joining us is president and ceo of gerber kawasaki. back, russ, nice to see you again. >> thank. >> let's start with disney. obviously, big news on that stock today and it hit record. why do you like it longer rm? >> i've owned disney my whole life and to be honest it's jus a lifer kind of stock, but disney's finally made the 21st century transition into streaming and they've done it a huge way by taking control o hulu and fox assets combined with all of the diey assets they produced i think the greatest app i've seen since netflix and at the price point that they started it's just like a must have for momilies across the so this is a hug in the right direction for disney and they have the best movie slate i've ever seen coming out and th ale movies will be on th app when it launches over the next year. , you know, it's really amazing product they've created so we're more bullish now and we're bullish on disney for th last period of time waited several years stock to move higher. it's a great, great time to be involved with disney. >>

russ gerber from gerber kawasaki and colin gillis from chapman road partners.s start with you. >> the guide looks like it's got people excited here. obviously apple with a reputation of being relatively conservative about guidance. it was above the range for revenues capital return of 75 billion i think is in the zone of what a lot of people were looking for and i think the idea there was no revenue shortfall in any particular line item, so therefore the fact they're stopping iphone unit sales was not necessarily a greater signal that there was some ongoing iphone sales >> services was a beat psychologically that's important. at 11.45 16% growth >> i agree i think the services number is nice for them certainly. but at the same time what we really want to see is a better breakdown of what that really encompasses. they're sort of in line or with expectations but in terms of how much of it's advertising, how much of it's am music, the new apple news for that matter, the stuff that's owned and operated and then the third party, the tax, the 30% tax they take on the