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Cloud is the future
Down-trended stock that shouldn't bottom above $20 barring positive earnings surprises,
I do custom development on this product (since 2004) so am intimately familiar with this product(s). Not vapor ware for sure as one comment made about this.Solid product that covers end-to-end business. Fully integrated Sales and Marketing Automation, Customer Service, E-Commerce, Inventory Management, and Financials/Accounting. In addition, very customizable so can continue to evolve and match a business's changing processes and unique data management needs.Targeted mostly at small, higher revenue businesses and mid market, it's a complicated product for any one person in a company to administer (as opposed to a Workday or Salesforce.com) and typically has a number of people administering the various "pieces" of the software. That makes it a slower more complicated process to get a company to buy in to using NetSuite (to run their entire company on it). However, once bought in, it becomes increasingly more costly for a company to switch so seeing renewing contracts is both inevitable and good! Additionally seeing rising revenue against a renewed contract simply indicates the customer is investing in more add-on "modules" (again, good, as it increases the switching costs even greater).You cannot compare this to a Workday or a Salesforce.com both of which focus on only a portion of the end-to-end business (salesforce primarily CRM with extensions that don't necessarily integrate well or easily, and Workday primarily employee management or human capital). It's easier to switch from a salesforce or Workday so easier to add clients. NetSuite's high switching costs IMO make the sales cycle much longer before a customer will commit.The product is end-to-end business so you will always find better point products for a specific automation (e.g. PLM, CRM, Accounting, e-Commerce, etc), but I am not aware of anything that does it all very tightly integrated out-of-the-box and does it pretty darn good (and what it doesn't do can be customized to do).I see this company continuing to do well though the lack of understanding by analysts as to NetSuite's integrated end-to-end business model may not reflect as much as I would like.
People are paying $7.1BB for $300MM in annual sales? And it is priced at 33x book? Craziness. By almost every financial measure I can think of, this stub is wildly overvalued.
Significant increase in word of mouth on the lack of ability to deliver with at least 3 major implementations being delayed. The product itself has much promise but lacks many abilities that clients should not have to developed such as printing journal entries, keeping users from seeing more than the subsidiaries they are assigned too and approval processes/flows that will not allow the creator to approve their own entry.
Down arrow *versus* the S&P, may inch up through "Goodwill" and I don't know what all, speculative factors. I am no expert on tech stocks that do fiddly-diddle with the Internet gizmos.
can 30 stocks randomly picked from a bag of scrabble tiles beat the market? there's only one way to find out.
way too pricey
The cloud is a disruptive technology. While it is hard to take market from the giants, this company has a chance. I would not bet the farm on it, but should be ok to invest some in it in case it does pan out.
Is this a joke?? This is a dot com company all over. Don't look at adjusted earnings or cash flow, these numbers are greatly distorted by the continued issuance of stock by management and the seeming inability to pay any employees with money, just stock. This company does one thing well, and that's grow revenue. Margins have shown no sign of improving, eventually they wont be able to keep running this ponzi scheme and the bottom will drop out. This company is almost worthless, it's only potential savior is a buyout, but no one will acquire netsuite for 3 billion dollars, it's not even worth 300 million.
The future is in the cloud.
User of Netsuite - love it. Love it
cloud months eventual clouded space
Netsuite and Google to hold a Cloud Business Event. Do I need to say anything else?
Very fast deployment of CRM and ERP at a fraction of the cost of SAP, SIEBEL, Oracle or Peoplesoft.
Smaller and emerging companies are moving to the cloud. The future is without server rooms and bloated IT departments. Netsuite far outperforms competitors in ease of implementation, flexibility and usability. Others are not keeping up. Sky's the limit for this company.
Cloud computing play...
Revenue growth accelerating. Billings confusion for Q3FY10 earnings release is nothing to worry about.
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