apple tv plus. the latest to enter the crowded streaming wars in late 2019 with the service debuting at 499 a month. that low price, analysts think apple tv plus is priced for subscriber gains not mar margins. but anticipation is high to see meetple revenue can expectations across the iphones, wearables and services. expectmore on what to out of apple's earnings on mark,y, we're joined by who covers the company. as much as this company wants to say their wearables are a company, 52% of revenue still comes from the iphone. see numbers do you need to out of hardware and iphone to make sure this meets those lofty expectations we have going into tomorrow? >> first thing, to your point, any way you slice it, this is company, right? you buy the iphone hardware and then everything is built around the hardware. and the air pods are 100% unusable and irrelevant without the iphone. need an iphone to really use either of those products. right,s of services, services, the device, the services that are used most

services, like apple tv, apple music and apple pay, are contributing an increasing amount to the bottome. and let's not forget wearables. from a slow start, the apple watch has become the undisputed market leader among smart watches. charlotte gregson from the consulting agency comatch joins me now. good to see you, charlotte. so an incredible end to the year for apple. i think it is interesting to see a diversification of their portfolio and the opportunities that devices like the smartwatch give in terms of wringing new customers into the apple ecosystem. you know, and that helping drive sales across the portfolio. also things like the portfolio. also things like the airpods, apple tv, they seem to be seeing growth in most areas across apple, and this is what they have been really pushing for, isn't it? they have been very concerned, as have others, about the fact that the iphone has really dominated, and yet sales were falling. they didn't have other things going on, et cetera. there was a worry for awhile. yes, i think so, and even with respect to the iphone, i think we are yet to s

apple tv plus. was one of the latest to join the crowded streaming wars, debuting at four to hundred 90 -- $4.99 a month. it is priced for subscriber gains and not margins. earnings at $1.4 trillion market see anticipation is high to if apple can meet expectations services. iphone and taylor riggs, bloomberg news, san francisco. shery: let's bring in mark gurman from san francisco -- los angeles. we will get more on how the outbreak of the coronavirus in china could affect production for apple? we have seen the main iphone assembler. any idea what is happening there? mark: i would be surprised if they came out and said anything on the opening remarks, will be is asking the ceo and the q&a section. tim cook already said that apple will be donating to relief efforts for the virus. our understanding to this point is that it is unlikely to have a significant impact on the company. they had different manufacturing partners for key components but dual source graphically. -- one entiree's city goes down, th

i think it is fair to say, some of these, you mentioned apple tv plus are still not generating are heknew you buy an apple product and get the service a year for free. we have yet to see if these will be stand alone revenue generators >> thank you very much that wraps up "street signs" for today. i'm joumanna bercetche >> and i'm julianna tatelbaum. city with cnbc hi i'm joan lunden. when it comes to using data, everyone is different. which is why xfinity mobile is a different kind of wireless network that lets you design your own data. choose unlimited, shared data, or mix lines of each and switch any line, anytime. giving you more choice and control compared to top wireless carriers. save up to $400 a year when you switch. plus, save even more with $150 off galaxy a70. click, call or visit a store today. >>> good morning it is 5:00 am here is your "five@5." coronavirus continues. death toll continues to rise companies are warning against travel to affected area. giving wall street new hopes lifeline for boeing as they expect a bigger than expected lending package. an

what about apple tv plus.pularity of the streaming service, can you give us more indications how many subscribers signed up for apple tv plus? he says, look, we don't break this out into individual numbers for you. if you add up all the subscriptions, that exceeded 480 million. talked about subscriptions for the quarter, music, apple care, the rest. they lump apple tv plus with that. telling us that they are now up 120 million, they say subscriptions over the past year. there were some business segment that came up short. i asked him about it. services were a record for the quarter. so they put in some 12.6 billion from what i saw. estimates are pretty high. high expectations for apple. they're still looking at a record quarter but it came up short of the 13 billion that the analysts was forecasting. also, we had ipad sales a little bit short here. this came up short just by a bit. this is tough comparison to the ipad pro that was released last year as well. all in although, strong quarter, strong forecast. bu

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and now there is apple tv streaming services and apple news blast, so those things or an increase.pple is looking really strong this quarter and hoping to have a stronger future going forward with all of his broader revenue streams now dash apple new+. but apple was my partner in china, fox gone, apple was my partner in china, fox o apple was my partner in china, fox gone, we are seeing production lines potentially being stopped and tim cook is quite concerned. he expressed that investors wanted to know what apple is going to do, whether it had a contingency plan and the answer was not quite. apple is looking for alternative suppliers in wuhan, they already only had a few supplies there. the slowdown in china generally might affect them, the holiday for chinese new year has been extended and that means production for apple supplies is going to be delayed by a few weeks. so that means apple has to come up with some sort of solution for this. and what it said to investors was we don't know what that is going to mean for our second quarter which ends in march. so they have offered thi

