>> good friday morning. 8:00 a.m. in mountain view, seattle, redmond and menlo park. "squawk alley" is live. ♪

welcome to "squawk alley." john here. kayla is off today. if "squawk alley," john, were built for any kind of day, it's today, given the news we got last night and the trifecta of tech news that is dominating the story today. >> it's just amazing. we've been talking about top line growth and at how big a role the question of whether it was going to show up is going to play into earnings season, and these names absolutely delivered it, and i guess the question now is how much of a vegas are we seeing between some of these high growth names that have done well in the era of mobile and cloud and analytics and the others. who belongs in which group? >> three big tech names, of course. near all-time highs. amazon alphabet, which is formerly google, hit new highs after quarterly results that beat estimates. then microsoft at 15-year highs. the cloud, as john says, a big

focus in all three companies results helping to boost revenues. we've been asking people to choose one story or a pair of stories that you think is more important than another. how do you choose on a day like today? >> well, it's very hard, but i got to tell you, the earnings yesterday showed that the money isn't the cloud, and microsoft amazon, and google showed you the money. >> can you see that we know the who's, have's, and have-not's in the big tech world. >> i wonder what happens next is the question. there's still this tussle, i think, going on to figure out where the profitability is going to be in the cloud era. it's one thing to have scale as amazon and microsoft clearly do in cloud infrastructure, but when you look three years from now, where is the big profit going to be? it's probably not going to be in just the raw infrastructure, right? it's going to be in applications letting on top of that. perhaps in certain components if

dell and emc, right, can get the right kind of storage technology that these folks are going to need to buy to power these clouds. maybe there's some profit to be had for them, no? >> the ones that go to the private cloud, and that's where the real battle will take place. >> interesting. you talked, of course, to aws not too long ago, john. today microsoft adds $40 billion in market cap. crm's total market cap is just 50. they almost add aid whole sales force today. >> yeah. they've been talking.

maybe they would actually add sales force itself, and perhaps this makes the case for cloud scale. i did talk to andy, who is the head of amazon web services about just how big the playing field is going to be in terms of competitors in cloud. take a listen to what he said a few days ago. >> this is a business when you are talking about infrastructure technology that is very capital intensive, and i don't think they'll be only one successful player. if you look at the market segments, this touches infrastructure software, hardware, and data center service wrshz that's trillions globally. oracle has been in it. they said they're actually not going to keep ramping their capital spending. i'm going to be out at oracle open world next week sitting

down with mark hearn here on "squawk alley" and you better believe the cloud, the skael, these questions are going to be top of mind. >> how much of this had is actual traction in the fundamentals of the business, and how much of it is the company simply willing to say more, right? aws has been broken out for a couple of quarters. google seems to be on the cusp of really telling us about individual units in ways they have been. is this just the street being faced with the impeer cal data for the first time? >> i think it's -- it's a tipping point, and because they hit a tipping point, jeff has decided break down and show you the money and show you the revenue. >> that's the problem that the

large tech companies have. how do they fight the cloud? it is meaningful decline in the revenues and eps. >> of course, you got a big round number. google above 700. amazon above 600, and then there's facebook. stocks in triple digits for the first time breaking 100. up 167% since the ipo in 2012.

>> a lot of psychos talk the talk, but is he walking the walk. what jack is saying is people come first at twitter, and he will make sure the best people show up there, and when the best people show up there, the product will show up, and the engagement will show up. i think it's a pretty important symbolic move about jack showing where his priorities are, and i wish most people did it. >> john this morning thinks it's a sign he is not going to sell. >> absolutely. >> if you are looking to put this on the block and you are jack dorsey with 3%, do you give up one-third of your stake to employees? absolutely not. it's a longer term play. i would say it's a steve -- jobs wasn't known for giving up his ebbing questioned to a lot of people. that was steve who did that for apple employees.

