keybank out with a note raising its price target on facebook as well as the others saying the ad markets remaining strong justin patterson joins god to have you. it is interesting to look at the snap chat report which triggered a rouge run-up your take away was to spin that around and say it also shows that for the likes of facebook it should be a really strong quarter, right >> exactly one of the key things we have seen really around covid is that advertising is the second derivative to e-commerce growth. after having a low during the q 2 period companies needed new ways to engage with consumers. you have seen the dollars flowing from offline channels to on linible chas, facebook, pinterest, snap, all beneficiaries from that trend. >> what are you expecting from their earnings this week to the extent it tells us anything what does s.a.p.'s huge miss and the retax tell you about what is going on in the world of software today? >> i will take those hand in hand first on expectation this is week i would generally beats across the board to the top line slight upside for facebook, alphabet,