in exactly those type of films the films that tend to do well at awards so we'll netflix is. the success it's successful ready with the nominations want to force the big hollywood studios to change do you think i think about all of the actually happening i mean one of the big nominations successes from the studio side at the globes this year was joker which received 4 nominations and i think it's got a shoo in for the best actor category for a walk if you know who plays this superhero a villain as a sort of mentally disturbed ansel and this is a film that was made by a studio but has the fuel actually of a martin scorsese film so maybe the studios are starting to realize that they can't leave all the grown up movies to to netflix maybe have to go back out and it's interesting to see as well that the studios are starting their own streaming services now so they're looking to compete online with netflix and amazon as well as of course and of course he's already mentioned the globes are often seen as sort of a good indicator of what's going to happen to the all oscars do you thi

really because the sort of film industry in hollywood doesn't really like netflix. strategy of not releasing their films in theaters because they only show them for a couple of days and then they put them on line they've always opposed that last oscars we saw robo which is the big netflix film not win in the in the top category a movie interesting to see this year if the film industry continues to stop or if they say no the irish and mary story these are the best of the year we have to give it for the moment scott thank you but stay with this is i want to talk to you about the nobel prize for literature. the ceremonies on choose day juju a scandal there was no prize awarded in 2018 this shit of 2 wins one for and one for find out more about both writers starting with dishes with. born in 1042. has been a perennial favorite for the nobel prize the swedish academy with typical literary flora credit him with creating an influential work that with ingenuity has explored the periphery and the specificity of human experience among his best known novels is the goalie's anx

i think they will dip between all these new services, keep netflix for the quantity of content that netflix then balance between apple and disney and some of these other new ones to see if there are any that drag you in and make you want to stick around. i think that's what we are going to see next year. there are going to be some consumers getting out of netflix but some will come back. i don't see a huge decline in netflix. i see it kind of staying stable. liz: let me flip it over to 2020, as in next year. if not netflix, who is your winner? >> so my winner is roku. i just want to address one of the comments he just made. peacock will launch in april with 15,000 hours of content. that's the new comcast service. it will also be at a $5 to $7 price point. so you will have plenty of services that have more content than netflix and more well-known content because remember, most of netflix content gets canceled before season four. so it's very hard to build a brand. the content they're losing is "the office" and "friends" and those are going to competitors. those have 12 years brand building i

a prime example, one of my kids loved little einstein, off netflix onto disney plus do you think netflix create enough content when it loses distribution to some of the most popular shows? >> absolutely. they're good at creating their own shows, sourcing and working with producers i think they'll create new brands moving forward. >> thanks very much for being with us. >> thank you >> thank you. >>> still to come. fully operational in 2020. that's what elon musk is hinting at for the first commercial boring project we'll fill you in next when "squawk alley" returns >>> elon musk has been on a tunnel tweeting binge when not tweeting about space, praising the power of tunnels to eliminate traffic problems in cities worldwide, and tweeting about the first commercial project. a story contessa brewer followed from the beginning >> jon, elon musk tweeted the boring company first commercial project should be fully operational by 2020. end of quote that's the plan for the las vegas convention and visitors bureau we looked at the construction site where the $52 million project will move people acr

we want unlimited profit potential from a name like netflix. look at this chart the one-year chart i talked about some things that you might worry about. one is you can see the high from may. and we are not there yet we're not become that. even though the broad market is making all-time highs. netflix is not participating recently also, right here, there is actually a gap there is an earnings gap and the bottom of that is about 340. and we have not gotten back into that i'm a little worried until we get back into the gap. and finally this morning netflix actually spent much of the day, morning anyway, as the worst performer in the s&p didn't end up the day there but lets look, the best performer for the decade, in morning the worst performer in the s&p that's another reason we want to worry. that said, we want to have upside potential so buying again a call calendar. lets brake it down earlier today you could buy the february/march 350 strike call calendar what are with we doing there we're buying the march 350 strike call, paying $13.50 and to

