she sat down with tim armstrong and greg britt at this annual gathering of the national cable and telecommunicationsis portion is just over 35 minutes. >> all right. well, thanks, everybody for having us. we're thrilled to be here. i'm thrilled. it looks so packed in here. it looks like there's standing room only in the back. so that's fantastic. well, we wanted to talk about basically the way things are right now in an industry that's changing so quickly. i mean, especially with smartphones. guess you have more -- people have smartphones and dvrs and people get killed walking down the street because they're on their smartphones now. so i wanted to start off by asking each of you, what are -- how are things really changing when it comes to video? a few years ago it was reality television, that was the hot thing. video games now. what's the hot sort of next thing you're seeing in terms of people's use of video? we'll start with david and come this way. >> thanks, erin. good to see you. no question, things are changing and people are consuming content on more

join us for a cnbc exclusive, tim armstrong along with our julia. >> good to see you. >> my favoriteail, referring to the shareholder here saying that you have vanquished what they call a pesky investor insurrection. is that how you feel today? >> i think anyone who owns a share of aol stock is part of our family. we are really looking forward to continue the turnaround of aol and the shareholder vote was an underpinning support for our strategy and we have a big, bold strategy to turn the company around and shareholders stepped in behind the company. so we're looking forward to working with all the shareholders going forward 0. >> julia? >> but, tim, the fact that the shares are down 6.5%, despite the fact that you won this proxy battle, there are ongoing concerns about your strategy. how are you going to address them? >> look, i think the vote was the vote and the shares are down today. you guys are probably better experts than i am. i'm sure there's a lot of holders who jumped in helping to make a fast dollar. we have a lot of long-term holders, the vast majority of the company he