>> caller: we've seen a number of these now with hbo max, apple tv plus.as been a steady stream of these launch announcements. comcast was very impressive and what makes them stand out is that theirs will be ad supported and free at least in its basic tier the obvious question is, irrespective of peacock itself, what does peacock do to the rest of the eco system? in particular, the traditional cable networks not so much your own like cnbc but for things like bravo and the entertainment oriented networks how are those going to sit alongside peacock? >> how does peacock become as complimentary as it can to the overall nbc universal value proposition. what is it that customers need to get out of it or see in order to be successful in that eco system >> in some ways, it is the distributors you need to make peace with striking deals with charter and at&t's direct tv, with cox and others cox will immediately start with p peacock on its x 1 platform that is a set top box that relationship will be important to ensure that zrib distrutors that will hopefully fill t

monster growth in the wearables decision surging 37% year over year the airpods, apple tv, the watch, reached nearly 25 billion in sale last year. put that in perspective. that apple business which basically cannot exist just five years ago now roughly has the same sales as starbucks and visa it is not all wine, roses and airpods. might be clouds on the horizon for apple with the coronavirus delay hedging for fiscal 2q. quote, you can see from the range of guidance that it anticipates some level of issues there. otherwise we would not have had a $4 billion range in that guidance for more, bring in laura martin. i think those numbers fair to say, laura, last night were pretty surprisinging to even some of the more bulls on apple. >> yep apple's a convictionless name and all of it was led by over delivery of iphones, iphone 11 and sisters is the number one selling iphone in every seng l week of the quarter. tim cook said and they delivered 56 billion of revenue for iphones versus $50 billion consensus estimate so that all means that -- they also said that they had a billion five active

haidi: is itry: -- the competition from disney, from apple tv that is starting to bite here?it looks like it is. if you were a bear on netflix and concerned about competition, when you look at that number, you have to say they are starting to feel some sort of negative impact because they there was such a dropoff, 72% of year over year and we look at these other services. this will be the first quarter of this fourth quarter was the first quarter that we saw disney plus was fully on and apple tv came out with their introduction and these are lower cost. disney plus is $6.99 a month and apple is $4.99 and compare it to netflix is $15 to $20 a month. domestically, it looks like some of these competitive forces are impacting that overall subscriber growth. taylor: it wasn't just competitive forces, but the price increases and netflix responding to that, and saying, yes, customers are leaving due to recent price increases. what level of turn are you comfortable with to remain a buyer? dan: the question we are zeroing in on is the domestic front. and the growth component is the in

first quarter of this fourth quarter was the first quarter that we saw disney plus was fully on and apple tvout with their introduction and these are lower cost. disney plus is $6.99 a month and apple is $4.99 and compare it to netflix is $15 to $20 a month. domestically it looks like some of these competitive forces are impacting that overall subscriber growth. >> wasn't just competitive forces but the price increases and netflix responding to that and saying yes, customers are leaving due to recent price increases, what level of turn are you comfortable with to remain a buyer? >> the question we are zeroing in and the growth component is the international space. that did very strong in the uarter and 8.3 million new subscribers. how can they maximize the subscribers internationally and keep it growing. we don't have a huge position taylor in netflix stocks. we have a minor position. but i think for our viewers out there looking at the shares, you will have a black cloud going into upcoming quarters because of these concerns we are talking about today in terms of competition. >> it's intere

really judge success of apple tv plus are you looking at engagement? you looking at the number of users? what are the metrics it will be subscribers they don't break that out like they do apple music. maybe that's a number the street can expect at some point. >> what's your sense on apple tv or apple plus? >> i don't think it's relevant. >> frankly it's relevant because of the cost. because it's added cost. but my view if you go back a year ago, you didn't believe that could be the case in the context of declining iphones now that it's turned the corner and is growing then services is on top. >> you don't need to actually have the apple device. >> the problem is if you compare it to netflix, for example and you look at the margins on netflix business it's really low and in the context of how much money apple makes everywhere else, even if you were to build a netflix business within apple it adds 25 cents to annual earnings it's just significant. >> as an apple lover, there's one thing these days, apple news plus i'm a subscriber it doesn't do what it's

i've been using all the services they're quite good disney plus is particularly good and apple tv is. >> today, disney announces march 24th launch in western europe. >> they're spending money and willing to do price competition. i don't think anybody is making money on this but it's great for you and me and how it impacts netflix going forward and their strategy they still have great shows and lots of them. >> how much do you think the academy awards makes a difference for netflix, the fact they're nominated and holds viewers to the platform. >> the award shows are so silly yet important. i was in los angeles and did interviews around oscars j.lo was robbed but let's not get into that right now. i think it's important to be showing up at those awards and winning those awards as they're a player because hollywood does respond to that. it's critically important to be part of that scene even if you think award shows are silly. >> uber is another story they're featuring letting some drivers in california set their own fares. >> we talked about this. >> you gave up your own car a few mont

