and get this -- the new streaming service hbo max just shelled out $425 million for the right to start running the show exclusively next year. >> well then, great. >> so what made it such a ccfriends with the friends. >> yes. yes. for the last time we all are actually good friends. thank you. thanks very much. >> we all went to vegas this weekend. gambled. >> oh, man. >> warner brothers let us have the jet and we went.

we've seen a big win for hbo max.flix -- if this peacock which is the other announcement from our parent company nbc, i mean, is there anything left in terms of the land grabbers? >> the legacy shows, i really didn't see another big one but i will to counter your point, i do go to net fwliks to watch t netflix oig to watch "the offic" they have office, parks and rec and the saved by the bell reboot so interesting ones coming down the line but legacy shows, i don't think that there is another syndicated comedy out there left to buy up. >> andget is that tinder is coming out with its own streaming. original video series. it is swipe left original content platform, no word on plot yet >> tinder and chill? >> a lot of places we uld go with that one. but anyway, that is it for this one. let's talk fedex the company set to report earnings after the bell and it has been a very rough year the stock down 33% while rival u.p.s. has held steady executives called for patience citing weak international revenues and today it announ

friend s moving over to hbo max next year and the office is moving from netflix over to nbc universal starting in the year 2021. we don't have an official price tag for how much netflix is paying for seinfeld streaming rights it is paying globally much more than the $500 million than nbc universal spent for the domestic rights to the office and the $425 million that hbo max is reportedly spending for those domestic rights to friends it is a bigger price tag but they are paying for the global rights as well interesting to keep that in mind >>> thank you very much. coming up, purdue pharma filing for bankruptcy protection. what that means for the lawsuits its facing >>> the rally taking pause as oil's big jump in price weighs on stocks. what do the markets need to hear from the fed this week to send 'locks to new highs? wel cover that when we come right back our money should always be working harder. that's why your cash automatically goes into a money market fund when you open a new account. just another reminder of the value you'll find at fidelity. open an account today. (classical m

hbo max coming from at&t which owns time warner.entual launch of comcast-nbc-universal streaming service. you will have a lot of content available. i think disney will win because disney is just the king of content. but these will all drive the sale of mobile devices because you still need a device -- also, from tablets will benefit these streaming services. taylor: ivan, taylor riggs here. you talk about how the phone was a little bit of a disappointment because it does not offer 5g. we know huawei and samsung come of those phones already have 5g capabilities. was the camera not enough to offset the lack of 5g in your opinion? ivan: not really. the camera features are nice and people use their phones more as cameras but these new cameras offer an incredible amount of functionality, but the casual user really does not take advantage of the power of the camera and the functionality. for most consumers, all they want is fast connectivity. great crisp screen and functionality and durability. those are the key factors. is better than th

and get this -- the new streaming service hbo max just shelled out $425 million for the right to startunning the show exclusively next year. >> well then, great. >> so what made it such a ccfriends with the friends. >> yes. yes. for the last time we all are actually good friends. thank you. thanks very much. >> we all went to vegas this weekend. gambled. >> oh, man. >> warner brothers let us have the jet and we went. it was fun. it was. too fun. >> there was a lot of bonding going on, but that's all i can say about it. >> and we were obsessed with their real-life romances. when courtney married david arquette in 1999, producers jokingly changed everyone's name in the credits. jen made headlines when she married brad pitt in 2000. >> really got that sexy smoldering thing going on. >> his 2001 guest starring role on the show? head of the i hate rachel green club. >> i think he's trying to mouth something to me. >> matthew dating julia roberts was everything. they met when she guested on the show in 1995. >> have you ever worn women's underwear? >> it was so much fun. it was utterly nerve

