Kind of an ugly day, dow shed 113. The nasdaq declined 0. 15 i wont hammer you on the trade talks but highlight an opportunity that works regardless of how things play out with china for all we know the trade tussle could be with us for ages. I dont want you missing out on amazing opportunities that we see out here that arent bound by the narrow confines of the prc versus the United States so let me lay it all out for you. Thousands of companies are in trouble right now because they dont know how to deal with technology they dont understand the sales force or cybersecurity or pagerdutys always on mentality. If you want to compete having the right tech gives you an enormous edge. Thats the thesis that bind so many of them thats why target i think reported a blowout quarter, not just this morning and by the way a lot was Brian Cornell knowing how to use technology and kohls reported a hideous shortfall yesterday. Target has the right kind of tech kohls hasnt spent enough on it more later one problem, enterprise oriented tech, well, its really hard to grasp or understand. I know you talked to me about it. I know i see the emails most enterprises struggle with it too if you never need to directly interact with these services at work, it sure is tough to get your head around them as an investor go to the mall and see how salesforces Customer Relationship software is selling. No, you dont see it its behind the seeds. Thats why i want to explain what makes them so necessary the chief reason is that nearly every company on earth, every enterprise, large or small thats more than a couple of years old has the wrong system their old systems arent customer centric and cost too much money to manage now youd never see this on the consumer side unless you work in Corporate Information technology you may not even know what a system is. You need to think of it as a complex mechanism that takes in lots of data, stores it then helps executivesanalyze it so they can make better decisions thank the competitors can. All right, look for most of my Life Companies stored their data by hand. They dealt with customers who came to them then we got computers and smarter businesses, started storing data on their own machines in recent years that changed these Days Companies recognize they have well, having your own server form is not efficient and rather take all that have data and store it in the cloud, the same cloud you interact with when you stream a movie from netflix or buy something on amazon heres the big problem the system that is most compa companies arent built for that but for customers who didnt care about speed or Customer Service because they assumed every interaction would be terrible anyway. Kids these days dont even remember what it was like to be left on hold or something that took an eternity to load this was meantto handle thousands, not hundreds of thousands, yet alone millions. To compete in this era businesses need to upgrade its expensive and huge pain in the neck and necessary look at lowes versus home depot. Lowes went higher because the ceo has been working to install more robust system that is can handle millions of customer int interactions if your website doesnt run smoothly youre losing a lot of business lowes understands that now. Meanwhile, home depot stumbled because their legacy systems arent up to snuff and they cant work fast enough to replace them its the quarter these days people expect everything to be frictionless. The moment they hit any kind of problem, they just take their business elsewhere on top of that another dimension. Lots of enterprises think getting the customer is no longer just enough wont go it. Salesforce, they know better one of the reasons why they are conference gets bigger every year landing the customer is the beginning. Then they have to keep them happy by any means necessary not long ago salesforce bought Tableau Software and shelved out 15. 7 billion for it and i think it was worth every penny because tableau lets you mine data to reach conclusions that will boost sales. These days you need the whole suite of products to keep the customer happy while salesforce is much more than that its still instrumental in the 360degree customer pleasing process that marc benioff tells me has truth as its only boundary once it goes down this path, youll run into bad actors who want to take advantage of your systems. Theyll pretend to be other people to hack into your organization so he can steal data and cause mayhem. Hackers are a fact of life which is why companies teed to take action before they do any damage before they wreck the relationship with you. One way to do it by building a fire wall around your enterprise but you also want to know exactly who everyone is and thats what octa is all bit. They handle login and verification with albertsons. Mlb. Com relied on their Identification Systems to work every day. While that may not sound exciting okta is essential to so Many Companies in the fortune 500 which explains why its stock has more than doubled since the beginning of the year and why im talking about them do i care about okta i like the fact they employ people sometimes i wish i had gotten into video games but im surrounded by young people who live and di by call of duty. You can buy actyivision and i dig deeper what makes