sunpower announcing a partnership with general motors.r will be the exclusive solar provider for all gm customers. joining us to talk about this is chairman and ceo peter faricy. it's good to have you back what drove those new customers, especially at a time, i'm wondering if it makes more economic sense with this rising cost of utility inflation to go into solar hi, sara, thanks for having me back and happy election day. it was a terrific quarter. this is our third straight quarter of accelerating growth 67% revenue growth on top of the 63% customer growth. so we're pleased with those results. really on the customer side, i think there's two things happening right now. as you mentioned, utility rates for consumers have risen dramatically year-over-year. so if you take a look at through august of this year, across the nation they're up 14% year-over-year there's 11 different states that are up 20% or more so really your utility bill is starting to hit the pocketbooks of americans and clean energy has become much more attractive because we

revenue during q3, noting extremely strong momentum in europe where revenue was up 90% year over year sunpoweresults, which saw record customer additions. ceo, peter farsi telling me the strength comes down. relative to rapidly rising utility prices back to you. >> thank you very much. >>> let's talk about disney which is trading higher after earnings ahead of the bell today. it's one of the worst performing dow stocks this year when it report, one of the key metrics to watch will be growth at the disney plus service rbc markets, a buy rating on the stocks welcome, good to have you with us what do you say about disney, and what do you expect when they report later today >> thanks for having me. and on balance, we remain bullish longer term. a lot will depend on direct consumer we're focused on three things. at the parks, we see continued momentum, and believe the recent price increases speak to management's comfort level around forward demand trends and the about to drive up modernization. media investors have shifted their focus to streaming profitability over the last year management's comme

sunpower up 7% array and enphase up 2%. >> we'll talk with barbara reinhart, the head of asset allocation, if you had to pick one event that matters most to the markets at least in the near term, would it be election day or the cpi number that we're expecting this week? >> by far and away, it's the cpi report everyone is focusing to see if the cresting of inflation improves you should see some improvement simply because you have two things working towards the down side the medical services care line item in cpi goes through the annual adjustments we think that probably knocks 1/10 of 1% on a month-over-month event used car prices are continuing to come down which, indeed, should prove to be helpful to the cpi for the down side. we think the market is going to be focused on that on thursday >> yeah. mimi, i take it you would agree with that. what do you think the longer term implications will be? whether it comes in hot or cooler >> yeah, i completely agree. look, the numbers, even if we come in at expectations, they're way too high for the fed's liking and anybody else's. with the headlin