D4t4 Solutions Share Discussion Threads

[apad] 16/6/2021 11:12

Valhamos, I believe I read that d4's policy was to make 'modules' available independently so that they could then sell additional 'modules'. But, at the process level the distinction between an independent 'module' and one within CDP would be artificial. Bolt-on 'modules', if you like, until you have the whole package - hopefully!
Once a company's internal information is linked to, say, the FDP platform it becomes a sales dream with increasing functionality and customer stickiness as things progress.
Do you think I have firmly grasped the wrong end of the stick?
I presume today's jump is due to the finncap note being more widely read.
I'm normally sceptical about small software companies and have dug into d4t4 looking for negatives without any success, so have taken a reasonable sized position.
Results are on the 29th and I am not expecting any surprises in revenue growth returning, so there might be a chance to increase in the future. finncap have increase3d their revenue estimate a little.
Anyroadup, it's a great story, if true.

apad

[valhamos] 15/6/2021 17:37

Yes. Only first party as opposed to relying on third party which in an era of increasing privacy regulations is on the way out. This is Celebrus' strong attraction.

[trident5] 15/6/2021 17:18

"Only first" ?

[valhamos] 15/6/2021 16:38

Impressed with the much anticipated launch of the fraud product (and as a separate Fraud Data Platform rather than as a module within CDP) with integrations including Quantexa, SAS and GB Group from the start and comprehensive ecosystem support.

Like with the launch of Celebrus CDP 9.4, D4T4 are being assertive with the claims they are making - "The Celebrus FDP is also the world’s only first party behavioral biometrics platform for fraud. It helps you to catch the fraudster before the fraud."

It will be interesting to see how this develops.

[its the oxman] 29/5/2021 17:09

Chart looks good. Keeps trying to create clear break through 350p - looks very close. Then 400p beckons.

[valhamos] 29/5/2021 14:42

Data Crisis Impeding Customer Experience (CX) at Leading Global Organizations -research commissioned by Teradata and Celebrus



it all helps in terms of publicity.

[apad] 26/5/2021 09:17

Time to start the rumour that he will move the company to the US, or at least quote on Nasdaq, Valhamos. 😊

You were well ahead of the curve.

apad

[valhamos] 26/5/2021 08:57

Apad - I was delighted when D4T4 recruited Bill Bruno and even more so when he was announced to succeed Peter Kear as CEO. His appointment fits well with the growth opportunities in the US, and he has lots of ideas/vision as evidenced by his podcasts (not that I understand all of it!).

[apad] 26/5/2021 07:26

"But Bill Bruno goes to town on Adobe's ridiculously false claims (from 9 mins in)


I had listened to Bruno's podcasts about d4t4 before, Valhamos, and noted how fluent he was.
AnalyticsNeat is gobsmackingly good (except for the intros 😊). Bruno will be one of the most technically competent CEOs ever.

Ta
apad

[trident5] 25/5/2021 16:10

Very creepy.

[valhamos] 25/5/2021 15:46

Identity Graphs - Adobe launched one last month and the following explains the concept.





But Bill Bruno goes to town on Adobe's ridiculously false claims (from 9 mins in)

[gerihatrick] 25/5/2021 14:43

Is this identity Graph the anti-fraud element which was being talked about?

[valhamos] 25/5/2021 14:23

Celebrus 9.4 launch announced. It includes an Identity Graph (a buzz word that is new to me - had to do an internet search to find out more). It does explain why Bill Bruno has been going on about identity recently in his Analytics Neat podcasts (hxxps://billbruno.com) basically saying that he hadn't come across any of the other players in CDP who were even coming close to providing a solution (and my implication Celebrus has).

[its the oxman] 24/5/2021 09:30

350p bid. Sense pressure is building here.

[valhamos] 19/5/2021 19:18

Enhanced integration with Pega

[middlesboroughfc] 04/5/2021 09:51

600p target for me

[its the oxman] 04/5/2021 09:39

Results will be good and chart says 400p to me.

[dougmachin] 29/4/2021 12:28

No idea why. Enjoying the blue. Cheers

[boadicea] 29/4/2021 12:08

Nice rise. Have we had a mention somewhere?

[norbert colon] 21/4/2021 22:06

https://investor.teradata.com/news-and-events/investor-news/press-release-details/2021/Teradata-Announces-Preliminary-First-Quarter-Fiscal-2021-Financial-Results-and-First-Quarter-Fiscal-2021-Earnings-Release-Date/default.aspxStock up >30% currently.

[geraldus] 20/4/2021 15:52

Edmond Jackson all over this on Interactive Inv.

[srichardson8] 19/4/2021 14:40

What might be comparable companies in the same business? GB or DOTD in the UK are similar but not quite in the same business. Does anyone know? Here or abroad? Or is the offering reasonably unique?
I am just reading the finncap note and my first take is the interesting observation that the preponderance of SaaS income falls in the second half.

[mianach] 19/4/2021 11:14

SaaS business model generally yields higher PEs, from higher quality - more visible, reliable & sustainable - earnings

[richjp] 19/4/2021 10:46

I am often not too bothered by high PE ratios. If the company is spending on growth and can afford to, that is fine by me even if it reduces earnings. Price to sales ratio can be more relevant although I have not checked theirs against the industry sector.

Also I am not sure what impact their SaaS business model has on these ratios.

[its the oxman] 19/4/2021 10:44

Also chart just looks ready to put on another 50p or so short term.