to customer feedback. In it's infancy the BI sector had little availabilty in acquiring valuable customer feedback, but that has changed and is to be essential going forward.

Re: Linear Perspective
  • 10/29/2012 8:43:43 AM
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@ Pierre

Tech spending sometimes gets pushed aside as not-needed asset when it's really needed"

Thats a fact that companies choose tech-spending in economic slowdown times but is this a wrong approach ? We over here are all pro-BI applications and we realize the importance of it however practically a company has to make a choice between cutting down on core business operations or tech-spending. Therefore generally and logically as well the decision is right. Nevertheless, for many companies tech-spending is essential than many other expenditure hence we might not see spending cut-downs over there.

Seasonal changes
  • 10/29/2012 8:36:00 AM
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The potential the BI sector contains and the demand that business intelligence applications have cannot be negated by a temporary slowdown. However, this may indicate that firms are not providing solutions that users require. BI firms should certainly take a feedback so as to figure out that what is going wrong. If changes are not made based on the feedback, this slowdown may turn to be a permanent decline.

Re: Linear Perspective
  • 10/28/2012 7:58:47 PM
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Broadway, no question that the upcoming election and the dynamic economic climate contributes to indecisiveness and non-commitments, but I venture to say that it is the new normal at least for the forseable future and business decisions need to adjust risk management decisions accordingly. In today's world, if you are not moving you are falling behind, so waiting is not an option.  

Re: Wall Street Analyst: No Need For Panic or Concern
  • 10/28/2012 12:28:30 AM
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@Pierre    That is a great description of just how tense it actually does become when you start taking about the cost.  I mean I can understand it, in a sense but that is why you have a technology staff that you should trust and rely on.  What else are they there for ?  Many enterprises miss the opportunity on both fronts.  

Re: Linear Perspective
  • 10/27/2012 11:41:40 PM
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@Pierre, I agree that the uncertainty in the political and economic situation has an impact on companies. They do not want to invest in anything -- new capital equipment or people -- until they know how the tax, regulatory, etc. environment in 2013.

Re: Wall Street Analyst: No Need For Panic or Concern
  • 10/27/2012 5:20:44 PM
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Pierre, Absolutely correct that tech investment has always been viewed differently than tangible products. As a result, generates greater hesitancy to initiate and first consired for cuts in austere times.

Re: Linear Perspective
  • 10/27/2012 2:36:45 PM
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Thanks Pierre.  I agree that macro issues are to blame for some of the cautious spending patterns.

Also in the "Leaders" category of the Gartner BI Magic Quadrant, Qlik Technologies (QLIK) has experienced a similar deceleration in top-line growth over the past several quarters:


Revenue growth (year over year):

Q3 2012 +14%

Q2 2012 +16%

Q1 2012 +26%

Q4 2011 +33%

Q3 2011 +50%

Qlik's Q3 '12 license revenue growth slowed to 7% y/y from 10% in Q2 and 22% in Q1.

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