>> more than if he had bought more stock. >> we do have twitter just at 30. i'm thinking back to the morgan stanley downgrade where they argue pricing is already high. relative to facebook. the ad loads already high relative to facebook. you have timeline spent on mobile. decelerating abbing an accelerating rate. is the contest between facebook and twitter something to watch? >> time will tell. >> i think it's twitter versus snap chat right now maybe more than twitter versus facebook. facebook is just in a whole different echelon right now.

it's up there with the googles and microsofts, with your amazons. i think microsoft finally gets and ruins the acronym, but microsoft has made its case here. you have to pay attention to us if you care about cloud. yes, netflix is in there. amazon, facebook, et cetera. >> it's the first time it's been livestreamed free as the primary distribution. this is the latest in a slew of nfl digital deals with snap chat, twitter, and youtube, and the league is offering more live

games on nfl mobile and from verizon and more content on the nfl now app. sfroo we're in reach business. >> he will measure whether the streaming is smooth and goes off without a hitch all over the world, and whether is it it delivers viewers to advertisers. though the nfl's rights are mostly all locked up through the 2020-2021 season, roloff says he is looking to do more digital deals. >> television is still the most effective way to distribute our game packages. having said that, we will look at the internet whether it's with thursday night football or some of these early windows we're doing on sunday. we'll look hard at the internet as a potential distribution platform going forward. sdmroop sources tell me yahoo

spent $20 million for the rights to air this game and promised to report 3.5 million viewers to advertisers selling ad spots from between $100,000 and $200,000. we'll have to see whether people think to click to yahoo to watch a game, and it doesn't really help that the game is at 9:30 a.m. eastern sunday morning which means people in the west coast are less likely to tune in. also, the bills and the jags aren't exactly having their best seasons. we'll see how it all goes sunday. >> i'm not sure if folks on the west coast are going to be tuning in for the bills and the jags anyway. the folks that are fans of those teams will find the game wherever they can. do you know anything about the rumors about the lowered price? did yahoo just lower the price at the very end to sell out the game? was that really a problem, or is it just, hey, we have a few spots left over, let's get rid of them? >> yahoo has not comment odd this. roloff said he is not concerned about the advertising.

it's typical for them to get a high price and then lower it over the course of time or have it move around based on demand. hes said he is not concerned. what i heard is that they went out looking for $200,000, and then they gradually lowered the price to $100,000 over the course of negotiations. >> thank you very much. thanks for joining us this morning. let's go to the markets. dow up 113. certainly off the highs. shares of pandora definitely got our attention this morning. down 30% in the premarket at least. sales guidance for the next quarter well below estimates.

costs jumping as well. shares of apple up over 2%. earnings tuesday, of course. preview notes this morning. citi takes it off the focus list, but retains a buy rating on the stock. others worry perhaps that, again, that iphone cycle is a little bit -- will be troubling in q4. >> i don't think, carl, we'll get much insight into the iphone cycle from this report because less of that launch week was in this quarter that they are reporting. more of it is going to be in the holiday quarter. >> alphabet, microsoft soaring after earnings. we'll take a deeper dive on each one. netflix ceo reid hastings on his plan for content in 2016. jonathan bush of athena health, the company out with a big bead on earnings. one of the top gainers in the nasdaq. he will join us when squawk alley returns in a moment. being a keen observer of the world has gotten you far,

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>> athena health beating the street. the tech company, stocks popping very big on that news. up almost 23%. ceo jonathan bush joins us from company headquarters in watertown, massachusetts.

jonathan, good to see you again. good morning. >> good to see you, carl. thanks for having me on. >> we tried to create the health care internet, and we've gotten more doctors on to that network than i think people might have thought we would spshgs we did it without crippling anything -- any major financial sacrifices. i think it's just the same old thing. you know, we want to create a you chunk of the innocent that's safe enough, reliable enough, connected enough to the off line world that medicine start to move there, and it's happening. >> in terms of information

sharing and tech i.t. where are we? >> we have 10% of encounters, 70% of providers on athena net now, and that's been -- including a lot of the retail clinics, urgent care chains that have emerged over the last few years. because all those patients are there, hospitals are starting to say, hey, i want to connect to you. before they thought maybe they would be able to do a better job staying as close systems. we are seeing a real breaking down of the disconnect, and that disconnect is what frus rates doctors so much. doctors can't be doctors as much as they want to be, and it drives us all crazy. we've all experienced the crap work in the clinic that's in the way, and the disconnect between what the doctor orders and what happens. that stuff is starting to crack, and it's freaking exciting. >> one of the things that's interesting to me in traditional i.t. we've seen the fremium model where companies like drop box have gotten in with individual useers and then tried to get those users to bring the

