Thanks to SeekingAlpha for the Q3 Earnings Call with analysts transcription. Items of interest to the CEP market watchers are:
COO, Murray Rode: … Our business optimization portfolio grew 70% over last year, driven by both Business Events and Spotfire. …
Analyst: Okay. Then the growth in optimization was pretty amazing. Could you talk a little bit about was that weighted more towards Spotfire or CEP and what was the – a little more detail behind the drivers there?
CEO, Vivek Ranadive: We’re seeing strong growth from both areas Nabil, and Spotfire is obviously very strong, but we saw very, very strong growth in CEP as well. The two of them are actually are starting to play well together and there isn’t a customer on the planet, I don’t care what industry you’re in, but everybody is trying to create the next generation of customer loyalty programs, and you just can’t do that with transactional database 20th century technology. So people want to be able look at events and then make offers on the spot based on those events. So this is a huge opportunity for both Spotfire and CEP.
