we also have a box ceo aaron levie with us and tim morris former cfo and interim ceo at yahoo!. n, you are a big twitter user. you've always got some thoughtful things to say about the industry. what do you think? aaron levie: i should clarify for anybody watching, i came on the show to talk about our earnings and this happened jerod -- this happened. i don't know enough to add much value. clearly dick and jack came to a conclusion on what they wanted to do. i think this is probably more of a story about wall street pots ability -- wall street's ability to think long-term about high-growth technology companies than it is about anything around twitter's potential. i don't know enough to really kind of comment on that. -- beyond that. emily: you do know about the twitter product as a user. do you feel that as a service twitter is living up to its potential? aaron levie: i don't think any service is living up to its potential. there's always room for building new capabilities, new acquisitions, opening up new parts of your platform. i saw some of the things in chris tocco's notes. s

ceo aaron levie. we will either have a conversation about box another time.o appreciate you playing ball here. joining us on the phone now we have anthony did clemente from analyst onop-rated twitter. he covers internet and media companies. the wall street view on this. obviously the stock is looking pretty good. anthony: just on the stock movement after the close, as part of the announcement, the company reaffirmed their full-year guidance. that is part of the reaction. there are a number of investors who like the previous callers inc. the twitter can overhaul its user interface to improve it to make it more engaging, to rejuvenate growth in users, to amp the monetization. there is a view that there is time for a fresh change in leadership. we will see what the company says on its conference call in half an hour and see how the stock trades tomorrow morning. it is such a volatile leadership culture at twitter, even going back to the early days, and if anyone of your listeners has read "hatching twitter," you can take away from that book that you have a histo

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aaron levie will be on today.ores a big win inking a long-term contract with the nba as the league's best players battle it out to be crowned world champs. let's get out to landon with more on this story. >> good morning to you. nike signed an 8 year merchandise and marketing deal with the nba. it will take over from adidas when the current contract expires. it's worth more than $1 billion. the contract gives nike rights to supply the shirts shorts and warm up gear to the team. a bigger win, nike will be able to display it's logo on nba uniforms. a first for the league. that would pave the way to one day sports sponsors names just as in soccer and european football. nike has been marketing partner since 1992 and has endorsement deal with the largest biggest names starred in the league. nike controls more than 90% of the basketball shoe market and has been selling replica jerseys under the swing man line. it's been the nba's exclusive outfitter since 2006 when it took over an 11 year deal from rebok. but earlier it

it wouldn't be long before they had three kid, aaron, levi and katie. >> she'd be on the floor playing with them teaching them or instructing them or coddling them. it wasn't just her kids it was all of our kids. >> look at those two lovely people over there. >> reporter: christina seemed happy but karl wanted more than a life working the quarry. and christina's father art alexander, offered a ticket out. the job was a future working in his heating and air conditioning company. >> if you ever need a job, come out to california and you'll have a job because you can work with me. >> reporter: so they moved all the way across the country to murphys, an old mining town in the sierra foothills. karl found a ramshackle house at the this long winding road. it wasn't much but it was closer to colette and christina made it special. >> she went into like home decorator mode and started painting and sewing curtains. every time i go up wow, this looks really good. >> karl thank you, darling. >> reporter: christina and karl celebrated christmas with christina's family in 1990 but just a week later

scarlet: that was the vox ceo aaron levie speaking with bloomberg west anchor emily chang.ming up. ford sees a future with self driving cars and that is making it moves. the ford ceo is next. ♪ scarlet: welcome back. this is not your father's ford motor. the automaker is driving deeper into the card sharer business by helping people rent out their cars when they're not using them. the ceo explains how the program will work. offer to 14,000 customers here in the u.s. and 12,000 customers in london, for those customers that finance their vehicles through ford eight, working through company called get around, and a card club in london, customers will be able to rent vehicles out to earn money to do things pay their car payment or earn a few extra dollars. on the go drive pilot we're launching in london, we're offering that up to 2000 folks and it is unique in the industry around the world. to have aa customer car sharing service, pay-as-you-go, you can go one way if you want. importantly, when you go one way, there will be designated parking spots reserved. if you think about