them look so lifelike . Well, thats nvidia. Nvidias graphic processors, their chips let you run simulations, millions of them that that can be used to manage Driverless Cars that otherwise might smash into pedestrians. You cant really know nvidia unless you interact with something theyre involved in and even then you might not realize its them because in many cases theyre hidden. Im trying to change that. I want nvidias ceo to be a household name in your home. Why . Well, how about because it was at 30 four years ago now 211. Final point these Technology Companies are force multipliers. Im a Small Business owner, at heart like my dad. When we opened the inn we didnt have any systems what were systems . Inns have systems. A few years later thanks to Technology Expedia and airbnb Hotel Tonight we can fill the place and open a barzan miguel i dont know anything. Suddenly i realize how important squares payment platform is reservations, delivery, website coordination payroll. I mean all starts with square. Do i want to know square as a business person . No, do i want my business to function well, yes do i want you to own stocks that go up, thats what this show is about. None of this existed years ago, big company has computers, the rest of us had pen, paper, maybe a calculate for we were lucky. Now we have access to the same technology right down to the look and feel of our win sites the bottom line, america used to be a manufacturing nation that made things and sent them overseas now were an asset light nation that sells things or to put it another way. The stock symbol pd belongs to felldodge, the largest copper producer doesnt belong to it anymore but pagerduty that monitors the performance of your web presence well hear more from them later tonight. The reason why the stocks were where they were, the wares of many like them, you can see they will do well with or without a trade war conclusion lets go to, oh, dave in illinois. Caller dr. Cramer. Jim, do you and your staff thanks to your dedication, time and effort for bringing us insightful and relevant interviews from dream force. Your viewers appreciate it so very much. Thank you, dave how can i help caller jim, earlier today alibaba completed a secondary Stock Offering of 500 million shares on the hong kong stock he can change raising 11 billion. In its 2014 ipo on the New York Stock Exchange baba raised 25 billion becoming the largest on record since then the stock price of chinas largest Ecommerce Company has appreciate yachted 173 right. Caller todays secondary offer amounts to between a 2 and 3 share dilution. Some Analysts Anticipate this new asian offering could actually lift the share price instead of diluting it so, jim, how do you see this Magic Carpet Ride resolving itself dave, i definitely believe that the stock is going to do well after this offering i think it is good news. It is the only stock in the peoples republic im recommending on mad money. Thank you for your kind words. Tom in kentucky. Tom. Caller booyah, jim. Booyah caller tom from kentucky i want to thank you for your hard work in educating us. Thank you. Caller in light of the xerox rejected bid for hewlettpackard, will they make additional bids . Will xerox benefit should the acquisition go through and regardless what do you think of the future for xerox i think xerox actually needs very much for hp to buy them and i dont think hp wants to do that that means xerox could be vulnerable maybe for as much as 10 to 15 i dont think there will be a way to coerce hp into buying xerox so im not a buyer at these levels lets go to ken in georgia ken. Caller hey, jim. I sold half of my Ollies Bargain outlet for 150 gain and got back my basis and down ro h roughly 35 from the high and still like the space i believe they had a short turn setback. Wondering if its time to go back to the well you know, it was a setback. It was surprising, it was surprising but i dont think its such a bad level to be involved here. Just after tjx reported an amazing quarter go with the best in show and right now that is tjx with second being burlington a whole new world. One that gives us all equal power. We are now an assetlight nation and sell a lot of things last year i named okta a crown prince but does it still hold the crown . Whether it could be worth it and some good, some bad im breaking down what differentiates the winners and losers in the space. Salesforce bought tableau for nearly 16 billion how is it faring ill talk to the ceo so stay with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter have a question, tweet cramer, madtweets send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc miss something, head to madmoney. Cnbc. Com. Tom steyer wall street banks took advantage of millions of americans during the recession. So, my wife kat and i took action. We started a Nonprofit Community bank with a simple theory give people a fair deal and real economic power. Invest in the community, in businesses owned by women and people of color, in affordable housing. The difference between words and actions matters. Thats a lesson politicians in washington could use right now. Im tom steyer, and i approve this message. Doprevagen is the number oneild mempharmacistrecommendeding . Memory support brand. You can find it in the vitamin aisle in stores