Job openings as the KPI for DV vendors, take 2

20 months ago I checked how many job openings leading DV Vendors have. On 12/5/11 Tableau had 56, Qliktech had 46 and Spotfire had 21 openings. Today morning I checked their career sites again and noticed that both Tableau and Qliktech almost double their thirst for new talents, while Spotfire basically staying on the same level of hiring needs:

• Tableau has 102(!) openings, 43 of them are engineering positions (I counted their R&D positions and openings in Operation department too) – that is huge! Update as of 9/18/13 has exactly 1000 employees. 1000th employee can be found on this picture

• Qliktech has 87 openings, 29 of them are engineering positions (I included R&D, IT, Tech Support and Consulting).

• TIBCO/Spotfire has 24 openings, 16 of them are engineering positions (R&D, IT, Tech.Support).

All 3 companies are Public now, so I decided to include their Market Capitalization as well. Since Spofire is hidden inside its corporate parent TIBCO, I used my estimate that Spotfire’s Capitalization is about 20% of TIBCO’s capitalization (which is $3.81B as of 8/23/13, see https://www.google.com/finance?q=TIBX ). As a result I have this Market Capitalization numbers for 8/23/13 as closing day:

• Tableau – $4B (see https://www.google.com/finance?q=NYSE%3ADATA&sq=DATA )

• Qliktech – $3.05B (see https://www.google.com/finance?q=QLIK )

• Spotfire – $0.76B (my rough estimate as 20% of TIBCO’s capitalization; I wish it will be more for such a mature and excellent product and team, but TIBCO does not want to capitalize on Data Visualization market. I think that the best way for TIBCO to take advantage of Spotfire is to spin it off the same way EMC ($55B Market Cap) did with VMWare (currently $37.7B)). Update on 9/10/13: Akram Annous validated my 3+ years old idea of Spotfire’s spinoff in this article @SeekingAlpha: http://seekingalpha.com/article/1684032-is-tibco-dan-loebs-next-pet-project

Those 3 DV Vendors above together have almost $8B market capitalization as of evening of 8/23/13 !

Market Capitalization update as of 8/31/13: Tableau: $4.3B, Qliktech $2.9B, Spotfire (as 20% of TIBCO) – $0.72B

Market Capitalization update as of 9/4/13 11pm: Tableau: $4.39B, Qliktech $3B, Spotfire (as 20% of TIBCO) – $0.75B . Also as of today Qliktech employed 1500+ (approx. $300K revenue per year per employee), Tableau about 1000 (approx. $200K revenue per year per employee) and Spotfire about 500+ (very rough estimate, also approx. $350K revenue per year per employee)

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