the martin scorsese movie the netflix exclusive to netflix has been viewed by 24 million accounts.etflix counts a view as a subscriber completing 70% of the 3.5 hour long movie. projecting that 40 million of the subscribers will complete viewing the film in the first for you four weeks investors are waiting to see if the new services will eat into netflix subscriber base. with all eyes on disney and nbc pay dock and hbo max launching next year. also today, at&t coo and warner media ceo saying hbo max aims to appeal to a broader demographic than disney plus focused on younger viewers. hb pochlt has been investing in content for teenagers and ald older adults on the golden globes netflix winning. sweeping the nominations with both the film and tv categories beating hbo by two nomination nystagmus the tv category. >> let's take talk about our favorite picks in the streaming area you go first. >> why not. >> why not. >> laura martin making the comments on netflix also made comments on roku and increased the farther from 150 to 200, set up well to be the content aggregator out there you

both categories and i think it's really for 2 me main reasons one is money netflix is speed spending a lot of money just to loan costs at least a $150000000.00 they've been spending a lot of i just to get awards credibility so that's that's one reason but i think another reason is that netflix are making movies in particular that the big hollywood studios are making i mean marriage story is a great example of this is a very sort of delicate drama it's a divorce drama it remind me a lot of crimper says kramer if you remember that movie. and this is the kind of movies that maybe 2030 years ago would have been a big studio film but but the studios are making you know superhero movies they're making big blockbusters they're going away from these sort of adult dramas and leaving that space open for not like some exactly those type of films the films that tend to do well at awards so will netflix is. a success it's successful ready with an open eyes doesn't want to force the big hollywood studios to change do you think i think about all of the actually happening i mean one of the big nomin

at netflix headquarters in california and 11:00 a.m. at wall street. "squawk alley" is live ♪ ♪ >>> good thursday morning. welcome to "squawk alley." we're at post nine morgan and john have the morning off. interesting setup here we're approaching nasdaq 9 k very quickly tech, the best performing sector for the year hitting a fresh record high this morning joining us to day with his top picks in the sector for 2020 is our lead internet analyst. mark, happy holidays good to see you. >> good to see you, too. >> i want to get right to the large cap longs for next year. uber is number one then you have two, three, four talk about it. >> yeah. i'm going to pitch it. uber is the facebook it's our facebook for 2020 it turned out of all the stocks, facebook is the best performer in 2019 because it whats so dislocated at the end of 2018. a lot of controversy around it i think that's exactly the setup or similar to the setup on uber now. we like it we think we'll see a clear path to profitability i think we'll see sustained growth in the ride sharing business an

of those on netflix. >> hbo max will be interesting lauren, last word?> i think what you're suggesting is not just that netflix would increase the value of what it already offers, whether or not it needs to diversify, offer some other service or ancillary service that actually maybe it white labels or sells to other companies to support its core business i personally don't know whether or not that's in netflix's road map, but it is certainly not a bad idea it is a tech logically advanced streaming company. you have to wonder if it will diversify, use that technology in different ways in the future. >> thank you very much happy new year enjoy the nice weather in san francisco this time of year. >>> nasdaq approaching 9,000 again. it has been a see saw session for major averages on pace for the best year since 2013 top performers of the last ten ayitusis coming up next. st wh most people think of verizon as a reliable phone company. but to businesses, we're a reliable partner. we keep companies ready for what's next. (man) we weave security into their busi

side was a netflix series that didn't get nominated when they see us which is a dramatization of the central park 5 and the miscarriage of justice there i really thought i would be a front runner it didn't get any nominations at all. all right doesn't give us any every detail these phrases to give is any indication of who might be up for the oscars coming up at the beginning of the i mean that's always what we look at the golden globes and they've been they've not been pretty good at making the picks last year basically globe winners went on to win in all the major categories and the oscars the globes sort of put the thumb on the scales a bit though because they have categories for drama and comedy so they sort of spread their bets a bit but if you look at the nominations and then the winners there's usually a good match up thing i think to look at this year though is because netflix has been is so dominant here at the nominations the film industry hollywood the pick the oscars they really don't like that flicks because of their policy of not having their films shown in theaters and

