Salesforce第三财季营收与利润均超分析师预期，但当前财季业绩预期疲软
Salesforce今天发布了2015财年第三财季财报。财报显示，Salesforce当季实现营收13.83亿美元，不按照美国通用会计准则（non-GAAP）计算，合每股收益0.14美元；按照美国通用会计准则（GAAP）计算，Salesforce第三财季净亏损3892万美元，合每股亏损0.06美元。华尔街分析师此前预计Salesforce第三财季营收为13.71亿美元，合每股收益0.13美元。
第三财季，来自重复性订阅产品的收入在Salesforce总营收的占比达到了93%，与去年同期持平。对于任何一家SaaS（软件即服务）公司而言，订阅收入都是一项重要指标。
按照美国通用会计准则计算，Salesforce的亏损与去年同期相比大幅减少。2014财年第三财季，Salesforce亏损达到了1.24434亿美元，合每股亏损0.21美元。2015财年第三财季，Salesforce的总营收同比增长29%。
对于当前的第四财季，Salesforce预计公司营收在14.36亿美元到14.41亿美元之间，同比增长25%到26%。
此外，Salesforce预计公司营收增长速度在即将到来的2016财年会继续下滑。该公司预计，2016年财年营收介于64.5亿美元到65亿美元之间，比2015财年增长约20%到21%。
Salesforce的营收增长速度开始放缓并不足为奇。按照规律，每次营收数字太大，都会对同比带来更大的拖累。Salesforce预计全年20%到21%的营收增长速度好像也不能激起投资商的热情——毕竟，该公司股价在盘后交易中出现下跌——但是我认为这个数字并不太疲软。分析师此前预计2016财年Salesforce的营收增长幅度只有数百万美元。
截至2015财年第三财季末，Salesforce持有的现金及现金等价物为18.3亿美元。
这个季度，由于Dreamforce用户大会的举行，Salesforce一直忙着推出各种各样的新产品。其中一个重磅产品就是外界期待已久的分析产品“Wave”。除此之外，Salesforce还宣布他们正在扩大与微软的合作范围（双方合作始于今年春天），同时对移动应用开发项目（现称作Salesforce 1 Lightning）进行重大调整。Salesforce还对旗下核心CRM（客户关系管理）工具做了更新，增加了交互式实时客户服务功能。
Salesforce Slips On Weak Guidance, Despite Beating On Both Revenue And Profit In Its FQ3
In its fiscal 2015 third quarter, Salesforce reported revenue of $1.383 billion, non-GAAP earnings per share of $0.14, a GAAP net loss of $38.92 million, and a GAAP loss per share of $0.06. Analysts had expected $0.13 in adjusted profit on revenue of $1.371 billion.
The percentage of its revenue that came from recurring, subscription sources — a key metric for any SaaS business — totaled 93 percent for the firm, unchanged from the year-ago quarter.
The company’s GAAP losses were down steeply year-over-year, when the company lost $124.434 million, or $0.21 per share. For the period, Salesforce’s total revenue rose 29 percent compared to its year-ago quarter.
For its current fiscal fourth quarter, Salesforce expects revenue of $1.436 billion to $1.441 billion. Those figures would push the company’s revenue up between 25 and 26 percent on a year-over-year basis.
Salesforce expects its revenue growth to slip further in its rapidly-approaching fiscal 2016, during which it expects to generate top line of $6.45 billion to $6.50 billion, which according to the firm will represent growth of around 20 to 21 percent compared to the preceding fiscal year.
That Salesforce is seeing slowing percentage growth is not surprising. The law of large numbers drags harder every time you increase your revenue compared to a prior-year quarter. Salesforce’s predicted full-year 20 to 21 percent growth doesn’t appear to have greatly enthused investors — its shares are off after-hours, after all — but I don’t think that the number is too soft either. Analysts had expected a few hundred million more for its fiscal 2016.
The company had cash and equivalents of $1.83 billion at the end of its fiscal third quarter.
