good morning, everybody. i'm kelly evans in for carl who's off today. joining us this morning, kevin o'leary. investor, of course, on "shark tank." good to see you. way did us always, jon fortt and kayla tausche. amazon expected to unveil a new cell phone and now the "wall street journal report"ing the new phone will be exclusively carried by at&t when it launches extending the relationship with the company providing wireless service to kindl tax and ereaders. jon fortt, reminiscent of a deal

with apple? >> when the iphone launched just on at&t and everybody was ticked off about it, because it completely overloaded at&t's network for years. especially here in new york. it was really bad. times have changed. it will be interesting to see the business arrangement between amazon and at&t here. amazon, will they act is an mv & o? a mobile operate jerological it it be cheaper? we don't know yet. >> kayla? >> this makes sense for amazon because of numbers. call them what will you, subscriber, cust accounts, t-mobile, close to 50 million, and so if you do want guaranteed access to the broadest network you're going to go with at&t regardless how you feel about the company or what type of deal you were strike with them. >> do you like this deal, kevin o'leary? >> no.

a big mistake for amazon. i'll explain why. puts them more into the consumer electronic space in the mobile handset or provision industry. if you don't get 5% market share within a couple of years, you're losing money. and you can look at lots of situations where firms have been in this space, a great one would be rim. the thing has less than 2% market share on its way to zero. and i think amazon is going to start to be compared more and more to consumer electronics companies and above all for investors like me, show me the cash flow. >> what are you taking issue with here? taking issue with at&t specifically or do you think somehow amazon needs to just go forward ton get market share right away to be successful at all in this space? >> i'm an at&t shareholder, randall stephens and his team cares about me. providing cash flow and distributing it to me in the form of a dividend. that's all i care about. can he do things to provide me cash? 15% weighted in the space. i do not consider amazon into this until it distributes cash

to me. that's all this thing is. it's a utility for people to use on a network, and it's not cash flow positive, not distributing cash to me, who cares? that makes it more difficult for amazon to tell its story about being a company that just changes the world for everybody all the time, doesn't have to make any profit. when you're in the cell phone handset business, you have to make money. go make money and distribute it to me. show me dividends, cash flow? >> we hear you loud and clear on amazon, kevin. regardless of the company launching the phone, think about the smartphone already in the consumer market so many people now are already loyalists to iphones or to androids, i'm wondering, how important do you think cost will be? if amazon does need to get to 5% market share, how much do they have to take off the cost here to actually win those customer, and have a value proposition for them to switch? >> well, i just took a little poll this morning of young people using iphones and androids and said what would make you switch?

what feature would actually have you give up your music on either of your platforms? they said to me, price. if it was cheaper for me for the next year, i would do it, particularly if i get interested in this 3d technology. that means amazon has to buy their way in, or at&t has to do the same. eat it, and i don't know why in the world this makes a big difference to anybody. it's so late in the game, and to garner market share. >> before we move on -- >> amazon does not need 5% market share and don't need to sell a lot of these, just a larger share of wallet from the amazon customer. that's it. moving on. tesla on its way back to the jersey state, to sell directly to consumers. of course think, comes an new jersey tried to ban tesla sales approving regulations all new car dealers must have franchise agreements. and more on the company in a meantime. solar city, announcing plans to build the world's largest advanced solar panel factory in

upstate new york. shares of both tesla and solar city you can see in the green this morning. tesla up 4% after a 9% move yesterday. solar city, up 10%. kevin, do you buy into the future here nor solar? >> i do, actually. i think it's a very interesting opportunity. there's a hard core con stitch twhaens wants to own this technology. support it, and i think for states it's always great to talk green. and i don't know why we're using laws from the '70s to decide what technologies get distributed where. that's what's happening here. a huge advocate for moving forward, providing distribution any way we can and let them disrupt the dealer network. i don't care. >> i completely agree with kevin here, and i mean, elon musk is a steely eyed missile man building out a battery factory state-of-the-art. what's to build solar. so few start-up, entrepreneurs are willing to take that capital risk. either way, it's a bold bet.

