julia boorstin has more on the netflix quarter. >> net flex's commitment to content is paying off. 8.3 million in the fourth quarter. that's the most in netflix's history and 2 million more than analysts expected. the company saying the growth was fueled including the return of stranger things. the largest investment in original film starring will smith was a major success and drove a notable lift in acquisition. this is particularly striking considering that this film was panned by critics. netflix is planning to keep ramping up its investment to further growth its user base growing in the quarter for first quarter revenue and earnings. the company saying it will spend between 7.5 and $8 billion on content this year. to keep growing the subscriber base and keep them hooked. for "nightly business report," i'm julia boorstin in los angeles. >>> 2017 marked the biggest year ever for etfs, which are low-cost funds that trade minute by minute like stocks but diversified like mutual funds. more popular than ever before, they've got a record 3 trillion in assets under management now, and new

for "nightly business julia boorstin in los angeles. >>> in a wreath journal op ed published today, greg ipp called into question whe today's tech giants are becoming too big and should be broken up. he said a handful of heavyweights respect -- what would more regulation or a scaling down among tech giants mean for consumers. joining us now is the author of the article, greg ipp. it's great to see you. >> great to talk to you. thanks for having me. >> in reading the article, you like ten situation that we find ourselves in today with these tech giants very similar to historical precedent, which was standard oil and at&t, which both dominated their respective that's right. there is important similarities and differences. the similarity of course is that they are both gigantic. both sort of technological leaders. they both are gateways to critical parts of the economy. oil and telephones in the old days or whether it is thor is net today. that gateway position gives them extreme leverage and monopoly profits. the differences. google and facebook give their stuff away for free. argue thatte

streaming giants are going head to head with traditional studios for award season dominance julia boorstinin los angeles with more. hi, julia. >> reporter: hi, melissa hbo dominates the tv category at the globes but this year netflix is making gains as its $6 billion investment in content pays off it has 12 nominations including two each for "mud bound" and two each for "master of none." netflix's nine tv nominations put it second only to hbo which maintains its lead with 12, including six for "big little lies." but netflix is ramping up its content spending to $8 billion this year with the goal of hitting 50% original content by the end of 2018. and netflix is investing more in premium content. the stock gaining about 2% today after netflix announced david letterman's new series, called "my guest needs no introduction," announcing president barack obama as well as jay-z and george clooney among other big name guests. the company also announces filmmaker matt reeves of two "planet of the apes" movies, will be directing a new series for them awards, acclaim, certainly can help draw attentio

netflix is set to report earnings on monday stock is already up 15% year to date jewel julia boorstins in l.a >> subscriber numbers are always in the spotlight with investors hoping this quarter that the company will top its own forecast of $6.3 million new subscribers in q4. over 5 million of those coming from overseas. with shares up 60% in the past year the pressure is on for netflix to keep up its growth. analysts projecting revenue will grow one third from the prior year to 3.3 billions while earnings are projected to grow by 175% to 41 cents per share. on the company's earnings call investors and analysts will be looking for the ceo's guidance for the year and whether the company plans to invest even more in content than the up to $8 billion it has already announced it will spend this year >> what's happening is that their originals, netflix originals, are now what are driving the growth in the service, and that's making it such that the competition that netflix is facing, the growing competition, isn't really mattering. >> and netflix is facing more competition than ever as ama

faces scrutiny for sexual harassment charges and big media companies have a lot at stake our julia boorstining to set that up for us good morning, julia. >> reporter: good morning, carl. can a reputation for vices, drug culture earn credibility in corporate virtues, $6 billion val waigs. that's wh -- valuation that's what they are hoping following sexual harassment allegations. a male dominated culture, preparing for ipo or sale. media giants are watching this disney and fox invested in vice. though time-warner didn't invest its hbo is partnered with vise in an expansive content deal vice raised over $1.4 billion in addition to disney and fox, a&e networks and tpg invested $450 million just last june vice ceo shane smith telling me back then that bringing on tbg makes sense, would make sense for a company looking to go public around that time vice taking stock of its employee base that doubled in less than two years to 2500 fulltime staffers. a source tells me that vice surveyed employees and found demands for greater diversity. understanding the stakes especially if an ipo is on the horizo