Salesforce has been extremely busy this quarter making a flurry of announcements around their mega Dreamforce user conference. The big news was the long awaited analytics product called Wave. In addition, Salesforce announced that they were extending the partnership with Microsoft announced last Spring and there was a major overhaul and rebranding of the mobile app development program, which is now called Salesforce 1 Lightning. They also gave their core CRM tool a refresh and added an interactive live customer service feature.
来源：TC
日本第一大人力资源服务商Recruit营收同比增11.3% ，盈利能力下降
日本第一大人力资源服务供应商Recruit最新财务数据显示，截至2014年9月30日的六个月该公司营收同比上涨10.4%至6,173亿日元（约合53亿美元）。2014财年上半年Recruit毛利润为3,040亿日元（约合26亿美元），运营利润却同比下滑3.2%至534亿日元（约合4.618亿美元）；2014财年上半年净利润同比下滑4.1%至284亿日元（约合2.456亿美元）。该公司表示，之所以盈利能力有所下降，其原因在于Recruit战略调整正在实施中长期增长的投资策略。
值得强调的是，Recruit人才服务业务在2014财年上半年的营收为3,281亿日元（约合28亿美元），同比增幅达11.3%。据悉，人才服务业务营收占该公司总营收的53%。Recruit人才服务业务在2014财年上半年中的息税折旧摊销前利润同比也大幅上涨13.1%至189亿日元（约合1.61亿美元）。
财报还显示，Recruit本土市场日本的人才服务业务市场依旧在呈现出稳步拓张趋势。日本本土市场人才服务业务在2014年上半年的营收为1,915亿日元（约合17亿美元）。Recruit海外市场中的北美及欧洲区业务扩张形势进一步加强，其海外人才服务业务营收同比上涨13.2%至1,365亿日元（约合12亿美元）。
Recruit Holdings revenue up by over 10%
(Nov. 17, 2014,/staffingindustry.com/)Recruit Holdings (6098: JP), the largest staffing firm in Japan, reported revenue of JPY 617.3 billion (USD 5.3 billion) for the six months ending 30 September 2014, an increase of +10.4% over the same period in 2013. The company achieved gross profit for the period of JPY 304 billion (USD 2.6 billion), while operating income of JPY 53.4 billion (USD 461.8 million) decreased by -3.2% compared to 2013. Net income decreased by -4.1% to JPY 28.4 billion (USD 245.6 million), year-on-year. The reduction in profitability was attributed to investments carried out for medium-term growth.
The Staffing segment which represents 53% of the company’s total revenue reported revenue of JPY 328.1 billion (USD 2.8 billion) for the six month period, an increase of 11.3% over the same period last year. Staffing EBITDA was JPY 18.9 billion (USD 161 million), an increase of +13.1% over the same period in 2013.
According to the company’s financial statement; the domestic staffing market continues to enjoy a moderate expansion trend as the number of active agency workers remain on an upward trend. Revenue from domestic staffing during the period was JPY 191.5 billion (USD 1.7 billion). In the overseas staffing market, operations in North America and Europe enjoyed a moderate expansion trend. Net sales were favourable, reflecting steady growth in business performance and successful growth of outsourcing services at Advantage Resourcing Europe. Revenue from overseas staffing operations was JPY 136.5 billion (USD 1.2 billion), an increase of +13.2%.
