[dj_axl]

> Look at Salesforce, Workday, Amazon, etc. They are all negative or razor thin. Oracle and SAP are used to 85% gross margin on software.

Workday has a profit margin of 62% versus Oracle's profit margin of 82%. It's less but it's not that big of a gap.

[mbesto]

Huh? Workday has never turned a profit... and AFAIK do not report gross margins (for support contracts) the same way SAP/Oracle do...

https://www.google.com/finance?cid=401330883723564