hanelys ar recovered am triple-digit loss "squawk alley" continues in a moment >>> let's get to julia boorstins julia? >> reporter: well, carl, i spoke today to ceo -- discovery ceo david zazlov and the topic that we've been talking here is consolidation and i asked him whether discovery needs more scale in light of disney buying fox's entertainment assets he says they are not in the same category. >> we're a different kind of media company and the deal that bob identifyinger is duke with rupert is brilliant but they are on the other side of the ledger. they are doing scripted television and scripted movies we're nonfiction we have a very strong position in nonfix and we own all of it. >> but discovery shares are still down about 16% over the past year and down since announcing its scripps acquisition but zaslav says he's confident in that scripps deal and here's what he said when i pressed him on m & a. >> you're always listing on a public company having said that, we love our hand and think we can execute on scripps and think we can emerge as a leader in global nonfiction around the world an

julia boorstin joins us from l.a. with more julia? >> kelly, time's up.e name of the initiative unveiled yesterday by 300 of the most powerful women across the entertainment industry aiming to end harassment and a widespread power imbalance against women. from both in front of and behind the camera, shonda rhimes, kathleen kennedy, donna langley, ava duvernay and jill solway in front of the camera, meryl streep, reese witherspoon, among others, as well as top talent agents and attorneys driving this initiative, which includes a legal defense fund to help less privileged women. farms, factories, restaurants, hotels, protect themselves from sexual misconduct and retaliation. this fund has already raised nearly $14 million from nearly 5,000 people with the talent agencies and steven spielberg among the major donors the organization also aims to educate people about harassment and their rights, connecting them with resources. it's working on legislation to prevent companies from using nondisclosure agreements to silence women and is also pushing for 50/50 gen

julia boorstin has more. >> reporter: thanks, melissa, bobby, thanks for joining us you're at the new blizzard esports arena opening at burbank studios. i know this is a really big day as you launch your new overwatch league when will we start to see esports impact your bottom line? >> well, i think it's a ways before we're going to see certain revenue streams. we're already seeing a lot of traction and enthusiasm from fans this is the opportunity to celebrate the very best players in the world our professional players from these 12 teams are the best overwatch players in the world it's really exciting to be able to celebrate them. >> reporter: do you think the big picture is more about promoting your games through the competition of esports or is it more about the revenue that you're going to drive through these are competitions themselves >> reporter: look, i think, you know, you have the benefit of both with 35 million overwatch players who are enthusiastic players, they're very invested in the experience of overwatch, the opportunity to have the spectator experience that is the mo

julia boorstin has that answer >> with 46.8 million followers from the 13 million he had before he was elected, he's used the platform as the personal mouth piece daily. sometimes tweeting over a dozen times or more in a single day. so how has twitter benefited from his use of the platform aenlt exposure that twitter gets from all the tv news attention to all of president trump's tweets twitter shares are up about 41%er since the inauguration a year ago but it's unclear how much the president has helped boost users or engagement. as the end of the third quarter, twitter reported 330 million users. that's up just 4% or 13 million users from the year early ear quart -- earlier quarter. anthony noto saying of twitter's fourth quarter 2016 earnings, the quarter he was lekted, there was no quantity take theive impact from the president's use of the platform built he said the president's use of twitter broadened the awareness of how the platform can be used and shows the power of twitter now twitter, of course, has been called upon to ban the president aand certain tweets drew criticism for

julia boorstin back with us. the key thing to watch her, subscriber numbers how are they looking >> comcast has more subscribers than wall street the stock did drop despite expectations and a dividend increase subscriber strength and record profitability driving revenue up 4% -- to 21.9 bms. that is 2% beat. comcast added 350,000 high speed internet customers that is about 40,000 more than expected and although the company lost 33,000 video -- video customers during the quarter, that is a smaller loss than the 45,000 subscriber loss that analysts had been expecting. nomura said they should ease concerns but we expect ott declines to continue given least steady competition from existing player and likely newent rants and the value will be high as they evaluate opportunities. >>> united continental down, dragging the sector based on the conference call. phil be low is here to explain. >> they will boost margins to be more competitive let's look at what they are looking to do. 4% to 6% capacity increases, primarily

it also the place where new gadgets and devices are put on display th julia boorstiner >> reporter: the consumer electronics show is drawing 170,000 attendees and 4,000 exhibitors. checking out the latest gadgets and software and listening to big name ceo key notes. the show's organizers, the consumer technology association, drawing fire last year for not booking a single female keynote. responding this year by adding photos of women speaking on big panels to its key notes page including the ceo of a&e networks, who is weighing in on the future of tv. hulu, a year after announcing a streamin tv package, announced it now has 17 million subscribers between its live and on demand offerings, up from 12 million back in may 2016. this has companies from verizon to disney invest in more direct to consumer offerings launched this year. >> connected homes, connected cities are happening. content is one big piece of that future. another big tech trend here, the exploding category of voice assistance. amazon, roku and others battling to attract the 17 million people expected to use these devices b

