The CEO said the company's business "is going fantastically" and the core software business at the cloud computing company is up 20%. Cramer said Red Hat is buying companies and investing in them and you have to do that in order to maintain both your growth rate and the price-earnings multiple. He doesn't understand what the analysts want Red Hat to do. Whitehurst said the company missed its earnings forecast by 1 cent due to costs associated with closing the deal on recent buys. That represented 100% of the miss. "We continue to have solid operating margins, and cash flow from operations grew 35% year over year," he said. Whitehurst said last year's Gluster acquisition is expected to add to revenue and billings next year. Red Hat is taking on large strategic companies, the CEO said. Cramer said what Red Hat is doing is building the business "and that's what we want." Red Hat can hold up under close scrutiny, Cramer said.