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Responding to pointed questions about the deferred revenue growth slowdown it saw in FQ2,...

Responding to pointed questions about the deferred revenue growth slowdown it saw in FQ2, Salesforce.com execs blamed forex, pricing volatility, and a shift to annual subscriptions. Separately, Salesforce said it was seeing a modest impact from macro problems in Europe, its slowest-growing region. And CEO Marc Benioff bragged Buddy Media manages over 10% of Facebook ad spending, and predicted Salesforce's cloud marketing software ops will produce $1B in annual sales. CRM -5.4% AH.
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Comments (4)
  • Hank Rearden Jr
    , contributor
    Comments (62) | Send Message
     
    Benioff's blaming the deferred revenue slowdown on the shift to annual subscriptions?!?! I thought that was supposed to be a driver of increasing deferred revenue, not decreasing!
    23 Aug 2012, 07:39 PM Reply Like
  • Denny_Chasteen
    , contributor
    Comments (700) | Send Message
     
    EXACTLY. You get a like from me.
    23 Aug 2012, 10:30 PM Reply Like
  • aWannabe
    , contributor
    Comments (48) | Send Message
     
    “pricing volatility” == lower prices?
    What else than lower prices could that mean? Sounds definitely better than “pricing pressure”.

     

    “Shift to annual subscriptions”
    Meaning you are no longer able to make customers sign for 2 years or more? How come?
    23 Aug 2012, 08:01 PM Reply Like
  • Denny_Chasteen
    , contributor
    Comments (700) | Send Message
     
    Another like.
    23 Aug 2012, 10:31 PM Reply Like
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