>> interesting to see where this bill is in the new jersey legislature and i'm interested in kevin's thoughts on this. the bill that currently passed 77-0 clooerly popular in tassem could get still gridlocked would limit the number of distribution centers or stores in tesla's case to four. you're in a certain sense inhibiting competition, kevin. is that even a positive move going forward to say they can sell them direct to consumers at all or is it a negative they're limiting how many outlets they can actually have? >> i think having one outlet would allow you at least to have a service point. that would be a good thing. i want to remind everybody of something going on in miami. certain alignment to this. we know that uber is not permitted in that city. i just saw an uber trip billed at zero. the company went in, set up in miami, and is just sticking it to the face of religion laregul the constituents want the service and we don't give a damn what you think. fine us and bill us until the

cows come home we're going to subsidize it completely. elon should do the same thing. i'm tired of old antiquated laws holding back the advancement of our economy. that's the way i look at it. >> explain for a second. what are you saying they want them to do here? he's on the 4:00 show later and we want to ask him about this. >> plow ahead and do what's right for your company or shareholders and consumers. and let the legislation catch up with you. even in the face of getting fined. that's what uber did in miami. i love it. that's a rebel. that's an advancement. i like it. >> mr. shareholder first, saying that musk should go consumer first. appreciate your thoughts across these stories this morning. thanks for joining us. as i mentioned, speaking of tesla. ceo elon musk joins me on "closing bell" to talk about this company and others taking the top spot on the c nbc destructor list. all at 4:00 p.m. and taking top honors on the

cnbc destructor 50 list soshgs e what is this list? and who else made the cut? jewel julia boorstin is here to tell us. >> send you to space, to start-ups aiming to eradicate incurable diseases. ambitious, innovative private companies taking on public giants. cnbc gathered nominations from leading investors and evaluated them on a range of criteria including original internationally and whether they're creating an entirely new market. here's the rest of the top five. two and three are shaking up retail. the highest ranked newcomer, motif investing. number four, designs low-feed custom investment portfolios and five, palantir technologies, from terrorism to credit card fraud to disease. speaking of disease, focused entirely on diseases, number

eight. using your cells to development treatments to previously incurable diseases. also the top ten, spotify and uber, 21st century taxi service, $1.5 billion in capital funding the most well funded destructor on the list. find profiles of all 50 companies plus our methodology at destructor50.cnbc. thanks, julia. a labor of love i know. looking forward to seeing the rest of the unveils later today. julia boorstin. and a look at the markets. a couple hours into trade you knop. look at the dow, down slightly about 15 points. s&p 500 down by about two. nasdaq down by just about -- up, rather, by just about four points. the markets are mixed, of course, negative data on the front of housing starts and did get inflation that 135spooked t

markets thinking raising rates earlier than expected. that's moving the market now. two travel services, orbit in the green, buy at ubs and expedia rallying as susquehanna updated to positive. stocks up better than 3%. and dsw, buy at goldman sachs. goldman positive on the stock. calling it "best in class." that stock up 2.5% today. kelly? coming up next, we get new numbers on just how well twitter ads are working. kara swisher joins us with details, plus, just call it api. artificial pizza intelligence. the dirt on siri for domino's with ceo patrick doyle is straight ahead. the more you use them, the more they know your taste in music. are they worth the money? the next generation in smart speakers. you're watching "squawk alley." look after all our money. s kid: do you pay him?

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welcome back to xwl. that's a photo op. stock moving higher after the company said its xpeernltal cannabis product showed promising results in children and young adults with treatment of a resistant form of epilepsy. that stock you can see there off session highs. still up 11% on today's session, kelly, back to you guys.

>> all right, dom, thank you. measuring engagement on twitter can be interpreted different ways including mobile engagement, timeline yew, active user. new data points to twitter ads beginning to boost sales and here with the collusive data, kara swisher, go executive eder joining us on the newsline. kara, should we take this at face value? >> no, we sloun. of course, it's twitter ads as they work. that's the headline. at the same time, more and more data, they have to present. they did this with a company, a big ad agency trying to prove to advertisers there is efficacy in using twitter and need to get as many data points as possible. not just twitter but facebook, yahoo! and everybody else. the only company that has prove didn't to them, google, obviously. in lots of ways on a consistent basis. so all of these social media companies have to become, have more data so these marketers can buy into it not on an

experiment's basis. >> kara, correct me if i'm wrong. part of the thrust of this vord the idea twit sir a great side dish maybe moving away from the idea that twitter alone does a lot for a brand, but if you watched tv and twitter, the brand gets more recognition? >> yes. >> a different tack, right? >> it's a boost. an adjacent. at some point a kpeter in th ec that regard. being friendly to the industry, trying to go against facebook, principle competitor, a good tactic. of all the things going on in twitter, a lot of truouble in lots of ways, going well under adam bayne. can they convince marketers twit sir a great spend and a consistent spend jn they need more than this, obviously and need more cases. got to work more. but it's -- why they're doing it. trying to tout in this way.

