tom leighton here. when does he see the next breakthrough in streaming video?ll of that, coming up. microsoft rolls out windows 10. how do they and to expand their empire? first, we are covering facebook shares falling as social network spending jumps with revenue up 39% to $4 billion, estimates. betting big on mobile apps with 76% of ad revenue coming from mobile. user growth was slightly below estimates this quarter. facebook reported daily active users hit 968 million, just under the 900 70 million that they affected. what is driving this spending spike? joining me now, the manager at sprinkler, who helps brands like dell, zynga, designing your advertising strategy. we have got brand targeting and david kirkpatrick, the author of "the facebook effect." first i want to bring in julie hyman, our senior markets correspondent who has been digging through the numbers. everyone seems to zero again on the spending number and the fact that user engagement seems to be relatively flat. julie: the effects that we have seen in after-hours trading is interesting. you can

meet self-described "algorithm guy" tom leighton, an mit professor turned corporate ceo, and learn the fascinating story of akamai.

tom leighton here. when does he see the next

tom leighton is the ceo of akamai. google has long had its own means of delivering content.book and others, netflix has been able to put pressure on the delivery infrastructure. they're capable of doing some of what you've done in the past. what is the longer-term bull case for companies like akamai, growing bigger when you've got big companies able to create their own delivery networks? >> well at akamai we're doing it in a way that has higher quality, and lower cost and better performance. and that's why our business is so strong. and why it has such great prospects for the future. and of course as more content comes online, and there's a lot of potential content to come online with broadcast ott, video over the top, that benefits everyone in the ecosystem that's delevering content. >> when you see comcast, the parent company of this network among others, doing stream, but not over the top exactly. using ip networks and a dedicated piece of that to do it, is that good for you or is it bad for you? do you think others come in and go over the top in that benefits you? >> su

tom leighton here. when does he see the next breakthrough in streaming video?at, coming up. microsoft rolls out windows 10.