a good question this time will be netflix. netflix has been so dominated with the globes. oscars has not tended to favor netflix. they do not show them in theaters. they do not like that policy. it attacks their business model. it will be interesting to see if they snub netflix and go for a filmlike joker. it got four filmed nominations. it has a lock on the best actor category with joaquin phoenix playing this incredible cartoon villain. it is a studio movie that has the feel of an independent martin scorsese movie. it is almost as if the studios are saying, maybe we cannot let them make all of the grown-up movies. brent: maybe they should let netflix host the oscars. we appreciate it. thank you. there is a whole lot of cute happening at the berlin zoo. twin bill be pandas born in august made their long-awaited public debut on monday with keepers revealing the bundles of for our boys. -- bundles of fur are boys. the zoo is keeping politics out of their names. >> it is a rare sight. media professionals enraptured. they were invited to meet these pandas one hundred days aft

i don't have time to watch netflix. i am an "orange is a new black" fan.ouncement carry underwood will no longer announce the cma awards ending her 12-year run. that is a long time. i can understand she wants to perhaps spend her time doing other things >> i just can't believe it has been longer than that since she won american idol. some of the younger folks may not knows that how her career started. >> we are old enough to know that >> which is crazy to stay. rahel, thank you >> wishing her the best. >> happy new year. >> happy new year. good to have you here. >> thanks for having me. we are hours away from starting the new year in some parts of the world. here in new york, tens of thousands of people will crowd times square chris has a spot already don't tell me you are staying there the next how many hours? >> maybe i'll get a little break. it is the city that never sleeps, of course. this is the square that never sleeps a lot of preparations going on we are seeing people head back to their hotels after the prenew year's eve scelebration. the weather i

look what iger and cook priced streaming services, was a shot at hastings and netflix.re's a lot of pricing hubris going on at netflix hq. >> i consider apple to be barely a service at this point. >> it just touched >> the big one was disney. huge mark there. >> that was iger, fox asset and everything that was them saying look at the clips. all our work shows the level of subs coming in for disney is eye popping. took the street by surprise. >> like to say we'll continue to watch this mark, dan, thanks. >>> when we come back here, falters in the mission jim bridenstine joins us to discuss. >>> another day, another all-time high for tesla. not really all right. we'll speak with an early investor, former board member. the stock is above 400 "squawk alley" is back after this >>> welcome back to "squawk alley. i am at the kennedy space center on florida on the day that the starliner capsule made the first journey to space, a journey that hasn't gone as expected due to an anomaly basically a new result that will have the starliner coming back to earth instead of traveling an

>>> it was not so long ago, netflix was the company that sent you dvds through the mail.m hermi streaming contents with 158 million subscribers.net fli netflix does have some company, hulu, apple tv and amazon and most recently apple tv. as those outlets fight for eye balls. they'll be focused on one group of viewers in particular. children. nbc's jo lynn kent got an exclusive look inside netflix for our sunday's spotlight. >> come in. >> the streaming wars are entering a whole new dimension. and kids are at the center of it. >> it is a dream come true for me. >> the 14-year-old maxwell jenkins is the star of "loss t space" on netflix. the remake is heading into the second season. >> we got to film on this glazer and 10,000 feet up. that's when i realized that this is something big. jenkins is part of netflix's vision for original kids context as they go head to head with disney plus with animated classics, "star wars" and "the simpsons." only seven bucks a month. >> is it intimidating or scary to have to compete with disney? >> we have always been competing with everybod

they did not have netflix. like facebook, grandma gets on facebook, mom is on facebook now mom is starting to get on instagram. you're going to see these generational shifts and that's going to continue to grow. >> but you don't own netflix anymore? >> i don't i made triple the money on it and i took the profits off the table but i firmly believe in this company. >> do you have confidence they have pricing power >> i do. i don't know anyone -- they have continued to raise the prices. i got them, i think they were $7. >> that's disney's big push. >> i think you can have both. >> the question on pricing power. >> americans, think where the consumer is now, steph think where they are and where sentiment is i don't know anyone canceling their netflix to get disney, they are just adding it on i think they are going to get them i love that play they want both. >> they need the pricing power they have in the u.s. for a subscription in the u.s., i believe they are ringing the register on $13 is the number. in europe it