>> the old, any publicity is good publicity, relevant to a certain extent. you mentioned what i thought the most interesting negative of the piece. even if not the actual news peg here. that twitter courting tv is a partner but clearly a rival to tv as some point. i'm wondering if you're seeing any seeds being sow flchn to th effect or when that would gel? >> more video and audio in twitter and other places. you see it from netflix and other companies. i think it's, the idea is, they want to be friends with these old media. it's a good place for twitter to play. a lot of people are scared of google, even though they use it and there's not a lot of all tirchs except facebook. twitter the friend to television has been their push. an effective one. there is data showing not just twitter's data, that there is -- when people start to talk about a show, there are lists. not everybody agrees.

nbc said it didn't lift olympic viewing. in this case talking about lifting sales, brand, awareness engagement a very different thing than ratings. >> great point and important to a lot of advertisers. obviously why nair this. thank you for now. with the latest on twitter. up next, if you needed another reason to order pizza behind the new siri for domino's, called dom. the ceo joins us next. plus, america's celebrated teen usa victory over ghana. how did it look on twitter? we'll show you a little later on "squawk alley." peace of mind is important when you're running a successful business.

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take the next step. talk to your doctor. this is humira at work. welcome back. is it a food company or technology company? domino's for iphone and android apps and a partnership with nuance, here nor a cnbc exclusive patrick doyle, the president and ceo of domino's

pizza. patrick, welcome. why not name this patrick instead of dom? >> we wanted to go with the dom. i don't think we're going to brand it around me. >> well, we tried it out yesterday, and "closing bell" will show in a moment what happened. first of all, how much of an investment have you made in this technology and what's required in terms of consumer take for it to work? >> yeah. it's a significant investment for us. we're not going to release the specific number, but what we're doing right now is, we're out there, finding those early adamtadamt adamt -- adapters who do business with domino's and want to work with us what we think is the next technology for retail. not just pizza restaurants but all of retail. the days of people using their thumbs to text and enter things are over. you're going to see things move to voice commands. >> and on that note we thought we'd give it a try yesterday. here's what happened on "closing bell."

>> we're going to try to order a pizza right now and see if it does actually get to us before our hour's done. >> they have to get the order right. >> tap in and say, okay. large combination pizza. large cheese pizza. large cheese pizza. just a moment. >> yeah. i think we're going to have to finish this up during the break. >> i will say that after our ordering snafu, it took them just about 30 minutes to get us our pizza in the door. >> no word on how successful it is when not broadcasting the progress live on television. of course. >> right. >> as we pointed out, patrick, we took the consumer report's approach, give it a try, see what happens as we head down there. it was a little tricky to order at first. yes, a noise here, but dealing with all kinds of ambient noise and people phoning in orders at 2:00 from college campuses. is that the best representation

of how this technology will work? >> you know, dominic wa an early investor. it will make it tough, the noise on the floor. that's what we've got to learn. last night a couple thousand people used the technology, and we learned from them. we learn every time, you know that something works or doesn't work. we find new ways that people are going to speak to it, new speech patterns that you incorporate as you continue to progressively make the technology better, but we are absolutely convinced that voice is going to be the primary interface five or ten years from now for people to interact with technology. you're not going to go into your family room and pick up a clicker anymore. you're going to walk in and say, show me the world cup, and, you know, and the u.s. ghana game is going to come up. that's the logical way to interact with technology. >> patrick, in a report this

morning, bank of america's lowering the rating on domino's to under perform in part saying domino's has been at the forefront of technology in the pizza space for the last four years and we believe that that has led them ahead of the pack, but the valuation is pretty full at this point. i'm wondering, what customers business do you think you will get with a voice app right now in june 2014 that wouldn't otherwise are using the traditional app? >> look, in the early days, and clearly this is early, as we're just rolling this out, this isn't going to be a huge generator of incremental business short term, but i think you'll see it be a very big opportunity for us longer term, and i think what we prove today is that domino's is absolutely leading in technology. we are finding ways that we're going to make it easy for our customers to order any time, anywhere. that's what's going to drive the business, and that's what's going to create shareholder returns. >> patrick, got to ask you about

