we do that with michael nathanson.uld have a two hour conversation this morning on the olympics come on what we are going to see sunday at the super bowl. on disney, i want to go back to michael nathanson of moffett nathanson to november of 2019, when everyone said another worn out star wars franchise, and out disney+ came with "the mandalorian," which was a huge success. are we going to see another blow out disney moment this afternoon? michael: i'm not sure because i think what is happening here is that they have pulled forward a ton of demand from their core fans. what we see with disney+ in the u.s. is gross is stalling. we want to hear more about the expansion of their content, to move to maybe not other verticals, but to be broader as a service. they have done a great job delivering for people who love pixar, star wars, marvel. they need to broaden it out. we think that is going to be the focus on the call. how can they accelerate growth in the second half of this year? tom: if you were to write right now a famou

michael nathanson.om, just bigger numbers coming off a much, much bigger base, and it blows me away every quarter we do this. tom: it's such a fascinating question, and, of course, believe it or not, if i'm wrong, correct me, as you do on artichokes, but i believe apple is a general statement is underowned by institutional wall street. there's still an immense doubt out there. jonathan: in some surveys, i've seen some of the same things. tom: ok there? jonathan: you did ok, but lori tracks that been i do, and they'll correct me if i'm wrong. lisa: that's why you're seeing a pop of 10% in premarket. jonathan: which is fantastic. the nasdaq 100 up 1.4%. s&p up .75%. we need to talk about the big a.d.p. miss. it's setting it up for friday, too. is it important? we'll get into that in a moment. from new york, this is bloomberg. ♪ as a business owner, your bottom line is always top of mind. so start saving by switching to the mobile service designed for small business: comcast business mobile. flexible data

a cathie wood view would be it's just roku and amazon michael nathanson said everyone is coming in everyoneho has a streaming service, has a streaming service. this was a story about adding streaming services in a low-rate environment. they've been added the supply chain issue, they have it. but like many of the conference calls in these companies that lose money, there's an unreality. there's like a -- kind of a total disconnect with what's going on in the market and what's going on in the market, people are voting and saying, you know what, i like fire stick i like roku. well, i'm not going against amazon. >> right, i mean, their point at moffitt nathanson, they're playing in a different neighborhood right now competing against amazon and alphabet is not the easiest thing to do. >> they're playing ivy league and these other guys are sec. >> but roku is a reflection of what we've seen from a number of other stocks that we would call pandemic stocks. >> it is it's a zoom -- >> maybe it benefitted from the pull forward in demand $490 in the last 52 weeks. today it's going to be roughly $90.