fee and there about two face more competition from the likes of disney and you have disney+ and apple tving headlines and india's inflation rate has reached its hottest highest level in three years, mainly due to food prices. it got to almost 7.4% in december compared to 5.5% the previous month. this adds to the challenges for prime minister narendra modi, trying to revive a slowing economy. these are has agreed to find dominate by a financial tech firm late for $5.5 billion and it allows them to link bank accounts to mobile apps. it currently connects with over 11,000 financial institutions across the us, canada and europe. banks that use travelex to run their foreign exchange services are still unable to sell travel money after massive cyber attacks that happened to weeks ago. hackers held travelex to weeks ago. hackers held travelex to ransom, demanding the firm pay $6 billion before they unlock their systems —— $6 million. it affect ba rclays, lloyds systems —— $6 million. it affect barclays, lloyds and royal bank of scotland, which used travelex for their money services. travelex sa

and remember, disney plus and apple's tv plus were both launched in november, but netflix is ha rd toaunched in november, but netflix is hard to beat. i think these are teflon like numbers. strong in terms of international subgroup. there are fears out there in terms of disney and the impact, i think they continue to see the stock move higher based on these results. continue to see the stock move higher based on these resultslj continue to see the stock move higher based on these results. i am not going to hide my bias, i am a huge fan ofjibley films, it must have cost a lot of money for netflix to sign them, do you think it is worth it? yes, it all comes down to content stopping just in the us but across asia and everywhere. right 110w across asia and everywhere. right now netflix are spending 15 billion, especially with disney coming at them with a target on their backs, i think this is a smart, strategic move especially on the animation side. would you say the market is getting a bit too saturated or is this a good thing for consumers?” think you are starting to see some fatigue ou

quarter earnings after the close tonight, that will set the tone, investors are expecting news on apple tvll preview what to expect from apple, stock is up this morning, privacy concerns, one of amazon's own engineers calling for ring to be shut down immediately, what you need to know coming up. mornings with maria begins right now. ♪ ♪ maria: welcome, everyone, top stories that we are watching this morning, coronavirus is spreading, now 106 people dead in china

probably one of the key focuses will be on apple tv plus. of course the services number.uidance the next quarter will clearly be there. then everything will shift to the coronavirus. what does it mean in china? what does it mean for manufacturing footprint there? the phone assembly. will that slow them down in anyway. charles: right. >> the fact they're raising production 10%. that is probably a good sign. charles: jack they have only a couple of plant in wuhan itself. we'll get a better read. also coincidental, to the consumer, right? the consumer confidence, are they paying for iphone 11s? what do you anticipate we will hear from them? >> i think we're going to hear, it is, first of all, they have a history of beating earning. so i think that's, part of that is baked into the cake. remember, this is a company, remember last year, trying to transition from product to service. so you know, we do want to hear about streaming. we do want to hear about some other services because, certainly higher margins and more sustainable growth. but i do think that the iphone 11 results

in contrast to apple tv and amazon prime, both e spending around $6 billion last year on content, andew report predicts netflix will spend $17 billion on content this year with its new service, nbcuniversal is looking to top into growing demand from advertisers. they predict u.s. marketers will increase ads on connected tvs by 20% to nearly $9 billion this year the media giant is looking to avoid subscription fatigue nearly 60% of americans say they won't pay more than $20 a month for streaming services according to a report. if you think about how much people are already paying for netflix and hbo, it makes sense not to try to burden them with another paid streaming subscription option. >> we'll see if that strategy works, thanks it is a big bet on ads as part of the streaming an early facebook and google investor joins us. good morning, roger. great to see you >> great to see you, carl. >> strategically, does this make sense to you >> i definitely think the pricing strategy is it peacock is not one of the first ones in so it has to go into a crowded space. having a free option is a

it's available on apple tv plus. we'll be right back with sting. hey!omingmart appointment. who's his groomer? uh carrie. when were you thinking? i don't know. tuesday afternoon? full groom for sure what? i said i just booked ralphie's appointment online with carrie from petsmart for tuesday at 4. that work? wait you what? it's that easy! download the app or book online at petsmart.com if you're living with hiv, and ask your doctor about biktarvy. biktarvy is a complete, one-pill, once-a-day treatment used for hiv in certain adults. it's not a cure, but with one small pill, biktarvy fights hiv to help you get to and stay undetectable. that's when the amount of virus is so low it can't be measured by a lab test. research shows people who take hiv treatment every day and get to and stay undetectabe can no longer transmit hiv through sex. serious side effects can occur, including kidney problems and kidney failure. rare, life-threatening side effects include a buildup of lactic acid and liver problems. do not take biktarvy if you take dofetilide or rifampi