it will be available on hbo max. >> vern watched it all of the time. >> i did, i did. >> i think it wasdo you remember the jennifer aniston haircut? is >> it looks kind of like this. >> do you remember when ross leeched his teeth? >> didn't he also do a fake tan thing? >>> i have the last word in sports.pioh, man. in the human brain, billions of neurons play in harmony. for people with parkinson's, causing uncontrollable tremors. now, abbott technology can target those exact neurons. restoring control and harmony, once thought to belost forever. the most personal technology is technology with the power to change your life. >>> baseball up two. eight regular-season games left. they cannot fully relax. in the race for the postseason. man, they were banging the drums loudly. i am chad pender. they were not done. eight innings, a couple of hits, no runs and five strikeouts. a solid night. two on the bottom of the fifth. a berkeley bear, ripped a homer. 25 big flies. the athletics when it 8-0. they remain two games away from the wild card playoff race. >>> in atlanta, no southern hospitality

netflix also lost "friends" to the upcoming hbo max service. >>> if you want to book a room, how aboutorld space hotel. it will rotate in space. it's a cruise ship-style hotel that will look like space. the gateway foundation released plans for the von brawn station. the amenities will include restaurants, movie screening, low gravity basketball and rock climbing facilities. they hope to get it off the ground in 2025. >> it reminds me of the space station in "20"2001: a space odysse odyssey"." i think stanley kubrick maybe deserves a little bit of a cut. >> at least a credit. maybe even a cut. >> exactly. diane king hall at the new york stock exchange. thank you very much. >> you've got it. >>> all right. so still to come, a dangerous balloon ride. a hot air balloon tries to maneuver through a residential area after going off course. on tries to maneuver through a residential area after going off course. but we still had to have a cigarette. had to. but then, we were like. course. the nicodermcq patch course. nicodermcq. you know why, we know how. ♪ ♪ ♪ ♪ ♪ what's the score? no idea. ♪

means it conditionican be more of an add on. >> geep, jne, jump on this she mentioned time warner and hbo maxw talk about tying things together we have yet really to see at&t take advantage, if you will, of hbo in terms of promoting it using all of its channels. what do you expect there, especially given the new pressure from elliott management on that company? >> i think what you're going to see with at&t is this greater focus on retail and i think pushing products to the retail, whether it's online be or in store. so i think this hbo bundle, i think we're going to see more combinations of bundle, more advertising around that and ultimately it plays back to this general theme. people are going to have a lot of these services, whether they get them through their carrier or device purchase or just outright i think it is changing the pricing expectation for consumers, which has long stood at $13 a month i think that that is going to decline. >> it's going to decline where are you going to get -- you think you're going to make it up in terms of just volume? >> well, i think some people aren't go

>>the new streaming service hbo max, just shelled out 425 million for the right to start running thef now, it's still one of netflix most streams shows but not for everyone i don't watch it if if it's time he added. >>i might not like myself so i'd rather not risk that. >>the whole thing was the best experience i could possibly imagine i feel very lucky to have been a part of that show and everything can't compare when we were really lucky. >>now tonight on the tr entire show is from the set of their famous coffee shop central perk for a very special all friends episode. we have the bloopers the guest stars and secret you never knew about the phenomenon that isn't going anywhere. you do not want to miss it, kevin frazier back to you. >>7.30, i know you're going to be tune in for that course. the couch that friends o 9 different schools, you know answer see that wraps kron news at 5. >>thanks being with us this hour, we'll see tonight for kron 4 news at 9 in prime time right now it's time for kron 4 news at 6 with ken wayne and theresa >>thank you very much. coming up kron 4 news at 6

not my favorite hbo max also getting a 100 or 279 up says a big bang theory so those seem to be like the legends that everyone fight over so to speak and television. those 4 structures have the kind of to see how this plays out in that because what i guess plus app comes out next month race and do you think that's going to be instant success or have to wait to see how that. >>develops instant success and success so they are looking at as instant success apple plus because there's still some beef million fund between now and christmas apple plus t v given free everyone 70 million subscribers. so these big numbers. last teme to talk about today. we have millennials apparently loving their credit cards look to use them but maybe i don't know very much about their credit cards, the acting in your interest rate. depends on which 01:00am. i a but more than 40% of generation z 30% millennials and generation x 40% of baby boomers don't know the interest it's a problem because a lot of people are paid off their bills every month which i do and the silo credit card is a budgeting tool under am

