joining us now brett sappington. nice to have you here. welcome. >> glad to be here, sue. >> ts is suc a fascinating space to me and it's one where ew entrance to it all the time. you say there will be a number of winners in the space but y single out netflix. why? >> netflix is the leader.ey e the dominant leader by a significant margin. over half of u.s. households have a netflix subscription right now, and that's significantly more than anyone else. the next closest is amazon. >> what about apple' entry into it. do they have an uphill battle to height?th 're very, very innovative company certainly and they want in on this space. netflix doesn't want to do business with them in this particular niche at this whpoin. does apple have to do? >> well, i thi anyone entering the online video space right now for subscription services, everyone has kind ofup an ll battle to try and rival hulu, amazon a netflix. but there's no company perhaps han 's out there other maybe facebook or others that has a betteruc path toss than apple. apple has iphone