david garrity is going to join us to talk about tech companies when they report later this week. he's a principal with gva research. david, welcome. let's start with netflix. what did you think of the earning report and what do you think of the stock of these prices? >> netflix is 25% off its high. the fact that it's trading up after hours is bringing in line the numbers and showing that the correction in the stock for the time being is halted. one question that we have about the $2 increase for new customers is, is this a charge that is going to be passed through to cable providers as the issue of net neutrality becomes an issue in the u.s. >> david, we have a lot of tech earnings coming out this week and big names that everybody always looks at. we have apple and microsoft on wednesday and thursday of this week. you have a buy rating on both of these companies. what do you like about them and if an investor had money, new money to put to work, which one would you choose? >> we'd put new money to work in microsoft versus apple. in the case of microsoft, we have a new ceo in charg

let's bring in david garrity, what did you think of that number from morgan referencing the executive>> any time you see a cfo, one that's only been public for a couple of years now, change and not have a designated successor in place, it does raise questions as to what's actually going on with the numbers. bear in mind, facebook has been fairly generous in using their stock for acquisitions of late, having put out $21 billion, so cfo leaving here is a fly as far as earnings qualities are concerned. >> did you hear anything about a cfo leader? >> i'm surprised but the mobile number is through the roof. looking for 56%, sort of the high at 53% where it had been the prior order and on the revenue, there's almost no seasonality in this. you see a slight drop-off in q-1. no drop-off in q1 relative to q4 so those numbers are very impressive. >> daily active users, by the way, looking for $790 million. >> steve garrity, is that as good as it sound? >> street looking for basically 59% in terms of mobile as a percentage of revenue and jonathan's 56% was definitely below consensus in that rega

we want to bring in top analyst, david garrity. david, miss on both the top and bottom line.er click issue. tell me what jumps out at you. >> per click paid issue, up 26% year-over-year price paid per click, thanks to mix was down 9%. what we're running here with google, the fact as you've seen internet users migrate toward mobile devices the other question, then the pricing on search ads on mobile devices nowherere e near as -- liz: let me interrupt you. you're just simply saying that people who are working off smartphones and mobile devices don't, in fact they click on ads on that way less than they would if they were sitting at pc or laptop? >> no, the more is point is actual cost delivering service ads. liz: got it. >> less revenue for the company, whether you talk about google, microsoft, bing, talking about yahoo! rich: both sides of the coin here for google. owning android. but on other if you're using browser on pc you will get more per click. what is the future look like for this space on them? >> more users will go towards mobile devices and extent you bring in more