in the past quarters the average has been over 5% >> julia boorstin in los angeles. >>> with the stock'secent run and implied move how should you play into the earnings >> obviously after this big run if you hold the stock one of the things you might be concerned about is a pullback. even if you don't, you might think it's due for one we are going to take look at buying a put spread. when is a trade like that appropriate. we have to look for a identifiable catalyst. we have one this the form of earnings the second thing is are we expecting a big move the options market is implying just under 8%. the last four quarters just over 5% but that included a double digit move sometimes it moves, sometimes it moves a lot. and finally, this trade will work as either a bearish bet outright or a hedge against long position looking at the stock we can see it has had some very sharp moves. usually these are associated with things like earnings. think about this we might actually be able to play for a move that size or even less and risk very little doing it i was looking at the february 220205 foot sp

. >> thank you, julia boorstin with the stock's recent run and a huge implied move, protestor is cohas the call to action. >> after this big run, if you hold the stock, you might be concerned is a pull back if you doan, you might be think it's due for one we'll take a look at buying a put spread when it is appropriate we'll look for identifiable catalyst we have one in the form of earnings the second thing is, are we expecting a big move the options markets say we are, just under% is what the market is implying. granted the last four quarters just over 5% but that included a double digit move. so times it moves, sometimes it moves a lot. finally, this trade will work as either a bearish bet outright or a hedge against long position depending on your position taking a look at the stock, it's had very sharp moves heeshl are especially associated with things like earnings. think about this we might be able to play for a move that size or even less and risk very little doing it. i was looking at the february 220, 205 put spread. you could spend $8.70 today. there's 100 shares in each contr

julia boorstin stepping in with details on that. julia? >> bill, vice suspended its president as well as its chief digital officer to investigate harassment claims as following a "new york times" expose last week detailing over a dozen incidents of sexual harassment and misconduct including a $135,000 settlement that its chief digital officer reached with a former employee in a memo obtained from a source, the company's chief operating officer and chief financial officer, sarah broderi broderick, wrote to vice's staff this morning, saying that the allegations against the two execs will be reviewed by an external investigator. the memo outlines steps that the company is taking, hiring a new global head of hr. launching mandatory sexual harassment training. as well as a commitment to achieving a 50/50 male/female ratio across the organization by the year 2020. and pay parity by the end of 2018 also announcing a new part of content strategy to lead an effort to drive social consciousness and diversity across the company's content broderick al

julia boorstin has that in l.a good morning, julia. >> good morning to you, carl fox striking a five agreement with the nfl to broadcast thursday night games which sources tell us the deal is worth about $3 billion. that's up about 30% from what nbc and cbs paid when they split the thursday night games they'll broadcast 11 games between week 4 and week 15 beginning with the 2018 season they'll be broadcast on fox, simulcast via the nfl network and simulcast on fox deportes. they have access to thursday night football and sunday games for fox subscribers over digital platforms including mobile forms. peter rice, president of 21st century fox saying that football continues to be the most valuable commodity for media it's worth noting that ratings in the regular season were down about 10%. the second year of rating decline. live sports are still considered the best place for tv advertisers to reach audiences the nfl and fox will work together on the digital partner for thursday night games nfl commissioner roger goodell saying that they have a, quote, tremendous amount of interest. sayi

want to check in with julia boorstin monitoring capitol hill >> good morning to you, carl that's rightcutives from facebook, twitter and youtube are speaking right now on capitol hill in this hearing, talking about how they're all working together, and want to work with the government to help address issues of terrorism and how they are using technology as well as humans to help monitor and crackdown on spread of terrorism on their platforms you're seeing that happening now live, carl >> julia, we saw this report and i know you have been reporting on this today as well that google's youtube is looking to potentially hire more humans to view some of the premium content on its premium channels. what's involved with that and what are we talking about in terms of hiring and what they're looking at >> we're hearing a lot now in this hearing about how it is not just about artificial intelligence and technology. all of these companies are increasingly using humans to make sure there's no offensive or violent or in the case of the hearing today on terrorism extremist content spread on their pl

let's head to julia boorstin >> i am here at the consumer electronics show in the las vegas convention of the power went out we are in the central hall the power in the central hall and the south hall went out entirely the only reason you can see me is we have a battery-powered light and we'll turn it off and you can see just how dark it is right here right now there's light coming out outside and there are big doors and battery-powered lights and this is horrendous, really, for what is the largest consumer electronics show in the world. every year, 170,000 people expected to come to the consumer electronics show 4,000 different companies and organizations presenting their gadgets and software here. the north hall, we heard, the lights flickered, but stayed on, but the other two halls, it is very dark right now. people are wandering around. we spoke to the consumer technology association and they said they're working to investigate what the source of the power outage is and to fix it as soon as possible, but for now we're in the dark. guys, back over to you. >> it wasn't your hair drye

