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Strategies & Market Trends : The New Economy and its Winners
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From: Lizzie Tudor2/27/2014 4:03:20 PM
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SPLK down... not as good as WDAY obviously... SPLKs big quarter was last q

edit: now I see CRM down .79, looks like the same reaction to these as to WDAY last night... I'm not sure retail knows how to interpret cloud financials and deferred billings.

Not sure what the expectations are for these but its unlikely salesforce blows out simply because they are already so big.

CRM- looks like a beat
Raises FY15 Revenue Guidance to $5.25 - $5.30 Billion, up 29% - 30% Year-Over-Year
- Quarterly Revenue of $1.15 Billion, up 37% Year-Over-Year
- Full Year Revenue of $4.07 Billion, up 33% Year-Over-Year
- Deferred Revenue of $2.52 Billion, up 35% Year-Over-Year
- Unbilled Deferred Revenue of Approximately $4.50 Billion, up 29% Year-Over-Year
- Full Year Operating Cash Flow of $875 Million, up 19% Year-Over-Year
- Initiates First Quarter Revenue Guide of $1.205 - $1.210 Billion
- Initiates FY15 Non-GAAP EPS Guidance of $0.48 - $0.50
- CFO to Retire in March 2015
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