what was - netflix's responds and what would netflix's responds and what would netflix be expected to do on this given that they are not under any regulation? what is the kind of expected course of action as a response to the backlash? i expected course of action as a response to the backlash? i have not seen a response _ response to the backlash? i have not seen a response from _ response to the backlash? i have not seen a response from netflix - response to the backlash? i have not seen a response from netflix thus i seen a response from netflix thus far. in previous instances netflix have been fairly robust in leaving the content up, particularly of comedians, there have been previous rows about content and comedians but netflix have not been particularly quick to respond a sort of social media storm is about the content. they may well take the view that the storm creates greater audience and attracts more attention to the content itself.— attracts more attention to the content itself. thank you, david. sor we content itself. thank you, david. sorry we had _ content itself. thank

a different tone than from netflix. they could provide 3 times the number of subscribers as netflix and could overtake netflix in subscribers as soon as next year. netflix has an streaming for 15 years. disney plus is two years old. netflix led studious was 27 oscar nominations, 12 alone for the dog movie the power of the dog. it is not about canine weightlifting. it is a western with no shooting. i'm picturing he ha but i could be way off. disney had the record profitability. that said to me per capita spending of 40% from pre-covid level. so that might be reasons travel but a lot of it is price increases including hidden price increases, something that used to be free doing an up charge. you wonder if that would create demand destruction. jack: it is getting pricer and pricier. mattel just regained the license to produce princess dolls elsa and anna from frozen. frozen. why the company needed to get ♪ ♪ wow, we're crunching tons of polygons here! what's going on? where's regina? hi, i'm ladonna. i invest in invesc

a different tone than from netflix. they could provide 3 times the number of subscribers as netflix and could overtake netflix in subscribers as soon as next year. netflix has an streaming for 15 years. disney plus is two years old. netflix led studious was 27 oscar nominations, 12 alone for the dog movie the power of the dog. it is not about canine weightlifting. it is a western with no shooting. i'm picturing he ha but i could be way off. disney had the record profitability. that said to me per capita spending of 40% from pre-covid level. so that might be reasons travel but a lot of it is price increases including hidden price increases, something that used to be free doing an up charge. you wonder if that would create demand destruction. jack: it is getting pricer and pricier. mattel just regained the license to produce princess dolls elsa and anna from frozen. why the company needed to get that back at how barbie is leading the way into movies, tv and more. ♪♪ ♪ ♪ wow, we're crunching tons of polygons here!

netflix has a big library. disney, they have the star wars vehicles and obviously frozen and the rock. they don't have much else. i had it was interesting just the idea that maybe they would bite ella tom -- buy peloton. it's a different kind of streaming. they have enough product? >> no they don't. i will give you the paradigm for this. you do need those marquis tentpole events and then you do need sort of a lot of filler to keep the users engaged and we know this from the old hbo days. people would ask, why don't they spend more money on game of thrones or soprano's. most of it was spent on the old movies that hbo would buy. disney does have the temples -- tent poles. while there are some pieces of content that are globally scalable like those tentpole movies, a lot of content has to be local. i suspect what disney will be spending a lot of money on is localized filler content to keep the local users engaged around the world. jon: bloomberg does a great job of modeling out subscriber numbers for the next five

we reached out to netflix. it does come as russia ramps up pressure google and meta and others were told until the end of this motto comply with rules requiring legal entities in the country and comply more with more of russia's laws. back to you. >> how does that sack up to other responses so far >> look. this is all very much in motion right now. my understanding in terms of this netflix situation is understand how this fully applies to them. there aren't other scenarios in which a streamers like netflix to broadcast live streams. not something that netflix had to reckon with before and people there are trying to sort this out right now. very different looking at twitter and facebook facebook fact checking the media coming out of the russian controlled media by fact checking the articles russia limited access to facebook so we have both facebook and twitter access limited rite now in russia. >> netflix shares higher with the decision to wage. >>> up next, halts on russian equities what does it mean for funds