myself with subscription video-on-demand services like today, netflix and increasingly disney plus and hbo max and a whole raft of services that are coming. you will see a complete separation, i think, between the sports and news universe on the one hand and the entertainment universe on the other and you are just beginning to see that now in the numbers. host: to help us export some of kat from theis cats acros washington post. a lot of the silicon valley tech companies are picking up on trends you mentioned and i want to ask you, next week we expect apple to unveil more details about its streaming service that is coming soon. what are the significances of larger companies like amazon and apple getting into the game? craig: there are a couple of things. obvious, they have awfully deep pockets and they have staying power that traditional players don't have. erect tv launched directv now, streaming over the top service about two years ago. they were losing by all accounts a tremendous amount of money doing it. dish network was -- sling tv at dish network was losing money. it is hard for traditi

myself with subscription video-on-demand services like today netflix but increasingly disney plus and hbo max and a whole raft of services that are coming. you will see this complete separation i think between the sports and news universe on the one hand and entertainment universe on the other and you're just beginning to see that now in the numbers. >> host: to help us explore the issues is [inaudible] of "the washington post". >> guest: thank you for having me on the show. craig, i think silicon valley tech economies are picking up on these trends that you mentioned and i wanted to ask you next week we are expect apple to unveil its more detailed about its streaming service coming soon and what is the significance of these larger tech companies like amazon and apple getting into the content game? >> guest: i think there are a couple things. first, to state the obvious they have awfully deep pockets. that means they have staying power that the traditional players don't have so directv, for example, launched directv now is streaming over the top service about two years ago and they were losin

the deals for friends which is now on warner media's new streaming site, hbo max, that was $325 millionoing to nbc universal‘s new streaming service, that went for $500 million. presumably it went for much higher than those two but it includes not just the us but the entire world where netflix has 150 million subscribers including the uk. i know seinfeld is a classic with a lot of diehard fans but why so much money for these old shows? these shows are old to me but to people who are young and this is the way they are consuming television, through streaming. they are not watching traditional linear tv any longer. and they stream, they watch on their phones, they watch on their laptops and they discover shows. and if you are 2a years old and you watch seinfeld for the first time and say this is terrific and hilarious i love it and i want to see more, you will have 179 more episodes to see. it is a library that they are purchasing of programmes that are proven, popular, funny and have held up well over time. there is a lot of value there for them and it is a way to keep that netflix custom

streaming services will pose to netflix in addition to disney plus, next year warner media is launching hbo maxthen nbc's parent universal getting ready to support its streaming service and don't forget apple tv is expected to launch its apple tv service by end of the year we may learn more about the apple streaming service, its pricing as well as the precise launch date an apple iphone event scheduled for tuesday. back to you. >> thanks, julia boorstin from l.a. what do you think? >> i think it has been a trend for a high-market stock that on some level has been executing except for the best days in terms of stealing market share and having the ability to almost price their service -- in other words when they started to raise prices people were concerned and expected to be churning. they proved it quite wrong except when disney pops in with a disney plus that is an offering that is very, very competitive. i think the most important thing is multiple. i don't think netflix is failing per se, although i don't think they've proven they can be cash flow positive. i think disney has come in here an

myself with subscription video-on-demand services like, today, netflix but increasingly disney plus an hbo max and a whole raft of services that are coming. you will see this complete separation between the sports and news universe on one hand and the entertainment universe on the other. you are just beginning to see that now in the numbers. >> host: to help us explore some of those issues is cats from the "washington post." >> thanks for having. a lot of the silicon valley tech companies are picking up on these trends you mentioned. wanted to ask you, , next week were expecting apple to unveil more details about its streaming services that's coming soon. what's the significance of these logitech companies like amazon and apple get into the content game? >> guest: the are a couple of things. first to state the obvious they have awfully deep pockets. that means have staying power that the traditional players don't have. directv, for example, launched directv now. streaming over-the-top service about two years ago. it were losing by all accounts convinced amount of money doing it. sling tv at di

