what was netflix's first original series? the answer, "house of cards. >>> welcome back to "squawk box" this morning amazon has named 20 finalists in its race to win its second headquarters the short list includes 19 cities plus toronto. >> hold on >> yeah. >> hold on. >> the picks lean heavily east and in the sunbelt amazon expects to pick the winning city this year lots of chatter, by the way, about one city that's not on the list, detroit. we talked about that earlier but you can look through the list right there and i know there's some people at this table rooting for newark at this point. >> or philadelphia >> or philadelphia. >> i love to see that. new york city would be interesting. did you see, i hadn't put two and two together they have washington, washington d.c., maryland, southern maryland and northern virginia which is kind of like -- they've got three different locations in d.c. >> it's possible you might consider colleges and talent. >> right. >> coming from an area.

wha is happening is their origin ares, the netflix originals are what are now driving the growth in the service. and that is making it such that the competition that netflix is facing, the growing competition, isn't really mattering. >> sp netflix is facing more competition than ever as amazon continues t in content. jeff base owes is focused on finding the amazon equivalent of "game of thr d disney is expected the ramp up investment in hulu once it gains a majority stake through its fox acquisition raising the bar even higher for netflix. for "nightly business julia boor citizen. >> adp has an alarming wall street view. shares opened at 12:.65 there and fell from there. the lowest expected to open in the 17 to $19 range but the company's ceo wasn't phased. >> we had a chance the meet all of the investors, all new for me. grew up working with my parents so the chance to represent adp is a great opportunity. performance matters. i think afte we put a few quarters under our belt the people will like what they see. >> shares dropped 11% on the day finishing at $12.39. >> the rating on nike

it has already announced it will spend this year >> what's happening is that their originals, netflix originalsare now what are driving the growth in the service, and that's making it such that the competition that netflix is facing, the growing competition, isn't really mattering. >> and netflix is facing more competition than ever as amazon continues to investment in content, and disney is expected to ramp up investment in hulu once it gains a majority stake through its fox acquisition in that streaming platform. so investors can expect a big swing in the stock once netflix reports monday afternoon the implied move is about 8% in either direction in the past quarters the average has been over 5% >> julia boorstin in los angeles. >>> with the stock's recent run and implied move, how should you play into the earnings professor khouw has more hi, mike >> obviously after this big run if you hold the stock one of the things you might be concerned about is a pullback. even if you don't, you might think it's due for one we are going to take look at buying a put spread. when is a trade like that goin

. >> what's happening is their originals, netflix originals are now driving the growth in the service. and that's making it such that the competition that netflix is facing, the growing competition isn't mattering. >> and netflix is facing more competition than ever as amazon continues to invest in content and disney expected to ramp up investment in hugh will you once it gains a majority stake in that streaming platform. investors can expect a big swing in the stock once netflix reports, the implied move is about 8% in either direction the affect move has been over 5%. >> thank you, julia boorstin with the stock's recent run and a huge implied move, protestor is cohas the call to action. >> after this big run, if you hold the stock, you might be concerned is a pull back if you doan, you might be think it's due for one we'll take a look at buying a put spread when it is appropriate we'll look for identifiable catalyst we have one in the form of earnings the second thing is, are we expecting a big move the options markets say we are, just under% is what the market is implying. granted

with the new star trek show, domestically that's on cbs, but internationally it's actually a netflix originalo netflix co-invested in the content and took the international rights a lot of this could be fluid on the cash burn, absolutely they burned over 500 million in the quarter. they could burn between 3 billion and 4 billion next year. yet the bonds are trading almost at par because of that recurring revenue stream if they wanted to they could be more profitable today. as they grow international, they have to add languages and more depth of content for every country they enter but domestically they have about a 34% contribution profit margin, internationally around 8% so if they were to stop growing as fast today, they would be earning $2 billion more per year which is more than the content increase they plan to spend next year >> okay. daniel, great stuff. thank you very much. daniel ernst shares up 9% >>> among the other top stories, trump is slapping tariffs on imported solar panels and large washing machines the u.s. will impose duties of 30% on solar equipment made abroad this threat

content than up to $8 billion it already announced will spend >> what's happening their originals, netflix originalsre now driving the growth in the service. that's making a sense that the competition that netflix is facing doesn't really matter >> reporter: and netflix is facing more competition than ever as amazon continues to invest in content. new reports that jeff bezos is focused on finding the amazon equipment of game of thrones and netflix plans to invest in hulu raising the bar even higher for netflix. julia bornsatin. >>> and the leaders in davos say many will attend however a question mark over when president trump will go due to that u.s. government shutdown i'm happy to say we're joined with richard summons when it was famoused phrased e phrase davos man mr. trump, do you see him becoming a davos man >> well, of course, the davos man nomenclature you're using is a caricature i think the more important question is what's the message he will carry here and to what extent will he engage in discussions with a wide range of leaders from governments and business and civil society and academia

