Pay Attention To Salesforce (CRM) And On-Demand Applications

Tue, 06 Oct 2009 15:26:56 GMT

On Monday’s Mad Money, Cramer interviewed the CEO of Salesforce.com (CRM). In his introduction to the interview, Cramer attempted to explain what it is that Salesforce actually does. The world of cloud computing and Software as a Service (SAAS) applications is still very new to many investors. At Ockham, we recently moved our critical IT infrastructure to “the cloud” and are amazed by the potential and scalability of such a business. The opinion around our office is that these sort of solutions are undoubtedly the way of the future.[More...]

Amazon (AMZN) Steps Into The Clouds

Wed, 23 Sep 2009 14:07:20 GMT

A Step Forward for Amazon Web Services Amazon.com (AMZN) has recently introduced the Amazon Web Services (AWS) Solution Providers Program for Independent Software Vendors and Systems Integrators with offerings built on AWS.[More...]

Morning Update - Stocks of Interest

Wed, 16 Sep 2009 14:14:26 GMT

AIG ONE YEAR LATER: On 9/15/08 AIG fell 61% and closed at a split-adjusted $95.20. One year later after the huge drop the stock closed at $38.80.[More...]

Salesforce.com (CRM): Profits In The clouds

Thu, 10 Sep 2009 13:01:37 GMT

"Run properly, as Salesforce.com (NYSE: CRM) does, a cloud computing network also offers greater security, greater reliability, and lower costs (thanks to ef?ciencies of scale)," explains Timothy Lutts.[More...]

Q2 Growth Report - Part 1

Tue, 01 Sep 2009 03:48:21 GMT

Today's Wall Street Journal had an article that asked the question "Can Rally Run without Revenue?" Is the revenue situation really that bad? Let's take a quick look at some the data compiled through the Alert HQ process. After each quarter's earnings season, I try to pull together what I am now calling the Growth Report. Part 1 compiles the list of stocks that have shown a year-over-year increase in both revenue and earnings AND a sequential quarter-over-quarter increase in both revenue and earnings. Given the severity of the economic downturn, very few companies have been able to to pull off this trick. The following table presents a comparison of the last two quarters: [More...]

Mad Money: Big Lots (BIG) May Be The Discount King

Thu, 27 Aug 2009 15:44:32 GMT

The theme for Mad Money this week has been Cramer’s quest to crown the discount king. He believes, even though he is bullish on the stock market, there must be a discount retailer stock that stands out above the rest. Thus far he has disqualified both TJX Companies (TJX) and Costco (COST), but BJ’s Wholesale Club (BJ) is still in the running. Last night, he delved into Big Lots (BIG), which recently reported a very good quarter and raised guidance for the second straight quarter. As Cramer mentioned, only Apple (AAPL) and Salesforce.com (CRM) have beaten the street’s view and raised guidance in any “meaningful way”.[More...]

Salesforce.com (CRM): Booming Despite The Economy

Fri, 21 Aug 2009 18:05:17 GMT

Shares of Salesforce.com (CRM) have gotten a major boost on Friday after the customer relationship systems company reported excellent results. Net income was $21.2 million which was more than double the $10 million of net income from the quarter a year ago. On a per share basis, EPS came in at 17 cents, versus estimates of 15 cents. The earnings growth was actually driven by increased revenue, as opposed to so many companies right now who are beating estimates by trimming costs. For Salesforce, Sales grew by 20% to $316.1 million, and new customers signed were especially strong growing 32%. This is incredibly important to CRM, who sells its services on a recurring or subscription basis. When a company can[More...]