if you have netflix, you have netflix. >> we got to go on this because i've another issue, but coverthe hollywood reporter saying apple buys netflix so if you take your "wall street journal" story about mgm, which is sort of like a mini version of this, maybe there's more of an appetite to do this >> i don't know if they've got that much cash >> they can do this and that's like pocket lint they can do netflix and they have the money back. it's like 60 billion >> a lot to swallow. >> i think it would take them about a year >> hastings is now -- >> that's true top of two on our list facebook is going to go to the super bowl the company will air an ad during the game focusing on the company's more together campaign which is about getting users to try facebook's groups user it's going to feature chris rock and sylvester sta loan >> are you serious >> i am. >> facebook needs an ad like it needs -- >> no, it does it's got a bad public image. >> this is not going to solve a bad public image an advertisement in the super bowl is not going to cut it. if they're worried about a crackdown regul

. >>> turn to netflix. shares are down as needham goes to sell. streaming service she thinks could lose as many as 4 million u.s. subs. she's out again saying they need to have an ad supported lower price tier to compete with rival services that are cheaper. is she right >> i think she is. the real question in the face of so many new streaming services and existing players as well, obviously the ones would be apple and disney, how many will an individual consumer sign up for. if difference in price is significant which it is today, five plus dollars, some cases more, it puts netflix in a difficult position to go forward. >> do we not believe people like netflix because there are no ads to begin with? >> i think that's a factor the bet is that the disney streaming is the biggest competitor their bet is they'll have multiple streaming services, you'll pay for more than one a month. if that's the case, netflix is going to be part of that bucket. i think the future netflix and reed hastings would acknowledge that hinges on that business >> the other p

they found netflix's monthly profit per u.s.ubscriber which, guys, does raise questions as to how long this international bet will payoff. >> i want to continue the streaming conversation if we could with our own julia boorstin she is at the u.s. stock exchange this goes to the india issue, the international component issue. netflix has tried to refocus everybody's attention away from the united states. whether that is not a hide the ball kind of situation, but whether investors are not thinking about this company in the right way, julia >> well, look, i think you're absolutely right, andrew there is no question that netflix's u.s. growth has, if not hit a wall, at least hit a slowing down point i mean, this past year was the first time in eight years that netflix ever recorded a decline in u.s. subscribers. and i think the expectation going forward is that the u.s. is not going to be a growth market for netflix, full stop. the real growth is going to come from overseas. and in anticipation of that, netflix announced they're goi

back to netflix if 30% of netflix's people churn for an extra three months, they lose 4 million subsuivalent revenue of losing 4 million subs all year. they don't need very much churn to start losing the equivalent subs, because they start with 60 million subs in the u.s. >> all right, laura martin, thank you for joining us on the heels of this downgrade. stock finished the day down 3% >>> still ahead, we will get the outlook for the market and the m&a landscape when we hear exclusively from goldman sachs' president john waldron >> plus, auto zone, yep, they sell batteries and spark plugs the best-performing stock in the s&p 500 today after reporting strong earnings. we'll break down the charts and show why a profit beat is not the only reason for the stock sur surge today. stick around >>> all right. we've got a pair of earnings alerts right now on gamestop and ali's bargain outlet rahel solomon joining us now with those numbers >> hi, brian two earnings and two very different stories. let's start with gamestop, plunging after hours after a disappointing quarter. a miss on the top a

the oscars have not tend to favor netflix because the film industry in hollywood doesn't like netflix palsy when it comes to showing their films they don't come to show them in theaters only very shortly and then show them online they don't like that policy i think that attacks their business model so it'll be interesting to see if they do snub netflix this time and maybe go for a film like joker when just a studio back movie got 4 globe nominations i think it's got a lock on the best actor category with the walk in phoenix playing this incredible cartoon villain but played as if he's sort of a mentally disturbed in-cell it's interesting because it's a studio movie that has the feel of an independent martin scorsese film almost so it's almost as if the studios a look at netflix and saying maybe we can't let them make all the adult the grown up movies made we have to go back and start making those movies that maybe maybe they should but netflix host the oscars maybe you know you don't work as always thank you don. are there is a whole lot of cute the berlin zoo right now twin baby pand

