well joining me now from new york to talk more about this is daniel ives chief strategy officer and head of technology research at new york based g.b.h. insights thanks very much for being with us. so on on this news that. netflix the more people are watching netflix now than they are watching regular television i think a lot of people saw this coming but that perhaps many of us may have been surprised by how quickly it came you one of those. were and were strong believers really in the streaming the netflix model three years because look in our opinion even though it's happened quicker than expected who are cunning phenomenon is something that's going to continue it soured and it's really been a constant mean netflix been an eight billion dollars this year and content that's really created content arms war and you sure is seen across the board with the consolidation in the sector between eighteen t.v. time warner disney comcast maddow it all speaks that content is king in this quarter cutting more on it isn't just money that they offer as well as it is that with netflix it's also the ab

well joining me now from new york to talk more about this is daniel ives chief strategy officer and head of technology research at new york based g.b.h. insights thanks very much for being with us. so on on this news that. netflix the more people are watching netflix now than they are watching regular television i think a lot of people saw this coming but that perhaps many of us may have been surprised by how quickly it came you one of those. were and were strong believers really in the streaming the netflix model three years because look in our opinion even though it's happened quicker than expected who are cunning phenomenon is something that's going to continue it salaried and it's really been a constant me netflix been an eight billion dollars this year and content that's really created content arms war and you've surely seen across the board with the consolidation in the sector between eighteen t.v. time warner disney comcast maddow it all speaks to content keying in this quarter cutting more on it isn't just money that they offer as well as it is that with netflix it's also the abi

well joining me now from new york to talk more about this is daniel ives chief strategy officer and head of technology research at new york based g.b.h. insights thanks very much for being with us. so on on this news that. netflix the more people are watching netflix now than they are watching regular television i think a lot of people saw this coming but that perhaps many of us may have been surprised by how quickly it came you one of those. were and were strong believers really in the streaming the netflix model three years because look in our opinion even though it's happened quicker than expected who are cunning phenomenon is something that's going to continue it salaried and it's really been a constant mean netflix been an eight billion dollars this year and content that's really created content arms war and you sure is seen across the board with the consolidation in the sector between eighteen teatime warner disney comcast battle it all speaks to content keying in this quarter cutting more on it isn't just money that they offer as well as it is that with netflix it's also the abili

well joining me now from new york to talk more about this is daniel ives chief strategy officer and head of technology research at new york based g.b.h. insights thanks very much for being with us. so on on this news that. netflix the more people are watching netflix now than they are watching regular television i think a lot of people saw this coming but that perhaps many of us may have been surprised by how quickly it came you one of those. were and were strong believers really in the streaming the netflix model three years because look in our opinion even though it's happened quicker than expected who are cunning phenomenon is something that's going to continue it salaried and it's really been a continent me netflix been an eight billion dollars this year and content that's really created content arms war and you've surely seen across the board with the consolidation in the sector between eighteen time warner disney comcast battle it all speaks to content keying in this quarter cutting more on it isn't just money that they offer as well as it is that with netflix it's also the ability

including last week's $5 billion fine by the eu, eps fell to $4.54 i'm pleased to say we're joined by daniel ives of technology research at gbh insights and he joins us from new york there seems to be not much to like about this forecast how hot is too hot for investors to get into this stock >> look, in our opinion, it's still the early innings of that advertising story and the mobile side playing out youtube is the crown jewel if you look out over the coming years, this is a 20%, 30% overall advertising grower there have beeen questions of what they're seeing in the field. >> revenues and gross growing at a decent clip. not spending too much money on their operations it's been a fraction of those revenue numbers ultimately what do you expect from margins going forward and they continue to spend more and more money investing in new products? >> cloud is front and center if you look at amazon, microsoft with azure, you're seeing capex significantly increase they're focused on the cloud that's the right strategic move. investors are willing to give them four to six quarters maybe longer to build t

daniels' attorney says the accuracy of the divorce petition is vehemently disputed. >>> a picture has led to suspension for u.s. swimmer brian lochte. he didn't use a band suspect. he apparently used an iv injection in may, which him le was caught on social media receiving viv. he was suspended for a drunken incident in brazil. >> at least he's consistent. a comeback played on the field at the great american baseball park in cincinnati. >> st. louis pitcher daniel ponce deleone made his big debut 14 months after brain surgery after he was hit in the head with a line drive in the minors. >> ponce delow i don't know started off his major leak career in a big way. he threw 7 innings of no hit balls against the reds. unfortunately the cards lost the game. >> what a performance, though a heck of a comeback. >>> when we come back, only two men left standing. see who becca sent packing last night on "the latch lor et. request itself. >> what sir paul mccartney did on "abbey road" of all places. "the skinny" is next. [stomach gurgles] ♪when you have nausea, heartburn, indigestion, upset stomach, diarrhea... girl, pepto ultra coating will treat your stomach right. nausea, heartburn, indigestion,