ned segal just talked a lot about health.point is, if you will get healthy, you will lose some weight and in the case of twitter, losing weight is losing a few million users. overall i think it is a positive step. i think twitter's focus on the daily active user number is something that is important and needs to be done, and i think the steps it has taken to make its ad products better, to reprove itself to advertisers is paying off. once this weight loss is done, hopefully we will see users rejuvenate again, and advertisers come right along. emily: selina, twitter does not report daily active users and you do wonder why. selina: absolutely, the fact that they don't report it is something that they are not comfortable with. now, ned did report that there is a lot of room for growth. something that was concerning in this quarter was that dau actually went single-digit for the first time in consecutive quarters of double-digit growth, that means their healthy clean up efforts, the reduction of spam is actually hitting daily act

ned segal will join us.e will hear from the fed vice chair for the first time. >> if they are going to walk it back and get away from the notion that things are just spectacular -- >> nobody said spectacular. >> david, you are talking about -- if you are on any conference call, there is almost no one who says things are faster growing. it is just how much slower it is than we thought. >> let's get to the opening bell. stone company, a provider of technology solutions. we really didn't do enough on microsoft or visa last night. azure growth slowing got a lot of people's attention. >> i think that one of the things that satya nadal has done, double digits. this is $800 billion company. things like linked in, 30% growth, windows 10 doing well, gaming doing incredibly well. i'm a huge believer in azure. i love the fact that they took a shot saying you want to trade with the enemy i think satya is terrific. i think this is a quarter where if we were not possessed by negativity the stock would be above 110. i know

and we'll have that with the twitter ceo ned segal coming up.ertainly not keying in on the disappointing user numbers at all, julia. obviously, the other stuff must be the lead story theres right >> well, yeah, no, it's interesting, joe, if you look at how much twitter has talked in recent months especially with jack dorsey testifying on capitol hill about how they're cleaning up the capital and accounts it's definitely a bigger decline than expected. >> get rid of users every day -- followers i get rid of every day, julia i know exactly what they're doing. i block a lot. anyway, thanks >>> okay a lot of earnings that are out this morning we already told you about comcast earnings comcast coming in with earnings better than expected adjusted gps 25 cents a share. 4% better than the street was anticipating and joining us to talk about that is bryant robeis brian robs >> thanks for having me. >> and not just the ones we just mentioned but as things like high speed internet customer additions. what, to you, is the most important takeaway from this

net siegel.er cfo -- ned segal. joining us now to discuss this is selina wang. deborah. make of these numbers? advertisers are coming back and spending more. but monthly active user keep going down. in some ways it can be difficult to see the progress even though twitter says we are challenging every week. >> yeah, absolutely. talked a lott about health. if you're going to get healthy, you need to lose some weight. in the case of twitter, losing the weight is losing a few million users. overall i think that is a positive step. i think twitter's focus on the daily active user number is important and needs to be done. i think that the steps twitter has taken to make its ad products better, to reprove itself to advertisers are starting to pay off. so once this weight loss is gotten done, hopefully we will see users rejuvenate again. and then we will see advertisers come right along. emily: selena twitter does not , report daily active users. and you know, you do wonder why. >> absolutely. the fact that they don't report it means there is something they are not comfortable w