- Tuesday, Dec. 3, 2013, Credit Suisse Annual Technology Conference, Scottsdale, AZ – Michael Scarpelli, chief financial officer, will be presenting at 4:00 p.m. MST (23:00 GMT).
Guggenheim initiated coverage of ServiceNow (NOW) stock late yesterday with a 'buy' rating.
With the company's Sales Cloud business witnessing slower growth, Salesforce's growth profile has softened a bit, even as newer businesses continue performing well.
Workday's strong results and guidance follow healthy numbers from other cloud software names, and make Oracle and SAP's harsh rhetoric towards the company look questionable.
Cramer says ServiceNow has high growth in the cloud and he may be avoiding Ford and GM if things continue downhill.