NOTE the flashing red light. Cloudera had good earnings considering, and yet they are getting hammered this morning (down 12%) due to revenue forecast being light. Does that sound like anyone else we know who is moving to enterprise hybrid cloud? IBM will have to respond to light revenue forecasts and we all know the play book. Right now according to the metrics the Exec team uses, 2nd q is going to be a miss. Reps have to have daily cadence calls for their fortune 1000 customers. GBS, and Power are getting hit especially hard. Time will tell ehhh
https://www.thestreet.com/investing/cloudera-light-revenue-outlook