i can't wait to share it with the world. >> jon erlichman with charlie collier, president of amc.nother top story this week, apple is set to introduce another tv set as soon as april. they are also in negotiations with time warner cable and other potential partners to add video content. this is according to people with knowledge in the matter. i spoke with bloomberg's peter burrows. >> we're hearing it could be announced around april and ready in time for christmas. you're right. we're hearing talk of a new interface that would make it easier to use for people, but also the content i think is going to be key. >> would this be vastly different from the apple tv box that we already know? >> we don't know. it is not apple's -- they don't often come out with something radically different on itunes. it is probably -- again, content is really what they have been missing. it is still a hobby relative to the size of apple. they have referred to it as a hobby-esque product. if they can get it, so they have all time warner cable content on there, suddenly it is a place where it can become k

in other news, the so-called walkers are bringing in big bucks for amc networks.nt company of amc reported fourth-quarter net income more than doubling. jon erlichman has more from l.a. >> i think we all know that this "walking dead" phenomenon has been very real, even over the last three sundays this show has been going up against the winter olympics and doing fine. here is a show that is on cable that has been generating double-digit millions of viewers, doing incredibly well in the 18 to 49 demographic. they have a lot of runway with this program because they own it outright. the advertisers are on board. we saw 30% revenue growth in advertising over the course of the last year. >> you are only as good as your last hit. what else are they working on? >> they have a few, a revolutionary wardrobe is coming up. they have a spinoff from "breaking bad." they have other ones that have not gone well. you are right about that. >> jon erlichman there on "walking dead." we will be right back. ♪ >> welcome back. i'm emily chang. jeff bezos made headlines when he unveiled

the president of and see -- amc joins us now.f you think about why this show has been such a hit, with the use a to that? >> it is people. there is a lot for the genre fan. you have mentioned that it is a zombie show. i think it has resonated more broadly because some of the teams have very little to do with zombies and much more to do with human drama. wereook at it, as if you one of the last people in the planet. would you stay or go? would you hunker down? would you see if your family returns? you go and look for them to mark is quite relatable. >> of all those twists and turns, people talk about it. what i find equally impressive is that you guys have this so-called out talking to. you talk about the episode. you guys got close to 6 million viewers. again, that is the kind of number that most people on cable with craig to get -- would crave to get. does that speak to the nature of this show? >> there is something about live event television. press, you look at it for what the water cooler aspects are. it is promotional for gr

>> amc.ongst the distributees like charter is probably going to drive consolidation among the content providers like amc networks which owns, of course, the walking dead and breaking bad and other shows. so amc was spotted by cablevision. it's yumny, d yummy, a small company. fox, disney are going to want to own it. and that's worth $100 a share. liz: again, by the way, here it is amcx, this is an opportunity because somebody's going the finish to want it. >> outstanding job, and they're going international. they just bought a company called cello to bring the content and distribution internationally. so he's still got a lot of growth ahead of him, but eventually someone's going to want it. liz: we'll put your stocks up on facebook.com/lizclaman. he's associate portfolio manager. great to have you. >> thanks forking is having me. liz: breaking news right here. pershing square's ceo is saying herbalife is down 49%. remember, he was shorting this company. it's pershing square's top loser becaus

well, the new amc hit show about zombies, the walking dead, faced tough competition in sochi, but itt out the synergy games theg young adults, with second largest overall audience to date. jon erlichman joins us from l.a. tell us more. i love this show. >> yes, watching when the kids watchingp. if i am on-demand, it gets them out of the room. you are right though. 15.8 million people who watch this show, unheard of for cable, and against the olympic backdrop, that is pretty impressive. the president of abc joins us. charlie, if we think about why this show has been such a hit, what do you say about that? why are there so many fans? >> first of all, thanks for watching. mentioned it is a zombie show, but i think it is resonating more broadly he cuts of themes that have very little to do with the zombies and more with the human elements, the human drama. if you were among the last people on the planet, you would have a lot of decisions. would you stay or go, or hunker down, or go look for your family ? many decisions follow in the concept of survival. all of thoseith twists and turns,

