Comments on: Taleo Beats the Street, Turns a Profit and Sees Its Stock Plummet http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/ Recruiting News, Recruiting Events, Recruiting Community, Social Recruiting Tue, 14 Feb 2012 01:03:49 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Martin Snyder http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/comment-page-1/#comment-3474 Martin Snyder Thu, 14 Feb 2008 08:33:00 +0000 http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/#comment-3474 Attack ? I'd say not- I think Taleo is one of the best players in the space- I say so often when the subject comes up. My post noted that their moving into performance was a good thing; something that we should do too. OTH, the question of the moment is why the shares dropped- and I was offering some reasons. Its my JOB to have nothing to do all day....so I'm ready for action! We have an outstanding team at my firm, the last thing they need is me involved with anything important. Say....what are YOU doing posting on this site Tim- nothing better to do? Attack ? I’d say not- I think Taleo is one of the best players in the space- I say so often when the subject comes up. My post noted that their moving into performance was a good thing; something that we should do too.

OTH, the question of the moment is why the shares dropped- and I was offering some reasons.

Its my JOB to have nothing to do all day….so I’m ready for action! We have an outstanding team at my firm, the last thing they need is me involved with anything important.

Say….what are YOU doing posting on this site Tim- nothing better to do?

]]> By: Tim Meadows http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/comment-page-1/#comment-3465 Tim Meadows Wed, 13 Feb 2008 03:27:00 +0000 http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/#comment-3465 Thanks for your post Martin, but as an end user it doesn't give me confidence to know the CEO of an ATS vendor (you) has nothing better to do with his time then posting attach ads about other vendors. Tim Meadows Thanks for your post Martin, but as an end user it doesn’t give me confidence to know the CEO of an ATS vendor (you) has nothing better to do with his time then posting attach ads about other vendors.

Tim Meadows

]]> By: Tim Meadows http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/comment-page-1/#comment-3464 Tim Meadows Wed, 13 Feb 2008 03:17:00 +0000 http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/#comment-3464 Thanks for your post Martin, but as an end user it doesn't give me confidence to know the CEO of an ATS vendor (you) has nothing better to do with his time then posting attach ads about other vendors. Tim Meadows Thanks for your post Martin, but as an end user it doesn’t give me confidence to know the CEO of an ATS vendor (you) has nothing better to do with his time then posting attach ads about other vendors.

Tim Meadows

]]> By: Tim Meadows http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/comment-page-1/#comment-3463 Tim Meadows Wed, 13 Feb 2008 02:05:00 +0000 http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/#comment-3463 Thanks for your post Martin, but as an end user it doesn't give me confidence to know the CEO of an ATS vendor (you) has nothing better to do with his time then posting attach ads about other vendors. Tim Meadows Thanks for your post Martin, but as an end user it doesn’t give me confidence to know the CEO of an ATS vendor (you) has nothing better to do with his time then posting attach ads about other vendors.

Tim Meadows

]]> By: Martin Snyder http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/comment-page-1/#comment-3458 Martin Snyder Thu, 07 Feb 2008 12:42:00 +0000 http://www.ere.net/2008/02/07/taleo-beats-the-street-turns-a-profit-and-sees-its-stock-plummet/#comment-3458 "Most of them signing on with the Taleo Business Edition" is not really great news for Taleo- its good that they are closing deals, but @ under $100/user it could be a hard road with the cost structure involved. I'm pleased to hear it because it confirms that our slice of the market is healthy- as we have been feeling ourselves- record 4th Q of 2007 and 1st Q 2008 looking good so far. The second possible problem is $3.7M income on $128M of top line- 2.9% margins may thrill investors in supermarkets, but not tech companies, esp. just before more investment is needed to boost margins. "reassurance for recruiters who bought into the Taleo platform" is not quite the situation- there are two distinct platforms, and the small one seems to have all the action. I think its a key move for them to get into performance. We need to do the same thing because I think recruiting and performance are the core of TM, and how can you tell how well you recruited anyway ? Question is, does moving beyond the core make sense? “Most of them signing on with the Taleo Business Edition” is not really great news for Taleo- its good that they are closing deals, but @ under $100/user it could be a hard road with the cost structure involved.

I’m pleased to hear it because it confirms that our slice of the market is healthy- as we have been feeling ourselves- record 4th Q of 2007 and 1st Q 2008 looking good so far.

The second possible problem is $3.7M income on $128M of top line- 2.9% margins may thrill investors in supermarkets, but not tech companies, esp. just before more investment is needed to boost margins.

“reassurance for recruiters who bought into the Taleo platform” is not quite the situation- there are two distinct platforms, and the small one seems to have all the action.

I think its a key move for them to get into performance. We need to do the same thing because I think recruiting and performance are the core of TM, and how can you tell how well you recruited anyway ?

Question is, does moving beyond the core make sense?

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