Talend S.A.

No Longer Reporting

The company has not filed an annual or quarterly report since its Q2 FY2021 10-Q, filed Jul 28, 2021. Its latest SEC filing is a SC 13G/A from Feb 14, 2022.

The sections below describe the company as of the FY2020 annual report.

What Did They Do?

Sells software that helps organizations combine, clean, manage, and share data across cloud and on-premise systems.

How Did They Make Money?

Talend mainly earns from software subscriptions, usually sold on annual contracts billed in advance, with access and support over the contract term. Customers also pay for implementation and training, with fees due in advance, on delivery, or when the job is complete.

revenue

Segment	Share	Revenue	How money arrives
Subscriptions Recurring	90% FY2017: 85%		Recurring
Professional services Sold outright	9.7% FY2017: 15%		Sold outright

Who Were Their Customers?

Organizations of all sizes across industries buy Talend's software. Most sales go through its direct sales team; value-added resellers and other partners also sell or refer customers, while some software is sold through a web-based self-service channel.

Did Revenues Turn Into Profits?

No. It lost $79.6M in FY2020.

Operating income, FY2020

−25% of revenue

▲ +21% (Loss) vs FY2019 (−$58.5M, −24%)

Net income, FY2020

−28% of revenue

▲ +29% (Loss) vs FY2019 (−$61.5M, −25%)

Free cash flow, FY2020

−11% of revenue

▲ +96% (Loss) vs FY2019 (−$16.7M, −7%)

How Were They Changing?

Since the FY2020 annual report

Latest quarter: Q2 FY2021, the three months to Jun 30, 2021

Revenue: ▲ +19%; vs $67.7M in Q2 FY2020
Net income: ▲ +3% (Loss); vs −$21.5M in Q2 FY2020

Subscriptions share of revenue vs 89.9% in Q2 FY2020

Jul 30, 2021 Purchaser accepted payment for tendered Talend shares Tendered shares represented approximately 84.4 percent of shares.
Jul 26, 2021 Shareholders approved the merger and asset transfer The approved plan provides for Talend's assets and liabilities to transfer to Talend SAS and for a merger by absorption into Tahoe AcquireCo B.V.

Grew. Revenue grew 93% in 3 years, from $148.6M in FY2017 to $287.5M in FY2020, about 25% a year.

Revenue over time

Subscriptions Professional services

$500M$250M$0

FY2016 FY2017 FY2018 FY2019 FY2020

Who Did They Compete With?

Competes with IBM, Microsoft, Oracle, SAP, Ab Initio, Informatica, Tibco, Amazon, Google, Snowflake, SnapLogic, Salesforce MuleSoft, Dell Boomi, Fivetran, and Matillion

Comments