emily: what would you say about the money netflix is spending on original content? is paying off, but do you think they will have to eventually pay the piper? paul: i think so. netflix has to pay for them at some point. the good news for them, they are adding subscribers and they are paying more and more, generating higher revenue. --ing improved in profitability. company where they will have negative free cash flow up to the $3 billion. how are they funding the expenditures? they are going to the debt market. at some point they need to stop going to the debt mark -- market . they should be able to grow into it. emily: apple is arming up. they are hiring executives from amazon, sony, hulu has had a major hit with "the handmaid's tale." disney is a more traditional player, but also showing that it can be nimble. seeing think we are not netflix pullback at all. if anything, we are seeing them accelerate some of their investment. close to half of that will be for original programming. they, by far, have the best budget in hollywood. they are writing checks. some of the

that is putting more pressure on netflix's original programming.reed to crea original programming and rely hollywood. investors want to get a sense of how netflix is doing there. the subscriber numbers will tell you they are managing the process pretty well. >> indeed. paul sweeney, thank you so much. as netflix skyrockets ever higher. scarlet: we also have breaking news. let us turn to washington. the senate has begun voting on the government funding bill t the government funded through february 8. once it passes, it is expected to pass. it will go to the house, where it is also expected to pass. a minimal make its way to president trump's desk where he will sign in the government will reopen. we will reopen. we'll keep you posted on further developments. this is bloomberg. ♪ mark: the senate is voting down the three-day government shutdown. they're trying to reach an agreement that gives congress time to resolve the dispute that led to the shutdown. >> since our meeting in the oval office friday, the president and i have not spoken. the white hou

from netflix original to the big screen, stranger thing is about to produce a film based on the series. the film will revolve around miss trees. >>> thank you, wisdom. 5:20 is the time. coming up on fox 5 news morning, kodak stocked surges after the company announces a new cripto currency plan. >>> there does appear to be an end in sight to the takata air bag recall. >> 5:20, this is the air force memorial in the background beautiful day it will be much bett 5:20 is the time. 30 degrees temp back after this. small business, internet providers promise you a lot. let's see who delivers more. comcast business offers fast gig-speeds across our network. verizon doesn't. we offer more complete reliability with up to 8 hours of 4g wireless network backup. verizon, no way. we offer 35 voice features and solutions that grow with your business. verizon, not so much. get internet on our gig-speed network and add voice and tv for $34.90 more per month. call 1-800-501-6000. with dunkin' deals, you get two egg & cheese wake-up wrap sandwiches for $2. and two of those for two of those means you deser

numbers today, the momentum still in place. >> what is your take on the amount of money netflix is spending on originalnt. tosome point are they going have to pay the piper question mark >> i think they will. netflix has to pay for them at some point. the good news is, they are adding subscribers and subscribers are paying more and more. the u.s. markets, which is a more mature market is seeing improved profitability and we are starting to see it turn the corner. said theycompany that will have negative free cash $3 million to formally dollars. point, they need to stop going to the debt market the or operations of the business has to fund and longer-term, they should be able to grow into it. appleiously, there are -- is hiring new executives from amazon to see. who -- as more of amoves traditional player, but showing it can also be nimble. at what point can netflix get longrtable or is that a way off? >> we are not seeing netflix pullback at all. i think we are seeing them accelerate some of their investments. half of spending will be for original programming so they have the biggest programming budget

netflix's original content like stranger things will allow it to raise prices more than expected . . m its large subscriber base. "longer term we see the ability to drive arpu growth, particularly given increased original programming traction," the firm's analyst writes. netflix's strong growth in international markets and its ability to raise prices will boost its sharesover the longer term, the analyst says netflix has the ability to generate growth in average revenue per user, especially given its increase in original programming. the analyst said netflix's penetration of broadband enabled households in international markets outside of china rose to 13 percent last year from 9 percent in 2016.netflix is one of the market's best- performing stocks. its shares have rallied 63 percent in the previous 12-months through wednesday versus the s&p 500's 23 percent gain. no major hot spots. bay bridge wb 80 is less then 30 min from the maze to sf. ( james ) to the nursing moms out there... it's ok to eat spicy foods. in fact... spicy foods may turn your child into a less fussy eater. reseac

