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28.10.10 11:36:36
Beitrag Nr. 13 ()
Eine kleine Erklärung zum Tätigkeitsfeld von Salesforce…
20.10.10 18:37:28
Beitrag Nr. 12 ()
20.10.10 11:32:45
Beitrag Nr. 11 ()
Die geringe Beachtung von Salesforce in diesem Board wundert mich. Die Jungs sind doch sonst bei jeder Hype dabei.

Sehr positiver Artikel in der FAZ vom 19.10.2010.
Entwicklungschancen enorm.
Bessere Produkte als Microsoft und IBM

Aber absolut hoch bewertet. Nur was für Leute, die an eine ähnliche Entwicklung wie die von Microsoft oder Google glauben.
Die Möglichkeit besteht!

Darum habe ich mir ein paar Stück gekauft.:)
11.10.10 16:09:19
Beitrag Nr. 10 ()
05.10.10 10:34:28
Beitrag Nr. 9 ()
TOKYO, October 5, 2010 /PRNewswire/ --

- Facility scheduled for completion in 2011 - [NYSE: CRM], the enterprise cloud computing company, and NTT Communications (NTT Com) announced on October 5 an agreement to establish a data center in Tokyo to support's cloud computing services. As's newest worldwide data center, the Tokyo facility will help support the company's growing customer base in Japan once it is completed in 2011.

Comments on the news

" has seen explosive growth in Japan," said Marc Benioff, chairman and CEO, "NTT Com has been a trusted partner for many years, and we look forward to expanding our relationship with them on the new data center to support continued customer success in the region."

"I am delighted that has chosen NTT Com as their data center partner in Japan based on their recognition of our proven data center operations in some 100 locations worldwide, and our ability to provide top-level architecture, equipment and security," said Shinobu Umino, senior executive vice president, NTT Com. "We have established a trusted relationship through our offering of Salesforce over VPN, and now we look forward to using our top-quality data center services to provide highly reliable cloud services."

Cloud Computing Momentum in Japan

Japan's cloud service market is expected to grow to around 2.4 billion yen by 2015, according to a Ministry of Internal Affairs and Communications report (1). In addition, Japan's information and communications infrastructure is said to rank No. 1 among 24 countries and regions globally, especially in terms of the speed and price competitiveness of its broadband technology (2). By opening a data center in Japan, will gain access to an advanced network that will further increase the speed of the company's cloud computing services for Japanese and Asian customers.
14.07.10 17:17:19
Beitrag Nr. 8 ()
UBS Sees Releasing a "Killer App" Upgrades to Buy (CRM)
Written on Wed, 07/14/2010 - 10:13am
By Chip Brian

7/14/2010-UBS issued a note to clients upgrading shares of (NYSE:CRM) to Buy from Neutral and boosting its target to $111 from $90 citing expectations for better-than-expected results.
UBS analyst Brent Thill said, "Our upgrade is based on: (1) Chatter product gives us increased comfort on co. exceeding FY11 guidance and achieving higher FY12 growth; (2) co boasts industry-leading growth despite recession + accelerating momentum in deferred revs, bookings, & transaction volume; (3) positive stock seasonality leading up to Dreamforce user conference (avg. +42% gain during Aug-Nov period, in CY2004-09 ex-08) + enterprise demand seasonal uptick in back half of the year."
UBS went on to say, "Chatter seems to have all the looks of a potential killer app, including a real viral component. The private beta launched with 100 customers in February, was expanded to 5,000 by June before it hit general availability, and saw 10,000 customers go live (13% of installed base) in the first week."
20.05.10 23:30:11
Beitrag Nr. 7 () Announces Fiscal First Quarter Results

