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With a focus on cloud computing, salesforce.com manages customer information for organizations of all sizes.
Growth in core business is tailing off, crazy valuation, and company isn't profitable via GAAP accounting, and even excluding stock comp, margins are far below enterprise software peers
Salesforce.com continues to expand its footprint in cloud computing.
Our company recently switched to Sales Force, with quite a few issues like all such changes. The open design makes it possible to customize for our sites. But sales people report significant reductions in sales productivity at this point. The management reports seem slick, but we have yet to get any that accurately portray the beat of our business, just a mass of paper. We're working on getting closer to the promises made for productivity and business vision, but like with many CRM systems the benefits seem fleeting. Yet we think we need something and this appeared to be the best choice among many....
its technology will become new platform for new ways in conducting businesses world wide
Another high-growth company that refuses to make profits. Growth is now being fueled by acquisitions. Growth will slow down eventually. I would say that P/E contraction would be a factor, except this stock doesn't have a meaningful P/E anyway. They don't even have earnings on a GAAP basis if you account for massive stock option expenses.
just take a look at the ratios:P/E ratio: -136sales growth rate (5-yr): 27.57%Capital Spending growth (5-yr): 77.72%if you spend more money than you earn, it will end bad. sooner or later.
very high valuation
Only a matter of time. But what a difference being early makes when trying to go short. Not with real$ but in CAPS, why not?
Salesforce is one of the best-known companies selling Software as a Service which is publicly listed, but they just don't execute on it very well. The cost of each sale is too high to be sustainable. They're likely going to have to ratchet back marketing/sales to stay solvent, which will cut top-line growth, which is going to do nasty, nasty things to their share price.
Did crm earn $1 billion last quarter? There accounting is suspect and confusing Looks like they give free trials of their software book it as income and when the customer does not want the product and not pay for it they book it on the expense line and keep the income . This giving then huge numbers that the annalists are eatinng up. To add to the revenue line they have added Tax creadits from last years expenses. By my math crm lost $0.07/ share So how do they pay their bills? Salesforce.com has been buying companies with cash in the bank using CRM shares, they now have 550 million shares issued. Book value $11/share most of it is the booked good will from the over priced companies they bought. Remember Enron
Spending money to make money. Liabilities up and equity up. Revenue's through the roof. Once they get their debt back down, this fast growing company will be solid.
SaaS, Acquisition. It could be acquired
Viral usage and support growing in social media
One of the most innovative companies.
continues aquistion/takeover mode thus arbitrage and lower stock price
stock options are out of control
Visionary leadership. Unmatched sales growth.
Market segment capturing machine.
CRM will bear earnings estimates
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