finally, apple tv plus. the crowded streaming wars in late 2019 with a service at $4.99 a month. at that low price, analysts think apple tv price -- apple tv plus is priced for subscriber gains, not margins. but heading into earnings, anticipation is high. the apple revenue can meet expectations across the iphone, wearables, and services. alix: for more on apple, krish sankar joins us from san francisco. $350tperform rating and a price target for apple. it is hard to find a bear on the street. what kind of earnings will justify where we are trading for apple? krish: it is interesting because for apple it comes down to the guidance. expectations are for a slightly better than consensus for the march quarter. forr things to watch out will be any kind of color they could give on services in terms of how the tv plus will impact the cost structures. they just completed the purchased of internal modem assets in december. keep in mind, apple is notoriously secretive. you do not get anything about the 5g phone. pote

according to bmo capital markets and you compare that to apple tv plus, six billion.ou have to believe in go big, go home strategy netflix has, charles. charles: full disclosure i took profits on a netflix position this morning. bought on weakness. i didn't have the nerve to hold on. before i ask you, new report i saw. online data,. >> sure. charles: shows 69% of parents give their children allowances, between ages 4 and 14. on average talking 10 bucks a week. the main reason they want kids to learn how to manage money. turns out parents could learn from them. the database -- >> i feel implicated here, charles. charles:s save 42%. the parents only save 8%. what do you say parent of the year? >> bravo to the kids. go, go, that is fantastic they're saving. nothing against children, mine included but they're not paying the mortgage. they're not paying tuition. that said, hats off to the kids. certainly is easier to learn anything young versus older. if they figure out the value of a dollar, god bless, hats off. charles: maybe we elect them to office, they get down the na

apple for apple tv plus is spend about six billion. you have to believe in international expansion.elief they're spending money for good reason. of course the pessimistic view. netflix, if you want to be mean about it, is a one-trick pony. all the other competitors have other business streams, other revenue streams happening. connell? connell: sometimes we do want to be mean about it. thank you, deirdre. those are -- melissa: i think i have to check out "the witcher". i don't know. as far as going to ads on netflix, i don't know. connell: give us something to talk about the cop meshals. melissa: my kids would hate that. that is why they watch. growing anxiety home and overseas. federal health officials issuing a new warning for americans amid an outbreak of a deadly chinese virus spreading rapidly how you can protect yourself and your family. connell: that is unexpected first. we'll tell you the latest that amazon is hoping to get inside of your home. melissa: uh-oh. that turn these challenges into opportunities. it's these unique companies with creative business models that will ge

they all want to sell you features and get you on the apple tv app. >> yes, mission number one a lotank you. >> yeah, we did. >> good to see you >>> reminder as we head to break, can't get enough "squawk alley" watch us live or any time on the go on the cnbc app downloadt da itoy. are commissi. and when you open a new brokerage account, your cash is automatically invested at a great rate. that's why fidelity leads the industry in value while our competition continues to talk. ♪ talk, talk while our competition continues to talk. we believe in education built for all people., - [woman] snhu was the best experience of my life. - [man] without snhu, i wouldn't be the leader i am today. - [woman] i graduated high school 19 years ago. i still finished. - [man] in the military, you feel that sense of accomplishment. that's what snhu is. - you will march from this arena and say to the world.. i did it. - [woman] you did it. i love you. - [graduate] i love you too. whether your beauty routine is 3or 57,... make nature's bounty hair skin and nails step one. it's the number one brand uniquely

the [ cheers and applause and she is the star of "dickinson," with all episodes now streaming on apple tvryshnikov is joining us as well. [ cheers and applause we have a great show before we get to our wonderful guests, yesterday, two key impeachment witnesses tied president trump and rudy giuliani directly to the quid pro quo with ukraine. and today we saw more fallout from that bombshell. for more on this, it's time for "a closer look." ♪ [ cheers and applause >> seth: yesterday, we learned damning new facts about the president's direct involvement in a scheme to extort ukraine to get them to manufacture dirt on his political opponents. and yet today, a few pundits and reporters dismissed the first day of impeachment hearings, which included bombshell new testimony tying trump directly to the scheme, calling them boring one wrote that, "unlike the best reality tv shows, not to mention the trump presidency itself, fireworks and explosive moments were scarce. and another wrote that, "the first two witnesses called wednesday testified to trump's scheme, but lacked the pizzazz necessary to

go to kpix.com or use the cbs news app on apple tv, fire tv or your other favorite platforms. >>> the road to the super bowl goes through levi's stadium on sunday and there is a sellout for the game. the team counts on the faithful to cheer them on against the packers. they've announced two free official watch parties. one is at spin sf in san francisco and another at espy 2 communal bar and restaurant in jose and the doors willopen at kiff iat 49ers hav their local pride. you can see some rolling through and we want to see your pictures. share it with us, put on #kpix. >> the 49ers faithful. we love the amazing photos as we cheer on the niners on sunday, hoping for another big win. >>> a few showers on hi-def doppler and there are spotty showers pushing across the peninsula from redwood city in palo alto and through woodside. here is a live look with the salesforce tower camera with breaks in the clouds and partly sunny skies and temps are in the low to mid-50s at this hour. mid-50s in concord and san jose and 53 in oakland with livermore, 52 and san francisco and santa rosa, partly