product into the enterprise and get the enterprise to buy it. how is your business the same or different the way you get the word out about what your product is able to do for health and for medicine? >> yeah. dead on accurate. that's exactly the kind of business model that a single platform company can provide. what we provide is vastly more complex than a box and highly regulated, so we can't quite just say, hey, come on in. we have to really validate who you are, check your credentials. we've got a team refactoring in the implementation of new practices. we have a program now called live in five where a practice if they agree to do things the way we advise, can sign and be liable on the network treating all their patients on athena net in five days with no cost to them. that compares to these multi-month, multi-year, and multihundred million dollar i want mremtation of traditional enterprise software is a stark contrast, and like you say, the

business model is not the software. the software is the story you go into to get the business model, which is pay claims, file charts, connected care. >> there's a campaign calls let doctors be doctors. >> did you see that? >> i'm going to play a clip of that. >> please. ♪ >> i'm troog to acknowledge the big fat elephant in the room. mandating of features and through all of the various responsibilities on doctors, malpractice, insurance claims. these medical records have gone from a panacea idea to sort of a george orwelian, 1948 nightmare. what we're trying to do is break it apart and tease that crap

work away from the doctor, do it in the cloud for them, but the first thing have you to do is unflinchingly acknowledge how badly it's going without us. we're all about it. we've got a whole series of videos. we've got an incredible response. they only went out on, i think, monday. there's been over 3.5 million _#s, let doctors be doctors, sent out across the social media just as of last wednesday. >> the guy wrapping is also a comedian. >> doctors play that martin luther king reply times because every little tidbit. >> the guy with the shades on, he is a doctor. who came up with this marketing strategy? i mean,en only is it called let doctors be rappers too, i suppose, he is good.

who came up with this marketing strategy and exactly who are you trying to reach to get this product sold by doing this? sfroo yeah. so independently of us z dog -- that's the rapper -- wanted to do something on it. we wanted to go out now that icd ten and meaningful use are behind us, go back to our original intent, which is the overall gaschalt of frustration that mostly doctors but patients as well experience through this sort of bureaucratic lens that we've got in health care. we had been building a bunch of very funny ads to sort of access that frustration as a reason for coming and learning about athena health and then we heard about this, and sew we said, hey, let's release at the same time. maybe we'll both get more hits. he was kind enough to let us do it. >> well, it's certainly matching the energy you bring to every interview, jonathan. it's good to see you again. >> well, thanks for having me on, you guys.

be sure to watch the link. it's hilarious. >> let doctors be doctors, and, of course, athena health having a banner day in terms of price action. >> absolutely. up next, more on the boom in private markets. plus, we're counting down to the close of trade in europe. tech earnings. that rate cut in china sending stocks higher this morning. we'll be back in two.

>> getting breaking news about the republican jeb bush's presidential campaign. we go to eamon javers in washington. >> c northbound's john harwood has confirmed that the jeb bush campaign is slashing its expenditures across the board in response to complaints that they were spending simply too much money on the campaign trail. this information coming to cnbc from a republican source. i'll give you some of the breakdown of the details of what the jeb bush campaign is contemplating at this point, including reducing payroll costs by 40% this week, cutting salaries across the board with all but the most entry level

staff taking pay cuts. downsizing head quarter staff 25%. remaining at headquarters 25% of the staff already in the states. cutting travel costs by 20%. eliminating other extraneous overhead costs entirely, and cutting 45% of nonmedia voter contact budget from original june planning. a big step back here in terms of expenditures for the jeb bush campaign, but clearly an effort here by the bush folks to make sure that they are in this for the long haul. they've got to get that burn rate down, though, in order to move forward. >> all right. of course, we'll be seeing mr. bush next week at the republican debate october 28th. swron harwood, myself, and becky quick. we'll see him and see you then. >> absolutely. >> moving on, it's not a myth. the growth of companies in the private market in america. very real. our kate rogers is at the ink 5,000 conference in orlando which celebrates the 5,000 fastest growing companies in america. kate. >> hey, swron. that's right. these companies are growing very