thelly, i want to look at cloud storage company box run by aaron levie. -- the revenue forecast raised the first time this year and it is up considerably more than the beginning of the session, still up by 3%. you know, that cloud business is a very competitive one, so all of the companies in that space have come under scrutiny to see how well they can compete. scarlet: it seems like every single quarter, you wait for the ceos to talk about what they are going to do in that growing area. julie hyman, senior market correspondent. think back to september when bill gross left pimco. that means that holders would be forced to dump holdings to meet redemptions, and instead, the funds clearance all happened under the same roof. >> when you are doing this kind of cross-selling, you know there is going to be the fcc on your back at one point. so you want to make sure that it is done it in good faith. ifryone was circling pimco you remember, and they were trying to get a feel of their positions and how to capitalize on that. there was this anticipation of a big move and it kind of never happene

ceo aaron levie will be on "closing bell" today 4:00 p.m. eastern time. an interview you won't want to miss. tune in to the "closing bell." >> thank you very much. >>> if you are headed to the malls this weekend, you're probably looking for summer gear. right? getting a strappy sandals and your tank tops to head out to the beach. but the retail business is about being a step ahead so for retailers with be it is countdown to christmas. yes, that is right. only 196 days left to get that christmas shopping done. the nice fire crackling behind us. founder and ceo of talmidge advisors, how are retailers planning to bounce back in the second half of the year after a disappointing first quarter. >> i think it is setting up to be a tale of two halves. the first half weather wasn't cooperating, the port on the west coast made inventory difficult to get. i think there is a story on the back side of the story. >> but talk about wage inflation that is starting to ever so slightly creep into the equation. >> the last couple of months have looked really good in terms o

box ceo aaron levy and bahia ibm.om him and betty, i send it back to you.imm: that was the box ceo and the ibm analytics senior vice president. still ahead, germany downplays chances of a quick deal with greece. betty: that is after the greek government rejected the latest offer from creditors. we will have the latest on how the negotiations in brussels are turning out after the break. ♪ pimm: welcome back to "bloomberg market day." i'm pimm fox here with betty liu. betty: stocks are in the red. one group bucking the trend is housing homeowners. julie hyman with a check on their trade. estimatesfits beating . quarters of 18%. the companyp 28% of benefited from increased that we have seen and prices. revenue of 32%. the shares are up 42%. among the best performers in the s&p 500. that is fretting to the other homebuilders as well today. we are seeing the peers on the rise. the is as well as some of other homebuilders gaining. also which is the homebuilders etf is now up for five straight sessions. that is an eight year high for this etf as we have seen a lot

. >> well we'll see what aaron levy has to say about that thought.of course the box ceo, he will be first on cnbc with kelly evans later in the closing bell. 4:00 p.m. eastern. rerack the tape for that one. >>> fedex trading at all time highs after being added to citi's focus list. >> this follows on monday when they changed their dividend and raised it by 25%. now it's $1. this is a name they're doing everything right. shareholder-friendly. they say in this note that they expect to see better profitability we know about the growth and the revenues as well as translating into the earnings. this is a name with a 205 price target. think they're right. >>> good cholesterol news for amgen's drug. >> 14-1, in favor -- i'm sorry, i'm just terrible here. 11-4 was the fda vote on this one. judge. wanted to give you the right number. this is popped above the 00-day moving average. just shy of the 50-day. i think it pushes well over 160 on this move. >>> and how about box, breaking news, exclusively by our own david faber, fox, rupert murdoch preparing to step

cramer is not here today, but he did tweed on you to aaron levy congratulations, much smoother conference there was a mix-up of the communication about how many shares were outstanding. part of the story, carl is there's a lot of short interest a lot of people betting against this stock with all the competition in some of the cloud storage wars going on over pricing. cash flow was better than expected. 3.7 million pays customers, up 70%, so you're right about the action on box. that will be interest to watch. we mentioned lululemon earlier on saying that chip wilson of course, filed to sell 20 million shares, the largest stake-holder. that filing allows him to sell. it shows an intent to sell. wilson says through a spokesperson, though they filed, they have not sold theory shares so far. it enables the sale if they choose to do so. >> the stock, though is up 20% so far this year looking next to the s&p 500, up 2% not bad. lululemon has certainly been one of the gainers. also in is one to watch. yesterday energy shares had one of their best days in a while. weaker u.s. dollars, energy shar

