http://zachstocks.com/2009/12/taleo-raises-capital-but-wheres-the-growth/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 http://zachstocks.com/2009/12/taleo-raises-capital-but-wheres-the-growth/comment-page-1/#comment-9093 ss65 Mon, 07 Dec 2009 15:56:41 +0000 http://zachstocks.com/?p=3404#comment-9093 Zachary good analysis. One other factor I would suggest as to why Deferred Revenue could be flattening might be that Taleo, given tough economy, is being forced to offer more creative financial terms ("pay as you go" rather than clients paying for the whole year upfront) which would reduce how much of the order is initially booked to Deferred Revenue. Zachary good analysis. One other factor I would suggest as to why Deferred Revenue could be flattening might be that Taleo, given tough economy, is being forced to offer more creative financial terms (”pay as you go” rather than clients paying for the whole year upfront) which would reduce how much of the order is initially booked to Deferred Revenue.

]]> http://zachstocks.com/2009/12/taleo-raises-capital-but-wheres-the-growth/comment-page-1/#comment-9092 HRecker: Mon, 07 Dec 2009 15:56:12 +0000 http://zachstocks.com/?p=3404#comment-9092 Relative ease, for sure. TLEO and SFSF not on war path just yet, but experience insists a game changing M&A is on the doorstep by Q4 2010. Relative ease, for sure. TLEO and SFSF not on war path just yet, but experience insists a game changing M&A is on the doorstep by Q4 2010.

]]> http://zachstocks.com/2009/12/taleo-raises-capital-but-wheres-the-growth/comment-page-1/#comment-9091 contracontrarian Mon, 07 Dec 2009 15:55:37 +0000 http://zachstocks.com/?p=3404#comment-9091 The SaaS HRM area is fragmented and may be in for M&A as TLEO and SFSF managed to raise $400 million with ease. The SaaS HRM area is fragmented and may be in for M&A as TLEO and SFSF managed to raise $400 million with ease.

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