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  • Three Picks Boosted by Tech-Savvy CEOs
    Cisco Systems, Salesforce and Microsoft are three mega-cap vendors that will benefit.

    Sentiment: Strong Buy

  • yep...and he's only running the company in the name of "philanthropy"...right? lol...

  • HaHA. Still selling 12500 shares almost every day the market is open. Sometimes more

  • I'm sure he'll "struggle" to pay his bills...

  • Salesforce, Microsoft Top Morgan Stanley Cloud View
    By Tiernan Ray

    Morgan Stanley software analyst Keith Weiss today reiterates positive views on Salesforce.com (CRM) and Microsoft (MSFT), after taking in over 50 presentations from software company management teams in the course of four days at the bank’s Tech, Media and Telecom conference.

    While a “common theme” was “solid secular trends,” writes Weiss, “with macro uncertainty still weighing on the markets, our top picks coming out of the conference balance solid secular positioning with strong FCF support.”

    Demand for applications “remains strong,” writes Weiss, and Salesforce is the best company to take advantage of that:

    Having built a robust set of solutions around marketing to, acquiring, and servicing customers, Salesforce.com represents the best positioned name in our group for this trend. Top line growth has been bolstered by a more strategic selling motion implemented by Keith Block, as well as a quickly expanding partner ecosystem developing new functionality on top Salesforce.com’s Platform – as seen in the 28% YoY billings growth in the recent FY4Q16. These points, coupled with a solid framework for continued margin expansion, which CFO Mark Hawkins again spoke to at the conference, leads to sustainable 30%+ FCF growth ahead for CRM, in our view.

    Another big theme at the conference was that the form of cloud computing where some of the software runs in a company’s own data center, called “hybrid cloud,” “will be the dominant architecture for most companies for at least the near and medium-term,” writes Weiss.

    Microsoft is the best beneficiary of that, says Weiss:

    While investors have been largely focused on the negative implications of public cloud on legacy IT vendors, increasingly we see opportunities in names that can enable customers to bridge these two environments. With a strong portfolio of on-premise infrastructure software and one of the dominant public cloud offeri

    Sentiment: Strong Buy

  • Check out the Seeking Alpha articles on CRM. One of the few publishers that talk about what's really going on with CRM financials

  • its a joke...no GAAP earnings...I cant wait for the explanation when this crashes

  • Workday has the 9-fold revenues of Actua, but the 45-fold market-cap - such da divergence will never lasten for a longer time.

    Income Statement of Workday with a market-cap of 14.85 Billion
    Get Income Statement for:
    Quarterly Data
    All numbers in thousands
    Period Ending Jan 31, 2016 Oct 31, 2015 Jul 31, 2015 Apr 30, 2015
    Total Revenue 323,427 305,266 282,696 250,957
    Cost of Revenue 102,680 101,754 92,079 77,914
    Gross Profit 220,747 203,512 190,617 173,043

    Income Statement of Actua with a market-cap of 331 million
    Get Income Statement for:
    Quarterly Data
    All numbers in thousands
    Period Ending Dec 31, 2015 Sep 30, 2015 Jun 30, 2015 Mar 31, 2015
    Total Revenue 35,153 34,140 33,536 30,592
    Cost of Revenue 10,087 9,627 9,783 9,732
    Gross Profit 25,066 24,513 23,753 20,860

  • Velocity is ready for a 400 million-IPO in 2017 or a sale in 2016 or 2017

    I believe, that revenues between 75 million and 80 million in 2017 are realistic numbers. That are by 5-times-revenues, which are lower than by competitors, a valuation between 325 and 400 Million - about equal the complete market-cap of Actua today.
    Revenues of VelocityEHS in 2016 will reach about 60 million

    "Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, CEO Trout said. He declined to provide estimated 2015 revenue."
    chicagobusiness/realestate/...art-space-to-velocityehs

    But we know the growth-rate of revenues of 36% in 2015 from last presentation – and the result will be revenues of about 43.5 million in 2015. And by the same growth-rate in 2017 = 59.1 million.