we did some checks in the fourth quarter and saw that search interest in netflix originals was up 4.5the fourth quarter of '17 versus the year ago. that was stranger things season two, bright, that was the german series dark. all of which really resonated globally the challenge is can they keep up this impossible high wire act? can they keep making bigger, better, more impactful shows first quarter guidance is a seed of doubt that maybe they're decelerating a little bit. but the big story here is that these guys are incredibly talented of picking shows, a data process is working and that's a real challenge for the rest of media where the audience is going to what netflix is doing and not where they have been historically and a real issue i think for the group. >> i think the question here, marc, is, is netflix winning at the expense of others? seeing roku up sharply on the back of the netflix report and that's what reed is hastings is implying there's growth for each individual service and each one has different offerings. is that true >> no. i don't think so and i think this move up

ay head start, but now you have amazon, hulu, and, youtube, disney -- does netflix maintain its lead when it comes to original it doesn't have to be black and white. it doesn't have to be either/or situation. i do think consumers are saying, i am going to get netflix or the disney tv offering. or i'm going to get netflix or hbo now, or i'm going to get netflix or keep the cord. i don't think anyone things that way. there is plenty of gray areas here, and consumption of video year, sog over 55% a there's plenty of room of other players on the market, and that is what you are seeing right now. hike recently,e how that impact results? >> more than likely will improve the margin. they saw and negative impact on the price hike the last time they did it, but this time it seems like everybody accepted that netflix is giving them so much, and they are ok with it. less time analysts projected a negative impact, but there wasn't as much this time. thatof the services consumers must have -- the owners of those services now have the ability to manipulate those prices, so long as they don't get too high. with david if the

netflix says it added more than 8 million subscribers at the end of last year. the streaming service credits the gains in part to originalike stranger things. netflix says it also took $39 million in a loss on content. it decided to not continue producing. sources say dropping kevin spacey from house of cards and completely rewriting the next and final season is related to that loss. slow down there, buddy. netflix also dropped plans for other shows that had other stars now being accused of sexual misconduct. >>> big gains on wall street to start the week. the dow jones industrial gained nearly 143. s & p and nasdaq also had some pretty good gains. this morning futures are pointing to a jump at the opening bell. >> ♪ get the best internet with the best shows and get the best of both worlds. fios by verizon gives you the fastest internet available for only $79.99 a month online with a two year agreement, and your netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv c

but netflix is ramping up its content spending to $8 billion this year with the goal of hitting 50% originaltent by the end of 2018. and netflix is investing more in premium content. the stock gaining about 2% today after netflix announced david letterman's new series, called "my guest needs no introduction," announcing president barack obama as well as jay-z and george clooney among other big name guests. the company also announces filmmaker matt reeves of two "planet of the apes" movies, will be directing a new series for them awards, acclaim, certainly can help draw attention to shows and even potentially some new subscribers for netflix, melissa. >> thank you, julia boorstin in los angeles. what do you think for netflix? >> i'm very bullish on netflix, i have been bullish on netflix i will say -- my tune isn't changing, but it's much more difficult to find the incremental buyer in the stock on the institutional side. seeing new institutional money roll into -- >> that sounds bullish, it doesn't sound like a change of tune >> if you look at the holiday season, what's been selling, row cou

netflix, amazon and hbo. to try to win over customers, amazon produces original, local content in three asian markets with japansouth korea. james farrell, who heads the region's amazon prime video told the bbc how the programmes are produced. the one commonality is local content is king in all of those countries. we started with licensed content on the service and then a good example was a popular kids show on tv for 45 yea rs, a popular kids show on tv for 45 years , we a popular kids show on tv for 45 years, we went to the producers and we said, this is a great show, people love to watch it, how can we do something new, creative and different with the brand? we sat down with them and we brought up a re— creation of a 70s series, except this was no holds barred on the more violence and action. that became the first amazon original series in japan. my favourite so far is documental, a comedy competition, with ten comedians in a room and they have to see who can make each other laugh the fastest. as soon as you laugh you are out of the room. there are no rules. they go crazy. what they can do on tv and other pl

where the extreme growth really will come from, and when you get that along with original content, wow, suddenly netflixknow they are paying 7 billion. these guys are going to pay a billion. they can afford to pay a lot more to get the video cop tent. >> i confused all of you and myself fbn securities, not fbr. >> what would you pay for facebook if zuckerberg actually fixes this did you see that comment i've got to fix facebook. >> they say the stock typically runs up into the q1 earnings report which doesn't come for another few weeks. they don't suggest it will run up into the earnings report hand lay an egg the following days afterwards but this seasonally is typically a good time for facebook. >> it should be, and, again, it's got the quarterly benefit of the u.s. dollar being down 4% from 2016. i don't think it will be as complicated a quarter as some as we've talked about before. financials, do you have one-time write-downs. you'll hear a lot of that in this quarter there's complications there. listen, facebook is the modern day land line telephone, that's what it is. >> people don't understand th

