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More on NetSuite: Deferred revenue balance jumped 19% Q/Q and 44% Y/Y in Q4 to $161.4M....

More on NetSuite: Deferred revenue balance jumped 19% Q/Q and 44% Y/Y in Q4 to $161.4M. Subscription/support revenue +26% Y/Y to $68.5M, services/other +67% to $16.5M. Operating cash flow +15% to $13.4M. Opex +29%, less than billings growth. CEO Zach Nelson trash-talks Microsoft, accusing them of failing to "deliver cloud-native ERP solutions." N +9.8% AH. CC at 5PM ET (webcast), guidance should be provided. (PR)
Comments (3)
  • Paulo Santos
    , contributor
    Comments (20415) | Send Message
     
    The bubble is still inflating quickly.
    31 Jan 2013, 04:35 PM Reply Like
  • McGonicle
    , contributor
    Comments (1335) | Send Message
     
    I knew that this three-card monte game was going to go down, no matter what was reported.

     

    I SHOULD have know that it was going happen with AAPL as well. Live and learn nothing.

     

    Up $7 on a slight miss...with growth beneath expectations...

     

    seems pretty clear the analysts know exactly what the numbers are going to be because that's not so hard to pre-calculate if you know facts like number of customers, revs per customer, and the margin rate for certain types of companies there isn't alot of guesswork.

     

    Getting sick of this. At least AMZN goes down...guess we will see about this garbage.
    31 Jan 2013, 04:37 PM Reply Like
  • Paulo Santos
    , contributor
    Comments (20415) | Send Message
     
    N will end up losing most of its value - but not now. And with a $5 billion market cap, it's still too easy to take it higher and higher.

     

    I haven't shorted it just on account of the low market cap. If people can pump AMZN on a $125 billion market cap, imagine this.

     

    But once these bubbles start popping, there will be money to be made on this thing.
    31 Jan 2013, 04:45 PM Reply Like
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