>> and then aaron levy tweeted he should be the head of the chair committee for the search. >> people have strong views. to jim cramer's point he's been making that's what they need to tap into n the power twitter has for live events and figure out how to make that attractive to advertisers. figure out if you're going to target the people that use it or the other ones who aren't active users to read the material. >> make it easier for them to access the platform. >> one of the leading investors and one of the loudest voices has said you have a billion people who have visited this site and decided not to stick around. there's a problem with that. you have to make it easier and a little bit more approachable. a lot of questions coming up for both of them. we're watching the markets. >>> stocks are on track for weekly gains but futures are indicating a lower open largely on worries about greece. the greek government criticizing the imf for pulling out of bailout negotiations. the imf said yesterday the talks had broken down at a technical level and they added it refuses to cross, quote,

i had an interesting interview with aaron levy from box, someone who was wearing it. he thought it should have been sold as an iphone accessory which is kind of interesting. i think the question is is this version something that regular people are going to use. i think possibly not. i think it is still -- they've got to make it so developers who are here -- this is a developers conference, let's remember. it is not a stock moving conference. they've got to make it so developers want to develop for it and create great apps. right now that's still a big open question. i think they will. i think there's no question but i don't think it is sort of this big booming thing right now at this event at least. it will be interesting. it's all stuff that's tbd, as far as i am concerned. >> ivan, let's talk a bit about where you see the stock moving, how soon and what if any, flies there might be in the ointment here. where is the vulnerability if apple has a vulnerability? react to that. as we look now -- i guess tim cook has taken the stage out in san francisco. don't know if we

this company, last quarter, they had real issues with aaron levie, didn't understand and appreciate wherearnings were coming from. >> it's been a stock that people have loved to hate. we'd see a lot of those are the people unfortunately having to chase it up 10%, 11% in the afterhours. >> completely a short squeeze. i think from a momentum name, this is not one that people are particularly excited about. and if you think about the space they play in i don't know this is a need to own name nor a big enough momentum mover with enough upside that would be the one -- >> last word to you? >> this actually is a type of stock that confuses a lot of investors. just as you were mentioning, when it pops like this and doesn't have great earnings everyone scratches their head. it confuses the retail. as you said, there's too many competitors in the space. >> steve thank you so much. >> thank you. >> don't miss a first on cnbc interview right here tomorrow at 4:00 p.m. on the "closing bell." >>> also be sure to stick around and catch steve at 5:00. they're going to be talking to the ceo of the company

box ceo aaron levy responded saying at minimum snoop should be the chair of the committee. >> yeah. >ructor david ledbetter won fame when he rebuilt the swing of nick bouda. he also worked with greg norman ernie els, michelle wie, and me, actually. i got to spend a lot of time with him out at the nbc broadcasting the lpga in westchester. we're going to talk about all these things when we return. (music) boys? (music) stop less. go more. the passat tdi clean diesel with up to 814 hwy miles per tank. hurry in and you can get 0% apr plus a $1000 volkswagen credit bonus on 2015 passat tdi clean diesel models. ♪ >>> since launching the first ledbetter golf academy over three decades ago, david ledbetter has coached players to 19 major championship titles and over a hundred individual worldwide tournament victories. he's compiled some of his greatest lessons in his new book "the a swing: the alternative approach to great golf." david is here to help us with our swings and give us a few tips. he's in town for the women's kmpg lpga championship. that's a lot of letters. it's out at westcheste