ServiceSource (NASDAQ:SREV)

CAPS Rating: 1 out of 5

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Member Avatar marctumson (< 20) Submitted: 11/15/2011 4:06:27 AM : Outperform Start Price: $13.39 SREV Score: -97.08

SREV's is currently on a roadshow with it's new suite of in-house developed cloud solutions' stack - CRM, Installed Base, Quote Generation, BI and MI products - catering directly to client needs and what's more they are using a technology which will not be outdated soon - think mobile web apps.
This is helping SREV to sign more and more clients in a touch economic climate as they look to retain service share and keep costs low by partnering with the clear sector leader.
As a result SREV is bucking the trend and steadily increasing EBITDA while keeping it's own costs low by investing in the products that their clients need rather than because they can, thus attracting investors like General Atlantic and bringing in leadership talent from Salesforce.com, Oracle and others.
While SREV is not immune to market forces - who is? - it is clear that this company will continue to dominate it's corner of the IT services sector.
The interesting thing will be to see if any of the big boys out there decide to buy this successful organisation.

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Member Avatar techguru12 (< 20) Submitted: 10/21/2011 6:44:35 PM : Outperform Start Price: $12.30 SREV Score: -93.69

SREV is poised to rebound ... a great company with a clever and recession-proof business model. They beat earnings and inexplicably fell in price. This is a bargain.

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Member Avatar MoatStocks (< 20) Submitted: 9/15/2011 12:50:43 PM : Outperform Start Price: $15.86 SREV Score: -110.60

It is addressing a need for Service Relationship Management at enterprise level (for many industries) with a comprehensive approach that includes - Providing Thought leadership, Cloud Applications, ManageServices, and BPO. And this while committing to top line revenue growth to all its customers. That's as strong a business committment I have seen in a LONGGG time. They have all the elements of a sustainable business (First mover, Redefining SRM, and Creating a New Model) - so let's see how they execute!! Its worth keeping an eye on.

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Member Avatar lakeway99 (< 20) Submitted: 8/17/2011 1:39:47 PM : Outperform Start Price: $17.25 SREV Score: -116.52

Since their IPO, I think SREV has support at $15/share, currently, and $13/share, if the market really tanks. They are clear about their primary business focus, (revenue management and enhancement), and continue to add clients and expand services to existing clients.

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Member Avatar robertshrestha (65.46) Submitted: 8/14/2011 4:57:45 PM : Underperform Start Price: $16.97 SREV Score: +115.48

Heavy insider selling, weak operating margins, high P/E, no obvious moat that I can see. Not much to like here.

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