quickly. over the past three years these 5,000 companies, they're median growth rate has been over 135%. last year they generated more than $203 billion collectively, and over the last three years they've created more than 600,000 jobs. now, to the top cities for growth new york city tops the list. then chicago, atlanta, houston, and austin, texas. we also caught up with david glickman, ceo of ultra mobile. they were the number one company on ink's list this year. they grew an eye-popping 100,000% plus over the past three years. he took the top spot a few years back with a different company that he started. ultra mobile, they offer calling cards, free global plans, text and data services all rolled into one. >> we basically offer a product that gives the store a lot of money for carrying it and selling it as well as giving the consumer tremendous value. we have just the thinnest margin, and we make it up in huge, huge volumes, which is why growth has been our objective

from day one. without growing we wouldn't be surviving. >> now, the top categories for growth here, i.t. services followed by business services, advertising and marketing, health care, and, of course, software. carl and john, back to you. >> thank you very much for that. let's bring in simon hobbs here, as europe is about to close in 60 seconds and put their traegd week to bed. >> it has been an absolutely extraordinary week. both bonds and stocks rallying as the ecb yesterday made it pretty leer that it's going to expand the scope and perhaps the length of qe when it meets on december 3rd. we are actually off the high slightly today. i mentioned that the data, the headline level, the pmi came in actually quite strong. if you look below that, for example, the service expectations swrerm anne for the

week up almost 7. within that, of course, certain sectors have moved more than others. the main instruments that the ecb is trying to hit or the main affect it's trying to have it on the exchange rate, and yesterday when this made that announcement you saw the euro plunge to a two-year low, and it's moved further into negative territory today. you see automotives up 7% for the week. as they talk about the prospect of buying more sovereign debt, the sovereign debt markets have risen. yesterday you saw in certainly italy and spain a 13 basis point move lower as the prices moved higher on the yeeltdz. there you can see we're more or

less of that sort of level. bonds and stocks have risen for the week. as, of course, you see these rates fall because of what the ecb is about to do, you see people move in particular into telecoms. telecoms, again, a top gain other the week. up almost 8%. the structural story of european telecoms also quite good at the moment, but that's the race -- that's rate for return. rate for dividends is you see telecoms up 8% in one week on the ecb. back to you. >> ten-week low on the euro. amazing. thank you. >> exactly where they want it. , at t. rowe price, our disciplined investment approach remains. we ask questions here. look for risks there. and search for opportunity everywhere. global markets may be uncertain. but you can feel confident

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>> good morning. i'm sue herrera. here's your cnbc news update at this hour. hurricane patty heading towards southwestern mexico as a monster. category five storm. winds of nearly 200 miles per hour. it is the strongest storm ever recorded in the western hemisphere. mexico has shut its key cargo ports of puerto vallarta and manzanillo in anticipation of its landfall. landfall is expected between 6:00 and 10:00 p.m. eastern time tonight. the former governor of rhode island lincoln chafee has ended his presidential run. he announced that this morning.

authorities seizing ten tons of marijuana in a tunnel discovered along the u.s.-mexico border in southern california. 16 people ages 21 to 50 have been detained after homeland security officials surprised them inside that shaft. the knickerbobbinger hotel offering a limited number of rooms at the 1906 price of $2 a night. the hotel is rumored to be the birthplace of the martini. cheers. don't try to book a $2 room right now because they're all taken. it's a little early for cocktails, but nonetheless, that's the cnbc news update this hour. john, back to you. >> well, thanks, sue wrer it is friday.

>> what does this tell us about whether they're trying to compete in ads and in cloud? >> well, i think what it tells you is a couple of things. one, the consumer and the advertiser are very much alive. there was a lot of concerns around the health of the consumer, both in the u.s. and especially if europe, and in both cases, whether it's alphabet, google or amazon, they ended up showing actually accelerating top line growth. it's at a time when they're providing more visibility into some of the areas that .

