Tag: Mad Money

Salesforce.com Profitability Sparks Renewed Debate About SaaS Sustainability

Posted by thinkstrategies in Uncategorized. Comments Off on Salesforce.com Profitability Sparks Renewed Debate About SaaS Sustainability

28th August

Despite the accelerating growth of Software-as-a-Service (SaaS) and growing interest in all things Cloud, skeptics are still seeing dark shadows which they think indicate fundamental flaws in the long-term prospects of on-demand services.

The most recent example was the controversy created by Salesforce.com’s most recent quarterly financial results. While the company’s revenues grew 34% and deferred revenues increased 43% on a year-over-year basis, the company still reported a second quarter (Q2) GAAP net loss per share of $0.07.

Although I tend to look at the world through ‘Cloud-colored’ glasses, I don’t think I’m being naive because I see these numbers as a outgrowth of a prudent strategic decision by Salesforce.com’s management to aggressively invest in winning a greater share of the high growth SaaS/Cloud market. In fact, Marc Benioff made the same point during a recent interview on Jim Cramer’s “Mad Money” show.

Like Benioff, SuccessFactors’ … Read More »

The Latest from THINK IT Services Blog

THINK IT Services Blog examines the business implications of the latest developments in the technology services market ranging from Cloud Computing and Software-as-a-Service (SaaS) to Managed Services and other forms of 'On-Demand' services.

Tercera eBook and Webinar Identify Key Characteristics of Third Wave Cloud Consulting Leaders

Earlier this month, I had the privilege of presenting the key findings of a new ebook that I produced with Chris Barbin, the CEO/Founder...

Tercera Launches to Fund Third Wave of Cloud Consultancies

I’m pleased to be one of the initial advisors of a new venture capital and advisory services firm focused on the ‘third wave’ of...

Reshaping the Software and Services Marketplace – A Guest Commentary in E-Commerce Times

In the old information technology (IT) world, systems integration and consulting companies flourished, helping enterprises of all sizes across nearly every industry pull together...