my guest tonight o man he stars on amc's show "the killing" his new film is robocop. ♪ please be true words, in other words >> are you where are -- where ae you going? do it. ♪ i love you >> subject regaining cognitive function. >> what is happen something in in -- what is happening? where am i? >> jon: i total had that same dream last night. please welcome joel kinneman. [cheers and applause] how are you? [cheers and applause] welcome. >> thank you. >> jon: there's more machine than man. >> yes. >> jon: let me tell you something, you make a kick ass robocop. i'm a tough audience because i so loved first robocop but i did a nice robocop job. well done. >> thank you very much. >> jon: did you grow up -- when did the previous robocop -- were you a kid when that came out? did that have influence on you? do you remember that film? yeah, bifs eight when it came out. >> jon: me, too. >> yes, you were. [ laughter ] you were hand handsome little b. >> jon: did you say 38 or eight? [laughter] yes. when they approach you. this seemed like you wouldn't think so but physically vigorous this role.

>> amc georgetown you can see them all just before the oscars. >> there it is. and that is it for us. 5:00 is the next news, but of course we are on 24/7 at wusa9.com. have >> dylan: [ sighs ] >> avery: this is nice. and not alarming at all. >> dylan: it's just coffee. >> nick: yep. nothing to scare off the clientele. we're just, you know, talking. i still can't believe you own this place. i mean, i really like what you've done with it, too. >> dylan: yeah, a complete overhaul since kevin sold it to me. i think i changed a plant. did you notice? >> nick: yeah, the plant's cool. >> dylan: yeah, i like plants. >> nick: me too. >> avery: okay, thank you very much for this performance from the genoa city players, but i'm not buying it. you're up to something. what is it? is this about ian ward? >> summer: are you sure you don't mind me following you to your hotel to get the test? >> ian: well, i wouldn't be much

these are the folks who provide the shows, amc, viacom, those people are also in fierce negotiationsith each other. and this combination will tilt the power towards comcast in a fairly substantial way. one market is competition for the actual shows that we watch. >> so somebody who is willing to pay say for espn, the deal that espn, that disney strikes with comcast could essentially change for them what they may see or perhaps what they may pay on a monthly basis? >> well, yeah, so comcast can come to the table now and say we want to pay less, and we have seen these battles, including with time warner. cbc, the network, was off time warner in new york and los angeles and dallas and some other cities because cbs and time warner cable couldn't agree on how much they should pay cbs. when you combine the two companies, they have a lot more bargaining power. >> we saw in that piece -- we had one of the analysts say they didn't think there would be much dramatic changes for customers in terms of pricing. do you agree? >> i think the pricing will continue to go up. the ceo said this is proc

and which would only let go amc which will aid the government the pilot would be good to feel important because we all have been that way. which would lead them to clean home but she wound up to it that you can. you will go down. my friends know you know that you could be good for you. it was sold them a ticket with a black shirt with the cooking which will go can i buy him a witch but now that the actual completion of the parliament the walking it seemed that he had been due to a local court in the poem and the grand old he was pretty peaceful. it will be important because they knew that was taken the day i delivered him the show which was cool which the only change i will come in useful and good luck hectic week. and finally decided to go into making a complete new. which led them to your local which can occur very briefly professor. it might be a little premature to be celebrating my signal because the danger is now there is a neat series of different all position leaders in ukraine as something of a power vacuum and isn't there a danger that all of those all position figures might n

oz had a booth at the baltimore comic-con and as fate would have it the folks from amc's comic book mene right across the aisle from mr. oz and mr. oz had a trailer running of some of his claymation work, they were impreed. if you know anything about comic book men it's produced by kevin smith a big hollywood name he's a writer, actor, director, producer. now, the guys involved in comic book men they have a podcast. very popular known as tell them steve, dave. >> from a movie. >> tell them steve dave. >> a very popular podcast. they have decided to back mr. oz, if you will, and in doing so have created a kick-starter program and they are trying to fund a 60-minute claymation professionally voiced movie all done by mr.'s on. started with a goal of $25,000 more than $60,000 has already been raised. still they've got a few days to go and to tell us about how exciting this is for him, we have mr. oz via skype "right this minute." welcome to the show. >> thanks so much, guys, it's an honor being here. i can't thank you guys enough. i've submitted my work to countless studios and honestly "ri