its iphone and services linked to the iphone including wireless ipods and apple services including apple tv17%. makers of purel are being urged to be more transparent with consumers. the fda says they made unfounded claims about its popular line of alcohol based gels. they say the ohio based company falsely claims some forms of purel can prevent people from catching the flu, ebola virus and norovirus. they took immediate action following the fda's warning. >>> diane king hill at the new york stock exchange. thank you so much. >>> still ahead congress pays tribute to kobe bryant. lawmakers put aside their politics to gather on the house floor to remember the basketball legend. floor to remember the basketball legend. smoking cold turkey. so chantix can help you quit slow turkey. along with support, chantix is proven to help you quit. with chantix you can keep smoking at first and ease into quitting. chantix reduces the urge so when the day arrives, you'll be more ready to kiss cigarettes goodbye. when you try to quit smoking, with or without chantix, you may have nicotine withdrawal symptoms

reporter: now oprah says she plan to get people together from all sides to talk about the book on apple tv in march. >> i think it's going to allow us to open up the conversation i unexpected and i really hope meaningful ways. >> reporter: still, the backlash has not appeared to hurt sales. the book number one on amazon this week gabe gutierrez, nbc news, new york. >>> federal prosecutors overseeing the college admissions cheating scandal proposed today a series of trials for actress lori loughlin and her husband and other defendants loughlin would be in the first trial in october. >>> up next for us tonight, the crackdown on a popular hand sanitizer. i am running to defeat donald trump. in 2016 i warned that donald trump was a dangerous demagogue, and when the republican congress wouldn't hold him accountable, i went to work helping run winning campaigns in twenty-one house seats. it's time for the senate to act and remove trump from office, and if they won't do their jobs, this november you and i will. i'm mike bloomberg and i approve this message. >>> the fda says the maker of purell mu

jennifer aniston won best actress in a drama series for the apple tv plus show the morning show.>> the unexpected season isn't over yet as the 49ers are going to the super bowl liv, stay tuned. we will break down how the 49ers one and beat the green bay packers at levi stadium. >> it was a very cold weekend, meteorologist steve paulson is here to tell us what is ahead for us as the new week begins. ns >> so it was cold for you? i thought it was very cold. >> steve did as well. >> it was freezing. it was about that cold.>> about how i felt on

i think the apple tv plus, the streaming arm of that d has a bunch of tailwinds they already surpassedand disney ranked third in streaming. that's coming out of no where. >> guy what are you look at. >> amazon on thursday is fascinating. topped out a little above 2,000. flush in october down to 1700 or so got half back. not there yet. amazon on thursday is a really important quarter for the stock. and aws growth if it declines you might see the re-test at 1700. >> if you think about aws and cloud from the big boys and girls out there, the competitive landscape is changing. having said that, amazon which was langing and a fang component holding back, the expectations into the number are well slated. if you look at other numbers next week, energy sector sbig integrated oils reporting late in the week, that sector has been under onslaught as we have seen global pullback finally, tesla not surprisingly something i'm watching something i do think the earnings should be telling us what the balance sheet looks like we get insight whether they get to the 360 to 400,000 in deliveries. >> tesla

reporter: now oprah says she plans to ge people together from all sides to talk about the book on apple tv in march. >> i think it's going to allow us to open up the conversation i unexpected and i really hope meaningful ways. >> reporter: still, the backlash has not appeared to hurt sales. the book number one on amazon this week gabe gutierrez, nbc news, new york. >>> ra the college admissions cheating scandal proposed today a series of trials fortress lori and her husband and other defendants loughlin would be in the first trial in october. >>> up next for us tonight, the crackdown on a popular hand sanitizer. my gums are irritated. i don't have to worry about that, do i? harmful bacteria lurk just below the gum line. crest gum detoxify, voted product of the year. it works below the gum line to neutralize harmful plaque bacteria and help reverse early gum damage. gum detoxify, from crest. you have power over pain, so the whole world looks different. the unbeatable strength of advil. what pain? ♪ got it figured out ♪ i'm feeling good ♪ doing it my own way ♪ ♪ every single day ♪ ♪ and it f

for apple tv plus.n of apple's growing investment in hollywood and its ability to attract top talent as it competes for viewers with the likes of netflix, amazon and disney. here to help break it down is shaw joininglucas us from los angeles. how big a win is this for apple? lucas: it is a big one. few entertainment executives have a better reputation than richard butler, worked for hbo for close to 30 years during the heyday of what you would consider hbo, starting with the sopranos and recently with game of thrones and the watchmen. he was ceo for the past six years and really only left after at&t came in and bought time warner, hbo parent, and had plans to change hbo and make it less independent. butler had really run his own company and had his own team for a very long time and wanted no part of at&t's vision. he left and decided to start a production company and lean into the relationships that he had. he probably could have had his choice of company with whom to work, and he chose apple. what uniq