you made the comparison to facebook and netflix. this is a lot more similar to netflix in that spotify has a direct relationship with this person. as one of the faces of the company. in their shift into podcasting. and so, they don't want to end that deal under really any circumstances. i think there is a world in which enough pressure mounts. you go back to the archives and and find enough horrible things that rogan has said over the years -- but you will need more major artists like neil young boycotting and you need a real sign that people are canceling subscriptions for ek to go that far. i think the desire is to stay the course but there is of course the option of ending the deal or trying to ban him. emily: the #delete spotify it was trending. are people canceling, do we know? lucas: when they were asked on the earnings call last week they said it was too soon to know that they suggested there had not been a mass of cancellations. and their justification was that if there was some affect it'd probably be felt over a longer per

but disney has a model which is a lot more attractive than netflix does have. even if they don't have the continued growth, the not string, so this house i can monetize the, the amount is gonna come to a whole lot better. you know, you watch a movie, you go to a hockey buyer toy, you don't occurs next counter at the moment. disney can tom tell me there are so many new entrance in the streaming sphere in the last couple of years. is there room for them all the short answer is, you know, a few years ago, people say i could be there like 789101112 different asphalt streaming services. we say now people when they type one or 2 or 3 in the u. k, if you do take one, you only take about one point i just, if you have any that means there's only gonna be a few very big winners. and because of that, we've already started to see consolidation amongst the big, big content companies. you know, you said discovery warner combined great. what will be a particular service? and you know, there's probably only going to be 3 big or inclusive services in the next few years . tom ha

so, so it's kind of difficult to compare netflix and disney. there's a little bit of juicing in the numbers of disney. there's a lot of scrubs that no one else are indian paying a lot less outside of india. but disney has a model which is a lot more attractive than netflix does have. even if they don't have the continued growth, the new streaming services i can monetize the amount is going to come to the whole lot better. you know, you watch a movie, you go to a hockey bar toy. you don't occurs next counter. mom and disney can tom tell me there are so many new entrance in the streaming sphere in the last couple of years . is there room for them? all? the short answer is, you know, a few years ago, people say i could be there like 789101112 different asphalt streaming services. we say now people in the type one or 2 or 3 in the u. k. if you do type one, you talk about one point i just, if you have any. so that means there's not going to be a few very big winners. and because of that, we've already started to see consolidation amongst the big, bi

you made the comparison to facebook and netflix. this is a lot more similar to netflix in that spotify has a direct relationship with this person. as one of the faces of the company. in their shift into podcasting. and so, they don't want to end that deal under really any circumstances. i think there is a world in which enough pressure mounts. you go back to the archives and five and not -- and find enough horrible things that rogan has said over the years -- but you will need more major artist like neil young boycotting and you need a real sign that people are canceling subscriptions for ek to go that far. i think the desire is to stay the course but there is of course the option of ending the deal or trying to ban him. emily: the #delete spotify it was trending. are people canceling, do we know? lucas: when they were asked on the earnings call last week they said it was too soon to know that they suggested there had not been a mass of cancellations. and their justification was that if there was some affect it'd probably be felt ov

so, so it's kind of difficult to compare netflix and disney. there's a little bit of juicing in the numbers of disney. there's a lot of scrubs that have announced our enduring paying a lot. lastly, are outside of india. but disney has a model which is a lot more attractive than netflix does have. even if they don't have the continued growth, the new streaming services i can monetize the amount is kinda content a whole lot better. you know, you watch a movie, you go to a party party. boy, you go on a cruise next counter at the moment. disney can tom tell me there are so many new entrance in the streaming sphere in the last couple of years. is there room for them? all? the short answer is, you know, a few years ago people say i think we're going to take 789101112 different asphalt streaming services. we see now people in the type one or 2 or 3 in the u. k. if you do type one, you only take about one point i just, if you have any. so that means there's only going to be a few very big winners. and because of that, we've already started to see conso