everywhere. Prevagen. Healthier brain. Better life. Ugh, another electronic signature. You have to print, walk, sign, scan, recycle, walk, email yourself. Really . More walking, try again, waiting, recycle, walk, email yourself, then get back to your day. Or not. This isnt working. Introducing samsung paperless workflow solutions. With the galaxy tab s6, you can sign Digital Documents onscreen, with a finger or your s pen. Samsung business solutions. With a finger or your s pen. What are you doing back there, junior . Since were obviously lost, im rescheduling my xfinity Customer Service appointment. Ah, relax. I got this. Which gps are you using anyway . A Little Something called instinct. Been using it for years. Yeah, thats what im afraid of. He knows exactly where were going. My whole body is a compass. Oh boy. The my account app makes todays xfinity Customer Service simple, easy, awesome. Not my thing. A month ago the whole cloud complex looked like it was in hideous shape after prolonged selloff there was never anything wrong with most of the Companies Just went out of style but in the last few weeks the Higher Quality cloud stocks have made a stunning comeback. Consider the case of okta that handles your login and verification credentials for a lot of sites you use it got slammed over the summerment even though they put up amazing numbers it was temporary and rallied 35 in less than a months time and once again up 100 for the year. Earlier today we had a chance to actually go to okta to catch up with Todd Mckinnon the cofounder and ceo take a look. Todd, why do we have to worry about identity identity is really important. If you think about what companies are trying to do, companies of every size and every industry, theyre trying to have the best experience for their employees, they want to have it be flexible, accessible from anywhere, the best tools and also want to make sure their customers can reach them over the web, over mobile, so what that all comes down to, you have to have good identity. You have to know who those people are that are connecting to what resources whether its a customer website or whether its a Productivity App to make your employees do their best work you have to know who they are. And you have to be able to do it securely and make it super, super easy for those people to access those systems at the core of that is identity. Okay, so i was one of the first customers to mlb. Com and i love baseball. I turn it on and it works. Does it work because of you . We are the login for mlb. Com so the great team at mlb. Com is building this amazing mobile experience to stream the games out of market. And one of the key components of that is how do they identify the subscribers and how do they log them in easily so make it super simple for the subscribers, no additional passwords or tokens and they also make it really easy for the developers at mlb. Com to actually create that site so they dont have to worry about the login and focus on what theyre great at, giving the baseball content to the subscribers. Are there still companies that actually worry about the l login . It happens. It happens but thats changing yes. As okta has really shown the industry theres an easier way and you cannot only get it, you know, cheaper than it is to build yourself but you dont have the risk of a security problem like you do if you build it yourself. Quite powerful. I think that a lot of people asked me, jim, why do you care about okta i always care about a stock up 100 for the year but i said because there would be 34 Million People who have loyalty to albertsons and they dont realize what helps it work is okta and thats an awful lot of customers that not everybody can handle. Yeah, i mean put yourself in albertsons shoes. So youre a brick and mortar one of the largest grocery chains in the country. And youre thinking about your competition and it used to be maybe the Corner Grocery store or another brick and mortar competitor but now it is online worried about the Gig Economy Companies shopping at your store and serving your customers and worrying about amazon going direct to your customers so you have to up your ecommerce game and have a Great Loyalty Program and have a great ecommerce experience, connect that brick and mortar store with your Online Customer community and whats at the center that have is identity. Know who the customer is, get them on that site, simply and securely and thats what we help them do. Lets talk about internally there are people who come and go in the company there are companies now so large that you dont know who is cracking in, who is not. If i hire okta, what does it mean in terms of trying to keep out bad geiss or impersonators. I think its if you think about a company you talked about the challenges of albertsons on the customer side, Companies Used to be that they would have an office and they would have a data center and put a fire wall around that and it was pretty binary when you were inside the data center or office, you were, you know, secure and approved. And when you were outside, you didnt get in. And now thats very much fundamentally changed where every company is trying to open up and trying to support more employees accessing applications from different environments, opening up the data center using the cloud so