amc's "the walking dead" beat the olympics among young viewers. not much impact. but 65 bucks on amc. we have higher profits at cvs. it filled more prescriptions. remember they will not carry cigarette products as of october the 1st. the stock is bouncing back nicely, up nearly 3% this morning. come on in liz macdonald. they pull in $2 billion a year from bow back coproducts. they're saying, go away, we're not going to take that money in. seems to me they are betting the other side of the coin. they're betting on obamacare. >> yeah. that's right. woe have a hit parade of top senate democrats writing letters to walgreens, to rite aid, to national association of drugstore chains. you know what? you too should join cvs, pulling, this is what they're saying, pulling from store shelves tobacco products. a number of senators include tom harkin, jay rockefeller, dick durbin, citing health reform and preventative benefits of health reform. taking a dig at wall street. do not put death and addiction at corner of family neighborhood. that is dig at walgreen's motto. stuart:

the amc network president charles collier and actress dan danai, you know her as michonne." begins right now. >>> welcome back to "squawk box" on cnbc. i'm joe kernen with becky quick. happy birthday. get older quickly. >> we're making some ground. top stories, deadly clashes in the ukraine as riot police and protesters are in a tense standoff in kiev. nbc's richard engel is on the ground and joins us with the latest. either not a good thing when we do see you, we haven't seen you in a while. normally it's something like this. bring us up to date on what's happening. >> reporter: the medical officials say, and it's good to be with you, that 25 people have been killed since yesterday. this protest movement has been going on for about three months. it started out as a protest against the government. the government is close to moscow and the protesters wanted closer relations. it was supposed to be a deal to end this protest movement and that deal fell through. then for the last 24 hours or so, there has been a great deal of violence, much of it overnight, when the demonstrato

amc first.is higher after a big jump in quarterly revenue reported on the back of "walking dead." investors like the as a results. i like to show you tivo, the stock is soaring. beat estimates. expects to the benefit from the time warner deal comcast deal. up about 6.4% on the day. >>> this is so cool. i have to show it to you. i've been fascinated by this. boeing's new blackphone. looks like ordinary cell phone. the blackphone not only encrypts all of your calls, it also self-dedrugs if anyone tries to rack it open. the secretive cell also works on multiple frequency brand and networks to make it harder to hack into. it is so secretive in fact, boeing has not even provide ad price or release date. it is 36 months in the making. hopefully they release it soon. so far investors on board with the boeing black. the stock is up a little more than 1 1/2% on the day. i like that. i don't have any secrets but i want the phonyaway because it is just cool. >>> next up, more on the icahn-ebay saga. a new

tim, thoughts on amc networks and their first earnings reports. >> people were waiting for the numbers. the stock was somewhat sideways to higher. i don't think you need to stay in the name here. >> karen, what's going on with gamestop? >> you know what, gamestop, as much as i'm surprised by it, is a cash cow. i thought it would be a melting ice cube. doing buy backs. we are long some. >> guy, smith and wesson, should i give it a shot? ha ha. good one, shawn davidson. yeah. i didn't mean that for real. >> for you, i never know. we've loved smith and wesson for a while. the stock is way too volatile. you have to trade it a little bit. here at $12.50, i think it's good. there's a whole security thing on the back end of the name. it's somewhat interesting. it makes me believe it could get squeezed up to 14.5 or 15. >> when a guy is wearing a tiara is talking about guns. >> look who's talking. >> do you check your -- you're not man enough to wear a tiara? >> not even close to being man enough. >> that's a -- >> she wants you to wear a tiara. >> who are you to say no to her. >> jamie dimon

