SuccessFactors (SFSF)

All Comments on SFSF

  • commenter
    jrham
    May 21 08:38 AM
    Measuring SaaS's Profitability [view article]
    I wonder how the EDS and HPQ merger will be impacted by SaaS?

     Reply
  • commenter
    wallawallabi
    ngbang
    Apr 24 05:33 AM
    Ease of Use vs. Functionality: Which Is Better? [view article]
    False dichotomy. Functionality is ease of use. See Apple. Reply
  • commenter
    Lexxy
    Apr 17 06:27 PM
    On-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? Reply
  • commenter
    Pete Winston
    Apr 14 04:39 PM
    Consider 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
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:23 AM
    My Website
    General Discussion on SFSF
    Is this a buy or a sell? Reply
  • commenter
    Rep07
    Jan 30 05:24 PM
    Moving 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. Reply
  • commenter
    Eric B.
    Jan 18 12:13 PM
    Moving Beyond the Hype, SaaS Stocks Soften [view article]
    Why was Salary.com removed from the list? Reply
  • commenter
    Eric B.
    Jan 18 12:12 PM
    Moving Beyond the Hype, SaaS Stocks Soften [view article]
    Why was Salary.com taken from the list? Reply
  • commenter
    Frank Li
    Jan 17 03:27 PM
    Moving 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...
     Reply
  • commenter
    Lisa
    Jan 17 03:24 PM
    Moving Beyond the Hype, SaaS Stocks Soften [view article]
    "the companies that offer applications that provide business value and have a sustainable business model (can make a profit) will rise to the top."

    Which, in your view, are they (from the ones in the list)?     Reply
  • commenter
    Long-Short
    Guy
    Jan 17 03:16 PM
    Moving Beyond the Hype, SaaS Stocks Soften [view article]
    Very useful overview -- thank you. Reply
  • commenter
    nitadmin
    Jan 14 10:14 PM
    New Rivals May Torment Salesforce.com and Concur - Barron's [view article]
    Microsoft is also competing against Salesforce with its CRM product. The newly released Microsoft Dynamics CRM 4.0 is upgrade of popular Microsoft Dynamics CRM 3.0. Microsoft is also offering Microsoft Dynamics CRM Live. However, the bigest challenge to Salesforce could come from Microsoft hosting partners, who will be able to offer Micorosft Dynamics CRM 4.0, along with Hosted Microsoft Exchange 2007, Micorosft Office Sharepoint Server (MOSS)2007. Microsoft Dynamics CRM 4.0 Enterpise edition gives Micorosft hosting partners multi-tenet capabilities. Which basically allows Microsoft Dynamics CRM 4.0 server to host crm for many clients. Reply
  • commenter
    Tom
    Greenberg
    Jan 08 01:21 PM
    New Rivals May Torment Salesforce.com and Concur - Barron's [view article]
    Actually all these companies compete against each other! Maybe Concur does not have SFA, but Salesforce.com does have expense reporting to some degree, and Netsuite does have SFA and CRM and Accounting, etc.

    I believe dozens of new rivals will go public including companies such as Salesboom.com and Entellium     Reply
  • commenter
    SpareTimeFun
    Jan 07 05:06 PM
    New Rivals May Torment Salesforce.com and Concur - Barron's [view article]
    Totally agree with The Dawg. If we were back a dozen years ago or so, it would be like this guy saying that there could only be two successful software companies in the world.

    On demand applications compete on function -- expense reporting, travel booking, salesforce automation, etc. -- not on the software delivery model. The delivery model drives up value because of the lower costs and therefore higher leveraged profitability.     Reply
  • commenter
    The Dawg
    Jan 07 02:37 PM
    New Rivals May Torment Salesforce.com and Concur - Barron's [view article]
    I don't get your point at all - these apps all do different things. Neither N nor SFSF do expense reporting - so how do they compete with Concur? And while N has salesforce automation, SFSF does not.

    It's not like a company needs only 1 SAAS vendor. They need multiple, picking the best-of-breed apps for specific tasks.     Reply
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