Questions

As someone who has built TAM models for various industries - I can attest this isn;t always easy. Many analyst firms (former analyst here) typically do some surveys and research among public company revenue reports for the year and then do some pixie dust extrapolating.

The hard thing about a market where startups like Datameer play is that it is a) a nascent market and b) not a "zero sum" game. This makes it difficult to a) fully understand WHICH companies actually are in the market for this flavor of BI and b) know how the space is developing in terms of white space AND disrupting the entrenched BI giants.

You might want to look at the press published versions (read: free) of analyst market share reports, and extrapolate from their. Also, back-channel gossip may give you some revenue numbers on these players - and if you assume pipeline is 3-4x revenue, build a model from there.

Hope this helps.


Answered 4 years ago

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