Equity Field Notes from temporal sources

[DanWebzster]

AYX is the leader in a software niche known as civilian data science. AYX software offers enterprises predictive answers for questions about herd behavior.

Tableau Software's most recent product offering is the first to address the same niche. Even so, DATA 's civilian data science product is only a supplement to their marketing focused product offerings. It is not designed to be a direct competitor to AYX.

Q-1/2018 earnings showed 50% YOY rev growth.

During the remainder of 2018, AYX will be launching two new products: 1) PROMOTE offers last mile predictive analysis 2) CONNECT offers first mile predictive analysis.

Based on these product launches, growth trends in their international business and likely sandbagging of guidance, AYX could grow 12% Q-over-Q.