once again the rise of streaming and netflix and the cultural reckoning over sexual harassment julia boorstineles with a preview hey, julia >> stakes are high across hollywood as they prepare for the globes, a show that drew about 20 million viewers last year the red carpet will be dominated by stars wearing black to make a statement about sexual harassment in hollywood and to storm the times up initiative, which aims to drive change studios both traditional and digital will be jockeying for recognition, recognition which can help draw top talent netflix is making gains as its $6 billion investment in content last year pays off it has a record 12 nominations, including two for "mud bound" and crown," "stranger things" and "master of none," up from the five they drew last year netflix has nine tv nominations second only to hbo which is in the lead, as usual, with 12 tv nominations including six for the series "big little lies. but hbo could face even more competition as netflix ramps up its content spending to as much as $8 billion this year with the goal of hitting 50% original content by the

julia boorstin has that story for us julia? >> reporter: hey, scott. netflix shares moving higher on news of more content coming to the platform shares up more than 1% and up 2% from today's low netflix announcing david letterman's new series "my next guest" needs no introduction which will debut on january 12th with president barack obama. other guests include jay-z and george clooney also announcing this morning that filmmaker matt reefs known as director of two "planet of the apes" move sis signing an exclusive multi-year deal with the company. this as netflix goes into the golden globes with a record 12 nominations for the studios. scott, back over to you. >> julia, thank. we haven't, doc, talked about this stock very much at the start of this year >> yeah, aggressively buying calls. >> and one reminder why we should. >> you know, getting letterman on there, getting any big name that people might want to wamp, especially win the views with the president obama and george clooney and so forth, that's big. whether or not that's -- >> i think it's rall

let's go to cnbc's julia boorstin who's in vegas live with pat esser, ceo of cox communications jul julia>> reporter: thanks so much, bill, yes, certainly a lot happening in the cable communications space pat esser, ceo of cox communications >> thanks so much. >> what are you going to do with all this consolidation, do you need to get bigger, do can you need to be part of some of this m mv m&a? >> first off, to many incredible things going on in this place. i don't want to miss an opportunity to say we power ces. we power las vegas convention center with all the technology we've invested in here now, i'll go back to your -- i don't want to miss my opportunity -- >> at&t buying time warner, how do you compete with those giants >> we've done a pretty effective job competing up to this point, we still compete in our markets. i don't think you have to get bigger to compete. i think we have to invest. we're a company that's continued to invest. look back at the last ten years, we invested almost $15 billion in capital i look forward to the next five, alone, we'll invest $10 billion. we're a co

julia boorstin, what's going on?, well, bill, twitter is responding to those questions and requests that twitter block president trump, raising questions about whether some of his tweets were if violation of the company policy the company posting a blog called world leaders on fwtwitt saying they have no plans to change their policy, saying, "blocking world leader from twitter or removing their controversial tweets would hide important information people should be able to see and debate it would also not silence that leader but certainly hamper necessary discussion around their words and actions. they go on to say they review tweets by leaders within the political context. and will enforce the rules accordingly but no changes to twitter policy for now back over to you >> huh interesting. all right. thanks, julia. >>> time for a cnbc news update with sue herera. sue? >> thank you, michelle here's what's happening at this hour, everyone the white house confirming president trump spoke to mitt romney by phone yesterday.

julia boorstin out in l.a. breaking that story down. >> reporter: brian, according to axios a proposal by a national security counsel official involves an unprecedented nationalization of infrastructure. the idea is the federal government would pay for an build a single 5g network as a way to achieve a centralized 5g network within five years. all thetelcos dropping over 1% today on concerns about their investments in 5g. fcc chairman issued coming out against the idea saying the main lesson to draw from the wireless sectors development over the past three decades including american leadership in 4g is that the market not the government is best positioned to drive innovation and investment. the wireless industry's trade association coming out in agreement with chairman pai while mark warner saying, quote, i'm concerned that constructing a nationalized 5g network would be expensive and dupe la active particularly at a time when the administration is proposing to slash critical federal nexts in r. & d for unserve

