On the GAAP side, NetSuite lost $16.8 million for the quarter just ended, down from $20.4 million in red ink a year ago. Non-GAAP net income was $6.9 million, up 19.8 percent from $5.7 million in last year's corresponding period. Revenue hit $106.9 million, up 34 percent from just under $80 million a year earlier. Spending for R&D was up 42 percent – head count up even more – with marketing 32 percent higher. And the company intends to ramps up from that. Back to Nelson and SAP. It was more like driving heavy equipment across what he perceives as the grave of ByD, which he labeled "the most spectacular failure" in cloud software. Nelson also trashed SAP's Hana in-memory technology, which he said "seems to be a magic database than can do anything. We'll have to see what it can do someday" and dismissed SAP, Microsoft and Sage as the "flip phones" of the software business. The financial news came on top of the announcement that NetSuite is acquiring TribeHR, another cloud company. Nelson said that one the big appeals is the social capabilities which give employees  a view into the business. Deal terms have not yet been purchased. NetSuite CFO Ron Gill said TribeHR "is a very early stage company" that will not have a big impact on 2014 revenue. Tribe is aimed at the midmarket.