Yes, I agree tech is always attractive, but this one is a try. Before buying, I thought for a while.
It has 11.5% profit Margin, 3.3% qualified dividend, and making good progress this quarter Revenue and Profit, continue the same trend in future growth. But future growth is not satisfactory for wall street bringing down the stock 15% !
Going forward, we have year-end thanks giving sale time, economy is doing fine, sales continue to grow at normal pace. This stock is bound to make an upward turn in 3 to 6 months.
I see there is potential opportunity to buy this dividend paying stock at a cheaper price (like a home buying in 2008-2011) like Warren Buffet said âBe fearful when others are greedy, be greedy when others are fearfulâ
This is what I try to learn even though this sharp fall is scary. If I am successful in grabbing opportunities or making a failure, it educates me, refines my research further.
Workday is indeed a cloud ERP company - just that itâs ERP does not yet have all the components of a traditional ERP. Itâs niche in HRMS and developing Financials.
Salesforce is a cloud CRM company. It doesnât have an ERP suite but there are other companies that are building small niche ERP plugins on its FORCE.com platform. E.g. Apptus for CPQ
Oracle offers both ERP and CRM but as separate solutions. Think back to Oracleâs acquisition of Peoplesoft (ERP) and Siebel (CRM) along with their own internal Oracle Apps ERP & CRM products.
I still think itâs better to have an integrated solution of both ERP and CRM, instead of an alphabet soup of plugins. Enterprises want to deal with one big supplier instead of 10 small ones when things go wrong. You need to debug where in your system things go wrong, and many parts of the system may be barely standing up held together with duct tapes and bubblegum.
I simply stated the current state of ERP & CRM solutions. What you ask for is the typical debate between best-of-breed vs one-vendor monolith solution. Pros and cons to either approach. Cloud solutions propose to âbreak the wheelâ by supposedly taking away your concerns around maintenance of disparate systems but we are still at least a decade or two away from the evolution of software products on the cloud to the mundane yet stable state of pay-as-you-go utility.
Pendulum always swings between integration and modularization. The movement to the cloud is the big swing to the modularization side. I suspect we will see it swing back to the integration side again.
CIOâs look bad when their complex systems go down, most typically at the worst time.
[quote=âmanch, post:309, topic:2789â]
I suspect we will see it swing back to the integration side again.
[/quote] I think it will take 15 years for this to happen. Big ERP investments that run around 20-30 million are hard to justify to change quickly
[quote=âRealEstatebull, post:310, topic:2789â]
I think it will take 15 years for this to happenâŚ
[/quote]Which company is likely to be the one who can do the integration or is cloudy at this stage?
Many best-of-breed companies are adding functionality towards the integrated model e.g. Workday⌠originally HRMS, adding Financial.
It seems we have a few people with good knowledge of ERP and CRM. How big is this field? I want to learn more about it, like how are the pieces fit together and where itâs headed, whatâs a good source?
Itâs not as sexy as AI, AR/VR etc. But it seems like a pretty big field. Need to know a bit about itâŚ
Orbis definition of enterprise software seems to be more than CRM and ERP. How come Adobe is in?
Ainât we interested in cloud-based ones only? and its enabling infrastructure/ technology because is what existing companies are migrating to and new companies start from?
[quote=âmanch, post:314, topic:2789â]
Itâs not as sexy as AI, AR/VR etc.
[/quote]ERP and CRM is about information management, is about running a business. AI and AR/VR are about the underlying technology, more fun.
IRBT founded in 1990, CEO Colin M. Angle.
SPLK founded in 2003, CEO Douglas Merritt.
SHOP founded in 2004, CEO Tobias Lutke.
PANW founded in 2005, CEO Mark D. McLaughlin.
UBNT founded in 2005, CEO Robert Pera.
TWLO founded in 2007, CEO Jeff Lawson.
VEEV founded in 2007, CEO Peter Gassner.
NTNX founded in 2009, CEO Dheeraj Pandey.
