. >> for more let's get back to bob peck. he switched phones. bob, we are having a debate on the desk whether or not you would stick with momentum like this. is that what you're telling clients at this point? have you heard enough so far? >> we would. first of all, revenues top line accelerated 21% growth fsx driven by volume. everyone is looking for strong operating margins, cost controls. ruth delivered it. they now have six products with over a billion users, which is astounding. they are shareholder friendly, $5 billion of share buybacks which investors wanted. the real catalyst you stay long here, the transparency. they are going to break out not only revenues but profit and capex. they remember it happening and being good for amazon. i think it will be good for google. >> jump back on the calls. guy, do you concur? >> i do. i think the stock rallied 40% and justified. pay clicks up 23%. i get what bk is saying. he will probably be spot-on in the back and fill here. it comes from the previous all-time high which was 680 or so. if you think a

. >> bob peck of sun trust is here and watching and listening to the earnings webcast. bob, we want to get to you. does that make sense that the transition to the chip base card could make up for the shortfall in the u.s. subscribers? >> it could contribute it. 1.0 versus 1.4 and the international also missed. versus 2.4 million. an that is what the story is predicated on. and that translated into lower revenues and a slight miss and slower profitability as well. couple that with acquiring costs going to $56, an all-time high. and u.s. cash flow misses and profit margin was hampered and so that is a push back. and so we are looking at new content, penetration to china, the potential advertising and star wars content and they pointed out a capital raise is coming in 2016. >> given the miss on subs, is now the time to implement a price increase for new subs if you are trying to get more in. >> it is a good question. the price for the subs that aren't churning off could make up the revenue shortfall. and it takes a year to enact so you have a year before we see any churn fr

bob peck joins us from sun trust humphrey. bob, of course, a lot of people realize that jack dorsey got the job and got the job in addition running square through the imminent ipo because of what he promised the board he would do in 2016, the product enhancements that tim is talking about. can we look through the guidance and the share price move now? >> i think that is exactly right. as tim points out. the quarter was great. ad revenues grow 60%, in line with the 70% number. so right where the street was looking for. ebidta beat. and it was about the guide. and you've been growing it in high 60s and it is in 409s right now. and what to look for on the call. the impact of the new initiatives, what that does to traffic. the roi on the advertising and can he articulate the strategy and the vision for the company. as julia pointed out, it is important to paint the picture of a billion or so reach of people every or so month when you include the logged out users and that includes the mean of the 300,000 right now. >> what is the ad

today, bob peck at sun trust, wonders whether the board turns the core business over to somebody else and lets marisa handle the spinco. >> that was a very in his own -- in a subtle way, bob peck laid out that these guys blew it. >> i did not see the note. i'm curious, handling the spinco. that's not going to be anything except for alibaba. i don't know what you run when you run that. >> she doesn't really have a relationship with alibaba. >> yeah. she doesn't. >> no. she did do a good job in terms of -- >> i meant the fundamental company. >> no. no. you're a large shareholder and it's going to trade at a discount to baba shares, this overall company. >> people should read peck's note. i felt yahoo! was worth something. it's a thought out note. >>> when we come back, cramer's mad dash and count down to the opening bell. stay tuned for our exclusive interview with starbucks' howard schultz. that's coming up in a few moments. this bale of hay cannot be controlled. when a wildfire raged through elkhorn ranch, the sudden loss of pasture became a serious problem for a family business. face

kurt wagner reporting on twitser ace layoffs and bob peck with grounding of where to go with the stockm here. >> >>> time for a cnbc news update. >> here is what's happening. some scary moments for passengers aboard a jetblue flight from syracuse to new york city. flight 115 had to turn around after smoke was reported in the cabin. more than 100 people were on board. >>> donald trump was challenged by question nurse at the bipartisan conference in new hampshire which is dedicated to compromise and problem-solving spring. after one questioner called him out for his divisive rhetoric trump responded by saying he is going to be who he is. >> a ceremony held today to commemorate the 15th an verse of the attack on the uss coal. dozens of family and friends as well as surviving sailors gathered at the uss coal memorial in norfolk, virginia, the ship's home port. 17 sailers were killed in that attack. >>> on a much lighter note an oregon farmer, take a look at that, won the annual 42nd half-moon weigh off today. steve's pumpkin weighing in as 1,969 pounds which gave him the first place size o

bob peck does a nice analysis. they show for the first time the revenue coming off site. that way you'll be able to deduce the growth of the on site. last quarter it grew 50%. this quarter 42%. with next quarter's forecast, only 30% revenue. >> the core is slowing. the core revenue is slowing. yes, absolutely. >> john fort, steifle upgrades the stock saying the worse the quarters are now, the easier the comps are next year. it seems like a little bit of a backward way to be thinking about a company that's publicly traded. >> especially given the pessimism that you see around apple, right? here's a company that's growing now. says they're going to grow next quarter. people are worried about next year. maybe they won't grow. twitter is actually very close to that position of going negative. they're actually racheting down the revenue guidance based on where people want it. there are, i guess, reasons that you could be optimistic, but, look, they tried to take everybody's eye off that monthly active user, that mau bar a couple of quarters back. now it's very clear. that's wh

bock pe bob peck was out talking about maus probably stabilize and a lot of revenue stuff is now startingar, e-commerce, et cetera. linkedin, it's been in a down trend pretty much all year. it's not got a crazy valuation and i think they have the opportunity shock some people. stock up 50 points, by the way, off the august low and still down huge. >> what's the fed going to say this week? oh, yeah, the fed meeting. >> i think the key thing is what do they say about the economy? do they downgrade their view of the economy? that's what matters most. >> i think you're right. so much going on with earnings, the fed meeting, our debate on wednesday that we're so excited about. >> the world series. >> the world series. >> it's all happening. >> that does it for us. "power" starts now. >>> scott, thank you. even with all that that's coming up nothing will top yesterday's red skin victory. welcome to "power lunch." along with mandy drury, i'm tyler mathisen. valeant explaining their business model to analysts. investors giving that stock a bumpy ride. right now it is basically flat at $115 but th