>>> we're live at the consumer electronics show in las vegas this morning our john fortt and julia boorstin there with the ceo of roku. hey, guys. >> good morning to you, carl and anthony woods, ceo of roku, thank you for joining us here from the floor of ces. you've been making big announcements that are really about voice. how important are these voice and home assistance that's all over ces going to be to your future >> the way we think about it is, televisions are great for watching tv, but also people like great audio on their tvs, so what we're focused on this ces is announcing features that make it easier to connect great audio to your television we view people building home entertainment networks in their house easily by connecting, you know, audio and video equipment one piece at a time and a roku tv would be the center of that so we announced roku connect, which makes it easy to connect audio devices to your tv and announced the roku entertainment system, a system focused on being the best way to control your home entertainment network. >> of course, both google with the chrome st

>> julia boorstin, thank you very much. do you want to comment on that >> this is something that is going to continue to move lower. you have the senior vp of product, tom conrad, at snap he's leaving the company as this announcement occurs. i think tremendous difficulties ahead for snap >> they have tremendous competition, we talked about that with facebook, the instagram package. now you get attacked by twitter. you've already taken on the behemoth and now twitter wants to go after them >> amazon gets its most bullish wall street call yet, an $1,800 price target, highest of all the analysts who cover it. is this ludicrous or reasonable? >> listen, three years ago we would have questioned the call, but in the market we're in now >> as we look out, $2,450. >> listen, a couple of years ago i was one of many that questioned if they had the ability to finally show a profit margin expansion and boy, did he show us, i'll never question him again on that this is a company that continues to dominate, go into sectors where will the

julia boorstin joins us from los angeles. julia?g to you, anthony noto is in talks to take the ceoon at social financeor sofi focused on student loan refinancing and mortgages. neither twitter nor sofi has any comment. our source tells us that terms of the talks at sofi are still being negotiated noto will make a decision in the next few days. sofi has been looking for a new ceo since mike cagni left following a sexual harassment scandal in september with noto's track record as a banker at goldman sachs and his job at twitter, he would be a good fit twitter is likely to try to keep noto considering that ceo jack dorsey splits his time between twitter and square and noto has been leading his time on live videos so twitter shares have gained about 42% over the past year as the company has shown signs of growth the stock shooting higher after the last earnings results beat expectations and the company provided stronger than expected guidance for a profitable fourth quarter. we expect to hear more both on noto's decision and twitter's f

. >> all right julia boorstin is the news flow out of ces continues guys, the dow is down 20 ge back above 19 for the first time since november and let's get to the judge and the half. >> and welcome to "the halftime report i'm scott wapner our top trade, current state of stocks and whether the market's unabated meltup will continue rolling on for the hour we have joe terranova, jim lebenthal, josh brown, jon najarian and karen firestone and kevin o'leary is here let's begin with the markets, of course stocks coming off another record close. they are slightly lower this hour they are still seeing though, as you see here, the best start to a year since 1987. the world's most famous investor weighing in today on cnbc on whether stocks are now too expensive. >> they are not valued relative to the interest rates. what's happened in the markets has been very sensible nobody thought we'd have these kinds of interest rates for a long time. additionally you have the tax act which is a huge factor in valuation. >> all right so kevin o'leary, there's buffet today on the network stocks aren't t

. >> let's head to the consumer electronics where julia boorstin is there with a new alert regarding hi, julia. >> reporter: hulu is announcing it now has 17 million subscribers, up 40% from the 12 million subscribers it announced back in may of 2016 it now says it has 54 million viewers which gives a sense of its advertising reach. now this growth is meaningful for kids any remember, that disney is acquiring a majority stake in howlu as part of it acquisition of the fox entertainment asset disney ceo bob eiger says he's going to invest in building out hulu as an alternative to the traditional bundle making it a destination for the adult-oriented rather than the disney action. back over to you. >> pete najarian will do unusual activity in a financial stock and the biotech space as well. pete, we're going to do that in just a second. do i first want to go to the white house and the president who is taking questions from reporters. >> seems to me not actually has changed here in terms of your positions. >> no, i think it's changed. i think my positions are going to be what the people i

meade yeah julia boorstin joins us this morning with more. >> good morning, andrew.is presidency trump has followed through on some of his campaign trail promises and threats to the media industry last month the trump administration's fcc voted to overturn net neutrality. the obama administration's regulation of the internet this is after trump promised to, quote, eliminate the most intrusive regulations. obama's attack on the internet is another top down power grab net neutrality is the fairness doctrine he says will target conservative media. while taking a light regulatory touch on net neutrality, president trump has taken an active stance on mergers after trump criticized one of the largest media deals ever, at&t's $85 billion deal of time warner, the department of justice sued to block the deal. here's what trump said back on the campaign trail >> at&t is buying time warner and, thus, cnn, a deal we will not approve in my administration because it's too much concentration of power in the hands of too few >> president trump's opposition to at&t and time warner's