so, so it's kind of difficult to compare netflix and disney. there's a little bit of juicing in the numbers of disney. there's a lot of scrubs that have announced our indian paying a lot less outside of india. but disney has a model which is a lot more attractive than netflix does have. even if they don't have the continual growth, the new streaming services i can monetize the amount is going to content a whole lot better. you know, you watch a movie, you go to a hockey bar toy. you going occurs next counter. mom and disney can tom tell me there are so many new entrance in the streaming sphere in the last couple of years . is there room for them? all? the short answer is, you know, a few years ago people say i think we're going to take 789101112 different asphalt streaming services. we see now people are the type one or 2 or 3 in the u. k. if you do type one, you only take about one point i just, if you have any. so that means there's only going to be a few very big winners. and because of that, we've already started to see consolidation amongs

he also appeared in the hit, zach snyder, netflix film army of the dead. and he's now appearing on the limited series and boy, everybody's talking about a nice to see k hard come out with some serious jobs and wesley snipes and true stories currently streaming on netflix. and that is the post downloaded show. i think this is the arossi p. o. how are you, brother? i'm super well and what a wonderful introduction there that you know little about comedians leave is playing drama, wesley snipes, your old friend for murder at 1600. the other went lamp and he was like, scared to live out of me. i remember sitting in a car one day in d. c. with them was around $95.00 degrees. married berries, the mayor. he comes to visit wesley. i'm in the middle sitting on the hump, while wesley a marion barry rap. and they barely acknowledged me. brother, i have never felt more easy because i think it was really was disappointed. and because i didn't want to do my own stuff or that he thought i was a complete was, are you just killed me? but you know, it's interesting. they are

and now he's got something on netflix. it's the biggest streaming show they have right now. kevin hart. wesley snipes. it's called true story. he plays well. let's leave it. he plays a super fan, he'll explain more if he wants to feel rossi right after this. i'm dennis miller plus one thing. a folks welcome to dennis miller plus one. happy to welcome feel raw, see to the shell, and theos and actor best non groceries. roles on sons of anarchy, which is here show luke cage. i'm not as hip to that one. he also appeared in the hit. zach snyder, netflix film army, a dad, and he's now appearing on the limited series. and boy, everybody's talking about with nice to see k hard come out with some serious jobs and wesley snipes and true stories currently streaming on netflix. and that is the post downloaded show. i think this is the arossi p. o. how are you? a brother? i'm super well and what a wonderful introduction there that you know, a little about comedians leave is playing drama, wesley snipes, your old friend for murder at 1600. the other went lamp and he was like, scared to li

much prefer netflix over disney. you can get, mike said, maybe streaming isn't the primary focus of the company, but netflix now trades at a similar bet multiple to disney and even going out earnings over the next two years. di disney's not a cheap stock and netflix considered a very expensive stock and got a similar valuation. some to keep in mind for investors looking at both of those stocks. >> netflix popping a little today. 2% well off its highs postearnings. about two minutes to go. and cyclical sparks in the market tied to the economy and some mega cap technology that suffered reopening plays like casinos and airlines doing well. >> overall s&p hanging in there for the rankt day. not far from highs again under the one week ago levels. very broad rally, too. equal weighted s&p outperforming and you have here over 4-1 versus declining val you'll. cyclicals, relative, transports to utilities so far year to date there was a real defensive turn in the markets coming into the year, and now you see transports barely

today, i find out that you are stocked out of netflix how's that work? >> well, let me explain trading to you, scott. >> okay. >> trading as opposed to positions, you put levels to control your risk. jon does this, i know. others do it who are astute traders. so, i had a trade on so i had a stop on that trade because i wasn't convinced of the fundamentals at a level where i thought i was done losing money i didn't want to lose it every trade i put on, typically, has a stop that's a trade that's not an investment an investment, if a stock goes down dramatically, i re-underwrite the fundamentals to make sure that i'm okay i don't have any interest nor the time to do that in trades, so that's why -- and the operative word you said when you described this was, long-term trade. long-term trade can be a short-term trade if it hits my stops. so, i don't have any ego about this i could be wrong i was wrong, took the emotion out, used a stop that's why i'm out >> it was a very -- >> it's not complicated at all >> no, but i guess i wanted to know why you would cal