. >> finally this morning, a note from sun trust bob peck asked a serious question about yahoo.ays will marissa myer leave the company's turnaround to someone else? shares up 20% this month, but a lot of senior executives have left, as you know, and the latest earnings, of course, disappointed investors. what would happen there if they put someone else in charge of the core turnaround? >> that would be good i think for a lot of investors. i think a lot of investors feel that the train is off the track. i think it is. i think i have been talking to a lot of people who are there and who have left, and they recently had a meeting, an internal meeting, with all the vice presidents that didn't -- there is a lot of dissatisfaction among the top leadership about where the turnaround is going, and so i think it's a question of if she can figure out how to make -- how to put -- to turn around the turnaround, essentially. that's going to be hard, i think, in this environment, and with -- you know, she has to bring in new executives and things like that, but, you know, there's very good ex

. >> bob peck has a nice chart out today.evenue per employee, lower than google, lower than facebook, ebita, $83 versus google $436. >> i know peck must love the streamlining. twitter is now showing that it was previously run haphazardly and now laser focused. i would not rule this company out. stock was higher. >> sounded more constructive on twitter than you have been in some time. >> do you look at it. >> i look at it every day. >> it's better. i've been periscoping. i'm periscoping. >> really. >> i've been running silent and running deep. >> how is that working out? >> not bad. >> no? >> a little pregame periscope. i'll do one today. >> i noticed you have a new hashtag. >> i do this thing for the street. it's so hard to ask individual stock questions and limit it. i answer them on video, i'm trying to do more of what my daughter want the me to do, the kinder, gentler jim. i put emojis, like sun glass faces, i'm periscoping today as i get spray painted, earl schibe like. >> you're getting spray painted? >> you guys are mad

suntrust's bob peck will be close to watching that gmv number. the total value of all closed items on e-bay's training platforms. peck says there's a chance gnb is flat year over year. that would be bad news, and another indication that rivals like amazon are taking share. kelly, back to you. >> we'll see both of you in a couple minutes here. 13 minutes to go into the close. the dow moving lower. it's off 28 points at the moment. the s&p down about ten. >> the worst of the selloff apparently is over according to our next guest. stay tuned. [ male announcer ] eligible for medicare? that's a good thing, but it doesn't cover everything. only about 80% of your part b medical expenses. the rest is up to you. so consider an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans, they could save you in out-of-pocket medical costs. call today to request a free decision guide. with these types of plans, you'll be able to visit any doctor or hospital that accepts med

the latest headlines for you as well as the after hours stock moves, analyst reactions, suntrust bob peckbe on the show. don't miss it. >>> much more on twitter's earnings still to come on this show plus a round up of all the other earnings after hours action and some of the stock moves we're seeing. >> then it's the main event, apple's results, they are minutes away, we have an all star panel to break down the numbers. you're watching consumer first in business worldwide. >>> welcome back to "closing bell." earnings have been coming in at a fast and furious pace. seema mody rounds up some of the action. >> a lot of big movers. let's start with akamai tech. revenue came in at $551 million versus the estimate of $550 million. a slight beat. this despite competition from amazon, google, microsoft in the cloud space. we're seeing shares down by around a quarter of a percent after hours. a different story for an dark co petroleum. $1.69 billion versus the estimate of $2.31 billion. the oil and gas producer posting an earnings loss of 72 cents versus the expectation of 73 cents a share. shares

steady stream of executives leaving yahoo including the chief marketing officer last month, suntrust bob peck says 12 key people by his count will vr left this year, that's vers us four last year. peck says the turn around at yahoo appears challenges and that could be accelerating these departures. yahoo stock down more than 30% so far this year. we will find out more about how the company is performing when yahoo reports tomorrow. yahoo declining for comment for this story. back to you. >> josh, thank you very much. >>> so the question is will yahoo continue to bleed talent as marissa meyers' turn around plans continue to struggle. scott kessler joins us now. scott, you just downgraded that stock to buy from strong buy. why? >> well, bill, when you think about yahoo, there's no question that we see a lot of value there. we're still recommending the stock as a buy, we have a 12-month target price of $38, but the stock has risen 15% since the end of last month, which is just three weeks hence, and the s&p 500 is up just 5%. we're heading into earnings as josh indicated and frankly we don't fee

alphabet bulls like suntrust bob peck argue when that happens, investors are going to be pleasantly surprisedable core google is and bid up the stock even higher. guys, back to you. >> all right, josh thank you very much. >>> well coming up we'll talk more about realize with the special guest, dan gilbert, ted, and steve case send us stories buzzing you this morning. our keep squawking segment is minutes away. you still got time to submit thoughts own suggestions. tweet us #keepsquawking. #keep #keepsquawking. #i'm tired of hashtags. back after this. ♪ ♪ today, we're seeing new technologies make healthcare more personal with patient-centric digital innovations; from self-monitoring devices that can interpret personal data and enable targeted care to cloud platforms that invite providers to collaborate with the patients they serve. that's why over 90% of the top 25 global pharmaceutical companies are turning to cognizant. our domain experts technologists, digital and data specialists clinicians and scientists are transforming the way clinical research sites collaborate with pharmaceutical comp