After getting clobbered over the last two months along with other richly-valued enterprise software names, shares are rallying thanks to the guidance and Tableau's solid Q1 numbers.
License revenue (65% of total revenue) rose 83% Y/Y in Q1 vs. 95% in Q4. Over 1,800 new customers were added, even with seasonally strong Q4. 120 $100K+ deals were closed, down from 179 in Q4. 1K+ customers are now using the cloud-based Tableau Online analytics platform.