taylor: that was mark bergen.the meantime, qualcomm came in with a strong sales forecast beating estimates. that is thanks to its belief in 5g network. the ceo says the first quarter will be flat. we discussed all of this with bloomberg technology's ian king. >> we had a nice report everything was up and positive. got on the call with the cfo and says we are not too sure about the third-quarter, that will be flat. really if you look to the what the analysts are expecting they weren't expect them to be linear throughout the rest of this year wasclearly that expectation confounded in the stock went down quickly. >> we were speaking with mike in the last hour. i was asking him about that. the third-quarter is flat relative to the second quarter. does the fourth quarter pick up enough to reverse some of the annual sales declines we've seen? he seemed to think it was enough but is there some concern about getting that type of growth that the analysts are looking for. >> you've got the right context. we haven't had any

we broke down the numbers with mark bergen. >> from goldman sachs they were like best call ever becausey are monumental disclosures for the company. we saw a lot from the cfo about the cloud business and the optimism there. last year, they said this was largely cloud storage, which competes with aws. has been their biggest growth. you saw little enthusiasm for youtube but they talked about the potential market youtube has in digital advertising, as well as new ways to make monetization. whether it is pay description -- paid subscriptions or commerce. carol: we got comments from the ceo on youtube's growth. >> you may have seen our post about work to remove misleading information about the upcoming election. we are applying our policies to -- deceptive content to reduce misleading information about voting locations or censuses. we are pleased with youtube's growth in advertising and subscriptions. carol: is youtube as big as we thought it was? >> there were some estimates for 2018 at 20 billion. the numbers they just disclosed were for advertising. this was for 2019. earlier estimates ha

let's bring in mark bergen. you just got off the earnings call.about finally getting that increased disclosure transparency around youtube and the cloud that frankly analysts had been waiting for? was sayingan sachs it was the best call ever. these are monumental disclosures for the company, the fact that they are opening up this new transparency into the cloud business. we saw a lot from the ceo about cloud business. 50% it grew over 50%. the cloud storage. you saw a little enthusiasm for youtube, but they talked a lot more about both the potential market that youtube has a digital advertising as well as new ways to make monetization, whether paid subscriptions or commerce because some of the youtube ad numbers fell below some of the estimates out there. taylor: and we got some comments from the ceo on youtube's growth. take a listen. >> you may have seen a blog post today about our work to promote targeted content and remove misleading information for the upcoming 2020 elections. for example, we are applying our policies to reduce misleading inf