First Enterprise Cloud Computing Company to Exceed $1.5 Billion Annual Revenue Run Rate
- Record Quarterly Revenue of $377 Million, up 24% Year-Over-Year
- Record Operating Cash Flow of $143 Million, rises 46% Year-Over-Year
- Deferred Revenue of $665 Million, up 21% Year-Over-Year
- Record 4,800 Net New Customers in Quarter
- GAAP EPS of $0.13, down 13% Year-Over-Year
- Non-GAAP EPS of $0.30 rises 7% Year-Over-Year
- Company Raises FY11 Revenue Guidance to $1.545 Billion to $1.555 Billion

SAN FRANCISCO, May 20, 2010 /PRNewswire via COMTEX/ (NYSE: CRM), the enterprise cloud computing company, today announced results for its fiscal first quarter ended April 30, 2010.


"We are delighted to report that revenue grew 24% to propel past the $1.5 billion annual revenue run rate," said Marc Benioff, chairman and CEO, "Operating cash flow grew to a record $143 million, and we added 4,800 net new customers during the quarter, also a new record. It was an outstanding quarter for" delivered the following results for the first quarter:

Revenue: Total Q1 revenue was $376.8 million, an increase of 24% on a
year-over-year basis. Subscription and support revenues were $351
million, an increase of 24% on a year-over-year basis.
Professional services and other revenues were $26 million, an
increase of 13% on a year-over-year basis.

Earnings per Share: Q1 GAAP diluted earnings per share decreased 13%
year-over-year to $0.13, while non-GAAP diluted earnings per
share rose 7% year-over-year to $0.30. The company's non-GAAP
results exclude the effects of $26 million in stock-based
compensation expense, approximately $2.5 million in amortization of
purchased intangibles, and $5.5 million in non-cash interest
expense related to the convertible senior notes. All EPS
calculations are based on 132 million fully diluted shares
outstanding during the quarter.

Customers: Net paying customers rose approximately 4,800 during the
quarter to finish at approximately 77,300. Since April 30, 2009,
the company has added approximately 18,000 net paying customers, an
increase of roughly 30%.

Cash: Cash generated from operations for the fiscal first quarter was
$143 million, up 46% year-over-year. Total cash, cash equivalents
and marketable securities finished the quarter at $1.9 billion, an
increase of approximately $918 million from the year prior including
approximately $500 million in net proceeds from the company's
convertible senior note financing in January 2010.

Deferred Revenue: Deferred revenue on the balance sheet as of April
30, 2010 was $665 million, an increase of 21% on a year-over-year

As of May 20, 2010, is initiating guidance for its second quarter, fiscal year 2011. For fiscal year 2011, the company is updating the guidance it provided on February 24, 2010.

Effect of Acquisitions on Guidance: On May 7, 2010, the company
closed the acquisition of Jigsaw Data Corporation. The acquisition
is expected to reduce both GAAP and non-GAAP EPS performance for
fiscal year 2011 by approximately $0.20 and $0.11, respectively.

In addition, the company currently anticipates closing two small
technology-related asset acquisitions in the second quarter that it
currently anticipates will reduce fiscal year 2011 GAAP EPS by an
estimated $0.03 and non-GAAP EPS by approximately $0.02.

Together, the accounting for the Jigsaw acquisition and anticipated
asset acquisitions are expected to reduce fiscal second quarter EPS
by approximately $0.07 on a GAAP basis, and approximately $0.03 on a
non-GAAP basis. These amounts are reflected in the company's
guidance, which follows.

Q2 FY11 Guidance: Revenue for the company's second quarter is
projected to be in the range of approximately $381 million to
approximately $383 million.

GAAP fully diluted EPS is expected to be in the range of
approximately $0.07 to approximately $0.08, while non-GAAP fully
diluted EPS in Q2 is expected to be in the range of approximately
$0.26 to approximately $0.27. The company's non-GAAP EPS estimate
excludes the effects of stock-based compensation expense, expected
to be approximately $28 million, amortization of purchased
intangibles related to acquisitions, expected to be approximately $7
million, and non-cash interest expense related to the convertible
senior notes, expected to be approximately $6 million. EPS
estimates assume a GAAP tax rate of 43%, and a non-GAAP tax rate of
39%. All EPS estimates assume an average fully diluted share count
of approximately 135 million shares.