>> alzon's overall market cap getting close to $300 billion overall. what do you have to do to justify the increased price targets of people putting on amazon after these results? especially given that amazon said, hey, look, our cloud revenue is going to be lumpy. it won't necessarily be more than 70% every quarter. >> the -- somewhere between $70 billion and $100 billion valuation for that business is not completely out of the realm of possibility for that

business. i think by 2020 we have that business doing somewhere between $45 billion and $50 billion. i think that is -- has been so far the -- kind of the hidden jewel within amazon. >> the unfair advantage is that it's highly profitable at an operated income. they can continue to subsidyize the e customers business and really undercut anybody and everybody in terms of pricing and value proposition. >> yeah. that's certainly looking like exactly what they're doing.

>> is this about a search business we all thought was going downhill, and, in fact, somebody found a way to beat that? >> yes. so i think -- the outside the surprise last night was on mobile where they basically said that now mobile accounts for over 50% of queries. it kind of reminds me a little bit of facebook three years ago when everybody was basically saying that facebook has a mobile problem. they turn it into a huge opportunity. >> the fact that they called it out as one of the primary drivers for revenue growth, i think tells you that there is

yet again another louded area that as they quantify it more, hopefully in january, you are going to see people getting more and more excited about it. >> a nice way to end the week. >> thank you. >> when we come back, netflix ceo reid hastings sitting down for an interview on content cost and pricing. we'll spla some of that. rick santelli, what are you watching today? >> let's see. i'm watching moon shots in the dax, moon shots in the s&p, moon shots in the dow. what's going on? i think if you look at the backup generate ors have kicked on, why is the backup generator on? you'll have to tune in after the break to see.

>> up next what to do with the beg technical names that blew out snernkz we'll ask the top 100 advisor what it means for the markets and in your own portfolios. plus, the next generation of investors. a hedge fund manager with 29% annual returns since 2011. he will share his strategy with all of us, and the fund manager betting against a basket of stocks. >> reid hastings setting down in italy as the company continues is international expansion that was so key in the last quarter. launching in italy yesterday

after portugal and spain earlier in the week. hastings said how much netflix is planning on spending on content going forward. >> it's a new original show, so we want to be one of the world's best producers of the way kids -- great stand-up comedy, great kids shows, great dramas. all kinds of different shows. i'm sure we'll make some mistakes, but we're going to keep on trying. >> he also addressed two recent years of focus for the stock. the recent price increase and how their margins might be affected. >> five years ago in the u.s. we were $7.99. we kept basically that same pricing. hi-def is a little more. $7.99 for the basic program. we're $7.99 euros here in italy. that's a great price. i mean, people just feel good

about it. no, we're going to try to get lots of people to join at $7.99 instead of doing those price changes. >> we're going to lose a lot of money in italy because we have to pay for the content as we grow the subscribers, but that's always true. that's the price of investment. that's okay because we're able to do that because we believe that in the future we hope to have one-third of italian households subscribing to netflix. >> interesting to hear him in that different context.

>> let's get to rick santelli this morning and get the santelli exchange. rick. >> good morning, carl. listen, anybody who has looked at the equity markets of late and we'll show some charts month to date, whether you are looking at the s&p, the do, the nasdaq, especially the dax, we can see there's moon shot activity going on. has there been a great invention? has netflix signed up everybody in italy? what's going on? i don't mean to dismiss. there have been some positives on the fund mental side like amazon. there's been positive stories out there. the backup swren raters have kicked on. let's talk about this.

let's go through some numbers. i've used them a lot. you can never overuse them. $7 trillion is how much debt the schinz had before the crisis. trillion. did i say b. definitely a t. we are closing in on $60 trillion in terms of what we've pumped in, okay? now, here's the deal. anybody who has had a backup generator understands that when the lights go out it's nice to have a backup generate over, but in this case the backup generator is what i would call stimulus. in the real economy it's the engine of growth. the deal is how often and for how long are we going to run the generato generator? you have $60 trillion of fuel that isn't the normal fuel. that's the stimulus, the liquidity, the chinese, the bernankes, the yellens, the u.k.