sky also said it plans to spend more money on original programming, an area where it's competing with netflix agreement with a number of chinese smartphone manufacturers to launch its super—speed 56 devices in the country next year. the consortium includes xiaomi, 0ppo, and vivo, who have agreed to purchase $2bn of qualcomm components over a three year period. that there has been another development on the tariffs imposed by the united states. lg electronics is saying it will have to increase the price of its goods, things like washing machines, as a consequence of the us tariffs. let's go to sarah toms in our asia business hub for more details. what did lg electronics have to say? as you said, they are raising prices. this hasn't come as a surprise. the south korean company did not say by how much, but experts think some models could go up by roughly around $50. the hike, as you said, is thanks to president trump's tariffs. that will apply to large residential washing machines. lg and the south korean ministry said it was disappointed with the policy, but lg electronics has said it is not ex

netflix has more than 117 million global members. the company crites it's originalngs." and "the crown" as the reason for the growth. >> i had somebody tell me there's this little company called netflix, you order movies and you mail them back. >> you should have invested. >>> many young people enjoy lighting up with electronic cigarettes and now a new study suggests it could have mixed reports when it comes to your health. e sigs can make some smokers healthier by helping them quit using traditional cigarettes, but e sigs could actually push young people toward tobacco. >>> got milk? that's all you have to say to get a free glass of milk and free food at some bay area restaurants. this is part of a promotion called chef s feed and got milk. all you got to do is go in and politely say got milk and they will bring you a limited edition meal. >> i'm going to let you do the rest of the newscast yourself. go ahead. >> the effort to honor a bay area rock legend is moving forward. the east bay community paying tribute to the hometown hero who helped make metallica a house

netflix. the company saying in its first month "bright" was most original viewed ever and sequel in the works.ounced the addition of a new board member, former ceo of canal ploos group in france a growing percentage of netflix members are european so his perspective will be valued on the board. back over to you. >> julia, thank you. netflix up a little more than 8% after hours. should you keep buying the stock? here to debate it ed reed and kevin landos thanks for being here. ed, what is this quarter telling us about netflix as a business >> their runaway train, they're growing, doing what they said they would, get the user base up in the u.s. and also internationally. i think that's impressive. other things are growing, too. the negative free cash, that's going higher they're going to spend more on content. their content applications are going up as well the other thing looming on the horizon is the disney/fox deal. >> that's mentioned in here. >> that takes stuff out of the pipeline it's buying the content pipeline the stuff that netflix buys from they saw this story coming way back when. th

but hbo could face even more competition as netflix ramps up its content spending to as much as $8 billion this year with the goal of hitting 50% originale end of 2018 just this morning, netflix announced a deal with "planet of the apes" director matt reefs as it expands the commitments netflix isn't focused entirely on critical acclaim green lighting a sequel to its hit "bright. whichever networks win sunday they will get a chance to promote themselves and also their shows to viewers we can expect many of the winners though to use the podium to share their opinions on what needs to change in hollywood and beyond guys, back over to you an interesting show on sunday. julia, thank you meanwhile "the post" directed by spielberg is nominated for six golden globes. the white house has requested a screening of the movie ahead of the release next week. meryl streep took aim at trump one of the co-stars is nominated for his role in "better call saul." he's been in the industry for decades and had multiple shows before "saul" for which he won emmys for a writer and how does he find room in aworld so crowded with new material? take a listen. >> t

earnings week big name halliburton we bring those numbers as they happen, and netflix after the close pumping billions into original content look at bottom line, for netflix much more to come. ♪ the great emperor penguin migration. trekking a hundred miles inland to their breeding grounds. except for these two fellows. this time next year, we're gonna be sitting on an egg. i think we're getting close! make a u-turn... u-turn? recalculating... man, we are never gonna breed. just give it a second. you will arrive in 92 days. nah, nuh-uh. nope, nope, nope. you know who i'm gonna follow? my instincts. as long as gps can still get you lost, you can count on geico saving folks money. i'm breeding, man. fifteen minutes could save you fifteen percent or more on car insurance. a trip back to the dthe doctor's office, mean just for a shot. but why go back there, when you can stay home with neulasta onpro? strong chemo can put you at risk of serious infection. neulasta helps reduce infection risk by boosting your white blood cell count, which strengthens your immune system. in a key study, neulasta reduced the risk of infecti