Full Year FY11 Guidance: The company is raising its full fiscal year
2011 revenue guidance from the guidance previously provided on
February 24, 2010. Revenue for the company's full fiscal year 2011
is projected to be in the range of approximately $1.545 billion to
approximately $1.555 billion.

For the company's full fiscal year 2011, fully diluted GAAP EPS is
expected to be in the range of approximately $0.38 to approximately
$0.40, while fully diluted non-GAAP EPS is expected to be in the
range of approximately $1.13 to approximately $1.15. The non-GAAP
estimate excludes the effects of stock-based compensation expense,
expected to be approximately $117 million, amortization of purchased
intangibles related to acquisitions, expected to be approximately
$25 million, and non-cash interest expense related to the
convertible senior notes, expected to be approximately $23 million.
For purposes of the full fiscal year 2011 GAAP and non-GAAP EPS
calculation, the company is expecting an average diluted share count
of approximately 136 million shares, a GAAP tax rate of
approximately 41%, and a non-GAAP tax rate of approximately 38%.
21.04.10 13:52:33
Beitrag Nr. 6 () To Buy Web-Based Address Boock Jigsaw For $142 Million

4-21-10 6:49 AM EDT | E-mail Article

DOW JONES NEWSWIRES Inc. (CRM) said it has agreed to buy Jigsaw, maker of a Web- based business address book, for at least $142 million as the business-software maker looks to expand its offerings further.
The company could pay Jigsaw's owners up to 10% more depending the performance of the cloud-based data-services provider. Jigsaw has more than 1.2 million members, who maintain a contact database of more than 21 million employees of 4 million companies. provider of on-demand software that helps manage customer information for sales, marketing and customer support--has continued to report growth throughout the recession. The company's profit surged in its latest quarter as it forecast results for the coming period and the year that topped the estimates.

The acquisition is set to close in the quarter starting May 1 and cut earnings the rest of the fiscal year.'s stock closed at $84.48 on Tuesday and was inactive premarket trading. The shares have more than doubled in the last 12 months.
21.04.10 10:11:10
Beitrag Nr. 5 ()
Apr 20, 2010 18:01 ET
Top U.S. Partner Echo Lane Acquired by hiSoft, China's Leading IT Outsourcing Company

BEJING--(Marketwire - April 20, 2010) - Echo Lane, one of the top U.S. solution providers for and other cloud applications, announced it has been acquired by hiSoft Technology International Limited, the leading global information technology outsourcing company headquartered in China. This is the most aggressive push yet into the U.S. cloud computing market for a major China-based IT Outsourcing company.

Under the terms of the agreement, Echo Lane will remain a wholly owned subsidiary of hiSoft, and the firms will join forces to expand their dominance in the cloud computing market, serving Global 2000 customers in the United States, Asia and Europe.

"Over the past eight years of working together, hiSoft has become AIG Edison Life's essential business partner in the areas of application system development and business process outsourcing," said Tohru Futami, Managing Director and CIO, AIG Edison Life Insurance Company. "We welcome hiSoft's acquisition of Echo Lane, as we expect that it will bring great value and benefits to both hiSoft and AIG Edison Life. The combined companies will contribute greatly to our strategic cloud computing initiatives."

Echo Lane was founded by alumni in 2004 with an exclusive focus on cloud computing solutions. The firm has since earned a solid reputation executing strategic cloud-based initiatives for customers in the manufacturing, high-tech and financial services industries. In addition, Echo Lane provides a full set of business process and information technology consulting services around the software-as-a-service model. Two deep specialties are: the migration of custom, legacy, and traditional on-premise applications to cloud computing solutions, and the implementation of fully integrated, end-to-end CRM solutions using leading cloud computing applications including, Big Machines, and Eloqua.