this hacking issue in europe. were the passwords stolen actually encrypted? if not, why not? and i understand that they were stolen in the process of you switching to a new system? >> yes. it was a system in belgium, just there. they went through, got into the database in belgium and france, that our franchisee was running. there were a few passwords, they were all encrypted. there was no financial data. not a big deal, but look, it's one of those things you learn, you get better on that and we will. >> and this is the dark side, patrick, of technology. look, if target taught retailers nothing else, what seems to be happening with their protection of systems can often reveal broader strategic problems. can't it? >> right. it absolutely can. we're investing a lot, and you know, anytime there's something like that, that was a small issue, but i'll tell you, we're certainly all over it. >> all right. like cheese on a pizza. thank you, patrick doyle.

great see you this morning. >> thanks. in just a few mints, tutes european markets closing. >> like green beans on a map. europe higher mostly. halted two days of declines. mixed signals on the one hand german investor confidence fell for the six straight month. ought meative sales higher for the ninth straight month. interesting behind the headlines, today was important for the european central bank. the yield on the two-year bond down at practically zero. .05% nap as the european central bank effectively injects or leaves on the table in excess of 100 billion euros, $140 billion. not mopping up or sterilizing, neutralizing the effect of its previous bond purchases at the height of the crisis. this is important because you see, if you like, the back room financial conditions in europe

are improving all the time. rates coming further and further down. the question, can you transfer that to the real economy to lending to small and medium sized businesses n. that, of course, the big open question. a big shot within the cargo industry. did you know the deigns emerge and french and swiss joining together on what they called the p3 alliance to basically co-chair on their cargo ships around the world. today the chinese, the chinese regulator blocked that after the u.s. and the europeans said okay, because china said, look, you're going to have 43% of the market to asia and we're not sure you've convinced everybody that that is in the public interests. you see the stock here down 5% in denmark. the other big one, of course, is that today it's zemin's ceo alongside mitsubishis ceo in paris touting their offer. met with the french prime minister this morning. met with the head of o alstom,

the opposing deal from general electric. front page of the "financial times" offering further concessions on jobs if not more money, which might be why alstom is down in paris. back to you. >> simon good to see you. thank you. up next, calling it the world's first thinking music player, but is it worth your money? reviewing the smart speaker that learns more about you. sounds like domino's. every time you use it. but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by active trader pro. another way fidelity

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i think it represents what facebook represents a new way of doing business and a new economy, and i believe that type of innovation will be the next wave and is the current wave of changinging the future. the facebook ipo will solidify the internet as a force. >> well, the cnbc disrupt your 50 list is out. coming in at number three. the company's ceo chad dickerson the day before the facebook ipo way back in 2012 on this show and speaking of destructive, a lot of new speakers on the market and many softwares claiming they can decipher what

music you like to listen to, et. the speak er that has both. and reviewed the speakers. walt, are they smart? >> hey, kelly. how are you? >> great to see you. >> the speaker is smart, but it may not be, at least in my test it didn't show itself to be quite as smart at advertised. that might be the best way to put it. it has some rough edges. needs some work. let me quickly explain what it is. this thing debuted, by the way, at our code conference that we did at the end of may, in which you folk its covered quite thoroughly. it's basically a, an artificial intelligence device combined with a speaker, and a cloud system that tries to crunch, use algorithms to crunch the data on what you're listening to.

for instance, if you listen to a certain genre or certain artist for a long period of time, it notes that and figures that you must like that. at least on, let's say, friday afternoons, if that's when you're doing it, in the -- on the back porch if that's where you're doing it, and if you crank up the volume on a song, it notes that and says, that's a sign she likes the song. so that's the idea. and you control it with controls that are built right into it, including a voice recognition control, where you can push a button, there's a round button right in the middle of the front of the speaker and say, you know, play, i guess the example i used was, play "graceland" by paul simon. it will find that on the audio service, which is what it's hooked up to, and play the song. >> so walt, maybe i'm just weird. let's grant that i am, but -- >> that's not a maybe, jon. >> yeah. i mean, don't most people just