about the same rate netflix did over the quarter. >> what -- so it sounds like you like netflix more than you like disney when it comes to the streaming wars >> well, netflix has a lot of advantages, but i always say, look, it's not just the headline subnumber. you've got to look below that. you've got to look at pricing. you've got to look at time spent watching the service you've got to look at the program spent, and i've got to say disney made progress on all those fronts its pricing was up 15% year over year on disney plus, 15% year over year with espn plus and indicated it was going to spend much hoar on programming obviously i think that will push out the profitability on streaming services and mauft had some interesting data about december where the combination of hulupgu plus disney plus time together reached about 71% of netflix viewing time that's some real progress, and if that holds that's some indication than greater stickiness than in the past. >> what does this portend for a future warnermedia discovery plus are you long that acquisition? and i'd love your thoughts on

but look at netflix. they raised prices again spotify has not had so manyraisl be interesting how he brings his perspective from netflix yeah, small disks and not big bikes, but transporting disks to launching the digital service. better to some perfspective on how to ship goods than not. >> thank you, julia. >>> other stay at home darlings like zoom, netflix have taken a hit, some lower by 40% joining us this morning, global advisers tom lee talk about the fallen angels tom, good to see you. >> good morning. >> so when you -- i mean, a lot of these names began to correct. we're lapping on a full year of some of this corrective price action i wonder how much you think has been built in and is starting to look constructive in rretrospect >> carl, this is probably the time that you'd start to try to pick winners from losers as you know, as a cohort, a lot of the stocks in 2021 had super normal demand and they became popular. you had a combination of both much better earnings plus huge, multiple expansion no

this was a netflix spokesperson r p we have no comment from netflix on what this could mean from russia just to put it in context just over a year ago netflix introduced the service in russia with a russian language interface and also accepting payments in russian -- in the russian currency and sources say that netflix has fewer than 1 million subscribers in russia. this is the company taking a strong stance saying that they will not agree to start broadcasting that russian, potentially russian propaganda and would be obligated to do because of the size and scope as a streamer in the country and that deadline for that would be tomorrow so as oftomorrow netflix could be potentially required to broadcast some russian state-owned media channels. >> and they say they won't the moscow stock exchange closed today and tomorrow but the big russia etfs down more than 20% let's go to seema mody for a look around the globe. >> it is ending the month down over 34% worst monthly performance since 2008 and pressuring nations like germany. stocks there closing down 7% russia only accounts for 3% of th

so this is a bit different from what we saw from netflix last month, really catastrophic slide. and that stock about 20 percent after they said there are with our subscriber growth is going to be much lower than, than analysts had been expecting. what do you make of this and what this tells us these 2 different reports about the future of the streaming industry? yeah, overall, i would not say that people are getting tired of streaming even if the economy around the globe keeps opening up. but there's just so much competition out there. so you have disney plus, you have amazon prime, you have netflix, you have a huge you, for instance, i looked it up. so you tool has about 5000000000 movie. it's shown of people watch $5000000.00 movies or shows or whatever on youtube each single day. so that has become a big force. and then what we've also heard was all this competition with all those offers that are out there. and some people actually wait for a certain movie or show, so they subscribe to that service at 115 the show they subscribe. so that's obvious . the also seems to be a tre

taylor: with netflix raising prices always brings concern of churn. how are you thinking about the pricing and profitability of disney between the u.s. and international consumer? geetha: disney, i think, actually has a lot of pricing power with the amount of content they can potentially bring to the platform. even the fact that they are able to announce so many of these movies day and date, putting one of these pixar movies straight to streaming. it shows you how much value there is for a consumer and at eight dollars per month it is a real steal and they could lifted this $12, $13 without any churn. the u.s. consumer is far more profitable than any consumers in india who bring less than a dollar per month in terms of u.s. consumers but the growth is in the international markets with growth stalling a bit in the u.s. and it is important for them to have u.s. subscribers for profitability and international for the growth story. caroline: what question did you really want to be asked on the call? geetha: if they have any further insight into what they