, however, was a little softer so its growth is sort of softening there, because they launch eed apple tvnd i thought the up tick would be more i'm surprised there was that more activity there josh >> if i did have a chance to check in with apple's ceo tim cook and what kind of impact that could have on apple, below impact on sales or production. tim cook saying, listen, he'll have more to -- he did say it would impact the range, cook telling us, as you can see from the range it anticipates some level of issue there, otherwise we wouldn't have a 4 million range. certainly better than the 62.5 bill yoon that the street was looking for cook telling us that the iphone 11 continues to be the top seller, why is that the most pop usa lars? cook saying they love the battery life, the camera, the industrial design, the battery lasts all day, we also hit the right price with it. we'll be on the conference call at 5:00. >> josh lipton, thanks very much were the expectations too low for that >> you know it's a drumroll to the upgrade cycle. 350 million of 925 million are now in the window of an upgr

apple music, apple plus, apple tv, but you are right, the coronavirus is starting to be an issue ando be an issue and that is why the share price hasn't really rocketed in after hours trading, because tim cook came out and said, look, our expectations for the next year, we have had to put those a lot wider because we just don't know what the impact is going to look like on manufacturing. do you think, as well, he has manufacturing expectations to a great degree? absolutely. he canjust great degree? absolutely. he can just put out this statement and low expectations for the next quarter, because you come up next quarter, because you come up with numbers as strong as this, how do you keep that going? absolutely, so a very easy win for them is to say, look, we don't know how this is going to be, we expect to see a slowdown, and if we don't see that slowdown, absolute bumper numbers for the next quarter. see you very soon. yesterday, at around this time, we heard about the giant glacier in the middle of the west antarctic ice sheet that scientists fear could be beginnng a process of cata

apple gets a 15 to 20% toll for that apple music, apple tv, apple care, all of those are part of thes ecosystem on average, a user spends about $42 a year on apple services we think that number can keep growing double as it goes forward. >> thank you very much we appreciate your time today. >> thank you >> thank you >> companies are spending millions of dollars on super bowl advertising so who will score? who will fumble? mmcis man joins with us the coeralyou need on watch out for. stay tuned imagine traveling hassle-free with your golf clubs. now you can, with shipsticks.com! no more lugging your clubs through the airport or risk having your clubs lost or damaged by the airlines. sending your own clubs ahead with shipsticks.com makes it fast & easy to get to your golf destination. with just a few clicks or a phone call, we'll pick up and deliver your clubs on-time, guaranteed, for as low as $39.99. shipsticks.com saves you time and money. make it simple. make it ship sticks. >>> normally before the super bo bowl, right now it seems thes coronavirus, the tragic death of kobe bryant,

it includes new streaming services like disney+ and apple tv.e netflix film roma suggests the industry is warming up to the idea that the company is not just warming up to the idea that the company is notjust a disrupter, but also a legitimate competitor. absolutely, michelle there in new york. time now for our daily look beyond the headlines. we'rejoined by benita matofska, global sharing economy expert and author of generation share — a book which highlights the positive impact of sharing. thank you for sharing your time with us. let's start on an issue that i think was in the guardian, we are honing in on this, you are always on, if you are working, you are never off, forever you are working. this is the problem, a new report shows aa% of parents in particular talk about the fact they are on e—mailat home, talk about the fact they are on e—mail at home, they are having to work in the evenings, it's having an impact on family life with 57% claiming is causing rows with their partners, sa% saying it's closing arguments with children so this who

.# apple tv plus launched in london with hollywood starsjennifer aniston and reese witherspoon promotingching their own streaming services. disney's own service disney plus launches here next spring. i think netflix is a volume play with a lot of quality in it and they created the market and the direct to consumer space with video. we come in with a different play. it's much more branded, less volume, and there's plenty of room for us to occupy space as well. it may to some extent be at their expense but not necessarily. there may be room for people to have more than one subscription. now is the winter of our disney content and that means a creative boom in tv production here in the uk. everyone knows the best place for a clandestine meeting in london is and always has been st james' park. good 0mens, based on the book by neil gaiman, is one of amazon prime's biggest ever productions and it was made in britain. crowley and aziraphale have been meeting here for quite some time. co—produced by bbc studios, the series is an example of how a few american web giants are transforming global te

quarter earnings after the close tonight, that will set the tone, investors are expecting news on apple tv plus and the impact of the coronavirus. we will preview what to expect from apple, stock is up this morning, privacy concerns, one of amazon's own engineers calling for ring to be shut down immediately, what you need to know coming up. mornings with maria begins right now. ♪ ♪ maria: welcome, everyone, top stories that we are watching this morning, coronavirus is spreading, now 106 people dead in china as the united states is moving to evacuate personnel out of the region, the u.s. state department urging people to reconsider travel to china and possibly ramping up screenings at borders in the u.s. the united states confirming 5 cases in four states here, officials now testing for the highly contagious virus in states, the investigation into the helicopter crash that killed kobe bryant, his daughter and 7 others is moving forward, it appear that is the pilot was trying to climb over clouds right before impact, ntsb revealing that the chopper made a turn before hitting a mountain in ca