it is about half and half a subscriber >> so netflix could be in trouble here >> could be and also hbo max>> too expensive $15 is too expensive >> in five years, how does it look >> hbo needs to lore its price netflix has to get bought and introduced a tiered service in america. >> sit tight don't go anywhere. i want to go to new york outside the apple store and see if there are giant lines there. >> reporter: brian, the answer is yes and no. there are about 50 people in line behind me you can't quite see them because there on 58th street the crowd is not as big as you'd expect about 50 to 75 people. apple says they have this down to a science at this point you can preorder your phone and have it shipped to your phone the same day you can preorder and reserve a time to physically come pick it up the first person in line today, he tells me he got here at 1:00 p.m. yesterday he wants the iphone 11 pro max that retails about $1159 they've been closed since january 2017 a major renovation we expect to see tim cook here at 8:00 a.m. to open the doors and welcome the first customers. as is tradi

it will also be leaving netflix at the end of the year and be available on hbo max. >>> coming up on our next half hour, how northbay fire crews are getting ahead of the flames. >>> a former state lawmaker is looking to capitalize on people ditching both political parties. >>> here is a live look outside at san jose. we will be right back. cracker barrel makes every meal one to remember. with favorites like sunday homestyle chicken, now available every day. and our new sweet n' smokey homestyle chicken blt for $8.99. come on home to scratch-made. come on home to cracker barrel come on home to scratch-made. face buried in your phone. stop! look up. look both ways. let's start looking out for each other again. it's a busy world out there. and we're all in it together. go safely, california. >>> live from the cbs bay area studios, this is kpix five news. >>> welcome back. it is just about 6:30. let's start off this half-hour with the check on our forecast. >>> we still have just about 30 minutes until the sun comes up. it will happen at 6:57. you get your prettiest color in the sky. the

abrams to produce new tv projects for all of its platforms including hbo max.inish existing projects for paramount he has an upcoming "star wars" movie. but this is an exclusive deal. now this of course is just the latest in the land grab for top content creators >> you said the latest in what has been a big land grab these numbers being thrown around are extraordinary only hit those numbers based on delivering quite a large slate of shows >> look, j.j. abrams is a hit maker. and i think the fact that he does have a show and apple tv plus and also is producing and directing his upcoming "star wars" movie just speaks the to how successful he is and how reliable he is in drawing major audiences. he has a huge track record both in tv and in movies. so what we've seen is with netflix, netflix is spending hundreds of millions of dollars to secure deals. they want to make sure they can lock up that talent because now netflix, hbo max, disney, plus all of these services will be really competing with each other and it comes down how good the content is >> thank you ver

warners paid half a billion dollars to stream the show five years on hbo max and another $100 millionr reruns on tbs.net fli tbs. "seinfield" reportedly paying $500 million for that deal worldwide. the fight for the popular tv show of the past several decades is turning out just as pricey and competitive as what we have seen for deals with big content creators that are being snapped up in a land grab for the content that's going to vote the draws and keep subscribers on various platforms. >> it is going to be a fun fight to watch >> after the break, 30 jobs up for grabs today. it is prime day for jobs amazon is posting a nationwide career day a lot of report omq is xt, stay with us dmother's docto. we can do the screening at her house. hi. this is the man that's going to check your eyes grandma. cognizant ai solutions are helping healthcare companies advance diagnostics and prevent blindness in patients with diabetes. everything looks good. you have beautiful eyes. ♪ liberty mutual customizes your car insurance, hmm. exactly. so you only pay for what you need. nice. but, uh... what's

if hbo is going to turn it into hbo max by adding a couple of off network old shows, charge a couple more, is that really going to drive people to it if game of thrones didn't, if veep didn't, if big little lies didn't i have a hard time believing that >> thanks. >>> news alert on amazon for that let's go to deidre in san francisco. >> amazon is developing alexa powered wireless ear buds that double as a fitness tracking device this according the our own eugeyo eugene kim i'm certain they will be unveiled but the ear buds would give access to alexa on the go it will be company's first look into the health monitoring space. >> ear buds that are also fitness trackers got it thanks >>> coming up, some people will do anything to get out of paying taxes. atto inea voe?ude dirc th srys xt for farmers here, this is our life's work. but when a recall happens, perfectly good food goes to waste. now, we've got away around that. looks good. we're on target. blockchain on the ibm cloud helps pinpoint a problem anywhere from farm to shelf. it's used by some of the biggest retailers everywhere. a

