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 »






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