. >>> the human electronics show in vegas and very few women among the key speakers julia boorstin, she's definitely key. >> reporter: hello the consumer technology association came under fire for not booking a single keynote female speaker the cta responding by adding photos of women on panels to its keynote page features nancy debuik and kristin dylan the cta defended the -- the speaker most head a large entity we feel your pain, it bothers us too. the tech industry and every industry must do better. >> hog hog hereweare on twitter sta stage. >> hulu announcing this morning some significant growth, 17 million subscribers between the on-demand service and streaming bundle launched last year, up 40% that's good news for disney in particular as it gets control of hewletti. bob iger will expand and built it into a real rival for netflix. >>> yulia, alabama beating georgia in overtime. a thrilling national title game. so how were the early ratings for the game >> reporter: espn released preliminary numbers. they indicate a big jump in the college football ratings, the overtime win were up 9%

. >> looking forward to that >>> julia boorstin >> topic number one, julia >> um, absolutely, what'snating about this is there are 3 biggest women in hollywood in front/behind camera all of them teaming up to create a leader les organization and initiative to really drive change >> actual harassment and recrimination and having a possible way to really impact the lives o f women. not just in hollywood but they are funding a legal defense in history. they're going to help them soon even if they are harassed and make sure they are not punished for people speaking up it hopes to have wide reaching imp implicatio implications >> the force is with disney. "star wars." >> over a billion dollars in box office for "the last jedi. >> about half of that revenue is over $500 million was in the united states. the reason why it is so amazing for disney is the movie have not get open in china. >> it has more more months ahead of it in terms of box office revenue. it gives i didn't say any more than 21% >> disney also had the number two movie, "beauty and the beast. >> number three was "wonder wome

julia boorstin joins us from los angeles. >> there were still some big winners, women as well as theime's up movement the studio with the most wins, fox. hbo dominated the tv category with four awards for "big little lies" hewletto brought innist first golden globes ever for "the handmaid's tale." and netflix brought home one award. a-24 with three wins, that was financed by -- but perhaps the biggest winner, oprah win free her impassed speed resulted in a result for her to run for president. the show drew about 19 million viewers, down about 9% from last year, guys >> i thought it was boring, the parts i saw. >> i actually did, too it may be that i have less of a stake in some of the shows and movies than i have in past years. oprah did rouse the house. >> was it just me or was there some accidental bleeping out >> it was reported this morning that -- >> i washed and speech and she said "shift. i noticed that my tv went [ muted ]. >> there was an accidental bleeping, the fox searchlight, that was bleeped out but usually there's a correlation with how successful the films are that ar

could be a key battle in the larger and increasingly looming fight over the future of media and julia boorstin has the story today from l.a hi, julia. >> reporter: hi, tyler this is an 11-day blackout speaking to the biggest questions facing the tv bundle negotiations at a standstill, blacked out starz and "outlander," roughly 1 million subscribers paying for starz starz included in all of the bundle now they want to offer starz a la carte for an extra fee. a cease and desist letter alleging false statements to customers and starz saying they lied about offering to extend the agreement when, in fact, starz says they were unwilling to pay rates from the prior deal disappointed that starz continues to engage in unproductive public spin to mislead consumers after they spent the last few months insisting on terms that would force the majority of our customers to pay for programming that they don't watch. and altice is saying subscribe directly. >> for more, bring in lions gate vice chairman michael burns. great to have you with us. >> nice to see you. >> and you at the heart of this, julia mention

julia boorstin is in los angeles with more on this. >> reporter: zuckerberg have included learning mandarin, his challenge is not about self improvement but rather fixing facebook zuckerberg writes on facebook quote, "facebook has a lot to do whether it is protecting our community from abuse or hate and making sure time spent is well spent. zuckerberg says he will gather experts to help on topic and whether technology is a force. to better understand encryption and what they mean for facebook and zuckerberg's vision. one thing he does not need to fix is facebook's stock. it is up 50% the past year >> guys, back over to you. >> julia and if you are stuck because of the storm today, you are not alone. this winter storm is causing traffic snarls fromflorida all the way to maine we'll tell you what's eaahd in two-minutes when "power lunch" returns. hi, i'm joan lunden with a place for mom every day we hear from families who partnered with a senior living advisor from a place for mom to help find the perfect place for their mom or dad thank you so much for your assistance in helping us find a pl