"The acquisition of Echo Lane is an important step in hiSoft's strategy to strengthen our global cloud service capabilities, as well as our CRM consulting practice," said Tiak Koon Loh, CEO of hiSoft. "As one of's elite partners, with more than 1,000 completed projects in the past six years, Echo Lane brings an impressive portfolio of cloud computing knowledge and experience. This, combined with hiSoft's deep engineering expertise, extensive delivery capabilities in China, and broad CRM experience within enterprise customers in the financial services, technology, and manufacturing sectors, will allow us to provide our global customer base a whole new level of innovative and cost-effective cloud deployment services."

With more than 4,500 employees across 16 global business offices and eight Asia delivery centers, hiSoft is a trusted outsourcing partner to its clients, leveraging a 'flexshoring' service delivery model via mostly China-based development centers. With an even mix of research and development services for those clients that build and sell technology products, and information technology services for those clients that leverage technology to run their companies, hiSoft is well known for both its engineering depth and industry breadth. hiSoft is a private company backed by Draper Fisher Jurvetson, ePlanet Ventures, GE Capital, Granite Global Ventures, Intel Capital, Mitsubishi UFJ Securities (HK) Capital Limited and Sumitomo Corporation.

"We are very excited to join forces with hiSoft, because together, we now have the flexibility to offer clients an extensive array of end-to-end cloud and other technology solutions delivered by either onshore or offshore teams, depending on the client needs and requirements," said Alana Kaselitz, Principal of Echo Lane. "The power of our cultures working together will allow Echo Lane to leverage hiSoft's reach, technology prowess and resources, and offer our hands-on-expertise to a wider global market."

For more information, please visit Echo Lane at and hiSoft at

Media Contacts:
Sarah Bajc
Email Contact

Echo Lane
Maricor Resente
Email Contact
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01.04.10 09:34:06
Beitrag Nr. 4 () Sees Frenzy of Insider Sales
by: Sunil Shah April 01, 2010 | about: CRM
Sunil Shah

One important barometer in a company’s valuation is the magnitude and direction of transaction activity of its officers. After all, they are in the best position to assess its current sales momentum, with access to data before it hits the public domain. Although there is an underlying assumption that these officers are a good judge of the company’s valuation (which may not always hold true), aggressive buying or selling of a company’s share by ‘insiders’ should not be ignored.

Although I have been bewildered by CRM’s valuation when it was 50% lower, I am now very reassured that my cynicism of its valuation is shared.

Insiders are abandoning ship like the Titanic.

Taking the data from Yahoo’s finance site, the overall figure of sales in the last 6 months says sell activity amounted to about 10% of current holdings: not too alarming.

However this is heavily skewed by one holder, the CEO, Benioff, who founded the company and still holds 12.4 million shares. Yes he has been selling 10,000 shares a day, each and every day for the recent past, but this is dwarfed by his massive holding. Result: he disposed of 7.5% of his holding (proceeds about $65m) in the last 6 months.

The startling point is this. It jumps out (like a hole in the head) when you examine the residual. In the last 6 months, the other officers & directors have dumped 32.5% of their entire holdings. See table below, data from Yahoo finance.

And I don’t blame them - the share valuation borders on the ludicrous.

Sales for last six months 1,383,550

Sales for Benioff 940000

Sales ex Benioff 443,550

Holdings at 3/10 total 13,796,193

Benioff Holdings 12,431,006

Holdings ex Benioff 1,365,187

Totals sales last 6 m as %age of current holdings 10.0%

Benioff sales last 6 m as %age of current holdings 7.56%

Other Officers sales as %age their of current holdings 32.5%

So the conclusion: The other officers, apart from the CEO Benioff, have sold almost one third of their entire holdings. Some have liquidated their entire positions. Ignore such a stampede at your peril.
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