If you're disappointed by these earnings, then Cramer thinks you've got this company all wrong.
That company is.
"When the firm reported two weeks ago, investors hit the sell button largely because Marketo reported a larger than expected loss and it forecast more losses down the road," Cramer explained.
Specifically, Marketo reported a fourth quarter net loss of $15.5 million, or 41 cents a share. The non-GAAP loss was 29 cents a share for the fourth quarter. Wall Street was expecting a loss of 25 cents.
As for the outlook, Marketo projected a first quarter non-GAAP loss of 28 cents a share to 30 cents a share. Wall Street was looking for a loss of 21 cents a share.
"However, what I think matters here is revenue growth," said Cramer, "and Marketo has that out the wazzoo!"
Looking at the numbers again, Marketo's revenue growth was nothing short of dazzling. It said revenue grew a whopping 64% in 2013 and 67% in the fourth quarter "And don't forget the 85% increase in billings and a 100% rise in deferred revenue," Cramer added.
The "Mad Money" host believes those are the metrics that matter because Marketo is a young company with big potential; therefore he feels money to keep the business growing matters much more than earnings.
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But that's not all. The company also sits in an area of the market that Cramer thinks presents opportunity for quite some time to come – cloud computing.
"There's a lot of money to be made in the cloud," Cramer noted. And although there are many ways to play the cloud, considering the revenue growth and the recent pullback, "I'd take a long, hard look at Marketo," Cramer said.
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