>> some context here, when you're building a phone or an apple tv or a watch or ipad, this is very muchified. there are two main chips, you want a cpu, the main processor, a gpu, the graphics processor. designs fromgpu imagination technology. -- sourced gpu designs from imagination technology. this sort of designed the run gpu's, and the companies stock price plummeted -- the company stock price plummeted. things like apple wants imagination technology to come back into the fold, whether they own some patents for key technologies that apple is not able to design itself. they are striking and you deal with them. it is to be seen how long this one last four. -- lasts for. taylor: is this a new vote of confidence in the company, or worries about apple's own chips, or all of the above? >> i think it is a mix of things. i don't think this has to do with apple worrying about its own components. they are pretty much at this point leading the industry in terms of their own chip efforts. what imagination technology likely has its key patents that apple figured it is going to need to pay royalty

there is a lot of questions within services and the mix is pretty uncertain >> you mentioned apple tvs, is that a risk for you since they are competing with disney plus and netflix they'll have to invest a lot of capital to bring success to this business with no guarantee of hits would you say that is one of the biggest risks right now for apple? >> it is not the biggest risk. capital will be put into that but they have a lot of cash to spend. it is a competitive market and it is not that profitable at the moment that is the head wind but i think what they are trying to do is more around the eco system making the apple platform more attractive it is a good thing >> it is about $200 billion sitting around in terms of cash. >> they are sitting on a massive cash pile, they can afford to run it down a little bit >> thank you for your time this morning. paddy flood, global specialist in technology as well as our tech correspondent in town from china. >>> coming up, novartis tells cnbc that a coronavirus vaccine could take up to a year to develop. we'll have more from his interview after th

apple also had huge growth in its services segment which includes apple tv plus, apple music.grew 17% to just about $13 billion. overall, apple posted a quarterly revenue of nearly $92 billion. it earned $22.2 billion in net income. the biggest quarterly profit for any american company in history. >>> first there was the chicken sandwich war for lunch, then breakfast, mcdonald's is entering the ring. mcdonald's selling its chicken mcgriddles and mcchicken biscuit sandwiches for a limited time hoping to cash in on america's appetite for chicken sandwiches while upping its game in the competitive breakfast market. mcdonald's calls itself the leader in breakfast, but the space is competitive. wendy's, white castle, chick-fil-a all have chicken on the menus. the test is running for a limited time. restaurants can keep the sandwiches on the menu for longer. >> breakfast sandwiches are always a good idea. >> i know -- i'm now hungry. >> of course. >>> thank you so much to our international viewers. have a great rest of your day. for rest of our viewers, "early start" continues right

. >> apple rolled into the tv game with a morning show, a superb drama. [. [cheers and applause] >> yeah. a suburb drama about the importance of dignity and doing the right thing made by a company that runs sweat shops in china. you say you are woke the companies you work for unbelievable. apple, amazon, disney. if isis started a streaming service you would call your agent. wouldn't you? so if you do win an award tonight, don't use it as a platform to make a political speech. right? you are in no position to lecture the public about anything. you know nothing about the real world. so. [laughter] if you win, right, come up, accept your little award,

are we just seeing the beginning for apple tv?ee 100ink you could millionsubs in the next three or subsyears -- 100 million in the next three or four years. you are seeing the stock continue to reread. you go back a year ago, look at the growth. rock of gibraltar, renaissance a one-two punch. out -- tim cook coming sorry, paul. let me bring some headlines from tim cook. let's talk about apple pay revenue, which doubled year-over-year. apple pay for transit coming to more cities in the spring. where does apple pay fit into your thesis? julie: apple pay is one of the critical elements. apple pay makes accessories like the apple more essential. right now the apple watches nice to have. you have text messages, and if you like to work out, it's a great tool for that. until apple pay becomes our identity so we can do something like getting on or off the bus, it's not becoming the next device that apple wants it to be. the record quarter we saw for the air pods, and tim cook saying the air pods in the apple watch have some supply constra

