Ian Gilyeat's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/230537/comments http://seekingalpha.com/article/132497-what-might-omniture-buy-next?source=feed#comment-500946 500946 Tue, 12 May 2009 15:39:56 -0400 http://seekingalpha.com/article/129163-netsuite-aims-to-connect-to-salesforce-com-s-cloud?source=feed#comment-453378 453378 Mon, 06 Apr 2009 10:58:45 -0400 http://seekingalpha.com/article/125222-salesforce-com-needs-focus-on-margins-acquisitions?source=feed#comment-421498 421498
Also, if they're going to acquire, I would expect it to happen in the professional services arena. They are now breaking out professional services revenues for investors. This indicates a long-term committment to growing this revenue segment. Companies like Astadia are attractive targets to help balance the revenue mix and boost professional services.]]> Wed, 11 Mar 2009 07:59:43 -0400
Also, if they're going to acquire, I would expect it to happen in the professional services arena. They are now breaking out professional services revenues for investors. This indicates a long-term committment to growing this revenue segment. Companies like Astadia are attractive targets to help balance the revenue mix and boost professional services.]]> http://seekingalpha.com/article/110166-salesforce-com-unlikely-to-sustain-its-current-high-multiple?source=feed#comment-325930 325930 Wed, 10 Dec 2008 19:26:16 -0500 http://seekingalpha.com/article/107367-salesforce-com-recession-resistant-or-just-late-to-the-pain?source=feed#comment-316953 316953
An an annual basis they look great but quarter over quarter, the Customer Advances have flat lined and the cash on the balance sheet took a dip in the last quarter. Based on this, the growth engine of this company, with nearly 50,000 subscribers is no longer in growth mode and it appears that they are drawing down the cash that their customers have given to them to deliver future services over the next twelve months.

Unless the next few quarters bring tremendous new customers into the company, my guess, is that the pain is on the horizon.]]> Fri, 28 Nov 2008 19:18:43 -0500
An an annual basis they look great but quarter over quarter, the Customer Advances have flat lined and the cash on the balance sheet took a dip in the last quarter. Based on this, the growth engine of this company, with nearly 50,000 subscribers is no longer in growth mode and it appears that they are drawing down the cash that their customers have given to them to deliver future services over the next twelve months.

Unless the next few quarters bring tremendous new customers into the company, my guess, is that the pain is on the horizon.]]> http://seekingalpha.com/article/85974-teletech-holdings-inc-business-update-call-transcript?source=feed#comment-211531 211531 TTEC). Example only for illustration - Sprint could be doing great while AT&T could be in decline - both with the same service provider. The real task is to manage the total business, even while there is tremendous churn inside of the BPO company. Over the last ten quarters - TTEC has done this well. Droping the top line growth from 10%+ to 6-8% is a clear admission that their ability to bring new clients onboard is not keeping up with the softness they are experiencing in their embedded base customers. As they move to higher margin offerings (Tier 2 & Tier 3 tech support) this will continue to be a challenge.]]> Tue, 22 Jul 2008 11:23:30 -0400 TTEC). Example only for illustration - Sprint could be doing great while AT&T could be in decline - both with the same service provider. The real task is to manage the total business, even while there is tremendous churn inside of the BPO company. Over the last ten quarters - TTEC has done this well. Droping the top line growth from 10%+ to 6-8% is a clear admission that their ability to bring new clients onboard is not keeping up with the softness they are experiencing in their embedded base customers. As they move to higher margin offerings (Tier 2 & Tier 3 tech support) this will continue to be a challenge.]]>