understands netflix might stay with the platform. >> brand counts for a lot, i think netflix's brand sort of used to paying the $12 a month or whatever it is and you have netflix, the thing is, i mean, they've had a good decade, they've had a good run, all credit to them, it's just that they've kind of figured out the model and they are stubbornly clinging to it. another thing that will be a big deal in the next year or too subscriber only like netflix to introduce ads, you see players like roku which has a very impressive ad platform, streaming players can get on roku devices and they'll have to hire extensive ad fee, a lot of money to be made in ads in streaming services, so those that cling to subscriber model are really going to feel the pressure. cheryl: francis, you're nodding your head. >> i wonder how much the pricing mechanism of netflix, they will try to hold out with their price obviously and how much that's going to hurt them or people are willing to pay it because it's like the early-comer? >> they developed franchises like stranger things, people will just subscribe to

but netflix is -- meg: netflix will be one of the winners.cenario where netflix is not one of the winners. emily: do you think as many streaming services as exist now will exist in the future? meg: probably not. i mean typically, watch, when you watch a new industry being born, think about the car industry. at one point there were something like 100 car companies and now there is effectively three u.s. car companies. i suspect there will be a lot of entrants, then there will be consolidation. there will be winners and losers but certainly netflix and disney i am sure will be a winner. ♪ meg: i think we need to be prepared for the global economic slowdown. ♪ emily: you are now an outsider looking in on silicon valley. it has been a volatile year, for tech, hundreds of billions of dollars wiped off from facebook, alphabet, apple, amazon. jim buss around facebook iphone , and sale slowdown, government scrutiny of tech. why do you think the cloud has -- the clouds have darkened over suddenly silicon valley? meg: let me tell you what is still rema

so this behavior for netflix should remain consistent versus what we've seen today. >> but netflix didof theatrical releases this year. they're likely to draw a number of oscar nominations. do you think we'll see netflix continue to move in this direction using the theatrical release market as a way to sign up more subscribers? >> i do think we'll see more of those films released at box office. i think especially the award contenders. but i don't think this will be something they do with me movie that can generate box off revenue. it's more getting subscriber interest. to the extent they can tuesday as a marketing tool to get more interesting among potential subscribers out there, that may be something that they'll do. >> the company has been trying to redirect investors to may more attention to international subs. the bears counter that those subs are less valuable in terms of the return and the cost to get them, where are you this that debate? >> yeah, you know, the coast to get them is maybe higher in the near term just because there's less awareness. around 60% u.s. broadband house

about to face a multibillion dollar onslaught from the likes of apple and disney will find out if netflix can hold on to its number one spot. weeks of violent street process were brought to a halt in ecuador in mid october after the president walked back on a stare as he measures that in marino withdrew the international monetary fund backed agreement to increase fuel costs that decision had paralyzed the economy as it hit the poorest and minority indigenous population the most kito had the i.m.f. for a $4200000000.00 loan as it struggled to cut its budget deficits and debt. the government decided to cut fuel subsidies which cost the government $1300000000.00 a year at the same time as receiving the loan big business is one of concession of wiping out past taxes according to the former economy minister wilma salgado which raises the question why would you take a loan to help corporations but cut subsidies to the poorest i'm delighted to say that we have the vice president of ecuador here to help us understand just what's happening in that country right at the moment also someone holds a i

oh, and netflix picked that one up, too.ed celine sciamma, who won best screenplay for portrait of a lady on fire, and emily beecham, who won best actress for little joe, both of which open here in february 2020, just in time to qualify for the baftas. no, i have to run. meanwhile, the cannes best actor award went to antonio banderas for his brilliant portrayal of a film—maker struggling to move forward in pedro almodovar‘s semi—autobiographical pain and glory. pain and glory was just one of several foreign language films which opened in the uk in 2019, reminding us that cinema is a truly international art form. this year, uk cinemagoers could feast on a wide range of treats from around the world. from colombia, we had birds of passage, an arresting tale of gangsters and spirits from the creators of embrace of the serpent, who described its birth of the drug trade narrative as addressing the great tragedy that will curse us forever, the great taboo that we're not allowed to discuss. writer—director nadine la baki, the deserv