what that means is that you cant secure things at the perimeter of the fire wall anymore. You have to know who the person is you have to know the person, the device, the application, the data and have a system that can track where theyre going, what theyre doing, when they come join the company, when they change roles, when they become a partner, when they leave the company and managing that and automating that whole process is key to having a good Employee Experience and having a secure experience. Okay, so just going the way back machine 10, 15 years, people would not have built a system that would have understood this so a legacy system cant do any of these things. There have been identity systems in the past, but i would say theres two big changes from the past generation of technology, the first one is that these systems were built on premise. They were Software Solutions which, you know, were seeing every category of software and technology migrate to the cloud. But for identity its particularly important because what the cloud lets us do besides just have it be easier to run and cheaper and more scaleable, it allows us to connect and integrate to more technologies so we can give a solution to our customers and its immediately connected to all of the disparate technology and they dont have to spend months figuring out how to debug it it works out of the box. Tell me if i were say working at fox and collaborate with a lot of different people. I dont want the collaborators to find out the ending of something im doing at fox who is not involved with that so they bring in okta how do they know to bring in okta and why do they use it over anybody else to solve it. Theyre making movies movies arent made by one company. Its actually a very complex supply chain of companies. Editing, post production, sound, theyre collaborating on this asset so that means its not all employees of fox, its employees of different Partner Companies that talk about opening up the network. You cant have a network around fox and make that move you have to make an identity centric environment so it knows about every partner down to the individual person collaborating on that movie and authenticate them make it secure get them access when they need access to the movie and take it away when they dont need it thats the challenge with fox. So i think if you think about the advantages of Something Like okta, i mentioned how its integrated to everything fox wants to use in the production possess, but this is incredibly important as well. Its not a piece of software that they have to install and it scales as they need it and contracts as they need it and most importantly, this is key, its not an identity system thats part of one of those applications so its not part of the content management application. Its not part of the collaboration application, its its own platform that is identity centric and serves all that technology in a neutral way, not bound to one type of application that fox would have to use. Incredible. Would have been no need because companies were too small the bigger a company gets, 34 million albertsons opening day mlb, they need you they cant do it without you pretty good to be indispensable. Todd mckinnon cofounder good to see you. Nice to be here, jim. people talking for every dollar you spend at a Small Business, an average of 67 cents stays local. Shop small and watch it add up. Small business saturday by American Express is november 30th. To take care of yourself. But natures bounty has innovative ways to help you maintain balance and help keep you active and wellrested. Because hey, tomorrows coming up fast. Natures bounty. Because youre better off healthy. Stand up if you are first generat crowd cheering ent. Stand up if youre a mother. If you are actively deployed, a veteran, or youre in a military family, please stand. The world in which we live equally distributes talent, but it doesnt equally distribute opportunity, and paths are not always the same. Im so proud of you dad. [man] i will tell you this, Southern New Hampshire university can change the whole trajectory of your life. uplifting music people talking for every dollar you spend at a Small Business, an average of 67 cents stays local. Shop small and watch it add up. Small business saturday by American Express is november 30th. You want to know why im such a big believer in picking individual stocks . Retail, the losers see a promotional environment where they need to cut prices to keep business the winners, they see a strong consumer theyre not feeling any promotional pain the losers are desperately trying to figure out how to draw more traffic and the winners have more customers than they know what to do with so many feel compelled to generalize when kohls reports horrific numbers or home depot stumbles we hear endless musing how tariffs are starting to take their toll, look out below theyre missing the point. When you listen to the winners like lowes or target or walmart they tell a very different story. According to them the consumers flush buying everything. Look at the most contentious category of all. Look at apparel. While losers like kohls and Urban Outfitters reported ugly numbers, target is doing fabulous not that clothing is ultra discretionary. Theyre delighting in purchases, only buying