emily: thank you, brad stone and bobby figaro or. thank you all for stopping by.it looks like snapchat is on the decline. it reported the number of daily users fell for a second consecutive quarter. ahead.k it all down meantime, alphabets call just wrapped, the cfo talked about the state of global business. listen. >> we actually feel pretty good about the strength of globally, which i noted in opening comments across the board, 20% growth in the u.s. on a $15 billion base. on we noted what is going with aipac, 30% year on year growth, over $5 billion revenue sustainedand we have quarter after quarter growth at % area, so i feel good about that. ♪ emily: twitter surged the most in a months, sales blew past forecasts, but despite the strong financial numbers, monthly average users decreased by 9 million from the second quarter. meaning the social network averages 226 million users. this coming as a twitter continues to purge fake accounts. ceo? with down with the >> we are challenging a time more than we used to, so the 9 different fromis what we give to congress i

bobby figaro left his job and amazon in january and is now ceo of his new company, gradient.ins us from seattle. also with me in san francisco, our bloomberg tech senior executive editor, brent jones. is there a saturation in the market right now? >> no, i don't think so. amazon shares were up 7% during the market, and then they give it back after the earnings. they missed a little bit on the top line, that fourth-quarter guidance was weak, so analysts -- i think investors are a little bit worried about that, but amazon has always been conservative. in terms of the segment slowdown, some of these categories like aws and advertising are growing at three figure rates. in aws's case, around 50%. emily: by becoming have unique -- by having unique insights and working with amazon from the outside, is there something bigger here to be concerned about about a broader slowdown? guest: and not at all, the advertising business, which is where i had my experience, is a very large market. particularly the digital point of purchase, it $22 billion industry, it is really large, and every s