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Fly News Breaks for September 30, 2016
DATA, TDC, HDP
Sep 30, 2016 | 09:48 EDT
Cowen analyst J. Derrick Wood said his checks suggest there have been many high-level employee departures at Hortonworks (HDP) and he also thinks that sales productivity is constrained, presenting risk to its quarterly results. Meanwhile, he said that his checks on Teradata (TDC) remain constructive, noting that he is hearing the company is already signing orders for cloud with its core analytical database products now available on AWS. There are "some encouraging data points" for Tableau (DATA), said Wood, who added that he still has more field work to do around its quarter.
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