netflix's history and 2 million more than analysts expected. the company saying the growth was fueled including the return of stranger things. the largest investment in original film starring will smith was a major success and drove a notable lift in acquisition. this is particularly striking considering that this film was panned by critics. netflix is planning to keep ramping up its investment to further growth its user base growing in the quarter for first quarter revenue and earnings. the company saying it will spend between 7.5 and $8 billion on content this year. to keep growing the subscriber base and keep them hooked. for "nightly business report," i'm julia boorstin in los angeles. >>> 2017 marked the biggest year ever for etfs, which are low-cost funds that trade minute by minute like stocks but diversified like mutual funds. more popular than ever before, they've got a record 3 trillion in assets under management now, and new industry trends were a hot topic at one of the largest gatherings of investment advisers in the world. bob pisani is in hollywood, florida, tonight. >> 2500 investment professionals descended on hollywood, florida, to hear the

what is the netflix culture deck and why did cheryl sandberg call at this time most important document in silicon valley? >> it was originally a power point slide series that had like 170 slides in it that was actually a description of how we wanted to work at netflix. and we used it as an internalon boarding document for years and years and years. then when we could put things onlike, we put the power point deck online. we were surprised that it went so viral. i think what is appealing is it not really new. it is just very truthful about how work works in a lot of companies. >> i want to look at what the youtube ceo has to say about immigration and the work force. >> you look across the globe and you have some of the most talented people who want to come to the united states. they want to come. they want to work in our industry. the other industries as well and that actually helps with building a great company. it would be a problem if we had thought great talent and they wanted to go to other companies. we were having a problem and we're saying we can't recruit them? have the president dth decided to offer a pathway to cit

large part to this "stranger things" series, the gift that keeps on giving for netflix, which has really pioneered originalng. they now have 117.6 million companies worldwide, growth in the u.s., europe, and latin america. sales grew by a third while earnings almost tripled from the prior year. a straight shot higher for the company. they did take a $39 million havingfor unused content to do with the firing of kevin spacey, an after caught up in a sexual misconduct scandal. rishaad: wynn resorts continue to play a winning hand in macau, announcing another hotel in vegas. reporter: what we had with wynn resorts was an incredible growth story. macau is another gift that keeps and giving. they operated on almost $4 million a day. far in january, they are running at end operating profit per day of more than $5 million. wages are accelerating. operated there are talking about positive activity going forward. in terms of anecdotal optimism about the chinese new year, in mid-february, there's a lot of money coming into macau. let's talk about the new hotel in las vegas. they will create a hotel for about $400 a n

netflix come over you see the stock price completely divorced from subscriber growth? the stock continues to be on the rise despite the billions of dollars of commitment in original contenty had. guest: the new subscriber opportunity in the united states certainly is starting to decelerate. still growing, but decelerating as netflix moves of that penetration curve. the big opportunity is overseas. when we step back and think about there are 6 billion to 7 billion people in the world, all those people want to enjoy content. netflix is the largest repository of on-demand content in the world. when you think about the cost of netflix in this country, your paying roughly $11 to $12 a month. for uri take our family to the movie theater, getting a cedar -- for you or i to take our family to the movie theater, getting a sitter, that is a lot more money. the point is i think there's a huge opportunity here to raise price. we think that netflix can double, triple, even quadruple prices and not sustain a high level of turn. $80 to $100 a month for cable. emily: what about all the cable options you won't have? guest: live sports is important. options offering on-demand packages. di

. >> blame this on that original movies, lackluster sequels and stiff competition from streaming services like amazon and netflix>> you are more content on more platforms available more than at any other time in history. by the movie theater experience remains singular and a central, it is not the only game in town. >> the movies as part of what brings audiences to theaters. imax ceo says the cinemas showing these theories need to step it up also.>> premium, premium, premium. you have to have fancy seeds, the seeds that imax prefers. when you're in a compass is old and party and the seeds are not so hot and there is gum on the floor, you notice that. especially if you're paying $15 or $17 or whatever it is. >> is people rely less on critical reviews and for an internet buzz, social media and word-of-mouth before going to the movies, the pressure to create a compelling experience has never been greater. >> when you combine a great in theater experience with a great movie, then you have people coming back for more and wanting to go to the movie theaters. even with all the competition out there. >> one will be peop

back to netflix, i mean, it is really kill thanksgiving with original programming. >> winning a war overworks. >> they have a newer show with david letterman. he has a one on one -- >> the next guest needs no -- >> he had barack obama and he will have george clooney. >> i will add it to my play list and get to it in three years. >> thanks, pam. >> thanks, pam. >> let's check in with sal. the commute is starting to wind down a little bit. >> yes, it is mike and gasia. i think it is the calm before the storm. i'm not being facetious. i think later today we will be driving in wet weather. you should put that in the back of your mind if you're driving your car somewhere and you're going to out this afternoon. it will be a tough commute getting home. you should plan for that. looking at some of the other commutes, we want to go to the san mateo bridge. i'm sorry to the south bay commute and you will see the traffic is going to be okay. you know what is peculiar and i like it, san mateo and dumbarton bridge commutes have been pretty good. i'm not going to ask too many questions. it looked good