clothes from certain chains and theyre dissing others so whats the secret sauce that separates the haves from the havenots ive said it before. To win in this retail environment you either need to be online or off price if youre not offering a great digital experience or unbeatable bargains i got to tell you something, you are in trouble. For example, lets look at target the stock is just huge today they have adapted to the web by turning its brick and Mortar Stores into warehouses where you can buy online and pick up in the store. They bought this Company Called shipt. Its amazing it handles deliveries, rollout the same day delivery. Gigantic growth driver and heard Brian Cornell say on squawk. One reason it surged 14 in the wake of a terrific quarter were seeing the same thing from lowes the ceo upgraded systems to reflect the modern day world they didnt have that before he got there. If he gets more Digital Business it could surpass home depot. No wonder lowes went 4 in an ugly session home depot all systems are hurting the business and cant be improved overnight. Facts, the difference is stark all right. How about kohls sell, sell, sell. Kohls which melted down on monday after a devastating quarter. Their problem is simple. They dont have anything special. Kohls doesnt have the kind of fabulous digital platform that can compete with target or with walmart let alone amazon you can only get away with it when you have the lowest prices but kohls doesnt have that either a department store, not an off price chain like tjx or burlington kohls as much as i like to shop there isnt good enough. Thats why its a mistake to extrapolate from the retailers to the broader economy the economy is not whats controlling this cohort. Etfs once again shroud the truth. Some are winning others cant win at all. Some retailers spend fortunes on technology to lure customers away from the competition. Theyre just having discerning tastes which why shopping at target, amazon, and lowes and home depot but know that was a stumble we didnt expect everybody worrying whether the trade war is hurting retailers they should wonder whether its possible to thrive without big spending on technology for the likes of companies such as salesforce because the answer is no i say wait for the next round of tariffs ors thatty trade rhetoric to knock down the whole group and then buy the retail winners into the weakness created by the etf and overall market please, im begging you, stop assuming losers give you a better read on the economy in reality they just have a worse read on the consumer thats it. And better merchandise may at this point not even change the equation much more mad money ahead. Ive got the exclusive with Tableau Software how is it faring thousand that its under the salesforce umbrella and taking a page from pagerduty. How can i help you and finding out if one of the hottest iphonipos of 2019 can h higher and tonights lightning round. Stay with cramer sundown vitamins are all nongmo, made with naturally sourced colors and flavors and are gluten dairy free. Theyre all clean. All the time. Even if sometimes were not. Sundown vitamins. All clean. All the time. The amount of Student Loan Debt i have, im embarrassed to even say. We just decided we didnt want debt any longer. I didnt realize how easy investing could be. Im Picking Companies that i believe in. I think sofi money is amazing. Thank you sofi. Sofi thank you, we love you. I keep telling you that technology is the difference between success and failure in this environment because the right tech gives you a better understanding of the world and leg up on the competition. Thats why we wanted to check this with Tableau Software while out in San Francisco its a Business AnalyticsCompany Acquired by salesforce over the summer for more than 15 billion because salesforce recognizes the value of anything that helps harness their data. I got to check in with adam selipsky, the ceo of Tableau SoftwareFirst Time Since your company is acquired i know tableau is a formidable part of the new Salesforce World but this is your first time. Whats your impression its big to start with. So many trail blazers here and the energy is unbelievable feels very familiar to me coming off the heels of our own tableau conference last week. A tableau conference is introducing people to new things or just something you always have had and it will merge overall one day with these guy. Tableau conference is alive and well and will be back next october for our 13th annual tableau conference looking forward to getting a bunch of trail blazers there next year as well. One thing thats bugging me a lot tell me data is the coin of the realm you got to have it huhuh i think its how you use it. I have retailers telling me they have the greatest ad in the world but not doing well what are they doing wrong if they have all the great data but not doing well were in this data deluge where everyone is inundated with it and having it dumped over your head doesnt mean you know how to succeed at it but you need to manage it and analyze it thats why tableau exists. Are people smart enough to analyze it our customers are very smart and we with this leading Analytics Platform weve made it intuitive and at the same time its powerful to analyze data whether youre a data newbie or