Salesforce (NYSE: CRM) Delivers, Guidance Up

Fri, 21 Aug 2009 14:32:36 GMT

Salesforce.com (CRM) reported second quarter EPS of 17 cents and revenue of $316.1 million, which exceeded the Zacks Consensus Estimate EPS of 15 cents and revenue of $313.0 million. Revenue for the quarter was $316.1 million, an increase of 20.0% from $263.0 million reported in the year-ago quarter and an increase of 3.7% from $304.9 million reported in the first quarter of fiscal 2010. This exceeded the company’s guidance range of $312.0 million to $313.0 million. The increase in revenue can be attributed to better execution and a weakening of the U.S. dollar. Subscription & support revenue of $293.4 million increased 22.0% from the year-ago quarter and 4.1% from the previous quarter. Professional services & other revenue of $22.6 million decreased 3.0% from the year-ago quarter and decreased 2.6% from the[More...]

Pre-Market: Stocks Setting Up for Gains Ahead of Bernanke Speech - Oil Hits High of Year

Fri, 21 Aug 2009 13:19:38 GMT

Stock futures are firmer but more consolidation may lie ahead for the broader stock market.[More...]

ETF Preview: Natural Gas Funds Remain Volatile After Price Drop, Oil Tops $74?

Fri, 21 Aug 2009 12:41:54 GMT

Major market ETFs, including the SPY, DIA, UYG and others, are firmer. Stock futures are firmer but more consolidation may lie ahead for the broader stock market. Trading influences Friday will include a scheduled speech from Fed Chairman Ben Bernanke[More...]

Harris: Box.net keeps getting bigger, despite economic downturn

Thu, 05 Nov 2009 18:51:00 GMT

Nov. 5--Driving down Interstate 101 from San Francisco a few months back, I noticed a billboard that said: "Box.net vs. Sharepoint."
The former, a Palo Alto startup, was inviting users of a popular Microsoft collaboration tool to try an alternative.
Sometime later, the billboard had morphed into a smart-alecky valentine.

: iStockAnalyst.com Symbols Feed

Pay Attention To Salesforce (CRM) And On-Demand Applications

Amazon (AMZN) Steps Into The Clouds

Morning Update - Stocks of Interest

Salesforce.com (CRM): Profits In The clouds

Q2 Growth Report - Part 1

Mad Money: Big Lots (BIG) May Be The Discount King

Salesforce.com (CRM): Booming Despite The Economy

Salesforce (NYSE: CRM) Delivers, Guidance Up

Pre-Market: Stocks Setting Up for Gains Ahead of Bernanke Speech - Oil Hits High of Year

ETF Preview: Natural Gas Funds Remain Volatile After Price Drop, Oil Tops $74?

Harris: Box.net keeps getting bigger, despite economic downturn

Windows 7 Uncertain Big Bet for Microsoft

The Indianapolis Star Daniel Lee Column: Businessman Shows What It Takes to Chase a Dream

Oracle Takeover of Sun to Be Center Stage at OpenWorld

Software for Business: When Not to Buy

Microsoft Cloud Computing Gets Down to Earth

Earnings: Where the Q2 Surprises Could Be

Cupola Signs Contract With EMW for Contact Centre Modernization and Maintenance

Startup Hopes to Create New Market for Pre-IPO Shares

Environmental Program Helps Companies Save Energy

RidgewaterEquity.Com Free Fundamental Sector &Amp; Market Research on LXP, CRM, TRMK, ESLR, JDSU and MOLX

BenchmarkJournal.Com Free Analyst Review for PVH, COH, AMT, CRM, CIM and APC

New Force.com VAR Program Gives Resellers a Path to Success in the Cloud

Salesforce.com Appoints Doug Dennerline as EVP Enterprise Sales Americas

Salesforce.com Announces Fiscal Second Quarter Results

Page 1 Solutions Chooses Bluewolf to Help Them Develop and Deploy a Custom Project Management Application on Force.com

The Sant Corporation Runs Its Entire Business in the Cloud With Salesforce.com

Salesforce.com Announces Timing of its Second Quarter Fiscal 2010 Financial Results Conference Call

Salesforce.com Placed in the Leaders Quadrant for Sales Force Automation Magic Quadrant

CRH Medical reports Q2 2009 results

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