they're all putting much more expensive fuel to get the backup generator to keep the lights on. but the problem is what's coming out is less than what's going in. now, we could talk about how debt growth has outpaced gdp growth, but really the backup generator tells us the real story. sustainable growth. if there's one lesson we've learned, you can't print it. does that mean stocks can't see $20,000 in the dow? of course not. boy, we're going to have to wait and see how the final chapter of our fuel bill goes. carl, back to you. >> all right. thank you very much, rick

santelli. when we come back, docu-sign, a member of our did hes ruptor list has revealed the names of all of its backers as the company moves to more transparency. the ceo will join us next. of course, next week oracle world kicks off. we're going to talk to ceos mark hurd and safra catz next week. (vo) what does the world run on? it runs on optimism. it's what sparks ideas. moves the world forward. invest with those who see the world as unstoppable. who have the curiosity to look beyond the expected and the conviction to be in it for the long term. oppenheimerfunds believes that's the right way to invest... ...in this big, bold, beautiful world.

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include yahoo co-founder jerry wr ang, jared ledo, among others. steve crock is the ceo of docusign. number 13 on the did hes ruptor 50 list. keith, thanks for joenks here at post nine. what are the names that really caught my attention is bruce chizen, former ceo of adobe, one of the first ceos. adobe is a document company. having somebody like that investing in your product certainly says something. how fast are you growing at this point, sf what are you putting this cash to work doing? last year we did about as many successful transactions as we have done life to date in the last 12 years of the company. in terms of the capital, we're

investing in what we call our built to last technology in terms of bank class security, carrier class availability, but in particular in our global expansion. you know the numbers. of course i don't. it's a lot of money. we're seeing valuations get challenged knees days as companies are looking to raise additional routes or go public. is that a concern for you? >> well, you know, the interesting thing is it's integrated with the corporate strategy. that's where we have investors leak microsoft, intel, dell, google, sales force, visa. we just announced deutsche telecom. with all these companies, they're part of building out this docusign global trust network. >> are you leveraged? is the growth leveraged to

really corporates getting on-line and getting on to the product or guys like me looking to get convenience interacting with a bank or a retailer? >> right. and, carl, that's the beautiful thing about docusign. it's both. the consumers drive a lot of the enterprise business. ceos, banks say why can't we use that for the 200 million documents we sent out a year. then also the enterprise business is driving our consumer business as well. >> do you worry about we're in a world where everything is followed with a question by privacy and hacking and safety on-line. how does that fit in? >> it's -- what is core to what we do is all about trust, so that is security, privacy, availability, and we've teamed

up with a number of companies and helped facilitate the xdtm standard that sets quantifiable and measurable and audible bars in all those different categories. >> who do you end up running into competition-wise? is it the apples and samsungs of the world that are doing fingerprint scanning and payments, which is a sort of signing type process, or do you feel like you're shield from that because of the enterprise categories that you are making solutions for specifically? >> well, samsung, by the way, is an investor and a great partner and so is apple. i'll tell you what we run into, it's paper. everybody goes docusign, or just such a great disruptor. what are you disrupting? paper. >> paper isn't doing too well these days. that probably bodes well for you. keith of docusign. thank you for joining us. >> thank you, guys. >> when we come back, dow has come way off the highs. we're up 90 points. we'll talk about mark zuckerberg making a bigger kind of investment in just a moment.

welcome back. dr. priscilla and her husband, facebook ceo mark zuckerberg, said they are building a new private school for disadvantaged

residents in the neighborhood. it's in east paulo although wroe, and it's expected to open in august of 2016 where it's going to focus on both education and living a healthy life. they're going to have a health clinic there on the campus of the school to address the total needs of the community, carl. >> awfully interesting in terms of facebook shares. a lot of discussion. the headline is that it got to triple digits. getting above 100 for the first time on a percentage basis. it's nowhere near what obviously what a microsoft or amazon or even twitter is doing today. >> right. it's done quite well over the past several months. certainly over the past year or two. they have some money to spend. they can send some kids to cool. >> indeed. meantime, the nasdaq continues to be powered by the names. games like microsoft, 10% plus gain that's been sustained through the course of the morning. you just don't see that too often. in terms of october for the s&p shaping up, we're now at the sixth best ever october enswroi

the weekend, and let's ged over to scott whopner and "the half." ♪ >> our game plan looks like this. young money, the up and coming hedge fund manager with 29% annualized return since inception is with us today on the markets and so much more. the big short an investor currently betting against dozens of stocks is live today on why he sees the bear market ahead. we begin wh