we saw this with netflix it was an example thattagists kept coming back to.y have been able to raise prices and it helped their stock. people said that's an example of a winner there's also going to be some losers here. maybe on the consolidation side we saw with jordach. those are the two trends >> we got a news alert for you on netflix julia has it if irishmen has been watched by 26.4 million accounts since the film started streaming two weeks ago. he projected the film will be watched by 40 million accounts in its first four weeks on the service. it counts as completing 70% of a film and an account could include more than one person likely includes a whole family pretty dramatic there. we previously reported the nielsen numbers. this season an official number from netflix they will be giving more transparency about viewers going forward. >> if my son who was just watching the irishmen yesterday on his computer watches it, that's one view. if i go on and watch it with my wife, joe, is that a separate second view? >> no. that is per account. as long as someo

a film flood at netflix.ntertainment giant has been making its own movies for years, but 2019 may be the year it was her membered as becoming the largest movie studio in hollywood. taylor: i want to get a quick check on the major averages. a little bit of a pullback in the s&p 500 and dow jones, but we are still so close to those record highs that we continue to make over and over again this year. i know that i'm in san francisco. all i can talk about is the tech sector, but the nasdaq having its best year since 2013. today, some muted gains, but i'm still going to call it closer and closer to that 9000 mark. i know that common sense at cisco scott and all i can do is talk about technology, but another big story caught my eye, the restatement of the yield curve. take a look at this chart inside the terminal. we have a reversion. this time, i keep hearing it is different. thatre-steepening will not lead to a recession that you typically get because we are getting a good list on the long and the thinks to hire

the brazilian comedy on netflix christians there over the depiction of a gay jesus we get reaction. out of a holiday for many many christians around the world if you don't like. the 24th welcome to world news from international firsts u.n. officials announced the saudi arabia's punishments of those involved in the murder of journalist jamal khashoggi calling it a mockery of justice 5 people have been sentenced to death and 3 others to jail time the u.n. appointed rights investigator believes the people actually behind the journalists have been left untouched by the spokes person for the u.n. secretary general also stressed the importance of a further probe. the secretary general continues to stress the need for an independent and impartial investigation into the murder to ensure a full examination of any can accountability for human rights violations committed in the case to moka showed he was last seen entering the saudi consulate in istanbul in turkey in october 28th where he was then murdered a u.n. report suggests his death was a spate planned execution but the saudis insist it

we'll probably keep netflix.be we'll do amazon prime because we love the free delivery amazon offers the rest of it is going to be up for grabs. >> well, porter, it's going to be interesting to see what happens. once the free ad supported options come into play thank you so much for joining us today. happy new year >> always a pleasure happy new year to you. >>> dow is up 70 points. squawk alley is back in less than three minutes joint replacing, and depression relieving company. from the day you're born we never stop taking care of you. markets. the business of trading goods and services. nasdaq operates among the largest markets in the world. and our technology powers markets from indonesia to chile. great markets are built on a foundation of trust and integrity, forged through leading edge technology and a smart regulatory framework. as technology advances, regulation must keep pace to allow the markets to evolve. today we see an opportunity to modernize regulation, to make markets more accessible to investors

not only netflix the s&p best performer outperforming hollywood at its game.oscar om naks attention in 2019 alone. and won 43 emmys since 2013. it has evolved and so has the streaming landscape tp it can netflix remain in the spotlight no 2020 or is it curtains for the stock. julia boorstin is has more. >> netflix did define an entirely new industry of streaming video disrupting the pay tv business as well as the movie industry and now the original streamer is facing a slough of new competitors. the first wave of new rivals, apple tv plus, launching november 1st which was-free with the purchase of any apple device. followed by disney plus on november 12th. drawing 10 million sign ups in the first day. we'll have to see whether either of these eat into the netflix four quarter subscribers coming up next in april, cnbc parent company is said to launch ad supported peacock including a-free and paid option followed in may by the launch of at&t hbo max all of the rivals aren't competing for consumers. they're fighting for content which is and will continue to push

