华尔街给Monster收购Hotjob泼了一盆冰水，消息当日开盘MWW重挫16%，收盘跌去12%；分析师认为Monster做了冤大头，买贵了。
Monster主要竞争对手CareerBuilder（CB）发表声明，认为Monster（M）想得太美了，声明主要内容如下：
- CB依然是北美地区的收入冠军5.4亿，即使M和Hotjobs合并的收入（4亿加1亿）也不及它
- CB依然是北美地区的访客流量冠军2千一百万/月，即使M和Hotjobs合并的流量（一千一百万加五百万）也不及它
- 历史证明M会遇到监管麻烦（以前M曾经试图过一次，失败了）
- 雅虎是昔日黄花，它自己的流量都没能很好变现，M把宝押错了
一方面是经济复苏的迹象渐显，另一方面是昔日网络巨人的陨落，今天Yahoo宣布以5折价2.25亿美金贱卖Hotjobs给Monster。雅虎于2002年以价值近4.45亿美元现金+股票的方式收购HotJobs，HotJobs也是美国三大招聘网站之一。
回头看中国，51job是否会考虑收购呢？ChinaHR已经在Monster麾下了，估计不会出让，只剩下智联招聘zhaopin了。Yahoo还能每年给Monster导入不少网站流量，zhaopin能给51job导入的恐怕就不断烧钱的理念了吧？
没有多少人对垃圾邮件有好感，但还是有很大网站为了里子不要面子。比较出名的如陈一舟前一阵子为了推广山寨开心网，不惜血本、不顾脸面的狠发了一阵子伪邀请函。
这两天我有2个从来没有注册过的邮箱收到来自中华英才网的同样形式的邀请函，标题是“想知道同事的薪水多少吗?自己在业内的身价如何?快来揭秘同行薪酬.”
发件人地址是：noreply@chinahr.com.cn
【TZ按】我有一堆没有答案问题：
- 招聘网站是否应该通过群发邮件来吸引个人求职者的眼光？
- 它和垃圾邮件的界限在什么地方？
- ChinaHR的控股公司Monster是否敢在美国进行同样的举动
？是否有法律风险？
- 是否会引起公众的反感？
Monster财务总监Timothy Yates在日前的投资者会议中证实中华英才网ChinaHR裁员的事实：
Excluding China HR, we ended the first quarter with almost 400 fewer associates compared with the fourth quarter 2008. We also reduced headcount in China by nearly 300 full time associates and a significant number of temporary employees during the first quarter. As a result, total headcount declined 10% sequentially.
中国雇员第一季度裁员情况，全职员工减少了300左右，还辞退了相当一部分临时员工。
其它链接：海德思哲裁员，股票暴跌
黑客并没有因为经济危机或新年就停下手里的工作，反而再次把Monster的数据好好看了一遍。Monster以前就已经有了这样的经历，以后也许还会有不少中国的个人数据，因为在去年Monster已经拿下了ChinaHR。
Monster在全世界有很多分站，这次据说被入侵的是英国站(www.monster.co.uk)，拥有4百多万的用户数据。
所以我给求职者的建议是在填写网站简历（或其它网上信息）时候要做一定的个人保护，比如：微调一下自己的生日、身份证号码，但不影响雇主的关注信息。这样即使信息被黑客获取，他也无法用这些信息入侵你的银行账户了。
根据AP报道，Monster的创始人、亿万富翁Andrew McKelvey在感恩节的早晨去世，享年74岁。
ChinaHR在过去的几年中一直想击败51Job，可惜未能得逞。可是在它倒下的那一天，却得到了一个意外的惊喜：
× 高盛分析师宣布将51Job的目标价格从14美元下调至8美元。（原因是Moster的进入将让市场竞争更加白热化，51Job的利润率必将下降）
这让我想到了自杀炸弹，有点古龙小说的味道。
中华英才网的员工今天都收到了来自Sal Iannuzzi，Monster总裁兼首席执行官的来信。 简要说明了Monster收购ChinaHR的事宜。另外Ed Lo原AIG高官加盟ChinaHR，Title是临时CEO，要取代张建国的位置。张建国（现CEO）和汤圣平（现销售总监）看来是要挪位置走人了（都被感谢了）。
新浪新闻： Monster完成对中华英才网收购
背景人物：Monster大中华区执行副总裁爱德华·罗(Edward Lo)将担任中华英才网的临时首席执行官。他曾任AIG Investment Asia总经理兼首席运营官、香港友联银行副首席执行官兼首席运营官等职，并曾在信孚银行工作近25年。
Edward Lo, Executive Vice President, Monster Greater China will immediately take over as the interim CEO of ChinaHR while maintaining his current regional responsibilities of driving Monster’s overall growth in the greater China region. Mr. Lo brings over thirty years of leadership experience to Monster, working in Asia and the United States. He joined Monster in early 2008 from AIG Investment (Asia) Corp., where as Managing Director and COO, he successfully guided the company’s operations in 13 Asian countries. Prior to that, he served as Deputy CEO and COO of Union Bank of Hong Kong following a nearly 25-year career with Bankers Trust Company split between the US and Asia.