. >>> netflix added 8.3 million streaming users despite raising prices. originalight" helped the streaming service. gene munster is with us, loop ventures manning director. now that netflix is worth more than $100 billion that somebody would buy them outright? >> stuart before we get get into that, and take a quickstep back on the significance what is going on with netflix. as you mentioned they raised prices in october by 15%. they beat the street estimate for sub ads by 3030%. this is big. content is king. you're in good shape, stuart because content is important but yes, this company here at 110 bill done lar market cap, for someone to step in and buy it i think it is unlikely. i will put a small wager here it is not going to be apple. people kind of kicked that around but i think at $108 billion, netflix will be acquirer. stuart: it really ace success story as opposed to a potential take over story, because as you suggest, they did so well. they still got a lot of folks you could sign up. worldwide they have a big market to go at. they're saying the king of st

netflix and hulu take some of the major awards. >> i'm glad you mentioned that because as long -- the more they are associated with the original contenteople stop worrying about what happens if disney cuts them off. >> if disney cuts them off, it's more -- >> what it would mean. >> original content can drive things for these companies >> and that's -- i mean, there's so many shows on netflix at this point, nobody even knows what most of them are and yet netflix knows what you're watching and all it really takes -- >> netflix knows i watch punisher don't let anyone know i watched it. >> all it takes is one show you like and wing to pay $9.99 a month. >> did you binge on vacation >> we didn't have any tv actually it was really -- >> was that because of health care >> excuse me. >> mental health >> it was a mental health break, yes. >> staying away from anything -- >> did janice -- not to make light of it but honestly, david is a parent and i'll belt you control what your kids watch. >> my kids read books on vacation actual books can you imagine that i had my son read shoe dog, it was great book. >> she couldn't quite take emma, tried to

netflix is riding high. >> streaming service adding the most subscribers in a quarter ever -- 2 million more than expected despite price increases and more competition. >> a big reason for the growth was originalnt. don't get too attached to that iphone x. apple is ditching the device. >> the phones are reportedly being discontinued when apple introduces its new lineup in the fall. word is the x will be replaced by two new edgeless devices with even larger displays. >>> and microsoft is making a fresh push to keep windows in the classroom. revealing new windows x laptops that will cost under $200. >> microsoft is reportedly partnering with some broadcasters to bring more reality and video you could generate your own energy, at home. or to save energy, unplug unused appliances. do your thing, with energy upgrade california. it's just my eczema again,t. but it's fine. yeah, it's fine. you ok? eczema. it's fine. hey! hi! aren't you hot? eczema again? it's fine. i saw something the other day. eczema exposed. your eczema could be something called atopic dermatitis, which can be caused by inflammation under your skin. maybe you should ask your doctor? go to eczemaexposed.com to learn more. >>> good

netflix movie called a futile and stupid gesture. >> yes. >> stephen: i'm fation natured by the idea of the movie. >> it say movie about the origins of the nationalcomedy magazine which then lead to, they made a lot of films, national lampoon, also saturday night live sort of, a lot of the writers generated from that. so but the film is on netflix january 26th. and it is a lot of, it is interesting because there's a lot of comedians and people you know playing other comedians and people you know. >> stephen: who do you play? my favorite was henry beard. >> henry beard is played by donald gleeson. doug keny is will forte. joe mchail is chevy chase, natasha leone and ann beat es and i play a-- i never was lucky enough to meet him but the first head writer of snl michael o'donoghue. >> stephen: i met him once right before he died. >> he died young, i'm afraid. but he was an absolute crazy genius. >> stephen: what were those early days like at the lampoon. were they chaotic. >> it seems really, really intense from-- i read a bit about michael o'donoghue and he was an intense figure. and i know that he wrote something, he was once discovered in the fi

netflix says it spent $6 billion to launch 30 original shows last year.hat was, by the way, hbo. they're doing the cost cutting. >> right. stuart: now this, u.s. oil output is booming, we hear, thanks to a jump in shale production. it's now on track to top more than 10 billion gallons of oil per year -- per day, i should say. we'll hit that in the next couple of days, i believe. that'll break a record set back in 1970. >> that's -- stuart: yes, absolutely. drill, baby, drill. that is energy dominance. >> it is. stuart: good stuff. very soon we're going to be joined by arizona senate decade kelly ward. she's releasing an ad hitting back at jeff flake and martha mcsally. you'll see the ad here first. >>> check this out, thad hoyer, is that the right pronunciation? >> yes. stuart: all right. [laughter] a watch company. unveiling its shiny new smart watch. 589 diamonds. guess how much it is. >> too much. stuart: we'll take a break and you'll find that out, i promise. ♪ ♪ retail. under pressure like never before. and it's connected technology that's moving com