. ♪ >>> the streaming wars are heating up comcast releasing details on i and hbo max buying the rightssitcom julia boorstin has more. >> nbc universal streaming service called peacock will launch in april with more than 15,000 hours of news, sports, a library of films and series, as well as new originals. now, there's no official word on pricing for this ad-supported service, but it is expected to be included in paid tv bundles for no additional fee. peacock will be the exclusive streaming home of "the office" as well as "parks and recreation," "saturday night live," among others, and there will be reboots, including one of "saved by the bell. dreamworks and universal animation will make new films for the service,including a movie library such as e.t., jaws, and "fast & furious. this announcement is just the latest in the content wars as streaming services prepare to take on netflix. also today, at&t announced a deal for "the big bang theory" after its 12-year run on cbs sources tell me warner media is paying about $500,000 for five years of domestic streaming rights and another $100 m

-- where am i going the media industry is going full stream ahead -- i'm going over here netflix, hbo maxnnouncing big content deals in the past week. but with more competition than ever before, who is best positioned to win the streaming wars let's bring in james stewart, and kay koplovitz, i'm sure both of them are wondering what they got themselves into today. jim by my count we have eight streaming services either already in operation or planned at this point and somebody did the math figure if you subscribe to all of them, it would be about $62 a month. is the average american going to want to scribe to eight services bearing in mind there could be others down the road and pay $62 a month for all of them, what do you think? >> i think clearly the answer to that question is no. at least speaking for myself i can tell you the answer is no. it's not just a monetary issue even if you could afford $62 for it, do you want that much on there? what i do not want is another world where i have 100 cable channel osthere and i need a specialized guide to figure out what is where, i can't find it

they need to invest in 5g and new content for their hbo max service and they need to invest to try toe out how to hold on to those directv subscribers or create skinny bundles a lot of demand for investment while they have that massive debt load. >> thank you both very much. appreciate it. >>> still ahead, sec chairman jay clayton will join us live. we'll ask him what he thinks about the roundtable saying shareholder round tables aren't the rage these days. >>> with the fda cracking down, e-cigarettesou bome cldeca problem. what's plan "c" for big tobacco? that's ahead were in jeopardy.d business i called reputation defender. vo: take control of your online reputation. get your free reputation report card at reputationdefender.com. find out your online reputation today and let the experts help you repair it. woman: they were able to restore my good name. vo: visit reputationdefender.com or call 1-877-866-8555. what do advisors look for don't just track an index, help me meet a client's need. is the fund built to sell or built to last? etfs are only part of a portfolio. so make it easy

ultimately broaden the appeal ellen degeneres is a great toe tum of that idea it's more specifically hbo maxservice hbo is still its own little thing. at the end of the day it's not going to matter. hbo the brand is becoming a different thing. >> perhaps not going after the "game of thrones". >> just because you have mass market appeal, doesn't mean you're not prestigious. >> it's about broadening the audience hbo max also has the streaming rights for "friends," "big bang theory" and does change what the brand is the larger point is this competition for talent that is bidding up prices for everyone i mean, we've seen this with -- >> that's good we like to hear that >> any way, keep that going. thanks >>> coming up, we're going to get some stock picks, includingt least one bankam ne. really "squawk box" will be right back. ♪ it's the idea that if our mothers were diagnosed with cancer, how would we want them to be treated? that's exactly how we care for you. with answers and actions. to hear your concerns, quiet your fears, lift your spirits. that's the mother standard of care. this is how we

. >> at&t striking a deal with j.j.abrams, new tv projects for all of its platforms including hbo max and make movies for warner brothers and bringing his games division and all the different divisions under the same roof for the first time now, this deal is reportedly worth some $250 million, according to hollywood reporter. worth noting this is just the latest for top content creators. netflix payede eed hundreds of millions it does say he will continue with his current commitments to paramount until those are expired and he does have the star wars movie he is making for disney and a project he produced for apple tv plus but for now the rest of his work will be for warner media back over to you. >> another big signing in the streaming wars >>> before we get to the call of the day, anybody have a take on at&t had its ups and downs, shall we say. >> we own at&t and a deleveraging play. they have the content and made too many accusations this is a stock you want for the next three years, you get paid 5%. >> the stock is low today because -- >> at the same day they're signing j.j. abram

