. -- sharesout for that thatpha that -- also amazon and others hit records after reports, and analystsre expecting the same. joining us now from new york -- bloomberg tax julie for hageman. kathy, i will start with you. let's start with the earnings that you are watching. what are you most optimistic about? >> we are taking our cues from companies like netflix which showed that once you get into the sweet spot -- you seek exponential, accelerated growth. we see this when market shares get 10, 20%, and we see that firms dreaming media, and mobile advertising is a percent of global advertising, now it is at 17%, right at the sweet spot on the curve. amazon is entering that space -- you have facebook at roughly, i think google is at 73 billion last year, facebook roughly 40 billion, amazon roughly below 3 billion is nosing in but it has the most valuable advertisers because there are ready to buy and advertisers want to be or the purchasers are. emily: what are analysts saying? >> are optimistic in the sector. they are one of the best performers last year. it is important because those na