it's like an amc hornet with three cylinders. it's running. the car's running. you get where you need to go theoretically. jcpenney is far from financial -- there are still questions about its solvency and liquidity. not to mention same-store sales growth of 3%. wow. >> i didn't say it wasn't risky, but now the risk looks much lower. because people were convinced, at least the shorts were, and today there's fewer of those than yesterday. >> percentage of the flow, about 43%. >> right. convinced they would either go broke or have to recapitalize the business somehow. now it doesn't look like it. the statements they made today, and courtney and i have both parched these at length, we're convinced they're saying they're going to have positive cash flow for 2014. that they will not have to dip into anything or do anything between now and year-end, other than for normal working capital needs. they may not achieve that, but that's what they've convinced the street of, and that's what we're waiting to see what happens. the other thing they said, mid single digits comps

it promotes the new season of amc's" the walking dead." which started on sunday.t at the time. the mca which runs the subway system didn't give any permission to open the grates, so it looks like there will be some sort of investigation. it's not the permits that concerns me. this seems to be the new thing. scare the life out of unsuspecting new yorkers for your promotional video. last month the devil baby was unleashed for the movie "devil's due." [ screams ] >> the last guy's reaction or lack thereof is my favorite. completely new york. that's not my favorite part. let me show you my favorite part. ♪ >> why would they do that? >> the projectile vomiting. that is my favorite part. i know it's hilarious to watch these videos after the fact, but do they always have to be here in new york city? we got enough to deal with, the rats, the crowds, the tourists stopping in the middle of the sidewalks, various aromas. it's enough to make liz lemmon wonder if she'll live in new york forever. >> you want to end up like that? >> no. i'm going to be like her. >> oh, there is

haveu are at amc and you madmen, you are able to attract other creative types. a "lilleh creative types know that there is a commitment. >> kevin spacey talked about this a lot. they do not have to follow the traditional model of the pilot that explains the whole story in one episode. and then you have cliffhangers. you can sit down and watch all 13 episodes. there are new ways to do television. who doesn't love that? >> i love it. good to see you guys. to buy?p, is it safe adam will tell you. plus, facebook turns 10 today. we are talking to one of the social networks first employees. we have more "street smart" coming up. >> we connected on his level of facebook having this mission of being more than building a company. it has a market cap or a value -- we are trying to do this thing in the world. >> we finally got a little bounce today. is it time to buy? i would like to thank the folks who are crunching the numbers for us. and 2009, there have been a total of 18 declined. the team were declines of 5% or more. two of them were declines of more than 10%. the cu

we saw the great flowering of amazing shows that came out of that and extended into amc and sh showtimequestions which people never thought to ask before which is precisely the ones you brought up. do we need a half hour, hour-long episode? do we need episodes at all? can we put it all out there in one day? whenever those sort of questions are happening and there's a shift, artists flock to that because they have the opportunity to explore new things and i think you see the movie, you know, studio system in hollywood sort of, you know, looking at all of these great film directors and actors and writers flocking to television and scratching their heads because artists will go where the risk takers are and the risk takers are in television. >> what does it say to you about the zeitgeist, the cultural moment? look at "house of cards" and compare it to "west wing." there's something deep how we feel about washington. the times. the most successful washington drama in the clinton era was "west wing." that was a very, very, very different vision of politics. >> first of all, i'm a huge aaron

amc networks. it 19% jump in quarterly revenue, beating estimates. by the increasing popularity of its hit series the walking dead and the continued success of "breaking bad." >> i am on season three. number seven, tesla motors. outlining plans for a giga factory. it would produce enough batteries to supply 5000 vehicles by 2020. kohl's.er six is o they are renewing emphasis on national brands in an effort to increase sales. >> number five, hilton worldwide. 13% increase in fourth-quarter revenue, but earnings shrank due to ipo related costs. billion ipo was the biggest ever for a hotel industry. >> it is a bad day for sears holdings. $358 million loss in the fourth quarter. the rewards program failed to boost holiday sales. the ceo says sears largest shareholder had a terrible holiday season. >> the royal bank of scotland reported its biggest loss since the bailout in 2008. they want to shrink the investment bank, combining units , and cutting jobs. >> number two is best buy. fourth-quarter profit topped analyst estimates. operations are more effici

