Salesforce.com buys table sau. These shares may be next.
Photograph of Katya Austin
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Salesforce.com
(ticker: CRM) announced Monday that it will buy
Tableau Software
(DATA) for about $ 15.7 billion in stock. It made investors wonder: Which data analysis companies can be next?
CitiGroup posted it in a note to clients. Here, the companies their researchers think could be the next goals.
Alteryx
(AYX). According to CitiGroup, Irvine, Calif. -Based computer software company a high strategic fit for both
IBM
(IBM) and
Microsoft
(Microsoft). For IBM, researchers Alteryx said "check many boxes" and could allow IBM with developers and end users to attract people to IBM / Watson's analytics products. Alteryx also has synergies with Microsoft's analytics offerings and can attract developers to its Azure cloud computing service. Oracle, SAP, Alphabet and Amazon were all ranked as medium-sized strategic suits to acquire Alteryx.
Talend
(TLND) can also be a high strategic fit for IBM because it "complements IBM's older integration business" with great data and cloud focus. Therefore, CitiGroup also sees Oracle as a similar fit. Microsoft and SAP may be medium sized fits.
•
MongoDB
(MDB) is not a high or medium strategic fit for anyone but is still ranked third overall. The researchers note that MongoDB has "a strong developer that follows and popular alternative data architecture."
•
elastic
(ESTC) was fifth overall before Tableaus sales. With table tops from the table, researchers see Microsoft as the best overall fit for elastic but a medium strategic fit in general. The researchers noted that "logging and searching could supplement Azure's abilities." They said Elastic would also adapt to Github and Microsoft's open source business.
Cloudera
(CLDR) can be a medium level suitable for Oracle, wrote CitiGroup. It's "enterprise-focused" and balanced proprietary to open source.
• Both
MicroStrategy
(MSTR) and
Teradata
(TDC) is listed, but the researchers do not see either as better than a lower strategic fit at best, and "not a good shape" at worst. MicroStrategy is ranked as a lower fit for IBM, Oracle and SAP because all three could consolidate the market for their competing products. Teradata's only lower fit is listed Oracle.
