Taleo Corp. (TLEO)

All Comments on TLEO

  • commenter
    HappyNow
    Oct 07 06:41 PM
    Talent Management Sector Getting Stronger [view article]
    I think SFSF should change its slogan to "A**H***s Only Allowed." Terrible place to work. Demoralizing, cliquish, immature. I was one of the lucky ones who wasn't drummed out. I left on my own.


    On Jun 16 02:16 PM Lack of Talent Management wrote:

    > 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.     Reply
  • commenter
    WebDesignMia
    mi
    Aug 24 10:57 AM
    My Website
    Top 8 SaaS Stocks [view article]
    Is Salesforce.com the new ADP ... or the next Datapoint?
    What will happen if blue sky clears the cloud?

    ***

    This headline recently appeared in several places across the Web:

    "Salesforce.com Passes $1 Billion Annual Revenue Mark"

    THIS IS NOT TRUE. I don't know whether this material misstatement arose from media manipulation or an honest mistake, but it's genesis is most likely this 20 August 2008 press release...

    "Salesforce.com Announces Record Fiscal Second Quarter Results"
    tinyurl.com/5m5mea

    ...the subheading of which claims:

    "First Ever Software as a Service Company to Exceed $1 Billion Annual Revenue Run Rate"

    THIS IS NOT TRUE, EITHER. "Software as a Service" is marketing technospin for "service bureau". And payroll processing giant ADP--another service bureau--exceeded not only a "run rate" but actual annual revenues of $1 billion in 1985:

    "The original outsourcer, Automatic Data Processing..."
    tinyurl.com/56y5tx

    Yes, SalesForce.com did report revenues of $263 million for their most recent quarter. And yes, they have raised "FY09 Revenue Guidance to $1.070 - $1.075 Billion". But NO, Salesforce.com has NOT passed the "$1 Billion Annual Revenue Mark". And despite Cheerleader/CEO Marc Benioff's effusive exuberance, some like Tiernan Ray do not share his enthusiasm:

    "Salesforce's Deferred Revenue Debacle"
    tinyurl.com/6oagtp

    Perhaps in an effort to meet ever-inflating investor expectations--a fire they themselves have fueled--Mr. Ray notes that Wedbush Morgan analyst Michael Nemeroff "...thinks Salesforce may be pushing customers to sign more multi-year subscription contracts by lower prices, which could be hitting deferred revenue." And reading that, for me, brought on a disturbing case of Datapoint deja vu:

    tinyurl.com/gk77r

    "By the early 1980s, Datapoint was a Fortune 500 company. Under immense pressure to increase sales figures, its sales representatives encouraged customers to place large orders at the end of the fiscal year, permitting the company to count the orders as revenue even though the money had not been received and, in some instances, the sold equipment had not yet even been produced.... When some of the customers went broke before paying their bills, Datapoint had to reverse sales or record substantial bad debts, which caused the company to lose $800 million of its market capitalization in a matter of a few months in early 1982. The U.S. Securities and Exchange Commission (SEC) ordered Datapoint to stop this practice."

    Is Salesforce.com the new ADP ... or the next Datapoint? Some say their business model is to take your watch and then bill you for the time. If so, what will happen to all those watches if blue sky clears the cloud?

    Bruce Arnold, Web Design Miami Florida
    www.PervasivePersuasio...
    Reply
  • commenter
    Ranjit Nayak
    Aug 12 10:29 PM
    My Website
    SaaS Stocks Up Nearly 15% Since July [view article]
    It is very unclear as to how Wall street and investment professionals are classifying SaaS companies. The MSPMentor list includes Amazon, Dell and Ingram Micro. The natural questions are how much of Amazon's retail business is SaaS; what portion of Dell's revenue comes from software ; and what fraction of Ingram's revenue coming from the managed services?

    A follow on question is- when will Wall street classify Fedex Kinko's as a SaaS offering? After all Kinko's provides a printing service online. When will Wall street group SaaS companies with business process outsourcing companies which deliver services using online software.

    Ranjit Nayak     Reply
  • commenter
    Ranjit Nayak
    Aug 12 09:37 PM
    My Website
    Top 8 SaaS Stocks [view article]
    At the risk of being an iconoclast, I feel some other companies need to be listed in the SaaS group. Why should'nt Google or eBay belong to this group. After all they provide services like search and auction on the internet?

    I do agree that this group can weather a recession better than other software companies.

     Reply
  • commenter
    p. smith
    Jun 20 10:49 AM
    Is SaaS Worth the Hype? [view article]
    it's about time to dump CRM stock and double short that pig...why? when you see pumpers talking about all these kind of nonsense... Reply
  • commenter
    Lack of
    Talent
    Management
    Jun 16 02:16 PM
    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. Reply
  • commenter
    Not
    Practiced
    as Preached
    Jun 11 05:51 PM
    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. Reply
  • commenter
    HCMGuy
    Jun 11 01:52 AM
    Talent 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. Reply
  • commenter
    Flash Gordon
    Jun 10 12:30 PM
    Is SaaS Worth the Hype? [view article]
    Technology is not exempt from the laws of economics. Something can be a very good idea, but if other people can copy the idea and offer a competing service, margins drop. SaaS is a good idea but there are no barriers to entry to offering competing products. I view very few things in technology as monopolies. Microsoft is a monopoly in my opinion (the competition for the o.s. (vista) and office is weak, and now they are extending their client advantage into the enterprise, (unix servers now have products with windows authentication)) and they have a p to e of 16, about the average for the s&p. crm can have competition and they have a p to e of 200 for projected 2008 earnings. if SaaS companies went down this year it just means that equity pricing for those companies got ahead of itself due to overzelous mutual fund managers and momo investors. imho Reply
  • commenter
    David Lentz
    Jun 07 09:19 AM
    Talent 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
  • commenter
    fatcat
    May 26 08:19 PM
    On-Demand Stocks: It's a Stock Pickers' Market [view article]
    Rick,get another job... Reply
  • commenter
    GregY
    May 21 09:32 AM
    My Website
    Measuring 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? Reply
  • 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
    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
    SeekingAlpha
    Editors
    Apr 06 05:20 AM
    My Website
    General Discussion on TLEO
    Is this a buy or a sell? Reply
Loading...
Symbols:
Authors:
Quick Links: