here in the studio is jitendra waral. let's take it to you first. give us a quick snapshot. got a significant beat in earnings per share. revenue pretty much in line, but still growing at quite a clip. jitendra: they are executing well on all cylinders. that's what they are showing. the whole investment cycle that amazon embarks on, we can deliver the topline growth, so it's ok if we increase spending to bolster our growth story. from a profit perspective, aws, biggest contributor, the north american margins are steady, but the international losses continue. they are expanding aggressively and they have a lot of chances to expand internationally. this growth runway continues. more importantly, they are showing they can execute against these numbers. caroline: i want to dive into my bloomberg again, because it's quite phenomenal. even though we have these records for amazon, we have not one single sell on this stock across recommendations. largely they are buys, a few holds. the stock trades higher in after hours. let's get james mcquivey's point of view. was it aws that stoo

joining us is jitendra waral and bob o'donnell, our guest host for the hour. great way to be kicking off the show. who could be eating away at a dominant force? >> first of all, it is important to understand the measurement problem, the classification problem of user-generated content does not have a one-time fix. this is an evolving problem which will have an evolving platform. it is not just related to youtube or google. it is an industrywide issue. it started with youtube. we had some escalation leading up to the event. we had the fake news concerns. we had facebook reporting metrics incorrectly and things like that. in general, it is making advertisers think again. do we need to look at the metrics these companies are self-reporting? how do we make sure we are getting what we think we are getting? they are pausing. it is a near-term issue. it is not a one-time fix. this is an evolving problem straight as the content evolves, these solutions will have to evolve. caroline: get a little bit of market share? 1.8% of the digital ad market in the u.s. can it get

caroline: that was james mcquivey of forrester research and jitendra waral with bloomberg.week, we learned espn will cut 100 staffers in an effort to save money. that is according to a person familiar with the matter. they say the leader in sports tv is coping with the rising cost and fewer subscribers. in a memo to staff, the espn president said the disney network is determining who to cut from the current payroll. now coming up, our exclusive interview with dropbox ceo drew houston on the company's latest milestone as it charts a path towards ipo. and a reminder that all episodes of "bloomberg technology" are now live streaming on twitter. check us out at @bloombergtechtv, 5:00 p.m. new york, 2:00 p.m. san francisco. this is bloomberg. ♪ hey you've gotta see this. c'mon. no. alright, see you down there. mmm, fine. okay, what do we got? okay, watch this. do the thing we talked about. what do we say? it's going to be great. watch. remember what we were just saying? go irish! see that? yes! i'm gonna just go back to doing what i was doing. find your awesome with the xfinity

brian fitzgerald and jitendra waral.portfolio manager we have on says they like tech. jonathan: they didn't like that at the beginning of november. alix: if you have a bloomberg terminal, check us out on tv . you can click here, "ask a guest a question" and we can do so in a segment. this is bloomberg. ♪ david: this is bloomberg. saturday will mark trump's first 100 days in office. a contract tod the american voter and one of the commitments he made was to put before congress and fight for enactment of a middle-class tax relief and supplication act. the question now is whether what he did yesterday at the white house meets that commitment. joining us now to answer that question is marty schenker. did he fulfill his promise on that one? more -- it isn't an act, it is more of a wish list. no, he didn't fulfill his promise but i don't think the american people care. and certainly, donald trump is , -- david: behind closed doors? marty: this is a most unconventional president. and you are getting an unconventional way of