. >> number five, amc networks. jumped that income thanks to the walking dead.t better the challenge is "breaking bad" is over and "mad men" is ending. >> walking dead has jumped -- >> a lot of people still watch it. >> no. show and gotmbie insane. that is weird. >> it was more believable the first year. the hotelfour, reporting 13%. helton is considering selling its stake in the waldorf astoria in manhattan or the entire hotel. that place is legendary. obviously >> >> a pretty amazing franchise. -- pretty amazing franchise. tesla.ber three says they are raising $1.6 billion in convertible debt. this to fund the project. >> this sounds like a fake thing. >> sound like something quagmire would do. bond.t of james like a villain in james bond. >> i cannot get family guy out of my head. two sears rising six percent after reporting a fourth-quarter loss narrowed to 350 $8 million. the ceo has sold assets and is set to shrink the company saying retailers today need the square footage. talking about exploring options for some of the businesses including lands end. num

. >> what that -- what might that mean question were >> amc might write some scripts will stop >> theundreds of marginal networks on cable that you never look at anyway, those are going to be the losers. they all cut and they need to be protected. but did charter do anything want >> they are going to to look at the 3 million subscribers comcast is going to sell. >> and they may step up and by cablevision will stop >> a fascinating discussion. i actually read that these are the two most despised cable companies out there. >> in customer satisfaction. >> thank you so much. always great to see you. jon erlichman in l.a. and edley. we have an amazing show today. richard branson will be talking about pot. debating raising the minimum wage and we will tell you why he almost canceled on us. my husband just called me -- you better not cancel tonight. or what. we've already got you hosting the show. >> the roads are very bad today. >> our guest is today is one of our highest rated personalities. mosts named one of the important influential talkshow hosts for three years in a row. >> and he is

yesterday, we told you how "the walking dead" boosted amcs profits. up another 4% today.ff. directv hitting a new high. that is above our 2%. seventy-seven on directv. we call it the amazon for moms. we call them that. zulily straight up this week. it did almost double up until yesterday. joining me right now is andrea watson. what is so good about zulily? >> congratulate that management team. they target moms and the kids they are shopping for. >> the user interface is terrific beard everything in one place. stuart: baby and young children's clothing gear. >> fashionable also. stuart: i want to talk to you about jcpenney. i think you worked at nordstrom. >> i did. stuart: we saw it make a comeback yesterday. that stop price gained 40 years and one day. i put it to you. is this the big-name retailer that will disappear. >> it comes down to listening to the customer who were shopping and finding out why she is coming. stuart: you would not help them out? >> i think that there is a customer there that is looking for that value. it is anybody's game. don: do they need to go

producers are always warning me about the zombie apocalypse but it is turning out to be a good thing for amcting strong numbers because it has the hit series "the walking dead." it beat the olympics and other ratings measurements. up a nice 3%. the second-bes second best-perfk in the s&p 500 all of last year. best buy is making progress and cutting cost so house of doing today? nicole: looking good. earningearnings-per-share beatig profits, the ceo a real turnaround expert working on stripping away layers of management, they recently announced 2000 layoffs. they're cutting jobs, trying to boost their cash balance, 11 even sold off a stake in a european venture with a ar phone warehouse group. they are on the right track. this year a different picture. you mentioned the great year they had last year up about 50% in the last 52 weeks including this year, but 2014 down 30%. stuart: thank you, nicole. facebook says it is making progress in targeting users with specific ads. trying it out with aarp and it was successful. facebook not responding to that. up $0.15, but close to $70 per share. socia

. >>: the smart cards are also caught amc cars with called for your own mastercard and visa.uter chip review inserted to that as a reader. and then the shopper must enter a secret code. if the shopper use as the correct code the purchase goes through and from three times it locks up and is unusable. the system is used in 80 countries. the u.s. is way behind on at in this security measure to are cards public all the fraud allegedly agreed to go to banks are going on for bringing this to good u.s. thrift gave a slate kron4 knows. >>:our team coverage of the rain continues with the rain. a long or do i make an appearance in the bay area for the following the commute for a lot of bay area drivers. we will ♪ they lived. ♪ they lived. ♪ they lived. ♪ (dad) we lived... thanks to our subaru. ♪ (announcer) love. it's what makes a subaru, a subaru. irarlli uarechocate... a ltle ndezus savor r luiousilli coinedith r sl melng ccola. ♪ that ttleewarfor l e thgs y do.♪ onlyrom irarlli. save get a sealy queen set on befor just $399.osturepedic. even get 3 years interest-free financing on te

