Benioff did his usual and avoided the direct questions Cramer was asking. They're spending way too much on SG&A to keep revenues at a decent pace. The fact that stock options are handed out like lollipops is what keeps their team engaged for now. Growth is starting to mature. Once that happens and if the earnings/ growth is not there, then watch out. I've been premature a few times and have shorted thru Puts and lost. But, I will continue to hover and wait. Stay thirsty my friends and I would not be surprised if it closes only just a little up tomorrow to wipe out all the call and put buyers.
why any one can't answer? The non-GAAP numbers can be manipulated big time, he knows it. Real profit is cash increase on the balance sheet, and then dilution occered for the amount of shares given to employees, and directors.