like a couple thousand songs at the most and they have maybe a couple dozen in rotation at any given time? are they playing too much towards the absolutely nutso think crowd? we like to, do we really need a service to pick any one of a couple million songs? >> well that is a fantastic question, and i think it breaks down -- i think there are different types of music listeners, but the kind you describe, where you either, you know, somehow obtained, let's say, maybe you've bought them or ripped them from cds, maybe gotten them some other way, the 6,000 or 5,000 or 1,000 songs that you really like, and you are listening to the things you know. once in a while you add new artists. that's one kind of listener, but all of these things, like spotify and beats music, which as you know, we discussed odd infinitum apple buying them as they did, and ardio and the

speaker, which using ardio. these are really a design for people that are interested in maybe discovering new music that's similar to what they like, and, or just having the choice to listen to different things at different times. i mean, in the mornings, some people who have this cone speaker might want to listen to news. they want, might want to listen to, not to music at all, and the thing will try to remember that. so if it's morning, it will default putting on the news. if it's sunday afternoon, and it's noticed you've listened to classiccal music, maybe that's what it will put on, even if you're listening to, i don't know, van halen on tuesday. so that's the idea. and, jon, for that kind of listener that you describe, this probably isn't the right product. you probably want something more like a seono speaker or one of

the less expensive bluetooth speakers. this is really meant to offer you a wide variety. >> but, walt, what if you don't like what it's choosing for you? what if it does predict you listen to news when you wake up but one night you wake up late and need britney spears to wake up in the morning? something high intensity. >> really, kayla? britney spears? >> i'm just saying, can you override it, if you want to. >> yes, you can. i'm trying to get the image of meeting britney spears in the morning out of my head, but basically, there's a rim around the speaker. it's pretty clever, and if you twirl it just a little bit it will move on to the next song in that album or are in that genre, but if you give it a big twirl it will give you something completely different. so if you don't want news, you give it a big twirl, i did this more than once, in my testing. it went from, i don't know, the eagles to yo-yo ma. it went from -- james taylor to

hip-hop. so it will -- it will try to change the whole mood and the whole genre you're listening to if you just give it a longer spin. >> walt, good to see you, as always. seems as though so much of this convergence is happening in the home space right now. >> right. >> and $399 the price there. you're going to pay up for it, for these smart speakers. >> at least for now, but i think artificial intelligence is going to be behind, however successful it is, or unsuccessful, it's going to be behind a lot of the products we're talking about here over the next few years. >> i know you said you liked "hotel california" by the eagles. crosby, stills & nash. paul simon. do you like van halen on tuesdays, though? >> i do like van halen. a lot. >> good. >> every day, even, probably. >> it is tuesday. >> thank you, walt.

reminder, nbc news group, a contract sharing partnership and now know all about walt's musical taste. >> and apparently mine, too. in a matter there. meanwhile, plenty of excitement across the country yesterday after the u.s. soccer team took a late 2-1 lead. 86 minutes into the game over ghana. check out this reporter's reaction which has been all over the social sphere today. [ cheers ] >> i love it. i thuv lis. >> what a live location for that hit there. seemed excited. how did the match look on twitter? exclusive data than in a moment. first, rick santelli what have you got your eye on? >> well, i have my eye on the fact that it's the first day of a two-day fed meeting, and central banks around the world have had extreme policy for an

extremely long time. but we're going to talk about how there are pretty good chances that there's going to be a lot of unintended consequences. will they be able to keep all the balls in the air? i don't know. isle fi you'll find out after the break. [ male announcer ] it's one of the most amazing things we build and it doesn't even fly. we build it in classrooms and exhibit halls, mentoring tomorrow's innovators. we build it raising roofs, preserving habitats and serving america's veterans. every day, thousands of boeing volunteers help make their communities the best they can be. building something better for all of us. ♪ ♪ [ indistinct shouting ] [ male announcer ] time and sales data.