our julia boorstin joins with us headlines from the golden globes last night hey, julia >> hi, carl.ssues of sexual harassment and discrimination were in the spotlight, both in the female-oriented films and tv series that won and across the speeches and host seth meyers opening monologue. oprah winfrey made a nine-minute speech about change, sparking a call for her to run for president. the ballroom was a sea of black gowns and both men and women wearing time's up pins, looking to end inequality in hollywood and beyond the studio with the most wins, fox with seven, including four for three billboards outside of ebbing, missouri, including best drama. the films were about women and issues of abuse. hbo dominated the tv category as usual with four awards for "big little lies," including best drama. hulu brought in its first two golden globes ever for "handmaid's tale," while amazon won two awards, on par with its wins last year netflix brought home just one award for aziz anzari. another winner was a-24, it had three wins for "lady bird. also a win for barry diller, who financed the mo

julia boorstin is here with that >> disney's ceo bob iger announcing 125,000 disney employees will receive0 cash bonus and the company is also launching a new $50 million higher education program bob iger saying that the two new initiatives together, that's more than $170 million of a commitment in this fiscal year iger saying i have always believed education is the key to opportunity and opens new doors and creates more opportunities matched with a $1,000 cash bonus, these will have an immediate and long-term positive impact and they say they have another educational reimbursement program which is open to all of its employees that will remain unchanged. disney shares down just half apa percent on this news >> president trump is set to speak in davos switzerland on friday some of the world's top business leaders are there weighing in on the state of the economy and the markets. let's take a listen. >> the real thing we benefit by is the general economy, and it's in pretty good shape in the united states. we project it to grow at 2.7% versus say in this year, low 2s. >> the stock market has

advertising in a couple years at some point, advertisers are going to realize, hey, you know, julia boorstinivan, you have 60,000 followers of which 200 may be real this is a major billion dollar economy that is at risk. >> this is a major, major problem. i do think it's worth separating how facebook and twitter are different. facebook has been growing very quickly over 2 billion monthly active users over a billion daily active users. learning more from facebook when they report earnings tomorrow after the bell, but facebook was built on the idea of people's real identities. twitter, on the other hand, you never had to have your own persona identified in your twitter account. so it sort of lent itself originally to people having multiple accounts, and twitter has even said there are some kinds of bots that are good. twitter says it supports the idea of bots who tweet about the weather or earthquakes they sort of have this weird relationship with bots and they don't want to say they're all bad, but there has been a lot of concern that the numbers, the 330 million monthly active users that twi

the company set to report earnings after the bell but the numbers may take a backseat to issues julia boorstin joins us with a look at that. >> facebook is expected to keep growing fast but investors are looking to understand the next leg of growth and the rising cost first they are watching how changes to facebook's new speed impact the bottom line mark zuckerberg warned the time spent on facebook will go down which would impact ad revenue. investors are looking to understand just how big that impact will be second, how are newer parts of the business, including facebook's watch and video tap and instagram ads contributing to growth. and third, after last quarter, zuckerberg warned they are in vesting so much in security it will impact profitability will be listening for updates on the capital expenditure and facebook could give the first look at the impact of tax reform and any changes in the works back over to you. >> julia, thank you. >>> while sticking with t technology with a scary story of your privacy a new study by princeton finds that 60% of website contain hidden trackers and they k

julia boorstin joins us with more >> carl, that's right.acebook is changing your news feed to prioritize posts from friends and family over public content. zuckerberg saying this was prompted by feedback from the community and research now he's changing the goal he gives his product teams from quote, focusing on helping you find relevant content to helping you have more meaningful social interactions facebook shares are down now more than 4% on his warning about a potential negative impact saying, quote, i expect the time people spend on facebook and some measures of engagement will go down. but i also expect the time you do spend on facebook will be more valuable. if we do the right thing, i believe that will be good for our community and our business over the long-term, too. analysts are starting to weigh in jpmorgan hasn't adjusted any numbers, a note this morning says they believe this creates risk to facebook's financials and saying, quote, it's possible these changes will result in lower ad load in the news feed as it's unclear whethe

i'm julia boorstin with breaking news on rupert murdoch, executive chairman of murdoch weighing in on a facebook announcement they'll be saying he recommends a carriage fee for trusted publishers saying if facebook wants to recognize trusted publishers it could pay them similar to the model adopted by cable companies the publishers are obviously enhancing the value and are not being adequately rewarded for the services carriage payments would have a minor impact, but a major impact on the prospects for publishers and journalists of course this follows facebook's announcement it will be prioritizing, and also it would allow users to figure out which using sources were trusted and valuable >>> the eagles versus patriots should be epic, the g.o.a.t. going after his sixth ring, and eagles with maybe some paypack for a loss at the hands of the pats is this the best matchup for the business of football >> that's right. it's interesting when the pats beat the eagles in '05 it was the pats' super bowls in four years. they do it again it would be their third super bowl in four years. therein t

