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Staffinganalyst

  1. MSP (Managed Service Provider) business is rapidly becoming a loss leader to keep foot in the door with large staffing customers.
  2. Pay zero attention to job board traffic. Cost per placement matters most. http://tinyurl.com/ny8sxh
  3. Monster MWW is releasing their Trovix contextual search technology in stages to their customers during 2H'09.
  4. Monster and CareerBuilder will add jobfox like matching technology to their systems.
  5. LinkedIn is taking a bite out of Monster MWW and Dice Holding DHX revenue streams, but they don't speak to the competitive threat.
  6. I like all the improvements that Monster is making under Iannuzz, but I'm concerned that LinkedIn will limit MWW's growth potential.
  7. Monster MWW CEO claiming market share gains aginst Career Builder. I'm hearing confirmation of these gains from other sources.
  8. Monster CEO making big deal out of their Trovix technology on earnings call -- this type of technology is available through several vendors.
  9. > 75% of jobs orders will flow through VMS systems by 2014.
  10. CareerBuilder generates a higher volume of responses because of candidate options to receive emails on related jobs.
  11. Monster and CareerBuilder will not be hurt by LinkedIn for lower end jobs below ~$60K/year.
  12. Hotjobs is losing traction. Hot Jobs now giving away free job postings and offering low ball deals to lure customers back.
  13. The rececession is officially over. Staffing firms saw improved order flows in July.
  14. Job board customers are increasingly selecting Moster or Career Builder but not both.
  15. Fact: the general unemployment rate continues to rise while technology and finance segment unemployment rates peaked in April.
  16. Dice will enjoy fast paypack on allhealthcarejobs.com acquisition by raising prices. Individual 30 day Dice postings are $459 each.
  17. Dice purchases Allhealtcarejobs.com for $3.8M in cash+stock. That's $143 per current job posting or $13.9 per registered user.
  18. Kudos to Bullhorn for doing well in a tough environment. Losing seats as recruiters are being laid off, but also winning new deals.
  19. Staffing firm job req volumes and revenues will grow again when unemployment rate peaks.
  20. Staffing industry revenues and headcount grow during quarters when GDP growth >2%.