. >>> plus, blame netflix? it's a popular excuse. your next guest says they may not be the reason behind tepid box office numbers we'll explain. >>> first, we remain on winter weather watch. thousands of flights remain delayed and cancelled across the country. the roads throughout are nasty if you're getting on the road this morning, trust me, be safe. drive slow get there. we're back right afterhi ts. pd-l1. they changed how the world fights cancer. blocking the pd-l1 protein, lets the immune system attack, attack, attack cancer. pd-l1 transformed, revolutionized, immunotherapy. pd-l1 saved my life. saved my life. saved my life. what we do here at dana-faber, changes lives everywhere. everywhere. everywhere. everywhere. everywhere. ♪ >>> welcome back and good monday morning. to start the final month of the year, heck, it's the final month of the decade. dow futures starting it off pretty well, too up 133 on the implied open >>> the malls and the stores may have been a little less crowded over the thanksgiving holiday weekend because

lauren: murder mystery the most watched release on netflix.ots on its list. shares of netflix up just about 4100 percent in the past decade. joining me now, tech analyst, ian wishinggrad. thanks for joining us. happy new year. netflix is spending $15 billion this year on content. is it worth it? >> it's hard the to -- hard to know. the big thing they promised people is they're not going to start putting ads in there. the bigger thing is all these other streaming services are not going to take away from netflix. netflix has become part of our it's got to be there kind of thing. so disney plus is for families. everyone else has their own angle. i think netflix is here to stay. lauren: that's why the stock is up this year. it revolutionized how we consume content. the first earnings report since disney plus is out in january. do you expect them to be hurt at all, even temporarily? >> no. lauren: okay. all right. so you'r you're bullish on netfx once again in 2020. other fang stocks, facebook you up 55% this year, netflix up 20%, apa pel apple up

and a brazilian comedy on netflix royals christians their over the depiction of a gay jesus we've got reaction. is just making a joke out of a really sacred holiday for many catholics and many christians around the world if you don't like something have we not. watch it. you're watching r t international bring you your live news update from our studio here and moscow welcome to the program. u.n. officials and rights groups have denounced saudi arabia's punishment of those involved in the murder of journalist jamal khashoggi saying it makes a mockery of justice 5 people have been sentenced to death and 3 others to jail time over the killing and appointed rice investigator believes the people actually behind the journalist cruel murder have been left untouched well a spokesperson for the u.n. secretary general has also stressed the importance of a further probe. the secretary general continues to stress the need for an independent and impartial investigation into the murder to ensure a full examination of any can accountability for human rights violations committed in the case jamal kha

brazilian comedy on netflix wiles' christians there over the depiction of the gay jesus we get reaction. just making a joke out of a really sacred holiday for many catholics and many christians around the world if you don't like something have we not learned. they're welcome to the program this 24th of december live from the arts international world news center is kevin though in here with the update thanks choosing its 1st then u.n. officials and rights groups have denounced saudi arabia's punishment of those involved in the murder of journalist your saying it makes a mockery of justice 5 people have been sentenced to death and 3 others to jail time over the killing but a un appointed rights investigated believes the people actually behind the german this cruel murder have been left untouched while the spokesperson for the u.n. secretary general is also stressed the importance of further probe the secretary general continues to stress the need for an independent and impartial investigation into the murder torture for examination of any accountability for human rights violations committ

likell these big players netflix tell up? >> in the case of netflix, they have scheduled velocity.robably go to 300 million households over the next five years. will they go from $15 billion to programming costs to $25 billion? i doubt it. romaine: netflix, a big part of their appeal is new shows. when disney launched, it was the ability to watch old programming. for you and your company, what do you see is most important? that great new programming brings in new customers and new subscribers but having a rich library keeps them. we have a library of 3000 factual titles. curated from the best producers around the world. includes 1000 of our own original productions. shery: you mentioned all the car deals and corporate subscriptions and education subscriptions. lot ofs obviously a different providers. consumers are getting confused and getting fed up with how many different sources they have to pay for. when does the shakeup occur and how many people will survive? >> the shakeout is occurring right now. if you look just over the last 18 months, many have ceased to operate. about bei