Workday is the maker of cloud-based software that specializes in human capital management, payroll and employee expense management procurement.
Cramer considers this stock to be the quintessential cloud-growth play. It was beloved for years and then fell out of favor with investors in February when cloud stocks were sold off. It has since come roaring back when it reported a strong quarter in August.
At its analyst day this week, Workday announced a partnership with Microsoft, along with several new products. To learn more, Cramer spoke with Workday's CEO Aneel Bhusri, who confirmed the total addressable market for the company is now $65 billion, with further opportunity for additional products.
"My view is that all of that is going to convert from historically on-premise technology to the cloud. It's just a matter of time," Bhusri said.
One powerful long-term theme on Cramer's radar is cybersecurity, especially in the wake of events such as the massive Yahoo data breach. These days, anyone can be hacked.
Proofpoint is a software service company that specializes in protecting email systems, cloud storage, instant messaging and social media. He spoke with the company's CEO Gary Steele to learn more.
"We're helping companies basically protect their users as they're using social to sell and market their products. So we stop lookalikes … We stop cyber criminals from posting malware or malicious links on people's sites that ultimately other people get affected," Steele said.
In the Lightning Round, Cramer gave his take on a few caller favorite stocks:
Lifelock Inc: "No, with a checkered history, frankly at this point I'd say just be in some of the companies that they try to protect you with. I say be in Mastercard or Visa."
CVR Energy: "I don't trust that gigantic deal. That is a red flag for me. If I were back in the home office, I'd say stay away."