Brent Thill Quotes
While we think these issues will be short lived, Salesforce.com need to address them aggressively, in our view.
- Brent Thill
We forecast strong spending on software applications in calendar year 2001. But the priority stack has shifted towards supply chain/B2B collaboration and select areas of CRM/content management. We believe the heavy damage is already done. While we can't call the absolute bottom, we believe we are nearing the trough.
- Brent Thill
The company beat our revenue expectation by $33 million, which is a huge upside surprise. All the financial metrics were extremely solid. Their balance sheet was spotless, and deferred revenue rose to $84.6 million from $46.7 million in the previous quarter, which shows that their backlog continues to strengthen.
- Brent Thill
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