来源：staffingindustry.com
Clustree：利用大数据自动匹配公司内部人才与职位
Clustree是一家利用大数据来为大公司中的合适职位寻找合适人选的法国创业公司。Clustree 不仅能帮助觉得屈才的好员工，也可以帮助可能没有考虑到从自家公司中寻找合适人选的人力资源部门。
Clustree 创始人兼首席执行官本艾蒂科特·索斯安(Bénédicte de Raphélis Soissan)在电话采访中对我表示：“Clustree 是一个针对人才管理的软件即服务平台。我们分析了数百万人的职业生涯路径，并创建了跳槽的人的数据图。我们计算相似度并进行推荐。”
最开始的时候，Clustree 从网络上下载了上千万份简历来寻找趋势，这只是开头。现在 Clustree 要有用得多了，用户可以上传自己公司的简历，还能手动通过表格添加员工的数据。所有数据都会进行匿名化处理，并用于帮助为 Clustree 其他客户生成更好的推荐。
总的来说，和猎头公司打交道或花无数时间来面试候选人相比，这一方式要便宜的多。而且 Clustree 对现有员工也有益，员工们可能会更加尽心地工作。
本艾蒂科特·索斯安说道：“我们想要打破传统的职业生涯路径。我们想说有机会从一份工作跳到另一份工作。有时候甚至会出现全新的工作岗位，雇主找不到任何符合这些工作的标准档案。”
Clustree 的方法奏效了。拥有 2000 名员工以上的法国大公司开始使用 Clustree 来进行人才管理。在本艾蒂科特·索斯安测试市场时，法国燃气苏伊士集团就成为了 Clustree 的首个客户。当时该产品还没有完成，她想看看有没有公司会购买。换言之，她在团队开发出产品前就把产品销售了出去。
Clustree 背后的理念来自于创始人的个人经历。当本艾蒂科特·索斯安想要辞掉工作换一份工作时，她搜索了数百份拥有相同背景的类似档案，好看看自己接下来能做什么。但她没有换成工作，而是创办了一家公司来帮助有同一需求的人。
Clustree 最近从 Alven Capital 及几名天使投资人处获得了 76 万美元种子融资。目前 Clustree 正在开发一项大的产品更新，让产品变得更有用。比如，让公司搜索特定行业的人才档案。
人力资源部门绝对应该使用更多数据来作决策，这也是 Clustree 有趣的原因。Clustree 还很年轻，但未来可能会推出更多有用的功能。
Meet Clustree, a French startup that uses big data to find the right person for the right position within big companies. Clustree will help both good employees who feel stuck in their jobs and HR departments who might not think to check their own companies for the perfect candidate.
“Clustree is a SaaS platform for talent management,” founder and CEO Bénédicte de Raphélis Soissan told me in a phone interview. “We analyze the career paths of millions of people and create data charts of people hopping from one job to another. We calculate the likelihood and make recommendations.”
At first, Clustree downloaded tens of millions of résumés on the web to find out trends — this was just used to get a head start. Now, Clustree is much more useful as you can upload résumés from your own company. You can also manually add data about your employees using a form. All this data is anonymized and will help building better recommendations for all the other Clustree customers.
Overall, it makes hiring much cheaper than having to work with a talent agency or spending countless of hours interviewing candidates. And it might be benificial for existing employees as well — they might end up with a more fulfilling job.
“We want to break traditional career paths,” Raphélis Soissan said. “We want to say that there are opportunities to jump from one job to another. Sometimes, there are even brand new jobs, and you can’t find any typical profile for these jobs.”
And it works. Big French companies with more than 2,000 employees started using Clustree for their own talent management. GDF Suez was the first client — at the time, Raphélis Soissan wanted to test the market. The product wasn’t even done. Yet, she wanted to see whether a company would buy it. In other words, she sold the product before her team developed it.
The idea behind Clustree comes from the founder’s personal experience. When Raphélis Soissan wanted to quit her job and find a new one, she started searching for hundreds of similar profiles with the same background to see what she could do. Instead of picking the logical next job, she founded her own company to help people in the same situation.
The company recently raised a $760,000 (€600,000) seed round from Alven Capital and business angels, such as Jean-David Blanc, Fred Montagnon and Florian Douetteau. It is currently working on a major product update that will make it more useful. For example, it will be possible to restrict search queries to companies working in a particular industry.
HR departments should definitely use more data to make educated decisions, and that’s why Clustree is an interesting startup. It’s still very early for the young startup, but there are many potentially useful features behind Clustree.
来源：TC
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