of the annual consumer electronics show in las vegas, kicking off this morning's agenda, our julia boorstinm there and she's got a special guest for us julia. >> good morning to you that's right i'm joined by dish ceo erik carlson. now, eric, this is your first tv interview since becoming ceo just about a month ago in december even though you have been at dish for over 20 years congratulations. >> thank you, julia. >> so you're taking over at a time when dish stock is down about 20% over the past year, while the rest of the market is way up what's your vision and strategy as ceo >> well, first af, excited to be here thank you. i'm glad i can give you the scoop, so to speak but really, when i look at the business, we have three things we're looking at one is we've got a business in dish tv, our satellite tv business that's been a great business for us we have been in business since 1996 with that, with that product and service. and still a lot of opportunities, especially with our product. we have a growth business in sling tv and that business is progressing nicely and if you think about tv

sharply "squawk on the street" back right after this >>> let's get a market flash we'll go to julia boorstinood morning >> two companies that went public last year are seeing their stock plummet today, snap shares falling over 4% after it was downgraded to underperform and lowered its price target following a survey that found ad buyers preferred instagram stories over snap ads. roku shares gaining 6% yesterday are down over 7% today morgan stanley downgraded the stocking to underweight saying the current valuation is hard to justify. roku shares down about 7.5%. back to you. >> julia, thank you very much. as we said earlier, dow hit the 25k milestone. art cashin is here with us with more on therally everyone wants to know where you get these hats if you've got them all the way to 35,000 somewhere. >> no, we keep following the rally. when there's some degree of certitude, we get the little men sitting down at his sewing machine and out comes another hat. we're starting to vary the color now, too >> i noticed that. >> what does it mean, 25k? >> you know, as the a psychological thing. importan

so that might be a yes julia boorstin live in l.a.ith an explanation >> well, president trump's twiller followers have nearly tripled. up from 13 million before he was elected. he's been driving conversation about his tweets and also drawing exposure to twitter on tv news. twitter shares, as you mentioned, are up over 40% since the inauguration a year ago. but it's unclear just how much the president has boosted twitter's users or engagement. twitter's user base has only grown 4% or by 13 million user in the year ending september 30th anthony, twitter's coo, said of the quarter when trump was elected that trump's tweets had no quantitative impact, but he said on that quarter's earning qual, quote, the president's use of twitter has broadened the awareness of how the platform can be used and it shows the power of twitter now twitter has been called upon to ban the president for tweets that are said to incite violence twitter responded to the call saying blocking a world leader from twitter or removing their controversial tweets would h

>> julia boorstin, thanks very much now to our guest host, immigration, tax reform, all made headlinesre for 2018? our guest host is north dakota snort heidi heitkamp and we're so glad to have you here today. >> thanks for having me. >> we just heard from wells fargo, jpmorgan, blackrock this morning, all of the financial firms coming out this last year was a year where it was republicans only in everything that came through we keep hearing that this is potentially a more bipartisan year is this an area you think there could be bipartisanish us. >> reporter: >> there already has been a huge bipartisan success, at least for seven hours and marked up a reg reform bill for small community and regional banks i think by the time we're done we're hoping we'll have about 70 sponsors in the senate that's a huge momentum we're trying to get floor time from mitch i think that eventually. >> mcconnell. >> sometime in the next 30 days we'll actually pass this out of senate hopefully it goes to the house, the house doesn't moaning around with it too much, and -- and we will have for the first time

julia boorstin explains. >> reporter: twitter has drawn criticism for a range of issuesn enabling rusanipulation of the election, for trolling on the platform. u to lack r growth and now supporting an ecosystem for bots, some o based stolen identities. "the new york times" detailing how fake followers have been purchased by celebrities, athletes a politicians, from kathy irelando ray lewis. even a twitter board member. the sketchy company behind those fake followers, devoomy. it sells bots to 200,000 customers according to "the new york times." >> this has to come off their atform. this is no way to do business. i think twitter knows this. so do the rt ofthem. it becomes a cesspool of marketing, of malevolence, of all kinds o things. and it just doesn't help their business. >> twitter wh 330 milli users has long drawn criticism about its slow gr qth. lastrter announcing it had been overestimating monthlyus s for up to 2 million for three years. twitter estimatesehat no m than 5% of its users are false spam accounts. 15% of its users could be bots. the company tweeting the tactics used