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- Deferred revenues?
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I don't buy the deferred revenue argument. It doesn't make sense. If anything, having larger enterprise deals helps SFdC because it means the running Q's have guaranteed levels of income.
Checking the last couple of Q's, there's no real change in deferreds so I'd suggest this is a non argument. If there were violent swings then it would be worthy of comment.
However, the level of deferreds compared with top line is falling on a pro rata basis. That would confirm my contention that SFdC is figuring a general reduction in the 2H - Posted by: dahowlett@... Posted on: 08/21/08 You are currently: a Guest | Members login | Terms of Use
Deferred revenues?
dahowlett@...  | 08/21/08
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Salesforce bets on a large sales force
Anton Philidor | 08/21/08
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Is Salesforce.com the new ADP ... or the next Datapoint?
MiamiWebDesigner | 08/24/08
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What do you think?
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