张建国：1963年出生于浙江宁波，通信与自动化专业硕士。1990年进入深圳华为技术有限公司，1992年起先后担任华为公司福建办事处主任、北京办事处主任、上海办事处主任，1995 年出任华为公司市场部副总裁。1996年出任华为公司副总裁、人力资源部总监。2000年离开华为公司赴美国麻省大学进修人力资源管理。2001年起进入专业HR管理咨询业，先后担任深圳益华时代人力资源管理咨询公司董事长和北京华夏基石人力资源顾问公司总经理。2004年7月加盟中华英才网，出任总裁职务。
Salvatore Iannuzzi
Director/Chairman of the Board/CEO/President
Monster Worldwide, Incorporated
New York , NY
Officer since ?? 2007
54 Years Old
Salvatore Iannuzzi, Director of the Company since July 2006. Mr. Iannuzzi has been our Chairman of the Board of Directors, President and CEO since April 11, 2007. Prior thereto, he was president of Motorola, Inc.’s Enterprise Mobility business commencing in January 2007 to April 2007. Mr. Iannuzzi served as President and Chief Executive Officer of Symbol Technologies, Inc. from January 2006 to January 2007, when Symbol Technologies was sold to Motorola. He previously served as Symbol Technologies’ Interim President and Chief Executive Officer and Chief Financial Officer from August 2005 to January 2006 and as Senior Vice President, Chief Administrative and Control Officer from April 2005 to August 2005. He also served as a director of Symbol Technologies from December 2003 to January 2007, serving as the Non-Executive Chairman of the Board from December 2003 to April 2005. From August 2004 to April 2005, Mr. Iannuzzi was a partner in Sanguenay Capital, a boutique investment firm. Prior thereto, from April 2000 to August 2004, Mr. Iannuzzi served as Chief Administrative Officer of CIBC World Markets. From 1982 to 2000, he held several senior positions at Bankers Trust Company/Deutsche Bank, including Senior Control Officer and Head of Corporate Compliance.
根据HRMarket季度统计，美国主要和HR业务相关的上市公司近期财务表现如下：
Automatic Data Processing Inc. (ADP): Reported that profits jumped 6 percent in its fiscal third quarter as a stagnant economy slowed growth at many clients’ payrolls. Automatic Data Processing earned $413.6 million, or 79 cents per share, compared with profit of $388.9 million, or 70 cents per share, in the year-ago period. Analysts polled by Thomson Financial forecast profit of 75 cents per share in the quarter ended March 31. Revenue surged 12 percent to $2.43 billion from $2.17 billion.
Aon Corp. (AOC): Reported results for the first quarter ended March 31, 2008. Net income increased 2% to $218 million or $0.68 per share, compared to $213 million or $0.66 per share for the prior year quarter. Net income from continuing operations increased 8% to $179 million or $0.56 per share, compared to $165 million or $0.51 per share for the prior year quarter. Certain items that impacted first quarter results and comparisons with the prior year quarter are detailed in the reconciliation of non-GAAP measures on page 10 of this press release. Net income from continuing operations per share, excluding certain items, increased 25% to $0.71 compared to $0.57 for the prior year quarter.
Administaff Inc. (ASF): Reported its first-quarter profit jumped 57 percent, beating Wall Street expectations. For the three months ended March 31, the company reported income of $13.2 million, or 51 cents per share, compared with $8.4 million, or 30 cents per share, in the year-ago period. Results are based on 25.8 million shares outstanding in the 2008 quarter and 28.2 million shares outstanding in the prior-year quarter. Analysts polled by Thomson Financial, on average, estimated earnings of 48 cents per share on sales of $460.2 million. Revenue rose 12 percent to $456.1 million from $407.8 million in the first quarter of 2007.
