以前, PC 製造為王時代, 談這些都沒人要聽.
- 公司背景
salesforce.com, inc., incorporated on February 3, 1999, is a provider of enterprise cloud computing solutions, with a focus on customer relationship management (CRM).
The Company provides six core cloud services that include
1 sales force automation,
2 customer service and support,
3 marketing automation,
4 community management,
5 analytics
6 a cloud platform for building custom applications.
The Company delivers its solutions as a service through all the Internet browsers and on mobile devices, on a subscription basis, primarily through its direct sales efforts and indirectly through partners.
Cloud Service Offerings
The Company provides enterprise cloud computing solutions that include apps and platform services, as well as professional services to facilitate the adoption of its solutions.
It offers six core service offerings, all integrated on a single platform, that allow companies to grow sales, deliver customer service on multiple devices, market through one-to-one customer journeys, build branded communities for customers, partners and employees, deliver analytics for every business user and develop mobile apps. The Sales Cloud is a platform for sales force automation that enables companies to store data, access accurate customer and prospect information, track leads and progress, forecast opportunities and collaborate around any sale on desktop and mobile devices. The Sales Cloud also offers solutions for partner relationship management (including channel management and partner communities) and complete, accurate customer and contact information. The Service Cloud is a platform for customer service, enabling companies to address their customer service and support needs.
The Marketing Cloud is a platform for digital marketing that enables companies to plan, personalize and optimize one-to-one customer interactions. With the Marketing Cloud, customer data can also be routed into the Sales Cloud and Service Cloud in the form of leads, contacts and customer service cases to give companies a complete view of their customers.
The Community Cloud is a platform for creating destinations for customers, partners and employees to collaborate. It enables companies to engage directly with a specific group of people by giving them access to relevant information, apps and experts. The Analytics Cloud is an app and platform for business intelligence. It enables companies to quickly deploy sales, service, marketing and custom analytics apps using any data source. The Salesforce1 Platform is a cloud platform for developing apps. The Salesforce1 Platform is delivered as a service, enabling anyone to build business apps without the burden of managing hardware and software. In addition, the Salesforce1 Platform gives customers the ability to create multiple copies of their company's Salesforce instance in separate environments for a range of purposes, such as testing and training.
Professional Services
The Company offers consulting, deployment, training, implementation and integration services to its customers to facilitate the adoption of its cloud solutions. It offers a number of traditional classroom and online educational classes that address topics, such as deploying, using, administering and developing on its service. It offers classes for its partners who deploy its service on behalf of its customers. In addition, there is a selection of online educational classes available at no charge to customers that subscribe to its customer service plans.
- 獲利能力
PROFITABILITY RATIOS
Company industry sector
Gross Margin (TTM) 75.29 55.42 39.97
EBITD Margin (TTM) 8.19
Operating Margin (TTM) -0.06 17.88 9.96
Net Profit Margin (TTM) -1.70 15.55 7.67
Net Profit Margin - 5 Yr. Avg. -4.31 16.55 9.41
- 營業成本很高
- 管理, 銷售,通路,行銷 這些營業費用將產品的高利潤全部吃掉, 這是軟體產業的特性. 管理能力和同業比較並不成熟.
- 產品規劃不錯; 但經營績效爛, 沒經營管理能力,跟同業比起來 真是一家爛公司, 要不是有點名氣 可能公司名聲更糟
- 管理能力
MANAGEMENT EFFECTIVENESS
| Company | industry | sector | ||
|---|---|---|---|---|
| Return on Assets (TTM) | -1.02 | 16.81 | 8.95 | |
| Return on Assets - 5 Yr. Avg. | -2.48 | 19.41 | 10.64 | |
| Return on Investment (TTM) | -1.66 | 24.38 | 12.29 | |
| Return on Investment - 5 Yr. Avg. | -4.60 | 25.73 | 14.63 | |
| Return on Equity (TTM) | -2.59 | 25.95 | 11.78 | |
| Return on Equity - 5 Yr. Avg. | -6.64 | 27.50 | 13.88 | |
- 本益比:273 超高, 同業才 23%
- 雖然經營績效不佳,但投資人對這家公司信心十足,也是有理, SalesForce 的業務前瞻性, 重視客戶, 重視行銷, 掌握數據, 精準行銷, Sales Force 根本就是產業的先驅者, 獲利只是一時, 整個願景訂得很高遠
- 這種有基本面的公司都不是看一季一年的績效, 投資價值並非只有看看數字, 而是整個企業的基本面,能力, 產品, 市場潛力, 是一種對未來產業發展方向的信念和願景.
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