cnbc's julia boorstin is live. >> since the show first premiered two years ago, its stock has nearly tripled as its nearly doubled its subscription base showing the $100 million investment in the show has more than paid off. now "house of cards'" third season will be instrumental in keeping viewers hooked and adding new ones. net flx is facing more competition from amazon upping its ante as it invests more in originals. and there's the new sling tv. plus netflix is losing dozens of titles in its library next month. maintaining the buzz of shows like "house of cards" is why the company is ramping up investment in originals, raising an additional $1.5 billion earlier this method. that's $500 million more than netflix previously announced. >> julia boorstin, thanks for that. >>> mike khouw, they are investing more in originals. and they say they are spending less on making their own content versus licensing from studios. >> the big issue had been concerned about rising licensing costs. when they first started to purchase content they had attractive deals. everybody was concerned, what's

what does the show mean for investor, julia boorstin? >> it's a leader in premium contents. since the show's first season premiere two years ago stock tripled nearly as it more than doubled its subscriber base showing netflix $100 million investment in the show more than paid off. now "house of cards" third season, instrumental in keeping subscribers hooked and adding new ones with a host of rivals investing heavily in original content. netflix faces more competition than ever from amazon upping its ante and hbo services is in the works and the new sling tv, plus, netflix is losing dozens of titles in its library next month. maintaining the buzz of shows like "house of cards" is why the company is ramping up the investment in originals raisin an additional $1.5 billion earlier this month. that's half a billion dollars more than netflix had previously announced. melissa? >> julia boorstin, thanks for that. >>> and investing more in originals, they say according to conference calls they're spending less on making their other than content versus licensing from studios. >> the b

julia boorstin spoke with ceo bob iger and has one big takeaway on disney's results. >> reporter: the key takeaway from disney's earnings is that iger's strategy is working. all the company's divisions showing growth. >> great great quarter for the company across the board. clearly, i think it is a great testament to focus on franchises and our great brands. parks and resorts, obviously, benefit from that but operational excellence and clear demand around the holiday period. just about any way you look at it the company had a great quarter and i think, again, it a lot about the properties the assets that this company now has. >> reporter: iger sounds confident that this kind of across the board will continue with the disney franchises as well as other factors. bullish consumer confidence and said measles had no impact on attendance at disneyland and in fact attendance and reservations are up at the parks so far this quarter. as for espn a huge growth driver for disney iver said he's not concerned about core cutting. for "nightly business report," i'm julia boorstin in los angeles. >>>

julia boorstin has the one big takeaway from twitter's results. >> reporter: twitter is making a lot more money even if it's not adding a lot more users. the company finishing the quarter with 288 million monthly active users up 20% from a year earlier but means it added 4 million users over the quarter, fewer than wall street expected. that means twitter is making a lot more money on its existing user base with the amount twitter makes for every timeline views growing 60% over the past year. bolsters ad business by giving tools to mobile users in particular. those mobile users now represent 80% of twitter's audience and 88% of its advertising revenue. for "nightly business report," i'm julia boorstin in los angeles. >>> well as you know twitter has garnered a lot of attention since it went public both positive and negative and it's taken investors on a wild ride. november 2013. twitter officially becomes a public company. the social network that allows people to post messages in 140 characters or less priced at $26 a share in what was the most anticipated tech ipo since facebook. an

for "nightly business report," i'm julia boorstin in los angeles. >>> finally tonight, whether an actor takes home gold or not, they will still feel like a winner with all the free swag they get after this sunday's academy awards. all the best and supporting actor and actress nominees and the best director nominees get a gift bag worth about, get this $160,000 double what they were valued at last year and the giveaways will make you green with envy. some of the free bees include night at a villa, a psychic reading and a suction light. it is hollywood rk after all. that's "nightly business rep i'm tyler mathisen. have a great weekend everybody. see you monday. gwen: the difference between talking and doing when it comes to terrorism, immigration and running for president. tonight on "washington week." >> all of us have a responsibility to refute the notion that groups like isil somehow represent islam because that is a falsehood that embraces the terrorist narrative. gwen: a war against terrorism devolved into a war of definition. >> these aren't animal lovers. these aren't environmental

for "nightly business report," i'm julia boorstin in los angeles. >>> finally tonight, whether an actor takes home gold or not, they will still feel like a winner with all the free swag they get after this sunday's academy awards. all the best and supporting actor and actress nominees and the best director nominees get a gift bag worth about, get this $160,000 double what they were valued at last year and the giveaways will make you green with envy. some of the free bees include night at a villa, a psychic reading and a suction light. it is hollywood rk after all. that's "nightly business rep i'm tyler mathisen. have a great weekend everybody. see you monday. ♪ it's all right, it's okay ♪ ♪ doesn't really matter if you're old and grey ♪ ♪ it's all right i say it's okay ♪ ♪ listen to what i say ♪ ♪ it's all right, we're doing fine ♪ ♪ doesn't really matter if the sun don't shine ♪ ♪ it's all right i say it's okay ♪ ♪ we're getting to the end of the day ♪ ( reporters clamoring ) all right! okay, i will make a statement if i can just hear myself think. i'm delighted that the tribunal has r

want to get back to julia boorstin who has more breaking news. this time i believe regarding disney. julia? >> that's right. breaking news on news disney. bob iger appointing tom stags as chief operating officer. tom stags currently overseas, the parks division at disney, he's been in the role since 2010. before that disney's cfo. this is key because iger is putting stags in the role ahead of -- which is considered a potential successor role for iger. iger extendeds his contract until 2018 but this indicates that he does see stags as a potential successor when he leaves in 2018. the company says here that all of disney senior management team will report jointly to iger and stags with the exception of the cfo and other top roles. the company will be reporting to iger and tom stags and also he will be continuing to oversee the parks division until they find a successor for that role. a huge promotion for stags and an indication of who may be leading in disney in 2018. >> a great segway to our next guest, thanks for the breaking news. let's bring in

it's an interesting story and our julia boorstin went straight to the source to find out. s live in l.a. hey, julia. >> hey, kayla. known for pioneering file sharing technology, bittorrent is making a push to become a content company with facebook backer excel partners and other vcs report over $40 million with the company this could help position it for a sale or an eventful ipo. this morning the company announcing the launch of bittorrent originals, starting with six series from indy producer rap head i-studios over the next three years. the first a show called "children of the machine" launches this fall. originals exclusive for 30 to 60 days, free and ad supported with a paid premium option ad-free. this is all part of the company's push to be a legal provider of content. bittorrent bundle direct to fan publishing platform pays artists 90% of revenue. it claims to offer over 2 million licensed pieces of mostly music contents from the likes of madonna and lingcon park. the scale 170 million years and appeal to men 14 to 25 will draw ad dollars. >> we partnered with some

this is a hard show to do, and i'm going to real quick, about a week or so ago, julia boorstin talked about spotify and we talked about pandora quickly trading at 16.5. that stock trading up 18.90 in today's session and when we talked about it today had the big move. did we do a good job or bad job? i'm sort of on the dan camp. i think this move is big on the downside. i think they will flush it tomorrow and it's worth a look on downside. >> that run-up, you called it on air and that run-up we saw on pandora was basically on the spotify valuation. >> right. >> everyone looked and said pan-or, is grossly undervalued if you equate it to the spotify valuation. this is done on backward looking, on what have you done for me lately? so i would say it's still a buy here. there could be someone who takes pandora out at this valuation. >> gopro shares turning to the downside despite a big earnings beat. details next. plus, we've got your earnings playbook and all the other after-hours action coming up on "fast." ♪ >> what is that? >> please, help me. >> the cranberries. >> love the cranberries

some of the most interesting talk is centered on virtual reality and our julia boorstin is live at therence in beautiful dana point. hey, julia. >> hey, carl. that's right. facebook's head of product chris cox explained last night why facebook's oculus acquisition will be meaningful for the company and how we consume media. he revealed he's working on apps to allow anyone to create immersive vr experiences to share in the news feed which is the next generation beyond just sharing video. >> when you're using facebook you're just sending around bits of experience, sending a photo, a video, sending a piece of text. i think the version of the world where you're sending, you know, a fuller immersive picture of what you're doing. >> you think people will be creating that experience? >> total sfli you will be able to make virtual reality you can share with your friends. >> totally. you'll do it, beyond say will do it. >> we're coming up on a year sans facebosince facebook acqui oculus. the first time we've heard how the technology will change how people use facebook, cox calling it a game cha

julia boorstin has more. >> reporter: the federal communications commission is expected to approve 3 to 2 net neutrality rules and can't charge for prioritization. the new rules would regulate the internet as a public utility. while internet companies from x to facebook and providers including comcast and verizon largely agree on the principles they disagree on regulating the internet under title 2 regulations. the same way phone companies are regulated. internet company said the rules protect consumers. internet providers say it raises the risk of government overreach. >> you have the companies like verizon and at&t and comcast who don't oppose the net neutrality rules but the framework in order to get there imposes all of these burdensome regulations. >> reporter: comes on the heels of a committee hearing where they oppose net neutrality rules. >> what they'll vote on tomorrow is net nonsense. >> reporter: said it will lead to years of uncertainty for consumers. congressional republicans who delay the vote say legislation is the best solution. if the vote goes as expected this batt

i'm julia boorstin. trading at 9% on disappointing quarterly results.on to a $10 million restructuring charge, the company announcing a $57 million charge on the disappointing results of penguins of madagascar. calling it a challenging year, he expects this year to be break even or better. in the meantime, the company's digital business is growing. it's now breaking out a new media segment. the company also announcing a $185 million deal to sell also leaseback its campus here in glendale, california. melissa? >> julia boorstin, thanks for that. >>> now dreamworks is one of the stocks that rises dramatically whenever there is a whiff, a rumor of it potentially being taken over. with the decline is there more pressure on the management? >> there is more pressure on the management. i don't see if they are looking to sell this. i'm not saying that they have any sense that they are. they are not selling from a position of strength. we have seen a few times where there have been talks, fell apart, nothing. they did poorly. the stock traded down. here we are i

. >> julia boorstin will be covering that for us in los angeles. julia, what's the expectation?well, kelly, analysts have been revising up their earnings projections projections. disney is expected to benefit from higher ratings and ad pricing at espn. the question is how much will that be outweighed by higher programming costs. with disney shares up over 30% over the past 12 months wall street is looking for fiscal first quarter revenue to grow 5% and earnings per share to grow 3%. i'll be back at 4:15 eastern when disney releases its earnings numbers and we'll have a first on cnbc interview with ceo bog iger. kelly and bill back over to you. >> thanks julia. looking forward to that. our julia boorstin covering disney. a huge market day. we have the final couple minutes when we come back. >> almost up 300 points right now. your mom's got your back. your friends have your back. your dog's definitely got your back. but who's got your back when you need legal help? we do. we're legalzoom, and over the last 10 years, we've helped millions of people protect their families and run th

bob iger sat down with julia boorstin and she joins us with more on that. julia?ob iger says that now a full year after "frozeness's" release boosting all of its divisions, driving more than $1 billion in annual retail sales. driving consumer products division to its best quarter ever. >> i think it is a great testament to a strategy to focus on franchises and our great brands parks and resorts obviously benefit from that but operational excellence and clear demand around the holiday period. you know just about anywhere you look at it the company had a great quarter. i think, again, it says a lot about the properties assets that this company now has. >> disney shares up today on the better than expected results, up over 7%. as well as on iger's confidence the company's growth will continue with expansion of the theme parks and next installment of "star wars" which iger is excited about coming in december. iger noted that the parks are off to a great start to the year with attendance and bookings up so far, even at disney land in california where measles cases trac

julia boorstin sat down with chernin for an exclusive interview. over to you.n continues to produce tv shows and movies his big bet now is on premium digital video. he's partnering with at&t to tacking future of content distribution saying that the fact that everyone from facebook to twitter to vessel are now competing with youtube, provides a great opportunity. >> i think it's a great thing for distribution. you know i think if you look historically at the media business where contend owners have thrived, is where there are multiple distribution competitors. and i think you're going to -- we're on the verge of seeing that in the digital space. i think it's the fastest growing area of the media business. we are trying to build a digital television player of scale, i think something of great interest to at&t who has so many customers. think about the huge amounts of video that are being consumed. >> in his first public comments on twitter since joining the board, he weighed in on the job that dick costolo is doing. so does he have chernin's full support? >> yes.

cnbc's julia boorstin joins us now with the latest. julia?er is putting ads in more places to give its marketers more reach and help twitter make more money. twitter will start running its promoted tweets in other apps and sites. until now it's only sent tweets to other ads. a mockup of what a tweet would look like on flipboard. they and ya hoo japan are twitter's first partners with more down the line. twitter expressing the value in expanding ads beyond its own platform, last year there were 185 tweet impressions off twitter. the company won't reveal the business agreement but we can assume shares revenue with the publishers where the tweets awarep. twitter shares are up today on this news. take a look there. they are up about 3% but they are down about 40% over the past 12 months. twits tths earnings coming up in two days, the ceo dick costolo is under pressure to show investors new ways that the company is going after profits. just last week twitter announced video sharing tools and group direct messages falling through on -- following th

julia boorstin is in los angeles with more.jr hey, julia. >> hey, scott.isney shares hitting a record high today. the stock soaring after the company reported blowout first quarter fiscal earnings thanks to increased theme park attendance and higher sales of its "frozen" toys. the stock currently trading up near 8% to $101.57. dow up -- that up more than 40% over the last year. tom wheeler writing an op-ed laying out his new net neutrality plan and intends to reclassify the internet as a public utility but to modernize the title 2 public utility law to, quote, provide returns necessary to construct the the companies that provide those networks internet service providers, shares moving higher. comcast shares of about 3%. time warner cable up over 3%. charter communications up over 5%. and cable vision up nearly 1%. scott? >> thank you so much. jimmy, a lot of those cable stocks as julia said on the move. the net neutrality story not going away any time soon. the stocks are going to move based on any news that comes out. >> i think today's move on the news i

julia boorstin spoke to bob iger in a first on cnbc interview and she's live in los angeles this morningh more. hey, julia. >> hey, carl. on the better than expected results bob iger sounded confident growth will continue on the strength of disney brands including "frozen" and on digital innovation. as to whether offering espn with dish's over-the-top streaming service could drive cord cutting, iger said simply no. >> we believe that in a media environment changing right before our eyes, that some experimentation is necessary and i don't want to just chalk it up to an experiment because we believe this is goings to last, but we are going to take a, you know, a careful approach and, obviously, not put in jeopardy the expanded basic bundle which is so value to the company and to the industry. >> while iger was clear he has no plans to break up the bundle, he said he does see opportunity for not just espn, but also for disney, marvel and even "star wars" to sell more directly to consumers. he pointed to value in a tighter customer relationship to really understand what customers want and al

back over to you. >> that's our julia boorstin. did you see any of these movies?." i have no interest in watching "50 shades." is julia still on? >> we lost her. >> i'd see "american sniper" again. "50 shades" -- >> your secret is safe with us. >> it's all about the porn that's what it's all about. >> mommy porn. >> that's what it's about. >> i'm blushing already. no, but it is a high box office, i wonder is it because of the particular movie selection? it was 2014 the outlier? there were trend stories written about how that was the demise of the box office for good. >> i'm with kenny. i didn't see "50 shades." the only one who saw it in my family was my daughter. she said it sucked, it was terrible. they shot three at the same time which was astute of them to do that. they will definitely bring this movie two more times. so if you hated the first one, you're going to hate it two more times. >> still a good investment then kayla? is that the idea that "american sniper," "35050 shades" proved you don't have to do the tenth remake of a franchise to get people into t

i'm julia boorstin with a news alert. in the wake of amy paschal stepping down as sony studio chief entertainment chairman and ceo michael lipton named tom rothman as her replacement as the next chairman of sony's group. rothman is chairman of tristar productions at sony pictures an announcing michael lynton's contract with sony has been extended but did not reveal for how long. scott, back over to you. >> okay. thank you so much. guys, where do you want to go from here? how about futures now. that's where we're going. bond yields are falling on janet yellen's testimony. jackie deangelis is at the nymex with more. >> good afternoon, scott. that's right. it's not just the short term or long term it's really the whole curve yields are falling today. brian, i'm curious to get your take on janet yellen. what were traders in the pits list forng for? >> in general her dovish tone. the fed minutes the economic datand now yellen today all indications they will hold off longer on raising rates. looking at the fourth quarter someth

i'm julia boorstin from the code media conference in dana point, california.verybody ran williams, twitter's co-founder and largest shareholder in and one of its board members is on stage being grilled by kara swisher. williams in defense of dick costolo saying the ceo of twitter is doing a great job made a lot of changes saying a i'm excited if you look at what they've done over the past few weeks the product announcements. he weighed in on twitter's volatile stock price. saying i think wall street does not have a sophisticated interpretation of what creates value in the world. that's something i'm hoping that will change over time. he said he's not trying to argue with wall street but that he does hope that will change. one other point he makes here, he said i think it's a scary world if all content is on facebook. of course he's referring to twitter as well as his own new publishing platform called medium. back over to you. >> thanks so much. michael block you want to take a stab at that first. >> looking at the stats on twitter and it's up 35% year to date

julia boorstin looks at 50 shades of merchandise. julia?sually talking about kids toys. for this it's a whole other story. we're talking about adult toys. like this blindfold set and massage candle. in fact, target are selling items on their websites from the blindfolds to sex toys. target draws backlash when one store put a "50 shades" display next to kids' toothbrushes. now, this is the first time that such a racy movie has inspired branded merchandise. but there's also a wide range of pg products. like an official makeup collection from makeup forever. branded wines. red satin and white silk. and jewelry including a $150 necklace made with mini handcuffs. plus there's clothing and lingerie. there's even a vermont teddy bear inspired by christian grey the lead character. and some are cashing in without licensing. personality hotels offers $150 package that they have a discreet box of goodies. we expect this to be a big opening this weekend for "50 shades." weeks ago it became the best selling are rks inging r-rated film ever. >> i've seen

julia boorstin is there. she joins us good morning. >> good morning becky. subsumed into facebook's news feed? facebook has been talking to publishers about facebook's hosting content but says we don't want to devour the internet. but cox does want to shake things up with the acquisition of oculus cox is working on apps so everyone can create virtual realty and experiences to share in the news feed. >> when you're using facebook you're just sending along little bits of experience. you're just sending a photo, a video, a piece of text. i think the version of the world where you're ending you know a fuller and more safe picture of what you're doing. >> do you think people will create that experience? you'll be able to make virtual reality. >> you'll do it, beyonce will do it. >> and they said it's important that they work together to grow readership. not to grow revenue. "the new york times" is posting ads that we like content. it ran 40 native ads last year a controversial move for the gray lady. >> we called them posts. winning awards very heavy enjoyed by t

julia boorstin will join us with a rundown of the or big winners.lywood celebrating hollywood at last night's oscars. julia boorstin joins us from l.a. with a close look at the winners and losers. julia in. >> well there were a few really big surprises last night. then biggest upset was the decisive win between the front runners "boyhood" and "birdman." "boyhood" took home just one oscar. the other big surprise for the audience, lady gaga performing a tribute to "the sound of music." it was the most tweeted about moment of the night. now, ratings will show how the political messages were brought up. "birdman's" director spoke out about immigration policy. patricia arquette called for wage equality. and john legend and common they spoke out on race issues. the other question is whether facebook and twitter chatter about those speeches and other things helped compensate for the fact that this year's nominees were the lowest grossing group of films in years. meaning the audience wasn't as invested in the awards. low ratings would be a disappointment fo

our parent company is an investor and our julia boorstin joins me from that conference in dana point,neer in the streaming music business. julia? >> thank you so much. i'm joined by tim wester gren, founder of pandora. just on stage made some big announcements about a new direction that the company is going in. what did you announce? >> we announced artist messaging which is essentially getting artists the ability on pandora to deliver short audio messages to fans of their music. so people who thumbed up their music, created stations with their name so it's really a communications tool, a really powerful one to go after these massive audiences they have on the service. >> this builds on the recent announcement you're going to be giving artists a lot of data about who is listening to their music and when. it sounds like a new revenue stream. how much will you charge for this ability to tell fans they can go buy a ticket to a concert or go pay to download an album? it seems like a very valuable tool. >> it sits on top of this enormous data foundation we launched a few months ago that al

right now, though let's get to julia boorstin for more on twitter's big earnings and revenue beat. as the, i guess, the user growth, julia. >> that's right. twitter reported doubling its revenue over the past year. but before costolo talked about that, he pointed to twitter's improvement. he also talked about adding 4 million new users. he said that trend has already turned around. the focus on the call is how twitter is working to make its core user base less. costolo announced a deal with google for access to tweets with search results saying it makes particular sense now because twitter is working o an range of ways to make money for people who aren't twitter users. like when they were redirected to a new more user friendly twitter home page. that google deal as well as the new home page were among the many examples costolo gave to keep people engaged. >> all right, julia. thank you very much. >>> when we come back this morning, it is quickly becoming a taylor swift world. find out how one couple is using help from the pop star to make a very major life announcement. know that ch

julia boorstin has the story. >> that's right.ear. here's what the, if any said about the fcc's new rules. the net neutrality debate is about who picks winners and losers online. internet service providers or consumers. today the fcc settled it. consumers win. netflix wants to make sure there are no buffering delays this weekend when subscribers flood to see the third season of "house of cards" with more competition than ever from amazon and others. because netflix is losing dozens of titles in its library in the next month, they need buzz generating exclusive shows like "house of cards" and "daredevil" launches next month to help it keep subscribers. the content costs are one reason that netflix raised an additional $1.5 billion this month. now, there is always a resolving door of shows as deals expire and others start. but now subscribers may be paying more attention since there's so many places to find everything but the exclusives. >> all right, julia. thank you. let's get more perspective on the future of the digital and inve