Convergys Corp. (CVG): Reported that its profit slid 18 percent in the first quarter as expenses rose while revenue was flat. Convergys earned $35.9 million, or 28 cents per share, in the first quarter, compared with profit of $43.6 million, or 31 cents per share, in the first quarter last year. The per-share results reflected an 8.2 percent reduction in the number of shares outstanding year-over-year, reflecting the company’s share repurchase program. Profit topped analysts’ average forecast by a penny per share, according to a Thomson Financial survey. Revenue, which the company derives mostly from consulting contracts, slipped marginally to $716.4 million from $719.9 million.
Equifax Inc. (EFX): Reported its first-quarter profit fell 5 percent due to increased expenses related to its 2007 acquisition of Talx Corp., a provider of employment verification services. First-quarter earnings for the three months ended March 31 fell to $65.7 million, or 50 cents per share, from $69 million, or 55 cents per share, in the prior year. Equifax attributed the earnings shortfall to increased intangible amortization expense related to the company’s acquisition of Talx and interest expense on debt incurred to finance the deal. Excluding those costs, earnings totaled 60 cents per share. On average, analysts surveyed by Thomson Financial, who generally exclude one-time items, forecast earnings of 57 cents per share. Quarterly revenue jumped 24 percent to $503.1 million, from $405.1 million in the first quarter of 2007.
Gevity HR Inc. (GVHR): Reported its first quarter gross profit benefited from another strong performance in the company’s workers’ compensation program, which is entirely attributable to the Gevity Edge segment. The workers’ compensation program contributed $5.8 million toward gross profit notwithstanding the effects of lower wages and Florida’s reduced workers’ compensation rates. Conversely, the company experienced a sequential reduction in professional service fees due to the aforementioned reduction in the Gevity Edge client portfolio. In total, Gevity reported first quarter gross profit of $35.2 million in 2008 compared to $51.2 million in the fourth quarter of 2007 and $45.4 million in the year earlier period. Of the first quarter gross profit reported in 2008, $34.2 million was generated by the Gevity Edge segment.
Hewitt Associates Inc. (HEW): Reported its profit more than tripled in the fiscal second quarter as the outsourcer and consultant bought other companies and added new clients. Hewitt Associates earned $44.5 million, or 43 cents per share, in the three months ended March 31, compared with profit of $13 million, or 12 cents per share, in the fiscal second quarter last year. Operating income, which excludes certain unusual costs, was 37 cents per share. Analysts polled by Thomson Financial forecast profit of 38 cents per share in the second quarter. Revenue climbed 8 percent to $789.5 million from $733.8 million. Analysts expected revenue of $753 million.
INfe Human Resources Inc. (IFHR): Reported strong financial performance for 2007, achieving a 34% increase in revenue, a 28% increase in EBITDA and a higher gross margin. For fiscal year ended November 30, 2007, INfe Human Resources generated revenues of $8,603,150.
Kenexa (KNXA): Reported its first-quarter profit edged up 2 percent on higher subscription and professional services revenue. Net income grew to $4.8 million, or 20 cents per share, from $4.7 million, or 19 cents per share, a year ago. Excluding one-time items, the company earned $7.3 million, or 31 cents per share, in the latest period. Revenue rose 14 percent to $48.2 million from $42.2 million, helped by a 13 percent gain in subscription revenue to $39.2 million and a 20 percent jump in professional services and other revenue. Analysts surveyed by Thomson Financial expected profit of 23 cents per share, excluding stock-based compensation costs, on revenue of $48.8 million.
Manpower Inc. (MAN): Reported its first-quarter profit surged 27 percent, helped by favorable foreign currency exchange. For the period ended March 31, earnings increased to $75.5 million, or 94 cents per share, from $59.5 million, or 69 cents per share, in the prior year. Analysts expected net income of 82 cents per share, according to a Thomson Financial poll. Manpower generates the majority of its revenue and operating profit overseas. With the dollar hitting record lows against the euro and weakening against other currencies, the company said favorable foreign currency exchange boosted earnings by 14 cents per share. Quarterly sales grew 19 percent to $5.39 billion from $4.54 billion to beat Wall Street’s estimate of $5.26 billion.
Monster Worldwide, Inc. (MNST): Reported its first-quarter profit fell but revenue and adjusted profit beat Wall Street estimates. Several analysts reacted fairly positively to the report but maintained cautious views of the future. Shares of Monster, which operates the Monster.com Web site, rose 92 cents, or 3.6 percent, to close at $26.48. In the past year, the stock has traded between $21.72 and $50.28. Monster said late Thursday that it earned 18 cents per share, or 24 cents per share on an adjusted basis, on $370.4 million in revenue. Analysts polled by Thomson Financial expected an adjusted profit of 22 cents per share on $362.9 million in revenue.
