Zach Nelson

NetSuite bullish after beating Q2 estimates

August 6, 2010 Cloud Computing/SaaS

When I met with NetSuite in London the other week, I heard Zach Nelson, the company’s CEO, imply revenue approaching $200 million in the current fiscal year. At the time, the company could not comment officially as it was in the ‘quiet period.’ Yesterday’s earnings call (replay available) and results announcement suggest the company is on [...]

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SaaS solutions need to mature. Rapidly

June 25, 2010 Cloud Computing/SaaS

A coincidence arose today that got me thinking about the relative maturity of the various SaaS players. A couple of weeks back I wrote that in one selection case, the professional preferred Twinfield over one of the newer players even though the person acknowledged the Twinfield UI could be better. Function needs to lead form. [...]

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NetSuite hits numbers, plays whack-a-mole with SAP

May 4, 2010 Cloud Computing/SaaS

Earnings calls are usually such dull affairs with corporate executives rarely straying far from the script. NetSuite calls on the other hand are increasingly becoming something which one can look forward to in the certain knowledge CEO Zach Nelson of NetSuite will have a crack at any of Oracle/SAP or Microsoft. This last quarter’s term [...]

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NetSuite customers and other fun stuff

September 28, 2009 Cloud Computing/SaaS

In the past I’ve been pretty hard on NetSuite, especially around implementations. How things have changed. Last week I met with the company, several of its customers and other analysts when it put on a two hour show for prospects. These events are inevitably scripted but customers seemed genuine in their satisfaction for what the [...]

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