needs to be asking is not hbo versus netflix but as hbo as netflix, as showtime, as these channels like amccast television? who's watching broadcast television on friday night? 45% of total viewership is broadcast tv. that i think is in serious distress over the next five or six years. >> to that point, one of the things that's been raised even over the past week, given the comcast transaction with them buying time warner cable, do you see another operator prying to guy content vis-a-vis nbc, vis-a-vis netflix. >> comcast could do this on their own. they started stream picks. it's your parent company. i don't think there's a consumer that walks around and say that was an awesome pic on stream pics. there are certainly as you get to afoot print that reaches 75% of u.s. internet households, there's certainly no reason why you couldn't begin to market a service far more aggressively and also invest. >> does directv try to buy this? does ecostar try to buy this? >> the valuation is up to $27 billion. this is no small bite for anyone. the real question is whether somebody who has a large interne

on you are earnings calendar, we'll be hearing from retailer best buy, kohl's, amc networks and wendy's. all of them reporting before the bell. after the bell, we get gap, monster beverage, salesforce.com, splunk, and deckers. let's get over to andrew with more of today's top stories. and andrew, good morning. >> good morning, becky. we're watching shares of jcpenney. the stock spiking after-hours. the trouble retailer reported a loss of 68 cents per share for the fourth quarter. that was smaller than expected. revenue also missing, but here's the good news. the retailer is upping its same-store sales and gross profit margin forecast for the year and you'll want to keep your eyes on that. jcp shares are down more than 30% so far this year. we'll be talking more about jcpenney with dana telsey at 7:30 eastern time. tesla raising cash to expand into the future. the company will be rolling out plans to build a factory and develop what it's calling its gen-3 mass market vehicle. it plans to build its giga-factory in arizona or texas. the company expects the company to run at about full capa

at 10:00 on amc.happy vd, valentine's day, more "squawk on the street" coming up next. ♪ >>> good morning and welcome to "squawk on the street." i'm david faber with the page six proprietor of brooklyn's bar san miguel, that was yesterday, i did mention it. carl is still in sochi heading back i think this weekend. we'll hear from him later in the hour about all the goings-on at the winter

at 10:00 on amc. which is a competitor, but it's fun. >> i will be watching. >> i promise i will. >> and you, too. >> happy valentine's day. >> happy vd, valentine's day, more "squawk on the street" coming up next. ♪ >>> good morning and welcome to "squawk on the street." i'm david faber with the page six proprietor of brooklyn's bar san miguel, that was yesterday, i did mention it. carl is still in sochi heading back i think this weekend. we'll hear from him later in the hour about all the goings-on at the winter olympics. let's take a look at futures as we always do at this time. it looks like we're setting up for a slightly lower opening. we shall see. not much of an active day there, we were very focused on the enormous cable deal yesterday in terms of the broader markets. ten-year note yield, we've been in the 27 range, yes, 2.75% and europe was positive, euro zone gdp showing better-than-expected growth in the fourth quarter led by france and germany that has helped those markets. yesterday a bi

you know, so, you know, as opposed to the way they release "breaking bad" on amc where each week yousee your work and go out to dinner and you talk about the most recent episode. oh, what's going to happen next. you know, you talk about it. people would hear you and they would build the audience. so i think it's -- from the producer's side, i don't think this is the best way to optimize the largest audience. and, therefore, financially. >> mitch, competitively, who do you see the threat is, is the threat to netflix? is it an amazon? we've seen others like intel essentially throw in the towel after really not trying that hard for that long. who do they have to worry about? >> you know, it's tough. one of these other big trends that are going on is this fragment ta fragmentation of sources and devices. right now netflix is in the driver's seat spending huge amounts on content. i think their biggest competitors are the cable companies. that's why i think this is so inevitable that their primary competitor who is carrying their content is going to find ways to kind of ratchet down the co