Oracle (ORCL): Reported fiscal 2008 Q3 GAAP earnings per share were up 30% to $0.26, compared to the same quarter last year. Third quarter total GAAP revenues were up 21% to $5.3 billion, while quarterly GAAP operating income was up 35% to $1.9 billion and GAAP net income was up 30% to $1.3 billion. Total GAAP software revenues were up 21% to $4.2 billion with GAAP new software license revenues up 16% to $1.6 billion. Database and middleware new license revenues were up 20% and applications new license revenues were up 7%. GAAP software license updates and product support revenues were up 25% to $2.6 billion. Service revenues were up 21% to $1.1 billion, compared to the same quarter last year.
Paychex Inc. (PAYX): Reported its fiscal third-quarter profit rose 13 percent on a jump in service revenue. Paychex earned $142.5 million, or 39 cents per share, compared with $126.6 million, or 33 cents per share, for the same quarter in 2007. Revenue rose 9.7 percent to $532.2 million from $485.3 million in the year-ago period. Analysts polled by Thomson Financial expected a profit of 39 cents per share on $533.3 million in revenue. Payroll service revenue rose 8.3 percent to $374.2 million on client base growth, higher check volume and price increases, while human resource services revenue jumped 18 percent to $120.6 million.
Saba (SABA): Reported it swung to a third-quarter profit, helped by an increase in license revenue. Saba earned $158,000 or a penny per share, compared with a loss of $1.2 million or 4 cents per share, in the 2007 third-quarter. Excluding one-time items, the company earned 6 cents per share compared with a profit of 2 cents per share in 2007. Sales rose 10 percent, to $27.4 million from $24.8 million last year. Analysts polled by Thomson Financial, on average, expected profit of 5 cents per share on sales of $27.5 million. Analyst estimates typically exclude special items.
SAP AG (SAP): Reported its profit fell 22 percent in the first quarter because of the weaker dollar and costs associated with an acquisition, but sales rose and the company lifted its 2008 outlook. SAP, whose programs help companies do back-office work such as payroll, inventory management and accounting, said net profit for the January-March period fell to 242 million euros ($376.8 million) from 310 million euros a year earlier. That was lower that the 296 million euros ($460.9 million) that analysts surveyed by Dow Jones Newswires had forecast. That sent SAP shares down 2 percent to close at 32.39 euros ($50.56) in Frankfurt.
Taleo Corp. (TLEO): Reported its total revenue for the first quarter was $37.2 million, representing an increase of 30% on a year-over-year basis. Application revenue for the first quarter was $30.2 million, an increase of 28% on a year-over-year basis. Taleo’s customer base grew to over 1,700 customers with more than 1.2 million users due to the acquisition of Vurv Technology. Net income in accordance with accounting principles generally accepted in the United States, or GAAP, was $1.6 million for the first quarter, compared to net income of $0.9 million for the same period last year.
Ultimate Software (ULTI): Reported its financial results for the first quarter of 2008. Ultimate Software reported total revenues of $43.5 million, an increase of 19% compared with the first quarter of 2007, and recurring revenues of $25.7 million, a 32% increase over the first quarter of the previous year. GAAP net income for the first quarter of 2008 was $0.3 million, or $0.01 per diluted share, versus $1.3 million, or $0.05 per diluted share, for the first quarter of 2007. New annual recurring revenues (ARR) were $8.5 million for the first quarter of 2008, a 41% increase over those for the first quarter of 2007.
Watson Wyatt Worldwide Inc. (WW): Reported revenues that were $457.5 million for the quarter, an increase of 16% (14% constant currency) from the third quarter of fiscal 2007 revenues of $395.6 million. Excluding the impact of acquisitions and changes in foreign exchange rates, revenues increased 6% from the third quarter of fiscal 2007. Net income for the third quarter of fiscal 2008 was $42.5 million, or $0.96 per diluted share, an increase from $33.8 million or $0.76 per diluted share in the prior-year third quarter. When compared to prior-year third quarter, exchange rates had a positive impact of $0.01 per diluted share on net income.
Workstream Inc. (WSTM): Reported revenues that were $6.2 million compared to $7.0 million during the same period last year. The year over year decline in revenues was primarily attributable to lower recurring software revenues. EBITDA, or earnings before interest, taxes, depreciation and amortization, was $(4.7) million, compared to $(1.7) million during the same period last year. Net loss for the period in accordance with accounting principles generally accepted in the United States, or GAAP, was $(19.7) million, reflecting the recording of $13.1 million of interest expense during the quarter related to the Company’s common stock warrant liability. GAAP Earnings per share for the quarter were $(0.38) with 52 million weighted average shares outstanding.
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