data rock star. When tableau was bought you made a fortune for shareholders. The stock went down. People had a hard time trying to understand why they should be together why marc benioff couldnt make tableau. What was unique about tableau it made sense for marc to buy what adam was working on. It spent 16 years building an endtoend platform from data preparation to rich analytics to collaboration and sharing. Its not something that you just replicate overnight. Salesforce has been busy doing it with many other things including building more specialized capabilities alive and well and i think the combination just makes so much sense number one because salesforce is going to help tableau accelerate our existing mission to help people see and understand data and also we now get to be part of this customer 360 of salesforce and get to help salesforce customers use analytics to really accelerate their digital transformation. Look, weve i met with the people from lamborghini and from state farm the louis vuitton. Where does tableau play a role in making those companies have better sales well, tableau is used really wall to wall through man enterprises. We have a lot of enterprises who are deploying tableau to tens of thousands and even now hundreds of thousands of employees from manufacturing to supply chain to marketing to sales so we have a lot of examples of Companies Using us for sales and nissan, for example, helping them. There are many examples in the sales realm. Is it fun a lot felt there was a betting line whether youd stay. Im the ceo of tableau. Im a proud member of the salesforce Management Team our whole Management Team, the company is all excited were delighted to be here and were incredibly excited most importantly what our customers can do with salesforce plus tableau. Give me a great example of something of a company and, look, theres a lot here willing to talk about it where you brought something to the equation that marc was doing x and you took it to another level. Theres a lot of great customers. You see them all over the show for example, southwest, so a lot of southwest airlines, sure. So a significant salesforce customer, but theyre so customer focused and laser focused on on time performance they had over 100 data sores and it was taking almost a twoweek lag to understand the nature with tableau theyre getting it from 100 different data sources and have nearly realtime 15minute lag on understanding the true nature of their customer performance. True nature of on time. On time performance. Wow its stream force. What are you going to do im so glad you stayed with the company. I think it was vital you did because a lot of people feel you were the heart and soul of what this place is about. Well, we have an Incredible Team theyve been at it for 16 years. Im delighted to be part of tableau and now part of salesforce fantastic thats adam selipsky, and it was a stock we recommended for years and the payoff was huge and now its part of salesforce. Thank you. people talking for every dollar you spend at a Small Business, an average of 67 cents stays local. Shop small and watch it add up. Small business saturday by American Express is november 30th. Whether your beauty routine is 3or 57,. Make natures bounty hair skin and nails step one. Its the number one brand uniquely formulated for silky hair, glowing skin and healthy nails. Natures bounty, because youre better off healthy. people talking for every dollar you spend at a Small Business, an average of 67 cents stays local. Shop small and watch it add up. Small business saturday by American Express is november 30th. Announcer the lightning round is sponsored by Td Ameritrade it is time its time for the lightning round. Buy, buy, buy, sell, sell, sell. [ buzzer ] and the lightning round is over are you ready, skeedaddy . Time for the lightning round. Steven in california steven caller booyah from los angeles, california. Okay. Caller is gba set for performance in the long run, buy, sell or hold. No, i dont believe i think theres so much rancorps lets stay away and go to steve in North Carolina. Steve. Caller hey, jim. First id like to thank you and your show for all you do to help us make better decisions thats what i want. Teach you to think better. How can i help caller i would like to discuss twist bioscience the Company Seems to have a strong technical strength and Revenue Growth is really strong but their operating expense exceeds revenue. Theyre losing a ton of money. Caller im not sure if discretionary cash, otherwise its way too risky josh in North Carolina josh caller booyah, jim from the tar heel state there we go caller wanted to ask a question about intuit stock. I like intuit so much its one of those companies that we dont talk about enough in terms of being a Small Business force multiplier everybody likes intuit anyway you ask them its their favorite product buy. Ron in florida ron. Caller long time third time, jim. Okay. Caller info on the southern company. Ticker so. Well, you know what, i do think that theyve had some periodic problems doing construction work. I would rather see you in dominion which i think is cheaper or con ed by the way, ed which is kind of an asset light utility. Going to mark in tennessee mark caller captain cramer. Big booyah from music city, nashville, tennessee