Ariba and Emptoris -- Seeing Through the Numbers
This week has been a busy week on the earnings front. Ariba released its quarterly numbers and the market appears to have reacted favorably judging by where the stock price is as of 3:13 PM EST. Yet if you dig below the surface of last quarter's performance and the guidance, what's the real news? And how will Ariba perform from both customer expectation and shareholder perspectives in 2009 and beyond? Stay tuned for my analysis of Ariba's performance early next week. I'll keep it high level at this point, focusing my analysis primarily around their financial and customer metrics and trends. And I'll save the detailed solution analysis for closer to conference season when the road maps and emerging release enhancements become clearer. Along the same lines, look for a quick discussion on Emptoris' latest 2008 growth press release as well. Clearly, the timing of this announcement was meant to coincide with Ariba's reporting as well. But how should customers, prospects, channels, partners and competitors interpret both this announcement and the Ariba news? Stay tuned.
- Jason
TweetBacks
Is that 20% growth of the new revenue numbers that were never officially posted or is the 20% off the revised and improved revenue numbers that no one ever lied about or is this 20% over the numbers they told the new investors or is this 20% over the numbers they told the judge or....yeah
Not sure I would have even noticed the Emportis release if you had not posted it. It does seem like a bit of a me too...
Good questions by Analyst. I wonder if Kevin Potts, Emptoris's VP of Marketing, or John Belchers, Emptoris's CFO, would vouch for the accuracy of the Emptoris press release, or say what Emptoris's actual 2008 revenues were. I doubt they would do either.