netflix. we had their results recently. to combat that, they are trying to do these tie—ups. sky talked a lot this morning about content, in particular, success of originalough that rather than over the air. they have to think about how to deliver that content. i suspect sky is thinking with fox about how to use that more. selling bundles to consumers, packages, as well as connectivity. so interesting, isn't it? we will see what happens next. thank you. more from me after 8pm. thank you very much. cheetahs are known for being the fastest land mammal, but now, new research suggests when it comes to catching prey, speed doesn't always equal success. scientists have discovered a kind of arms race between big cats and the animals they hunt. as one gets faster, the other becomes more agile, as our science correspondent, victoria gill, explains. the fastest land animal on earth. cheetahs are built for speed and acceleration. but with a sprint they can sustain for less than a minute, every twist and turn of the hunt is critical. a high—speed battle. and these veterinary scientists have now studied it at the finest scale. we see the spectacle of hunting on wildl

even sponsored or original content, amazon is paying 4 1/2 billion dollars on video content just this years. netflixillion, they have got the money. they have got the money. would you still recommend them, shannas as a group. >> absolutely. neil: really? >> i think they continue to rally. i'm curious from technology perspective, i'm a technology analyst i'm curious where the next innovation will come from or will there be incremental steps toward innovation we've already heard about, like autonomous vehicles an artificial intelligence? are we really seeing innovation that excites me? that is something i'm unsure of what 2018 holds for those bigger companies. neil: twice, thank you very much. the more immediate worry maybe for a lot of these stocks that have run up like crazy is the government maybe shutting down. my name's dustinhey, dustin. grab a seat. woman: okay. moderator: nice to meet you. have you ever had car trouble in a place like this? (roaring of truck) yes and it was like the worst experience of my life. seven lanes of traffic and i was in the second lane. when i get into my car, i want

taylor swift originally was on it, went off for a long time, and recently came back, you know, a few months ago maybe that's like the "house of cards" moment netflix. we think the artists, the vast majority, really appreciate it we also think there's a huge opportunity for emerging artists by being able to go direct to their fans we've heard from many people in the music industry all the artist insights and analytics that spotify is able to provide to artists is absolutely incredible somebody can drop a new album and literally, you know, within minutes or days provide artists with, hey, where are people listening, people are listening to it in mexico city the most, buenos aires, amsterdam, and they can literally schedule tours around that and promotion events and things like that. that's never been able to be done >> i want your take, balaji, because originality hasn't been necessarily meaning success. what do you think it's going to take for spotify and other start-up companies with original ideas to succeed in this era of huge competitors like apple, google, amazon, and so forth >> i -- >> that one's for balaji >> sure, sure. spotify is ahead of

originally discovered... in jellyfish. in clinical trials, prevagen has been shown to improve short-term memory. prevagen. the name to remember. >>> shares of netflixrging as the new year kicks off. so should you buy into these stocks good question. find out the answer at tradingnation.cnbc.com more "squawk on the street" coming up. >>> welcome back we have a little news on spotify. seems that the company is getting one step closer to being listed publicly. axios reporting that the company in december filed confidential plans for an ipo, and spotify has been in the process of doing a direct listing this would be a non-underwritten offering no road show, no traditional ipo, just a list of private shares of spotify on the public exchange so insiders and other early investors can have liquidity. axios reporting that process has moved ahead a little more. >> a lot cheaper in terms of no fees to invest in banks. >> cheaper fees. some say it shows a reluctance on the part of spotify to play the game >> they're saying q1 listing, which is interesting giving the timing of the lawsuit. >> already one of the best capitalized private companies out of europe,

this year >> netflix >> yes >> i mean, do you remember when it was ridiculous they were bigger than cbs. do you remember that >> they're four times the size >> and remember when the originalontent, people said, that's going to be bad and too expensive. >> and now you've got hulu adding 40% -- 17 million users now on hulhulu >> it's incredible as people start hopping -- >> hulu obviously will be controlled by disney >> and then yesterday, you had that story, what are people doing in terms of rabbit ears and the antenna. >> what about it >> well, i'm saying that the regular networks are having trouble, but netflix, no >> no. >> no. right. but we were also talking about, it's this offer surfing, where people are using the opportunity of a few free days to switch so they never have to pay i can go to cbs all-access for a free trial or -- >> but go back to what you said, david, about that shorted list people at home have to recognize that the bet against netflix, which has been going on forever, is becoming a bet that is crushed. >> oh, my god, absolutely. >> the only stock that has been a better performer of f.a.n.g. than what patty doyle did with the 2,000% domino's, 2,000%