good music, good real estate. Now, not a big fan of the ins e insurers because of the yield curve. Not recommending any at the moment lets go to carol in new york. Carol. Caller hey, jim. A shift in the Semiconductor Sector should i hold on to my position in iphi . Yeah, i think its good its analog and digital. I think its a good situation. I like that cohort very much and that one is a fine one lets go to peter in florida peter. Caller hey, jim. How are you . I am good how about you . Caller im great, great. Ive talked to you many times over the year. There we go. Caller anyway, i have a substantial position in at t i bought it for two reasons, for safety and the dividend. As a result ive gotten a real nice 30 profit but its been selling off this week due to a downgrade. Yes, the downgrade was significant, sir i thought the downgrade actually made my conviction tested my conviction i believe at t is a good stock i wish it would settle down, maybe at 36 and pull the trigger but i tell you it was a devastating downgrade because they said there was no growth at all. Doing away with ben trying to figure my head of research and well get to the bottom of it ed in indiana. Caller how are you doing im good. Ed how about you . Caller i cant complain. I have a question for you. Duke energy. I bought it i like duke i like duke. 4. 3 not bad. I mean, again, i do think that if youre going to pay 4. 3 i actually prefer you to do dominion which i think is, you know, gives you 4. 4 and has better growth characteristics. To mark in pennsylvania. Mark caller hey, jimbo, a big hatfield, p. A. Booyah to you. This is mark my question this evening is about lhx. Thats a combination of level three merged with harris technologies. And i like the stock very much i think it is a buy right here and i think that actually if you get it below 210 is a good situation. Thats the conclusion of the lightning round. Announcer the lightning round is sponsored by Td Ameritrade the amount of Student Loan Debt i have, im embarrassed to even say. We just decided we didnt want debt any longer. I didnt realize how easy investing could be. Im Picking Companies that i believe in. I think sofi money is amazing. Thank you sofi. Sofi thank you, we love you. At what point does it become safe to circle back to the formerly red hot tech stocks that became public pagerduty. Pd for you home gamers that helps clients monitor Online Presence so they can spot problems and fix them before you find them. When major had its ipo in april the stocks price at 24 surged to 38 and changed by the end of the first day. Midjune nearly 60 stock. But then the whole cohort went out of style and pagerdutys stock got hammered losing more than half its value now back to 26 although, remember it was at 21 just five days ago could it be worth owning a closer look to Jennifer Tejada, the chairperson ceo to learn more about the companys prospects. How are you . Im good. Date to se great to see you, jim. We make a joke about it but pagerduty what do they do. It is a digital Operations Management company and we provide a software as a Service Platform that helps developers and modern workers manage all the complexity that sits behind your favorite apps so stay for instance you get up in the morning again for a run and download your playlist and it doesnt work then on the way into the office and opened up your app to order a coffee and as you go to pay for it, you get the Spinning Wheel of death. We hate these things. We hate them. And the people whose companies they represent. I dont hate anybody. Im kind of a nice person but when it all goes wrongs customers leave. Theyll x out your app and delete it and wont come back and you spent a lot to get them there. The typical retailer can lose 500,000 a minute when they happen theyre Mission Critical there is a lot of complexity whether its cloud or an prem or applications that sits behind them and almost impossible for the human beings behind that technology to have visibility, to understand the dependencies between the technologies and identify the issues and fix them before to your point the consumer feels the pain. Your brackground is different from most people you worked at Procter Gamble im used to people who sit there have the stanford doubledouble and tell me they know everything and i know nothing i think its interesting to be sitting opposite who works in what i regard as a Consumer Friendly Company has it helped you at pagerduty it absolutely has helped me to come here with a marketing and consumer background. Part of my job is to explain how complex Technology Works for the end customer. Dumb it down like your first job. And articulate and i didnt doubledouble at harvard or stanford but went to the university of michigan, the greatest university in the world. I hadnt thought of that. I have a lot of buddies with that background and when i check into carnival cruise, good customer, American Eagle. Yep. Great customer. These are companies that i felt would you understand their complexities you understand what they need. The American Eagle video, i think explains a lot tell me what you do for them. Thank you American Eagle is coming up on one of the busiest seasons of the year, the Holiday Season and want to make sure that when a consumer comes to their app, their website in