he also appeared in the hit, zack snyder, netflix film army of the dead. and he's now appearing on the limited series. and boy, everybody's talking about a nice to see k hard come out with some serious jobs and wesley snipes and true stories. currently streaming on netflix, and that is the post downloaded show. i think this is the arossi p. o. how are you brother? i'm super. well, i know what a wonderful introduction there that a, you know, a little about comedians live is playing drama, wesley snipes, your old friend for murder at $1600.00. and he was, i scared the living out of me. i remember sitting in a car one day in d. c. with them was around $95.00 degrees. married berries, the mayor. he comes to visit wesley. i'm in the middle sitting on the hump, while wesley a marion barry rap. and they barely acknowledged me. brother, i have never felt more easy because i think it was for them because i didn't want to do my own stuff or that he thought i was a complete with me. but you know, it's interesting. they are, you are terrific in that require that you w

i think it's the most down show on netflix at the moment. kevin hart, wesley slights nights, our friend theo rossi. and it is the true story on netflix currently streaming back with the rossi right up to this on dennis miller plus one. ah. your eyes bigger for smaller spaces. all of these traits are very common and they're very indicative of our specific claim within the filing genetic tree of life. and if we look at all of these trips in the context of continued human evolution over the last 6 to 89 years since we became operate walking dominant, you can kind of connect the dots and see how they may just simply be us from a future time coming back in to say their own best it's been 70 years since the soviet union collapsed in miss couple other literature. well, the one to what the problem yet no korean took. so so shown where you swore trust them with all of them. ukraine was one of the independent states that emerged from the ruins of a super bow. i'm doing awesome with on google greens. come on board. michelle, are going to see some of th

so this is a bit different from what we saw from netflix last month, a really catastrophic slide. and that stock about 20 percent after they said there were subscriber growth is going to be much lower than, than angela had been expecting. what do you make of this and what this tells us these 2 different reports about the future of the streaming industry? yeah, overall, i would not say that people are getting tired of streaming even if the economy around the globe keeps opening up. but there's just so much competition out there. so you have disney plus, you have amazon prime, you have netflix, you have a huge you, for instance, i looked it up. so you tool has about 5000000000 movie. it's shown of people watch $5000000.00 movies or shows or whatever on youtube each single day. so that has become a big force. and then what we've also heard was all this competition with all those offers that are out there. and some people actually wait for a certain movie or show, so they subscribe to that service at 115 the show they subscribe. so that obvious, the also seems to be a trend that some

she was convicted, went to prison, sold her life story and now it is a hit show on netflix. this morning, controversy is swirling around the hit netflix series "inventing anna" which opens with the disclaimer, the story is completely true, except for the parts that are totally made up. >> i am famous. >> reporter: the show inspired by the true to life story of anna sorokin who claimed to be a german heiress. in reality, anna, who used the last name delvey when she was scamming new york's elite, stole more than $200,000 from acquaintances, banks and hotels to finance her lavish lifestyle. actress anna chlumsky talking to george last week about anna's crimes. >> amazing she pulled it off so long. >> it's fascinating. any time somebody sort of skirts the edge of the social contract we -- those of us who really like the social contract are very fascinated by how they do it and why. >> reporter: in 2019 anna was convicted and sentenced to prison. she was released last february for good behavior and reportedly sold her life story to netflix for more than $300,000. but now rachel w

he made the joke in a comedy special released on netflix. travellers groups, mps and the �*holocaust memorial day trust�* are among those to express their disgust. david banks is a medial law expert and told us why despite the launch of the petition for the content to be removed from netflix, it might be hard to achieve. netflix is european base, a us company, but based in the netherlands. so they are under the remiss of ofcom, the regulator of the uk that regulates bbc. that makes this issue complicated. the ofcom code does include reference to the european convention on human rights, but also, it accepts that in certain circumstances, it is going to impose limits on that free speech. that's in some instances, this might be one of them, ofcom might deem the content to be offensive, and the broadcaster will censor it. if they were regulated here the uk. that remains to be seen. in previous instances, and netflix have been robust and leaving the content off, particularly of comedians. there have been previous rows about content of comedia