    The Year 2015 for VelocityEHS (from last presentation)

    Environmental, Health and Safety compliance platform that enables organizations to meet stringent and costly OSHA requirements

    Important Metrics:*

    • Revenue Growth: 36% for 2015 compared to 2014

    • New Signings: Added 2,200 customers; More than 11,500 companies, representing over half of the Fortune 1000: Protecting more than 8 million employees in U.S. and Canada

    • Pipeline: Growth is slightly ahead of revenue growth and is skewed towards large platform customers; seeing significant pipeline momentum across the board, with cross-sell team seeing increased activity

    • TAM: $3 billion

    • Competitive Moat: Database of more than 9 million material safety data sheets is a comprehensive web-based library that ensures 100% compliance for companies and continues to expand as new customers come onto the platform

    • Operating cash flow positive for 2015

    • 3-year subscription revenue model

    * As of 12/31/15 unless otherwise noted

    Note: MSDSonlinerebranded to VelocityEHSin September 2015

    VelocityEHS derives revenue from two sources: (1) SaaS subscription fees and (2) professional services fees. The vast majority of VelocityEHS’ revenue is derived from subscription fees from customers accessing VelocityEHS’ database and web-based based tools; such revenue is recognized ratably over the applicable contract term, beginning with the subscription start date. VelocityEHS also generates professional service fees from: (a) customer training, (b) authoring of safety data shee

  • THIS IS THE MOMENT FOR DISRUPTIVE, HIGHLY-TARGETED CLOUD SOFTWARE COMPANIES, DEEPLY ROOTED IN DOMAIN KNOWLEDGE
    .

    Companies that transform industries and re-engineer critical processes.

    Companies with the dynamism of startups and the management credentials of imdustry leaders.

    Companies that can deliver new types of value to their customers.

    These are Actua’s kind of businesses.

    The kind of businesses Actua operate.

    The kind of businesses Actua invest in and accelerate.

  • Excellent for Actua - but nor fo Salesforce: Cloud Services Move from Horizontal to Vertical
    .
    By Paul Korzeniowski

    The first wave of cloud solutions supported general-purpose services such as storage, email, and office productivity. These services have become quite popular: 69% of organizations have moved at least one application or infrastructure component to the cloud, according to IDG Enterprise’s 2014 Cloud Computing Study. As businesses have had success with cloud, the desire to do more has grown – as has the need for industry-specific cloud solutions.

    Interest in vertical-market solutions is on the rise for many reasons. Technology has become the primary way of conducting business in many industries, and as digital communication increases among business partners, companies need standard interfaces to move data more efficiently.

    For instance in 2009, the United States Department of Health and Human Services passed the Health Information Technology for Economic and Clinical Health Act, whose goal is to create a nationwide network of electronic health records. The legislation includes rules about how healthcare providers label items, like Radiology Information Systems (RIS), Picture Archiving and Communication Systems (PACS), speech recognition software, electrocardiogram systems, and Remote Patient Monitoring (RPM) devices.

    Read more at CIO

  • IDC-facts excellent for the core-companies VelocityEHS, Govdelivery, Foliodynamix and Bolt an the venture-companies Instamed uand Parchment
    .

    "The industries with the largest public cloud services expenditures in 2015 were discrete manufacturing at $8.6 billion, followed by banking and professional services at $6.8 billion and $6.6 billion, respectively. By 2019, professional services is forecast to move ahead of banking into the number 2 position worldwide. These three industries were also the public cloud services spending leaders in the Americas and in Europe, Middle East, and Africa (EMEA) in 2015. However, telecommunications was the second largest industry in the Asia/Pacific region and is forecast to move into the top position by 2019.

    Telecommunications will be the fastest-growing vertical industry over the 2014-2019 forecast period with a worldwide CAGR of 22.2%. The following industries will also experience five-year CAGRs greater than 20%: media, state/local government, education, retail, transportation, and resource industries."

  • There is no pe. CRM loses money on a GAAP basis. If they actually made a penny a share, the pe would be....drum roll...7500

  • IBM CEO Ginni Rometty. Image source: IBM.

    Another piece of the cloud puzzle

    IBM has been trying to break a streak of 15 consecutive quarters of sales declines by divesting lower-margin businesses and investing more heavily in its five "strategic imperatives" -- cloud, analytics, mobile, social, and security services. Last quarter, IBM reported that sales from those businesses rose 10% annually and accounted for over a third of its full-year sales. Unfortunately, that growth failed to prevent total quarterly sales from falling 8.5% annually to $22.06 billion.

    To bolster those strategic imperatives, IBM has been aggressively buying up cloud companies like Optevia. Since the beginning of 2016, IBM announced plans to buy cloud-based video streaming company Ustream, cloud-based healthcare data provider Truven Health Analytics, cybersecurity company Esilient Systems, and three digital marketing companies. It also closed its acquisition of The Weather Company to beef up its Watson AI and data processing platform.
    Where does Optevia fit?