reason to like stocks like netflix, which we own because of the fact of streaming benefits and amazon and some of those other platforms that we own that are creating originalu mention, liz, it's better than what you're seeing in the theaters. liz: we're starting to sound like the bitter boomers. stuart: the bitter boomers. ashley: and you started going to the theaters more. stuart: well, i'm old. you get a discount. ashley: oh, now. that's why. stuart: quiet on the set. okay. look at this. we're going to open ever so slightly lower on that market this morning. please remember we closed yesterday well above 26,000 in a whopping great rally. hardly a retreat if you go down four points this morning. we will be back . . building a website in under an hour is easy with gocentral... ...from godaddy! in fact, 68% of people who have built their... ...website using gocentral, did it in under an hour, and you can too. build a better website - in under an hour. with gocentral from godaddy. you're still here? we're voya! we stay with you to and through retirement. i get that voya is with me through retirement, i'm just surprised it means in my kitchen. so that means n

netflix used to pay for content. in 2013 and i was $2 billion in this year as high as $8 billion. they are investing in originalontent. cheryl talked about "stranger things" in the crown is still popular. a big boost for on demand program because people are willing to pay a couple extra bucks a month for it, especially if you're solid content content, which they obviously do. maria: i personally love the crown and have been getting into that lately. we both love the show as well. maria: will take a break here from davos on the world stage as president trump gears up later this week. geared at each of the companies i will be talking with nissan to be shia alliance chairman carlos gone on his thoughts on trade policy as well as the sector. an award-winning career, neil diamond retiring because of the devastating health diagnosis. we will tell you about god. stay here with us live. ♪ oh good, you're awake! finally. you're still here? come on, denise. we're voya! we stay with you to and through retirement... ...with solutions to help provide income throughout. i get that voya is with me through retirement, i'm just

netflix now has 117 million subscribers, with 8.3 million customers signing up to the streaming service between october and december last year. the company says its investment in original with new numbers that are bonkers. these ones are particularly crazy. 117 million subscribers around the world, so many new subscribers last year, and it is now valued at over $100 billion. the rate of growth is crazy, but weirdly, most of networks is full of other people's stuff. a0—50% of what you can get on lie is not stuff that networks is producing the stuff they get from other people, so it is a weird way to run a business. what it is doing incredibly fast is reinventing the idea of tv. the idea of people telling you when you can watch stuff is becoming redundant. because they have so much money, they are putting loads into high—end productions. the people who are winning are the viewers, who are getting great stuff. they have a price rise last year, which doesn't seem to have affected subscription rates. if you have a price rise and people keep signing up, it must be because you have a fantastic product. i used to watch netflix around five years ago and i found a selection incr

you're still a bull on netflix what do you think we'll see monday >> i think the numbers are going to be fine this company has done an amazing job to get to scale. scale will win originalgetting to scale. it's about the international subgrowth, all about the international subguide those are the two numbers i'll look at and see if they hit it or come above where the expectations are on the street on the international side for q4 i think it's around 5 million new adds i think the guidance is probably around the same for next year, for next quarter if they exceed that, it should be a home run and the stock should work out. i wouldn't say this stock is goinging to continue to have the runs it's had. we put a 240 price target up from 215 you can look and say, there's still room to the upside but not gang busters like we've seen in the past. >> that one-year chart you had behind you there showed two 20% vertical surges over the course of four to six weeks one we're in ight now and one from last summer there was another one in october 2016 it takes the upside in big bites and often gives it back. >> the numbers expects them to be fine. i don't know if the numbers can be just

netflix apple amazon, and disney. yes. >> stretch for disney. but it would be a stretch but there are already invested in hulu they already provided to do a lot of originaltent themselves, obviously. so it's -- it would be a good strategic fit for them actually. >> microsoft could buy them. >> they could but then they would be getting into a new business, not currently doing. not sure they want to do that. all right, facebook -- they plan to start ranking new services. new sources should say -- for their feed, based on evaluations of credibility by thes use -- >> by facebook users i don't get it. >> take survey of their users and say do you think this media source is credible and then as we hire in the news feed. >> giving them trustworthy score but with everything else in the eyes of the beholder what you believe is credible other than someone else says no. who do you believe? >> they have an impossible job they are the sensor in chief and i don't see how you do that with two billion daily users i don't get it. j but about the slippery slope and subjective and they're ones that they're leading in if. would you buy facebook at 182. j i own facebook not b