. >>> and plus hbo max coming out with a bang. will this quarter turn things a around for fedex and reviews are in for the new

hbo max is coming. chernobyl, netflix won four awards. think had 27 awards all along.ent last year. so probably the most spent from any service in terms of content of the evening. if you think about it, look at the streamers. they're winning the awards. they have the best tv series. now it is all going on demand for you, whether hbo max, whether it is netflix, disney plus is coming as well. nbcu has peacock and apple apple t you have what you want. stuart: i binge-watch and streaming. ashley: welcome to the world. susan: it's a trend. stuart: i want to know who will be the gorilla in the streaming patch? ryan battle with the drucker school of management is the senior fellow there. he is smiling because he is going to tell us who the gorilla is in the streaming patch. according to his opinion. who is it, ryan? >> as of right now there is not the gorilla yet but two you have to can't ignore. one is apple who is slowly getting into this. they haven't been jumping into it with content. then what you are going to have to watch, all eyes are on, disney plus. because disney i

has become the hunted >> and in terms of why you're not concerned by an apple or a peacock or an hbo maxix really understands what's going on in media right now. they foresaw that content would be pulled. that's why they upped the amount of originals they would be doing. they have forgotten more about product and technology than these new services have built. and to be honest with you, the at&t of the worlds or apple have not done direct-to-consumer services before. so i think they have a leg up. and i don't think there's a lot of talk about international. the amount of minutes that are lost must television is not satiated by the amount of content that's available today, so netflix still has a lot of growth in the u.s., but in europe, there's only 5% of viewing in the uk. there's a lot of upside there. >> although in the latest earnings rors, netflix's subscriber numbers shows it's showing a slower pace of growth. >> reed has recently said they're going to amount production and the amount of stuff coming up in the uk. a catalog for these services breed engagement, but it's the number of

history in the last quarter and they're dealing with all of that while they're trying to roll out hbo maxunclear given how it looks like they're going to price themselves well above the disney bundle. well above where netflix is, with not that much incremental value, it would appear, relative to what hbo alone had. and how that pricing is going to allow that to turn into a major vehicle. i think the biggest issue is that it's not so much that those media trends weren't developing over many years, as you say, but the implementation to get out into the market and get something going to drive those assets was delayed by 18 months. and that was very significant. now they're entering where appletv is entering, where comcast is entering, where disney is entering, a lot of folks, a lot of competition. and while the wireless business, their core business, it's 40% of revenues is enjoying actually a less-competitive period than the wireless world has -- cellular world has had for a while. that world looks like it's going to get much more kprecompetitivf the t-mobile/sprint merger is agreed to. so

. >> this comes as hbo max strikes a deal to stream the hit series "the big bang series" and netflix the rights to seinfeld joining us in a first on cnbc interview, marc randolph, netflix cofounder and also the company's first ceo. he's out with a new memoir "that will never work: the birth of netflix and the amazing life of an idea. reminds me of shoe dog, actually it's a really good read and some amazing anecdotes. but first, on the news of the day, mark, how much room is there for all of these streamers? >> i hope there's a lot of room for people as a consumer of television and movies, i love what's happening. i mean, i certainly do not only watch netflix, i enjoy the fact that there's multiple companies producing content. i think it's great for consumers. >> clearly, we're saying the word streamer there, because that's what netflix and many others have evolved to when you founded the company, it was sending dvds via post. to what extent did you get lucky that the market evolved and allowed you to disrupt quicker or to what extent did you foresee that would happen? >> so "that'll