~ and the rise of the streaming giants like netflix?— like netflix? i think people have been cautious _ like netflix? i think people have been cautious but _ like netflix? i think people have been cautious but i _ like netflix? i think people have been cautious but i hope - like netflix? i think people have been cautious but i hope that'sl been cautious but i hope that's really changing and it feels on the box office in the uk is getting stronger by the week. we make films for cinemas and people to experience at home in their lifetime, so for us wejust hope people at home in their lifetime, so for us we just hope people feel confident soon about getting back into the cinema and enjoying in all different ways. cinema and en'oying in all different wa s. , cinema and en'oying in all different wa s. ., ., .,, cinema and en'oying in all different wa s. ., ., ., ., ways. many congratulations and for those nominations _ ways. many congratulations and for those nominations and _ ways. many congratulations and for those nominations and very - ways. many congra

so this is a bit different from what we saw from netflix last month, a really catastrophic slide. and that stock about 20 percent after they said there are there subscriber growth is going to be much lower than, than analysts had been expecting. what do you make of this and what this tells us these 2 different reports about the future of the streaming industry? yeah, overall, i would not say that people are getting tired of streaming even if the economy around the globe keeps opening up. but there's just so much competition out there. so you have disney plus, you have amazon prime, you have netflix, you have a huge, huge, for instance. i looked it up. so you tube has about 5000000000 movie. it's shown of people watch $5000000.00 movies or shows or whatever on youtube each single day. so that has become a big force. and then what we've also heard was all this competition with all those offers that are out there. and some people actually wait for a certain movie or show, so they subscribe to that service. and once they've seen the show, they subscribe. so that's obvious. the also se

netflix, google to the upside, netflix to the downside. we're seeing mega cap tech names trade like they're $5 stocks this is tremendous it doesn't do anything for confidence, for investor confidence so everything that we gained in the last day or so is probably out the window i'm more concerned what it means for the overall macro market than what it means for large cap tech. >> i think that's an interesting point of view. if you think about the investors who thought they bought smart when they bought the nasdaq dip a few days ago, and here they are, all those gains are basically gone, guy. i mean, that's damaging when you're looking at a market that's struggling to find its footing. >> i think steve makes a great point, the fact that a stock of this size can move 22% in the afterhours is markable the move in google is remarkable, and the only reason we don't talk about it in a negative way is because it went higher people panic to the upside and downside we sometimes use the word only on the downside and i think you've seen it both ways w

we've already seen netflix has ambitions here those ambitions are expressed somewhat cautiously, i'd say some games on android. i think they need to make a bigger splash. they do need one of these major properties that demands repeat attention. i think you can also see -- i think bob iger recently gave an interview and said, i don't know if that's for us but there's new leadership there. all of the hype is there also, all of the game studios are independent and want to sell they're looking. the theory of the case here is that you might not be able to compete, even at the scale of a bungie or activision you may not be able to compete with the platforms directly. the theory is bundling and self-preferencing. i think from an ftc or doj perspective, it is dangerous you can run a great game people love and won't be able to compete. that's the tension here. >> gaming isn't just gaming, of course, though, right? everyone is talking about the metaverse, and gaming is this perfect avenue to get there. so, you know, even a walmart and some of the players in social ecommerce may be looking to g

so this is a bit different from what we saw from netflix last month, really catastrophic slide. and that stock about 20 percent after they said there with our subscriber growth is going to be much lower than, than analysts had been expecting. what do you make of this and what this tells us these 2 different reports about the future of the streaming industry? yeah, overall, i would not say that people are getting tired of streaming even if the economy around the globe keeps opening up. but there's just so much competition out there. so you have disney plus, you have amazon prime, you have netflix, you have a huge, huge, for instance, i looked it up. so you tube has about 5000000000 movie. it's shown of people watch $5000000.00 movies or shows or whatever on youtube each single day. so that has become a big force. and then what we've also heard was all this competition with all those offers that are out there. and some people actually wait for a certain movie or show, so they subscribe to that service at 115 the show they subscribe. so that's obvious . the also seems to be a trend

