Ive seen quite a few positions pop-up. Is it stressful?
Posts mentioning hashtag #dataandanalytics
Below are all the posts — topics as well as replies — that mention the hashtag #dataandanalytics.
Mention #dataandanalytics in your post to continue the discussion!
Why Do We Avoid TDC?
https://stockstory.org/us/stocks/nyse/tdc/news/buy-or-sell/3-of-wall-streets-favorite-stocks-with-questionable-fundamentals
Teradata (TDC)
Consensus Price Target: $35.73 (40.2% implied return)
Pioneering data warehousing technology in the 1980s before "big data" was a common term, Teradata (NYSE:TDC) provides cloud-based data analytics and AI platforms that help large enterprises integrate, analyze, and leverage their data across multiple environments.
Why Do We Avoid TDC?
Offerings struggled to generate interest as its billings were flat over the last year
Projected sales for the next 12 months are flat and suggest demand will be subdued
Sky-high servicing costs result in an inferior gross margin of 59.8% that must be offset through increased usage
At $25.48 per share, Teradata trades at 1.5x forward price-to-sales.
Any idea how many people in the US might be affected?
The only thing I've figured is that non-customer-facing roles will get hit hardest, especially compliance and data analysis. Anyone know more?
How would you integrate SAS with Open Source?
Several posts have criticized SAS leadership for not embracing Open Source. Successful companies such as Confluent and DataBricks have used Open Source as their foundation, and added their value on top.
But if SAS had taken that approach, its foundation would no longer be SAS data management and analytics — the core of the company’s revenues.
SAS thus faces the Innovator’s Dilemma. It seems to me that SAS leadership is not against the idea of Open Source in principle, but simply sees no way to embrace it without losing revenue.
Is there a way? How would you integrate SAS with Open Source?