• David Jackson
    $CSOD missed by a $0.01 but the stock was up AH http://bit.ly/1kuRvp4 Have SaaS stocks finished their correction? $CRM $N $WDAY $IL
    5/2/14
    Reply (10)
    • David Jackson: Or was $CSOD up because it beat on revenue, and that matters more for a SaaS stock?
      5/2/14
    • Chris DeMuth Jr.: My concerns with $CSOD (insider sales and future revenue growth deceleration in tandem with their users and clients) remain after YTD move.
      5/2/14
    • Chris DeMuth Jr.: I don't know why it trades the way it does day to day, but momentum holders might not have strong hands if growth slows from here as it may.
      5/2/14
    • JayInNH: Good points made by Chris. I am very familiar with a company that is in the same industry as $CSOD (prv) topline is growing, COGS shrinking
      5/2/14
    • David Jackson: Chris and JayInNY: What's behind CSOD's "future revenue growth deceleration"?
      5/5/14
    • Mike Arnold: Interesting, who are the big competitors?
      5/5/14
    • Chris DeMuth Jr.: $SABA, $ORCL, $IBM, $SAP are four.
      5/5/14
    • Mike Arnold: Thanks, Chris.
      5/5/14
    • JayInNH: $CSOD getting more revenue from the Recruiting module, partnership with $ADP, and big $$ in sales and marketing behind acquired SMB product
      5/12/14
    • David Jackson: Yup, I'm not sure I see any cause for future revenue deceleration with $CSOD.
      5/12/14