he made the joke in a comedy special released on netflix. travellers groups, mps and the holocaust memorial day trust are among those to express their disgust. david banks is a media law expert and told us why, despite the launch of the petition for the content to be removed from netflix, it might be hard to achieve. netflix is european based, a us company, but based in the netherlands, so they are under the remiss of ofcom, the regulator of the uk that regulates bbc. that makes this issue complicated. the ofcom code does include reference to the european convention on human rights, but also, it accepts that in certain circumstances, it is going to impose limits on that free speech. that's in some instances, this might be one of them, ofcom might deem the content to be offensive, and the broadcaster will censor it. will censor it if they were regulated here the uk. that remains to be seen. in previous instances, netflix have been robust in leaving the content off, particularly of comedians. there have been previous rows about content of come

he made thejoke in a comedy special released on netflix. travellers groups, mps and the holocaust memorial day trust are among those to express their disgust. david banks is a media law expert and told us why despite the launch of the petition for the content to be removed from netflix, it might be hard to achieve. netflix, they are european—based, they are a us company, but they are based in the netherlands, so they are under the remit of 0fcom, the regulator, the uk regulator that regulates the terrestrial channels that we see here, like the bbc. so, that makes this issue complicated. the 0fcom code, if we look at it, does include reference to the european commission on human rights and our rights to free speech. but also it accepts that in certain circumstances, it is going to impose limits on that free speech and that, in some instances, and this might be one of them, 0fcom might deem the content to be offensive and, you know, the broadcaster would be censured, if they were regulators here in the uk. and that remains to be seen, as to

more rapidly than netflix. the content is fabulous, scott and i'll put that up against netflix content any time you want 1883, "yellowstone" and the various legacy programs and today the stock is getting shellacked and schmeistered and whatever you want to call it and they missed their earnings for the fourth quarter of last year and maybe it's because they have to spend a little bit in order to build their subscriber base. >> a little bit? a little bit. >> yeah! >> i read some of the projections that they'll spend whatever, like, three times, two to three times what they're spending time minimum. a little bit >> they've got the money for it, scott. they've got the money for it they have $6.3 billion in cash they did a billion in cash flow last year and they'll be cash flow positive in each of the next two years this is not a broken story and you and i have a history of me charging up some hills and me dieing on them, i'm telling you, this isn't one of those. >> jim -- jim, this isn't a matter of whether they a

he made the joke in a comedy special released on netflix. travellers groups, mps and the �*holocaust memorial day trust�* are among those to express their disgust. here is a media law expert david banks. netflix, they are european—based, they are a us company, but they are based in the netherlands, so they are under the remit of ofcom, the regulator, the uk regulator that regulates the terrestrial channels that we see here, like the bbc. so, that makes this issue complicated. the ofcom code, if we look at it, does include reference to the european commission on human rights and our rights to free speech. but also it accepts that in certain circumstances, it is going to impose limits on that free speech and that, in some instances, and this might be one of them, ofcom might deem the content to be offensive and, you know, the broadcaster would be censured, if they were regulators here in the uk. and that remains to be seen, as to whether streaming services do end up getting regulated in the uk. in previous instances, netflix has been fai