they got a boost from devices and services such as i cloud and apple tv plus.d by dan ives, managing director he upped his price target for this stock we know they don't report the iphone numbers purely anymore. they want to focus on services that revenue is very impressive. >> it was eye popping. in terms of iphone, really rock of gibraltar coming in well above expectations i think the drum roll to a 5g super cycle is second act. the iphone 11 continues to be rebust even the bulls thinking a billion and a half beat. this is much more of the expectation. >> when you look at wearables, home and accessories, bigger than the mac revenue is that significant? >> it is look at air pods, they've hit a home run right now, we are projecting 85 to 90 million for air pods it shows skeptics. air pods will be 5% of revenue you go back a year ago towards where apple was. look where they are today. it is one of the most historic come backs of any company i've seen in years. >> even though there is uncertainty going forward. >> china is fuelling the engine right now. you look

we all know that you know they might actually -- well actually comprised of apple tv, and itunes, i hear above 100 million new subscribers that is a lot of cross-selling opportunity. then i hear -- return to shareholders and stock buyback and dividends. in terms of sitting on 200 billion in cash. david: incredible. >> phase one, right, china is supposed to purchase 200 billion in goods and services. david: susan, any word you on they will spend that cash? reporter: well 207 billion, they are giving 25 billion to shareholders. taking supply out of the market that lifts the share price. and at the record levels, apple's yield, which is how investors judge whether or not the stock is worth buying into, it less than 1%, he said we've committed since american we'll increase the dividend each year, they will give back to the shareholders, as for that cash pile, 2207 billion, they don't want to make large purchases. >> a great thing about the -- stock buybacks have gotten a bad name in washington but we know this money will be resisted in smaller companies, it goes into you know funding of futu

you can watch or listen to this show on sirius xm, the msnbc app, and apple tv.nd you can always find me on social media, twitter, facebook, instagram, snapchat, and linkedin. thank you for watching. "deadline: white house" with nicolle wallace begins right now. ♪ >>> hi, everyone. it's 4:00 in washington, d.c. where multiple national security crises all exacerbated by donald trump's erratic and untethered foreign policy impulses await the president and his national security team when they return to d.c. after the holidays. the "new york times" david sanger with a front wage rebuke writes this. quote, president trump entered the new year facing flare-ups of long-burning crises with iran and north korea that are directly challenging his claim to have reasserted american power around the world. trump whipsawed between talk of peace with iran over the holiday. but he did order the deployment of nearly 700 soldiers from the army's 82nd airborne division to the middle east. this

what are we talking about, air pod, apple tv or services? what do you like?when you look at air pods, that is going to be 5% of revenue. million to 90 million units is what they sell. when you look at services, from the music, the streaming, the way you are seeing it, just the overall app story, you are starting to see that now. if you look at the average iphone customer from a services penetration, only 20% or 25% in terms of just globally. i think if that starts to step up, as long as the streaming piece, that services business is going to continue to grow at a pace, and you monetize the install base. some of the investors, look at nokia, look at blackberry, the doomsday scenarios. for the apple it is the retention rate on the iphone. that is the next leg to the apple story. that is why we are going through a metamorphosis of the upgrade cycle and more importantly the evaluation. taylor: biggest number you are looking at when you take a look at earnings next week? >> the biggest one is really going to be around china. you want to start to see china growth y

air pots, apple tv plus, what you like? pods, 5%ou look at air of revenue.ts is where they sell. that shows the innovation. when you look at services from music, streaming, what you are seeing, as well as the overall app store, it is a mid-teen grower. when you look at the average iphone customer pay from a services penetration, only 20%, in terms of globally. asthat starts to step up, long as the streaming piece, the services business will continue to grow at a pace, and you monetize the installed base. look at nokia, blackberry, the doomsday sort of scenarios. the difference with apple is the retention rate on the iphone, and monetization of the installed base, that is the next leg to the apple story. right now we are going into a metaphor for his -- metamorphosis of the iphone cycle and the valuation. taylor: the biggest number you looking at when you are taking a look at earnings? >> the biggest one will be around china. growant to see china year-over-year. ultimately, china is the fuel in the engine. 60 million iphones in the window of upgrade opportuni

apple has signed julia lewis dr y fus to work with apple tv plus lauren: that's big. auren: she will be both acting and producing. we're not exactly sure just yet but apple streaming service, this is a big get for them because they don't have much content. stuart: that's true. lauren: you know her from seinfeld, she's gold. stuart: she also thanked her agents for structuring the deal in such a way that she's made in airpods. which is great. >> i told you that i watch. stuart: yes. >> i know that tim cook is only interested in original programming. he said i don't want quantity, i want quality and that's, so she could make a lot of money on this if she produces a few things. stuart: so that's your contribution? lauren: she doesn't need the money. stuart: you've got a show to run get out of here. >> i don't want to leave. it's too much fun. stuart: so look at this it's a blast from the past. lou dobbs is going to join me on this special edition of "varney ." we're talking trump, impeachment , oh, and a special memory shareable with larry kudlow. that's lou on the right.