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coming up at the top of the hour, a shocking new report reveals insider trading on wall street may be more pe vapervasi than first thought. the latest details. helping hollywood transform china. the man helping to bring transformers forward to that country is here with a big opportunity ahead. and our worst trade of the day comes from miss usa. wait until you hear the question she didn't have the answer to. find out if the traders know as well. all straight ahead on "the half." see you in a bit. >> scott you we'll be watching. meanwhile, last night, if you were anywhere near a tv, chances are turned to the nail-biting world cup game between the usa and ghana. u.s. pulled it out 2-1 in the final minutes of the game. it was quite the event, and a lot of people on the second screen on twitter were buzzing about it, too. exclusive data from twitter to

help us parse through the top mentions of the nearly 2.5 million tweets with the #worldcup and #usa. the german soccer player tweeting his selfie early yesterday with vice chancellor angela merkel right there. 5.8,000 retweets. certainly getting action there. but then we had a tweet from president barack obama. 15,000 tweets, this was right before the game started. 11 on the field, more than 300 million cheering them on. as the game wound down, u.s. soccer tweeted, final, usa 2, ghana 1. #threepoints. wow. 16,000 tweets. clearly the most popular and getting the most action. leave it to jimmy fallon to bring puns into the business, and they said we were "ghana" do it, but we did it. love a little fallon. to end this off, vice president

biden giving a pep talk in the locker room with all the players, cheering one nation, one team, keep making us proud, @u.ssoccer. rick santelli joins us with the santelli exchange celebrating the american victory there. good morning, rick. >> reporter: good morning, kelly. part is pursuant to our discussions on the 3:00 closing bell yesterday about liquidity. you know, there have been times where jgb the second largest bond market in the world. trades basically by appointment in the cash market. there was one day where it didn't trade at all, and that's only, i think, the first time going back to 2000. the italian markets, a big market for its sovereign securities. that's been pretty thin. even u.s. treasuries. well, is it tight collateral or how do i know this? think about some of the balloons floated in the last couple of days. exit fees for bond funds

potentially. as i'm talking, we could put up some charts. whether you look at barkleys, how the trades are historically narrow. meaning you're not getting a lot of add-on on top of treasury yields. look at etfs, hyg, lqd, the central bankers great credit for exploring the notion unlike alan greenspan, if you recognize a bubble, do something about it as opposed to dealing with it afterwards, as we learned in the credit crisis didn't work out well. the problem is, all of these unintenned consequences are large and looming, and really kind of out of control. i mean, consider if we announce exit fees most likely there will be potential avoidance. maybe rates could shoot up. i don't know that central banks at this point could get ahead of it. the unintended consequences are dramatic. look at the "final times" story out in the paper this week. central banks shifts into shares as low rates hit revenues. heard it before. a cluster of central banking

investorses major placer on world equity reports, and we're going to have one of the editors of this paper, david marsh, on monday. basically what he says, and it's quoted in the "final times" about $28 trillion in investments from 400 public sector institutions, 162 countries. well, this is a bit nerve-racking when you think countries lice switzerland, denmark, china, have listed unmarked bond funds and moved heavily into equities. how can we control of a of these moving parts? central bankers have given potential stact the last five years. unwinding, moving forward, may get dicier. back to you. >> and an important topic, rick. thank you for following up on that. up next, one 11-year-old company changing the game for esignatures. yeah. also on cnbc's disrupt your 50 list. the head of docusign joining us next.

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and today we're unveiling the cnbc disrupter 50. take a look at docusign, the 11-year-old company setting the standard for e-signature and changing the ways deals are done. sign on the dotted e-line. docusign the cloud based e-signature technology allows users to ditch isly prepare, sign and send and manage documents securely without ever relying on pen, paper or fax machines. available in 44 languages and electronic signatures are legally binding around the world. more than 105,000 companies from hp to sony to yahoo! pay do you cue sein to speed up transactions and cut costs. threatens a range of companies from fed oakes to rear sox

raised over $200 million from investors including the national association of realtors whose members use its technology. >> joinings now is keith crock, chairman and ceo of docusign and julia boorstin. welcome back, julia, and people say it's the life-blood of the u.s. economy. i wonder if it's not signatures? >> it's all about transactions and people have been doing it with paper for the last 3,000 years. so we've got an opportunity to change the way business is done. >> keith, it's interesting you have this deal with the national association of realtors, obviously a strategic investment in you. what's the area you're seeing the biggest growth now? >> in the real estate area, we've become a verb. the big echt area we see is in the financial services and insurances as well. there's just so much paper in that area. 14 of the top 15 wealth

management companies. they are rolling us out. merrill lynch rolling us out to there 19,000 advisers, morgan stanley, to their financial advisers. 12 of the top 15 insurance carriers rolling us out internally. >> who's your biggest competition? >> there's no doubt about it. it's paper. >> not the fingerprint? couldn't that displace the signature? >> we actually have multiple levels of authentication. biometrics is one. >> smart. >> one of the key things you say you're secure. how do you make sure that all of those documents, all of those due cdocusigns are secure when you face so many threats? >> the beauty of docusign. people's most important documents. the ones they sign. totally encrypted. bank class security. carrier class availability. that's the thing that is probably the most important aspect, and that's what's really driving our business, is everything that's going on with