    Buying Optevia strengthens Big Blue's presence in the CRM market. Industry experts cited by IBM believe the CRM market represents a $23 billion opportunity, and that cloud-based CRM solutions could "surpass 50% of that total." IBM claims the acquisition of Optevia will help IBM "establish itself as a premier SaaS and digital consultant and accelerate leadership in CRM solutions."

    IBM's purchase of Optevia, which installs Dynamics for its clients, could help Microsoft and IBM expand their CRM market shares against Salesforce (NYSE:CRM). According to research company Gartner, Salesforce controls 18.4% of the global CRM market, while Microsoft and IBM respectively control just 6.2% and 3.8%. The purchase might also slightly boost IBM's global business services revenue, which fell 10% annually last quarter and accounted for nearly 20% of its top line.

  • The Year 2015 for Govdelivery

    Digital communications and marketing platform that enablespublic sectororganizations to effectively reach citizens and drive Action

    Important metrics:*

    • Revenue Growth: 26% for 2015 compared to 2014

    • New Signings: Closed 219 new deals in 2015

    • Total Customers: Serving 1,000+ federal, state, local and UK government agencies reaching more than 120 million citizen subscribers

    • Pipeline: 50% higher on 12/31/15 compared to 12/31/14

    • TAM: $1 Billion

    • Competitive Moat: 120+ million citizen subscribers create a network effect, significantly expanding reach and audience for each customer

    • Operating cash flow positive for 2015

    • Annual subscription revenue model

    * As of 12/31/15 unless otherwise noted

    GovDelivery revenue consists primarily of software subscription revenue; however, GovDelivery has growing revenue from media advertising and delivery of professional services such as developing Drupal applications for government entities. The core business of subscription revenue consist of: (1) nonrefundable setup fees and (2) SaaS monthly subscription fees. GovDelivery has typically represented a significant portion of Actua’s historical deferred revenue balances.

  • The Year 2015 for VelocityEHS

    Environmental, Health and Safety compliance platform that enables organizations to meet stringent and costly OSHA requirements

    Important Metrics:*

    • Revenue Growth: 36% for 2015 compared to 2014

    • New Signings: Added 2,200 customers; More than 11,500 companies, representing over half of the Fortune 1000: Protecting more than 8 million employees in U.S. and Canada

    • Pipeline: Growth is slightly ahead of revenue growth and is skewed towards large platform customers; seeing significant pipeline momentum across the board, with cross-sell team seeing increased activity

    • TAM: $3 billion

    • Competitive Moat: Database of more than 9 million material safety data sheets is a comprehensive web-based library that ensures 100% compliance for companies and continues to expand as new customers come onto the platform

    • Operating cash flow positive for 2015

    • 3-year subscription revenue model

    * As of 12/31/15 unless otherwise noted

    Note: MSDSonlinerebranded to VelocityEHSin September 2015
    VelocityEHS derives revenue from two sources: (1) SaaS subscription fees and (2) professional services fees. The vast majority of VelocityEHS’ revenue is derived from subscription fees from customers accessing VelocityEHS’ database and web-based based tools; such revenue is recognized ratably over the applicable contract term, beginning with the subscription start date. VelocityEHS also generates professional service fees from: (a) customer training, (b) authoring of safety data sheets for customers, and (c) compiling of customers’ online libraries of safety data sheet documents and indexing those documents. VelocityEHS has typically represented the majority of Actua’s historical deferred revenue balances. VelocityEHS’ contracts are generally billed annually and are non-cancellable.

  • Totally agree. These fund managers will start dumping their shares very soon.

    Sentiment: Strong Sell

  • Instant Analysis: IBM Makes Another Cloud Acquisition
    Big Blue recently agreed to buy SaaS integrator Optevia.
    Leo Sun
    (TMFSunLion)
    Mar 24, 2016 at 5:30PM
    IBM (NYSE:IBM) recently acquired Optevia, a privately owned software as a service (SaaS) systems integrator that specializes in Microsoft (NASDAQ:MSFT) Dynamics CRM solutions for public sector organizations. Optevia mainly focuses on U.K. emergency services, central government, health, housing, and social enterprises. IBM will integrate Optevia, which will be acquired for an undisclosed amount, into its global business services division.

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