Microsoft doesn’t have to acquire Tableau to become the dominant leader in the BI solutions space. A more efficient use of capital would be to invest in its own Power BI platform. As an alternative, Microsoft can also consider buying out smaller BI firms.
Time and again, we keep coming across speculative discussions regarding Microsoft’s (MSFT) prospective acquisition of Tableau (DATA) across different investing forums. The recurring rationale used to back this argument – whether it’s in research reports, readers’ comments or forum posts — is that Microsoft stands to benefit greatly by acquiring the gold-standard in the business intelligence market, Tableau