McDermott gave the case of the San Francisco 49ers, one of SAP's customers, which will be using its software to market everything from ticket sales to merchandise to food and beyond. He said the customer experience will be personalized and it will be mobile, reaching 49er fans wherever they happen to be. McDermott called SAP's solutions "precision retail" that focuses on customers and is device agnostic.
Turning to elsewhere in the world, McDermott noted that sales in Europe were up 13%, almost five times more than their competitors. He said that happens because SAP keeps an eye on innovation and helps customers grow their businesses, even in tough times.
Cramer said that SAP delivers on mobile, the cloud and big data, three of the hottest themes in technology.
In his second "Executive Decision" segment, Cramer spoke with Nigel Travis, CEO of
(DNKN - Get Report)
, a company that beat earnings expectations by 1 cent a share and has big plans for growth.
Travis said Dunkin could easily double its store count, adding another 3,000 locations east of the Mississippi and another 5,000 out west and in California. He said Dunkin is all about keeping franchisees happy and about making money, two things the company does very well.
Travis said Dunkin is investing heavily into technology as well. He said the company will be rolling out a loyalty program as well as a mobile app to help encourage ordering on the go. He said the one-to-one market will be a big benefit for Dunkin customers. Travis also touted his company's K-Cup coffee business as another strength.
When asked about Dunkin's overseas efforts, Travis admitted the company's current approach has now worked well. However, he said the company is moving to a new, more flexible strategy that will be country-specific. The new system will take three to five years to begin bearing fruit, however.
Cramer said he remains impressed with Dunkin, calling it the new
with turbo-charged growth.
In the Lightning Round, Cramer was bullish on
KKR Financial Holdings
Philip Morris International
(KEY - Get Report)
Cramer was bearish on
The KEY to Success
In his third exclusive "Executive Decision" segment, Cramer spoke with Beth Mooney, chairman and CEO of
(KEY - Get Report)
, a stock he owns for his charitable trust,
Action Alerts PLUS
Mooney said KEY was able to deliver 7% year-over-year loan growth last year as well as increases in net interest margin and other key metrics. She said business and industrial lending was particularly strong and KEY also re-entered the credit card business, which helped the bottom line.
Mooney also responded to a recent downgrade, saying the bank was swept up in a number of other bank downgrades, but she feels that her bank's loan growth, margin expansion and other efficiency programs will keep it ahead of the curve. "We have lots of momentum," Mooney concluded.
When asked about KEY's dividend, Mooney said it was able to distribute 50% of its net income to shareholders last year and she hopes to deliver even more as capital requirements improve.
Finally, when asked about the benefits geography gives KeyCorp, Mooney said that being in several different regions, including the southeast, midwest and northeast gives it diversification but also allows it to invest in each region for growth, taking advantages of the strengths each has to offer.
Cramer said KEY remains the strongest regional bank he follows and said the recent downgrade of the stock was simply wrong.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer opined on the extreme views surrounding Facebook. He said that, in short, investors are seeing only what they want to see.
Cramer said the bears simply want results right now, and don't want to hear that Facebook is sacrificing profits now to dominate later in the future. Meanwhile, the bulls love what they hear, a company taking the
approach and investing heavily in its future.
So who's right? Cramer said he's agnostic at the moment. He would have expected the company, with a billion users, to be turning at least a little profit by now, he said, but he certainly understands the growth initiatives. The opportunity is huge, Cramer concluded, but only if Facebook gets it right.
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-- Written by Scott Rutt in Washington, D.C.
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