with the rollout plans later this fall of apple plus, perhaps even more importantly disney plus, hbo maxerday nbc universal, comcast our parent company announced peacock streaming service. what kind of competition -- what does that mean to netflix long term >> i think what it tells you is there's a huge market for streaming and disney agrees and a.m.le agr apple agrees there's only one company, 150 million paid subs. they can afford to spend $500 million most easily. >> you don't want to say it's zero sum, but how big can you grow the pie in this instance? >> well, we have done a lot of survey work over the last year and a half we think 2/3 of people, internet users, would like to purchase at least two services, two streaming services putting all of this in context you could subscribe to netflix, apple and disney and spend $21 a month. you try to go out to a movie theater in manhattan for less than $21, you can't do it. it's still a very compelling value proposition. >> the biggest risk is when and if the day comes i can turn on and off these subscriptions literally and just press the bu

rights to seinfeld and this morning at&t announcing secured the rights to the big bank theory for hbo maxice. >> so seinfeld we are guessing $500 million, look, i think it's a reality for netflix given that they saw subscribers fall for the first time in a decade last quarter, you to pay up for franchises, franchises keep people staying on the network especially when you have cheaper services coming online, disney plus and apple tv plus. david: how much do content wars heat up? >> content is king, the real winners here are the consumers, you know, i'm shopping my varney clips for 400 million, no takers yet, ultimately you sitting at home in your couch have access to basically any sort of content, you had to go to movie theater, you can see anything whenever you want. david: has netflix or at&t have been after bar rescue. >> my network keeps bar rescue to itself because the marathons are so successful that they only let a few of the episodes out, when you think of the relationship with seinfeld, a lot of hours of programming, it's not an hour and a half movie. >> hulu, only 1% comes from s

so many many choices out there and then hbo max seems to be focused more on i would just say the overs being one of them, big bang. i would be remiss if i didn't say netflix just picked up seinfeld yesterday for $500 million. basically what you have is just this entire arms race almost between all these platforms, looking for the content that we're addicted to and willing to pay some serious money. maria: who wins in all of this? >> that's the question. there has been market research done saying consumers will only pay an extra $38. this is an average, but they say consumers are not going to run around and subscribe to every single one of these services. so people are really going to be a little bit pickier as to whether they keep netflix, if they're going to be adding disney, if they're going to be adding peacock. that's why all of the platform are fighting so hard for the shows people are ad addicted to. $38 sound like not too bad, over the original cable, which people complain about. maria: i think disney wins. >> they certainly priced it right. maria: they've got marvel, pixar, lu

services coming to market, including apple tv plus which is launching on november 1st and then at & t's hbo max and then the new peacock streaming service from comcast. there will be a lot of choices for the consumer. disney will be the clear front-runner. probably netflix will be number two. but the growth and subscriber growth on netflix most likely will show -- slow and they may lose subscribers to some of the other services depending on what your taste in programs is. stuart: just out of interest, if you look beyond that camera, that's middle america. >> yes. stuart: how many middle american households do you think or how many streaming services, i should say, will middle america pay for? >> right now, surveys show two to three. with a budget of up to $40 a month. stuart: $40 a month for streaming. okay. you think that's enough to keep the top three going? >> yes. stuart: okay. all right. i just want to segue to harley davidson. that's a difference, isn't it. okay. there's a big difference there. but it's down, the stock is down i think 20% since september. but you say harley is going to be

max streaming service in 2020. >> ultimately it's really one of the crown jewels of streaming. everything changed now hbohot across the bow, taking "friends." i believe 2% to 3% of netflix viewers just because it's "friends." >> reporter: for those who say friends or money don't mix -- >> what's more important friends or money. >> friends! >> reporter: it still gets the most love. >> claire really liked that story. on her instagram she said life made sitting there on that couch. keeping in mind "friends" is owned by warner brothers tv which is part of cnn's parent company warner media. of course, watch our cnn special report "friends forever, 25 years of laughter." airing at 10:00 in the morning in hong kong right here on cnn. we thank you for watching this hour of the "cnn newsroom." i'm george howell at the cnn center in atlanta. for our viewers in the united states, "new day" is next. for the viewers around the world erin burnett out front is next. thanks for watching. i can. the two words whispered at the start of every race. every new job. and attempt to parallel park. (electrical current buzzing) e