Investors need to learn as much about the world of technology as possible, Jim Cramer told his Mad Money viewers Monday, as he kicked off another week of shows from San Francisco, near the heart of Silicon Valley.
Cramer said technology is how good companies become great companies and it's now become so essential that companies must embrace technology or perish. That's why Monday, and all this week, Cramer will have interviews from some of the most influential companies in the technology sector.
When tech stocks go down, investors shouldn't consider them dead, Cramer continued. Stocks like Advanced Micro Devices (AMD) - Get Report and Nvidia (NVDA) - Get Report both saw their shares decline after they reported last week, he said, but Monday they came roaring back as investors again realized just how essential these chips are to our future.
Technology always deserves the benefit of the doubt, Cramer concluded, as you'll learn all this week.
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Executive Decision: Twitter
Segal said Twitter's No. 1 goal is to grow its audience and users were up 17% last quarter. Their second goal is to grow their revenue, an area with challenges last quarter. That's why they've committed to rebuilding their ad servers to be both faster and offer more location-based ad services, he said. Twitter also continues to grow its team, adding 16% to its headcount last year.
Twitter aims to have the whole world use its service to follow the topics and events that interest them, whether they be sports, politics, local events or international ones. People want to engage and discuss events in real-time, Segal said, and that's what Twitter allows them to do.
When asked about the company's new limits on political advertising, Segal explained that political views need to be earned, not bought, which is why new restrictions are in place and Twitter will no longer allow micro-targeting for political ads.
Segal added that it's also important for the things that political figures say to remain part of the public record, even if those things are offensive to some. That's why Twitter doesn't remove sensitive comments and will instead, warn users that the content they're about to view may be offensive to them.
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Executive Decision: Levi Strauss
In his second "Executive Decision" segment, Cramer sat down with Chip Bergh, president and CEO of Levi Strauss (LEVI) - Get Report , the 166-year old apparel maker that's on the forefront of innovation.
Cramer met with Bergh at Levi's Eureka Innovation Lab in San Francisco. Bergh explained that the lab is conveniently located just a few blocks from his company's headquarters and is close to both designers and merchants, but also some of the finest technology minded people in the country. Some of the issues Levi's is tackling at Eureka is how to reduce the amount of labor, water and chemicals that goes into making apparel like jeans.
Levi's is committed to sustainability, Bergh added, and the company's products are the opposite of disposable, fast-fashion. A pair of jeans can last for years and years, he said, and other items like denim jackets, can last a lifetime.
As for that innovation, Bergh said Levi's is pioneering new concepts like personalization and customization, giving customers a unique in-store experience they can't replicate online. Using new laser technology, Levi's can customize pieces close to where the customer lives for fast turnarounds.
When asked about global trends, Bergh said Europe continues to be strong, growing at 20% a year for the past two years and 14% so far in 2019. Levi continues to diversify their distribution, he said, and Europe is now 50% direct-to-consumer sales. Overall, the U.S. wholesales market now accounts for just 30% of Levi's overall sales, Bergh said, down from over 50% just a few years ago.
Executive Decision: Zendesk
Svane said that Zendesk is all about helping companies understand their customers through data. He said their customer relationship and customer experience platforms are built in the cloud and are easy for developers to build upon.
Zendesk currently has over 200,000 customers, nearly half to which are outside of the U.S. The company is growing at 36% a year, Svane said.
Svane added that for customers like Netflix (NFLX) - Get Report , Zendesk helps the production side of their business running smoothly, coordinating countless vendors across many projects to keep content streaming as it should.
Off the Tape: Airbnb
In his "Off The Tape" segment, Cramer spoke with Brian Chesky, co-founder, CEO and head of community at the privately-held Airbnb.
Chesky said that Airbnb is ultimately in the business of trust and has bugged a new initiative to verify all of their listings for both accuracy and hospitality to ensure that guests who book through their service get everything they're expecting. He added that Airbnb is a service that manages listings, payments, reputations, safety and security among countless other things. He said their teams are handling more bespoke customer service issues on a daily basis than any other company.
Airbnb has come under additional safety scrutiny recently following a shooting at a Halloween party at an Airbnb rental in nearby Orinda, Calif. that left five people dead.
On Monday, the company announced a new partnership to sponsor the Olympics. Chesky said that for the 2016 Olympic Games in Rio de Janeiro, 85,000 people used Airbnb. Now the company will be among the sponsors for the upcoming Summer 2020 Olympic Games in Tokyo. Not only will people be able to stay with local families, but Olympic athletes will be able to register as experience hosts with Airbnb to earn income, and Airbnb will also sponsor a refugee team, giving those athletes a chance to compete.
According to media reports Monday, the deal is worth an estimated $500 million and includes sponsorship of the games to 2028.
Finally, when asked about his company's anticipated IPO, Chesky said one of the lessons learned from the failed WeWork IPO is that companies should have more money in the bank than they've raised. He said ultimately, your numbers need to make sense. Airbnb doesn't need to raise money, he said, which allows them to pick the perfect time and the perfect way for the public to share in the success of their company.
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At the time of publication, Cramer's Action Alerts PLUS had a position in NVDA.