For Jim Cramer's Mad Money "Executive Decision" segment, Cramer spoke with Mark McLaughlin, chairman and CEO of Palo Alto Networks, the cybersecurity company that just posted a six-cents-a-share earnings beat with excellent full-year guidance. Shares of Palo Alto are up 30% over the past two months after bottoming in April.
McLaughlin said that the sales organization restructuring that began after last quarter's earnings disappointment is still in its early innings but has already produced results that were better than expected. He said Palo Alto has been acquiring new customers from competitors. His company added over 2,000 new customers this quarter.
Palo Alto also has strong partnerships with other cybersecurity partners, McLaughlin added, because tight integration with other parts of the ecosystem only helps customers get up and running faster.
When asked about those customers, McLaughlin said that many organizations simply don't have the resources to manage everything that cybersecurity entails, which is why Palo Alto's platform helps to increase automation and orchestration of the many tools required.
Finally, McLaughlin noted that recent executive orders from the White House compelling companies to pay more attention to security is a good thing, helping to increase awareness of the problem.
Meanwhile, over on Real Money, Cramer says his only real worry about the Apple (AAPL) - Get Report HomePod is whether he'll get too many of them. Read more and get a free trial subscription to Real Money.
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Editor's Pick: Originally published June 6.
At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL.