we are going to bring in dan ives. he has a neutral rating on twitter. you're very brief chance to take a look at these numbers. how do you react to them? dan: definitely a step in the right direction. it is advertising growth for twitter. they had some steps back, this is in full recovery mode in terms of at growth, platform changes, organic and programmatic things they have done. you look at daily average uses, that is something that is positive. if you look at overall user growth, little disappointing but they haveels like strong talents going into the 2018. david: really average users have gone up because more engagement. how much of that is because of the video content? dan: a lot of it is about content. content video has been a big focus of twitter. it is all about engagement. you have to look at since trump's inauguration, stock is up 50%. part of it is the twitter platform starting to have resurging. much better targeting an ad was the key. the big issue has been the lack of monetization. they are taking major steps in the right direction. there's

let's get to dan ives, head of technology research at gbh, along with ali, an equity analyst at morningstare at post nine dan, what's with the 4% drop, you think? >> i think if you look at overall expenses, missing the street on the bottom line. i think that's just a knee-jerk reaction similar to what you saw in facebook yesterday if you look at the core underlying growth drivers, on ad growth, on paid clicks, on the underlying fundamentals, what's happened on youtube in terms of engagement and ad growth, we believe this was a very strong quarter that ultimately is a feather in the cap for the bulls. and this really gives positive sort of sentiment going into 2018 on the expense issue, and that's more of an inventory reset that we ultimately think will be a positive, especially as you go into the second half of 2018 we'd be buyers hear on weakness. >> ali, what about you any weak spots or what jumps out to you overall >> i agree regarding the top line i mean, certainly demonstrated their continued strength in advertising revenues i think it grew by over 20%. it's been doing that consistentl

bring in longtime apple analyst dan ives, covering apple before the first iphone was invented. for one, that looks like a bargain bin situation on the iphone x. am i miss interpreting that? >> if you look at iphone x, asp's $100 and seeing demand soften here, you see the promotional activity where you have to remember that there's three new iphones that will come out between now and september. so this is part of a typical cycle that we've seen for apple. net net, if you look they'll have 240 million iphones sold this year, which will be the biggest year they've had for iphones. that's why there is definitely hand holding on at the shareholder meeting as well as investors, as you have seen demand soften and the maturation of the smartphone cycle. liz: you nort, there it's not analyst day, it's shareholder days, maybe you are giving such high approval because of special dividend. i can remember when apple gave no dividend year after year, it went from a growth company to a basic giant, and they had to have their arms twisted to give a dividend. what do you make of the special div

joining us to talk about what some people are calling the tech wreck is dan well ives from gbh insights also mark mahaney joins us good morning to you. techland has oftentimes lived in its own bubble, its own world. it's getting drawn into this situation. you're waking up in the morning, getting calls from clients, you tell them what, dan? >> in our opinion, this is the pound the table time, especially for names that we love >> pound the table as in buy, buy, buy >> yeah. especially on the secular growth names. you look at e-commerce, you look at ad growth, you look at cloud computing, big data, that's why when we look at names -- f.a.n.g. names, amazon, facebook, apple with a third of its market cap in cash, big data names that are getting crushed, this is what i view as a 12 to 18-month opportunity to own the secular growth names where we've seen the best tech earnings in the past ten years, and numbers -- we can talk about multiples, but you've seen overall numbers come up 20% from where we were a year ago we continue to expect that to happen based on all the fundamental growth oppor

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