They always get a pass. APPLE, CSCO, even AMZN always get grilled about their "margin". NO one , even CRM knows what their margin is. NO ONE, ever asks, or brings up "why isn't your business scalable to earnings"? How do you grow revenues over 30% yoy and qoq and "deferred" revenues grow 40% BUT you guide earnings down???? And this is year in and year out. YET people, aka professional investment analysts BUY it and hype it. Even Beni ducked any mention of anything financial except the revenue figures. Yea, gotta buy it. Waste of time looking at a short here. Exploit the sheep.
Any other company reports what they report and it would be whacked 10% plus.