SFSF Forum Topics
- All Comments on SFSF
- General Discussion on SFSF
- Talent Management Sector Getting Stronger [view article]
- On-Demand Stocks: It's a Stock Pickers' Market [view article]
- Measuring SaaS's Profitability [view article]
- Ease of Use vs. Functionality: Which Is Better? [view article]
- On-Demand Software Stocks: The Bottom or More Pain? [view article]
- Consider SuccessFactors for the Long Term [view article]
- Moving Beyond the Hype, SaaS Stocks Soften [view article]
- New Rivals May Torment Salesforce.com and Concur - Barron's [view article]
loading ...Recent SFSF Articles
- On-Demand (or SaaS) Index: Fundamentals Matter
- Talent Management Sector Getting Stronger
- On-Demand Stocks: It's a Stock Pickers' Market
- Measuring SaaS's Profitability
- Ease of Use vs. Functionality: Which Is Better?
- Consider SuccessFactors for the Long Term
- On-Demand Software Stocks: The Bottom or More Pain?
- On-Demand [or SaaS] Index: R&B Impacting Momentum
- SaaS Stocks, Index Continue to Struggle
- Moving Beyond the Hype, SaaS Stocks Soften
- Full List of Articles »
Talent
Management
Talent Management Sector Getting Stronger [view article]
I agree with teh last comment about SuccessFactors and their loss of GREAT Talent! They are aggressive at recruiting strong candidates and had some great plans in place to on-board them. But, once you get into the organization, you realize that SF is the worst at applying their own Performance Management philosophy in place for new hires. Once in the door...you are given sub-standard training and the environment is harsh. I've seen folks that have had a strong track of success fail miserablely at SF. Lars is dynamic...but he lacks maturity. I've heard Lars throw the "F-Bomb" on numerous calls. We used to all cringe during his ramblings. ReplyPracticed
as Preached
Talent Management Sector Getting Stronger [view article]
Interesting comments from Lars interview reviewing the last quarter figures - SuccessFactors seemed to have lost more staff than ever which appears to me to a poor retention strategy or they are simply not a good employer. They cant simply be poor ar hiring staff. Lars also iindicated that they would focus on USA which may worry their international clients with regard to support. Also, their year on year net loss compared to revenue is widening so the more they sell, the further away from profitability they go. It's not a stock I would invest in. ReplyTalent Management Sector Getting Stronger [view article]
What are you thoughts on Softscape. Softscape is one of the industries most recognised vendors in the space with a much broader product base. Taleo is still a very eRecruitment focused vendor entering the Talent Management space very late. ReplyTalent Management Sector Getting Stronger [view article]
It seems to me that these companies are doing little more than re-purposing CRM software and selling it to companies that have weak management and/or weak HRM departments. Well, there are certainly enough of those to constitute a viable market for their products.But looking at the web sites of the companies under examination, it would seem that they could stand to turn their products on themselves, and identify/motivate those responsible for presenting the companies' faces over the web. Simply put, their corporate web sites suck, and could use a bit of talent applied to them.
I don't think I would be inclined to invest in companies that sell software to better apply/develop the talent within a company if their own presentation is so poor. It all smacks of a serious need for talent management software. Reply
On-Demand Stocks: It's a Stock Pickers' Market [view article]
Rick,get another job... ReplyMeasuring SaaS's Profitability [view article]
The subscription model carries an inherent risk of switch and I wonder how increasing number of competing players in SaaS market affects this risk. What are contractual and operational challenges customer would have to overcome to move from Saleforce to Netsuite, for example? ReplyMeasuring SaaS's Profitability [view article]
I wonder how the EDS and HPQ merger will be impacted by SaaS?Reply
ngbang
Ease of Use vs. Functionality: Which Is Better? [view article]
False dichotomy. Functionality is ease of use. See Apple. ReplyOn-Demand Software Stocks: The Bottom or More Pain? [view article]
Rick, so what do you think about LOOP now that it is hovering around $11? ReplyConsider SuccessFactors for the Long Term [view article]
Disagree 100%Sorry – but I really disagree this time. I battled to go w/this stock but gave it up. This is not a quality stock for long-term or anytime. I almost went with this stock 3 days ago but really did my due diligence: dissected financial data, carefully read the SEC 10-K & archived files, multiple visits to SF’s web site, reviewed all blogs, watched a demo online, & analyzed competitive stocks & products. I’ll give SF 18-24 months before they’ve exhausted all avenues of digging themselves out of debt & fold: 2007 Net Profit Margin: (minus) -119.11%; 2007 Operating Margin (minus)-110.13%. Net loss increased from (-20.8), (-32.0), (-75.5 million) (2005-2007) Accumulated 2007 deficit: (-141.3 million) ROE=minus (-5,731.41%) If they do survive – they’ll never show a profit.
Per the SEC 10-K the growth of smaller customers (SME) outpaced larger customers (Enterprise) in 2007. The future is in the small to mid-size marketplace - not Enterprise. So, the ongoing trend will be smaller customers. Bleeding marketing costs have marginally impacted the spacious small to mid-size market. Bloated salaries & overhead are expected to continue uninterruptedly so that sales/marketing can chase smaller customers whose revenue can’t cover the debt ratio. The CEO & CFO both need a refresher course in Basic Accounting 101.
Per Sec 10-K the sales/marketing expenses will escalate. As % of revenue - these expenses were 127% in 2005; 99:% in 2006 & 112% in 2007. Fiscally responsible customers may eschew upgrades in this tight economy. With the risk of SaaS tech price wars raging daily, expensive training costs, fewer upgrades, renewal cancellations, recession, currency fluctuations in SFSF global markets, SF’s revenue might get further swallowed-up in debt.
This bearish market offers stronger performing stocks at 2004-2005 prices – so why SFSF? Call me when they crash!
Reply
Editors
General Discussion on SFSF
Is this a buy or a sell? ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
OMG, they've reinvented timesharing! SaaS -- ooo-ooo so new! Oooo so cool! lol, there was this thing called a "service bureau" back in the 60's and 70's. Yeah, the vendor had the software and you just sent 'em your data. Later there were these things called "terminals" where you could log in and enter your data to the vendor's system and get back reports online. Hmmm, them terminals were kinda like "thin clients", not much brains cause the processing was on the vendor system. Lol... the more things change the more they stay the same. ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
Why was Salary.com removed from the list? ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
Why was Salary.com taken from the list? ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
Definitely not SuccessFactors:"SuccessFactors is perhaps somewhat early in going public, and thus, this period prior to profitability will be harder to withstand under public market scrutiny."
www.seekingalpha.com/a...
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