>>> let's talk twilio.a phenomenal software company that helps app developers create and manage reliable communications processes via the cloud. in plain english, their platform is used by pretty much any app that sends you text messages. now it's been a wild trader. i think it's finally settled down to a level that's very attractive. let's take a closer look with jeff lawson, to get a better sense of how his company is doing and where it's headed. welcome back to "mad money." i got to tell you it's been, when i say a while, there's been a roller coaster, but quoting from a j and p piece of research after your quarter that just struck me as unlike most companies. it said their biggest problem is how to manage the sea of inbound leads. how can i drive the craziness of the stock which the fact that's about as strong as demand you can get. >> i can speak to the company. the company, we are really focused on developers first. our model is to get all the developers in the world onto twilio and then bring us into

twilio -- dropbox is the new standard.oline: we're talking cloud companies you are investing in. you mentioned the bottleneck. there was a bit of a bottleneck when it came to ipo's. >> it was a tough last several years. 2016, the fewest ipo's since the financial crisis of 2008. we were fortunate to be part of five of those so we had a front row seat, but it was a horrifically slow year where only the very best companies got out. that has created a backlog now of hundreds of high quality companies. the next 100 private are valued at well over $100 billion collectively. that is the crop of shadow ip eight candidates that we see cued up. caroline: how big is cloud company market cap, if you're looking globally, public-private. >> if you go across the pure play public-private companies, about $300 billion. but 40% of that has been acquired in the last several years. so, the market took a crack last year, pulled back dramatically. it's a technical term. that created 30% down in cloud. that created the window of opportunity, buy

. >>> and breaking even for the first time is twilio. the company is the communication backbone behind facebook, what's app and others. >>> rio tinto returns to profit in 2016 as prices for iron ore and other commodities rebounded. the company continues to cut costs and improve the efficiency of its mines. rio will pay a full-year d dividend of $1.70 a share, lower than in 2015 but higher than expected. shares up about 1% on the ftse 100. >>> sanofi in focus, fourth quarter net profit beat forecasts, but the french drugmaker expects earnings to be flat to slightly olower. sanofi's ceo says he is no hurry to do m&a. >>> and softbank rose 71% thanks to strength in the japanese telecom market and shrinking losses at its u.s. unit sprint. softbank ceo says president trump's promise to deregulate the economy would be positive for the company. softbank one of the first international companies to come to trump tower once president trump was inaugurated to voice support for the administration and to bring more jobs to the united states. >> exact

what is going on with twilio? >> it's got a great business. jeff lawson is a fantastic ceo.at's a great long-term hope and the backbone from everything from netflix to uber to air b and b. they got the best customers so therefore they got something going. i'll here to help you master the art of an ipo pick up. when it comes to snapchat, i have no filter. if it gets away from us, listen, it's okay. we'll find that next one. still more "mad money" ahead including my sit down with sofi. what they are doing to invite the industry and big moves being tied to president trump, the only problem it's wrong. don't miss what shares are moving. but first, whatever you can throw at me, the lightning round is next. stay with cramer. your insurance company won't replace the full value of your totaled new car. the guy says you picked the wrong insurance plan. no, i picked the wrong insurance company. with liberty mutual new car replacement™, you won't have to worry about replacing your car because you'll get the full value back including depreciation. and if you have more than one liberty m

shares of twilio are in focus today, actually fluctuating at this point in early trading.m company says about 31 million additional shares are eligible for sale in today's trading. this is back in an october filing when twilio noted that the lock-up expiration for about 36 million shares was scheduled for january 19th, but 31 million shares held by insiders have been subject to company blackout rules until today. so that's the trade there. shares are up about 15% just year-to-date. now back to carl and the gang for the start of "squawk alley." carl, back over to you. >> all right, dom, thank you very much. >>> good morning. it is 8:00 a.m. at expedia headquarters in bellevue, washington, 11:00 a.m. on wall street, and "squawk alley" is live. good morning. welcome to "squawk alley." no tape this morning, but jon fortt, sara eisen and myself here at post 9. market, as sara just said, record highs across the board. dow up 75, awfully close to session highs. we're about an hour away from the president's first face-to-face meeting with japan prime minister shinzo abe at the whi

twilio shares down. what's going through your mind? >> it's an orphaned ipo.t's about revenue momentum. early stage. 30% expected this year. the rest of it, it's been a noisy quarter. it's been a noisier quarter than the market would have led you to believe. disney up and you have to deal with exactly what each of these divisions is doing in currency. i think that's another overlay to a lot of these global companies. >> great point. sara, what did you think about the currency? that's one of the reasons they came up shorter? >> we think india demon tieization is a slight issue. it's not as dependent on exports. they have a lot of things going into place. we think india is on the right track short and long term and it shouldn't be an issue going forward. >> rob, final comment to you here. same question. there's been a lot to pick through, but, i mean, for me it's interesting to look at mondeleze and under armor and wonder, you know, if there's too much optimism about what's happening there? >> you got me thinking about american made oreos and i haven't had lunch

finishing with cisco, twilio and twitter. >> and with twitter. and that's all on the show tonight?r both in the "squawk alley" and on tonight. but, yes, i think it will be exciting because there's obviously a lot of questions and a lot of viewers don't spend a lot of time on twitter. >> anybody else on "mad money" tonight? is that it? nobody else, right? who else? >> they're not letting us go into the 7:00/7:30 block so that will have to be it for tonight. >> okay, good. five straight days, jim. that's one thing we've talked about all morning. if you look at the front page of every paper it's like, oh, my god, there's like a constitutional crisis on the horizon, why is the market going to new highs every day? >> the companies i'm seeing are having unbelievable big quarters. there was a big acceleration, you talked about it, about the magical coincidence, biggest acceleration in the fourth quarter near the end. it's continued in the first quarter. a lot of great strength out of europe and asia. great strength particularly in china. these are not issues that are necessarily covered b