store they have a perfect experience every time. That they really shorten that distance between an idea or a need and an outcome like a terrific shirt or blouse to wear to your next party or suit or a great pair of jeans. When that doesnt come together well that complexity, pagerduty sits behind it and helps the engineering community, Customer Support, even the security teams Work Together in a virtual way where were orchestrating and automating some of that work so that American Eagle not only responds really effectively to incidents when they happen because events happen, but also prevent them from happening again by using the power of Machine Learning and ten years of data that sits in other platform that starts to help them become more and more proago tiffere and predictive. How about you talk about being the Central Nervous system of things and you also talk about time wasting that i get i get alerts constantly i am constantly trying to figure out what to do probably 2 1 2 hours im not in control id like back. Can pagerduty help me. Totally now time is the motion valuable currency from my perspective yet everybody is notifying you of something. Thats just noise coming at you. You need an intelligent solution that can consume all those software signals, correlate them, make sense out of them then route the most important insight and actionable insight in the moment that you need it the most how does it know . Look, you know im an eagles fan. How does it know that thats not important . So great example. Lets say youre trying to buy tickets for the super bowl because you want to see the eagles take down the lombardi trophy for the first time in a while and these are going to be hotly contested tickets, right theyll be high in demand. When the tickets become available youll go online whats happening, there is a tone of surger traffic across all of the platforms that support ticket sales for the nfl and for the team and for stubhub and some of the other ticketing customers that we work with and what happens there, something breaks and you are in the middle of that process, and youre trying to get that ticket because theres two seats left that you and your wife want to sit in suddenly it all goes to, you know, to the wrong way for you and whats happening behind the scenes is the developers and employees are getting those signals and theyre the small Cross Functional Team of four or six people instead of a hundred people running around in chaos trying to figure out whats happening are coming together and working the Technology Problem the back end so that by the time you go through the virtual shopping cart its fixed on your end. You shouldnt even feel it you should never see a notification it gets fixed. You want to disappear youre not trying to be seen. No. Which makes so much sense. Were the magic that sits behind teams that work hard but the systems that support that often behave in ways that are outside of their control. When people google you and your company and competitors they come one a long list of companies, every time i talk with you or check, theyre not competitors. They are colleagues. Yes. So you have created a world view of many different partners is that your personality because i dont know whether pagerduty was a little bit more alone before you got there. We think of ourselves as sitting at the center of the ecosystem. A really important ecosystem that supports modern work which is most employees expect that all tools and plat many forms should work seamlessly together regardless of whether theyre competitive, they dont care where we stand with one another, they just want if youre working in pagerduty and also working in slack and your Customer Support teams are working in zendesk and okta . Our faves. Theyre pagerduty customers too. Every one i know. You want to create that seamless experience and so theres a huge amount of effort that goes into 350 out of the box integrations that make the future of work come together across these can i just deal with pagerduty and you set it up for you. We can help you with that. Well, ive got to tell you, everybody speaks so highly of your company and theyre all people who i know have to work with you toward to make it so that when clowns like me go to a site, it works despite how stupid and unintelligent i am about technology. This is important for some of the most important brands in the world, 37 of the fortune 100, some of the most revered enterprises from ibm to ge to the likes of home depot and also some of the cool brands like instacart or good eggs who delivers my farm to table, you know, breakfast in the morning youve made this Company Really come alive and i want to congratulate you and i didnt understand why it was cut in half but its up 5 since we saw each other last. Thats Jennifer Tejada shes ate ceo and chairperson of pagerduty and thats pd, mad money is back after the break for every dollar you spend at a Small Business, an average of 67 cents stays local. Shop small and watch it add up. Small business saturday by American Express is november 30th. Most people think of verizon as a reliable phone company. woman but to businesses, were a reliable partner. We Keep Companies ready for whats next. man we weave security into their business. 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