security these days. >> keith, with paper signatures more often than not you need to is have it a notary to actually have the signature notarized and verified. that's how it works on that side. i'm wondering with the verification process, what it's like within docusign, how do you verify i am the person signing that document and that is, in fact, my signature? >> right. there's basically eight levels of verification. all the way to access code, biometices, voice signature. sms text. we actually have an e-product. depending on the type of transaction. >> lots of changes coming in the mobile space. apple, about to see more from android. which is the most powerful mobile platform for you right now? is it ios? is it android? >> it's actually both of those, as well as with microsoft as well. we just announced a strategic partnership with microsoft where they've integrated docusign to office and office 365, given

exposure to their 1 billion office customers. we're great partners, obviously, with google. they've invested with us. sales force invested and apple a great partner as well. >> reminds me a little of that quote, one of the actors whose name escapes me. people called me an overnight success. it took me ten years to become an overnight success. a little like your company. 11 years old and at the top of the destructor list today. >> what's next your docusign? sell as an investors, go public? >> built a great sustaining company around decades or centuries. ipo, we look at a financing of that and key to our strategy is to not only survive but thrive in a het crow genius environmenenvironmen heterogeneous environment. all the big software companies invested in us. >> compared yourself to visa. i'm interested. visa struck a partnership with the banks, they all took an ownership stake. can you do that with some of the

software companies? >> that in essence is kinds of what's going on. i just had a conversation with the 38-year-old president whose office is kind of right next to us. he goes, i get it. he goes, what we've done in the payments area you guys are doing in the documents area. he said, our enemy is cash. your enemy is paper. >> keith, great to have you here. congratulations. julia, thank you so much. there's plenty more on the cnbc sdwrudisrupter lichte onlid speaking of the destructor 50, space x, number one and elon musk joins us to talk about taking top honors lace later on the "closing bell" that all begins at 4:00 eastern. wire shares of netflix and rallied this morning. the answer when "squawk alley" comes right back. weekdays are for rising to the challenge. they're the days to take care of business. when possibilities become reality. with centurylink as your trusted partner, our visionary cloud infrastructure and global broadband network free you to focus on what matters.

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your word is...cow. cow. cow. c...o...w... ...e...i...e...i...o. [buzzer] dangnabbit. geico. fifteen minutes could save you...well, you know. welcome back to "squawk alley." we want to call your attention to shares of microsystems, mcrs, the ticker here. the reason this stock is up about 20% on a bloomberg report that oracle, the software giant, is near a possible deal to acquire the company for more than $5 billion. bloomberg citing sources. oracle share up . 75% of shares

as well. remember, kelly, microsystems what you see in the restaurants, bars, anybody who has a point of sale system when it comes to hospitality. a big deal. we'll see any details as they become available. back to you guys. >> and sure, dom, with the priceline open acquisition top of the mind as well. netflix moving and bertha coombs has more. >> hi. some of the big names getting love on the street. netflix initiated at overweight over at morgan stanley and seeing estimates raised at pacific press thinking it will gain more market share as it extends into the europe o the e. tesla, up 12% week to date extending momentum after the new jersey assembly overwhelmingly approved allowing netflix to do direct sales in new jersey. >> now the bill heads to the senate. biotechs though, big momentum movers. seeing a pullback today. gilead, mixed news out of uk

health regulators over sovaldi and small caps leading the way higher today. jentiva with a bid and the merger gains anti-trufs approval. back to you. >> bertha, thanks. thank you for letting me ride along for "squawk alley" this morning. that does it for us hitting noontime on the east coast, hand you over to the "fast money halftime report" and scott wapner. >> welcome into the "halftime" show. today's game plan. transformer. breaking down the wall between hollywood and china. mark gannis on the blockbuster premiere and the business thunt awaits. and oil shock. troops head to iraq. live on the ground with the very latest. worst trade of the day. the incredible question that stumped miss usa. what nia from nevada didn't know, the video you have to see to believe. let's meet today's starting lineup. joe, steph, josh and pete trading today and we doeg