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it is different for fellow tech like paypal and netflix. these big swings may be less about the results and more about the options action we have talked about it a lot. let's talk about it again with chris murphy chris, welcome back. we need your insight i'm not going to knock anybody anywhere for saying the fed may raise rates one more time this year that's why the market is down 8% i think that's not the case, but we can disagree. that may be the fuse, but it is the options activity that i believe is causing the huge swings and big volume jumps. if i'm wrong, please tell me i can handle it. what's going on under the hood >> i think you are right i think, you know, everyone is talking about the option position when they need to hedge to exacerbate the moves. the very near term swings. why is the s&p down 12%? why was it down 5% in january? that's not because of the options. that is not because of the gamble what the options are doing is leading to more very near term swings and exacerbating near-term moves. the direction is not as much imp

the future is still very much our look, seems to be very optimistic for netflix. that is a great opportunity. same goes for tesla, same for neil or reagan, the new upcoming companies within the electric vehicle space. i think that is the opportunity where investors should be very much looking at or even in europe if you're talking about how about walks login. because we're that the in europe now, especially in london, you are out of every $10.00 cost, $6.00 cars, a hybrid. that is the trend where you want to really bank, really interesting to get your perspective name offline chief market. i'm list ever train your phone, me around the world. inflation is by seeing and where it hurts most fear prices his a 10 year high last year. and that's put up the cost of the weekly shop for families at every supermarket and grocery store. meat and fruits have become luxury items and families of being forced to make tough decisions about their diets. and the cost isn't expected to fall any time soon if anything is going to increase further. but perhaps at a more moderate pace,

, google, and then at the time, netflix's market cap i believe was under $25 billion. so now, yes, facebook, meta has had a bit of a fall but still 600 billion in market cap, nearly three adobes, three oracles, three salesforces, three qualcomms, four intuits, it's still huge. but there are other things that are big also and so i think investors have to think about, are you into this whole regulatory market dominance narrative that talks about big tech i think that more people out of washington carl are saying big tech now, or are you focused on who's got growth potential, who's got dominance technologically in their particular area? i'm not sure there's just one acronym for that unless you want to go -- >> maybe now, you know, maybe it is a function of who's got cash or who's balance sheet is the most pristine in an era in which corporate credit spreads will increasingly come under focus, as the fed tries to make the pivot. >> yes, they've been increasingly called the value plays in tech, right, the cash-rich companies with big balance sheets, but john, to your point,

netflix has 222 million subscribers. it's a lever it can pull because it's a diversified business, carl, unlike netflixs of the world. so we'll see how it continues or -- mike, we'll see how it continues to shake out. >> yeah. we absolutely will >>> let's talk about it. here to discuss more on disney's earnings from the parks to streaming and the rest joined by analyst doug croats. good to see you this morning you heard us chatting about the main drivers of the quarter map is your top line on it all >> yeah. i think you guys hit the nail on the head the parks results were remarkable i think investors have been capitalizing on a full recovery before last night. we learned a full recovery of the parks looks better than we thought. if prepandemic domestic margins topped out at 25% range, if you look at this quarter and full parks capacity, you can see at 30% ebitda margins at parks and that would be a tremendous lift to the overall business. >> yeah. you did raise the price target to 132 below where we are now and essential

seems to be very optimistic for netflix. that is a great opportunity. same goes for test last same for neil or reagan, the new upcoming companies within the electric vehicle space. i think that is the opportunity where investors should be very much looking at or even in europe if you're talking about how about walks login. because we're, that the, in europe now, especially in london, you are out of every $10.00 cost, $6.00 cars, a hybrid. that is the trend where you want to really bank, really interesting to get your perspective name flam, chief market. i'm list ever train your very me around the world. inflation is by seeing and where it hurts most fear prices his a 10 year high last year. and that's put up the cost of the weekly shop for families at every supermarket and grocery store. meat and fruits have become luxury items and families of being forced to make tough decisions about their diets. and the cost isn't expected to fall any time soon if anything is going to increase further. but perhaps at a more moderate pace, the international monetary f

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if you add up all the users of netflix, there are two or three people per account. a service with 500 or 600 million users. spotify just launched in about 80 international markets in the last year and they are not as well adopted as netflix. spotify is one of my top picks here. i don't think we will have a problem with monthly average users. but you will have the same thing happen -- it's a much lower probability in the case -- maybe three years behind and they have a premium model which means users can come from a lot of different directions. emily: always great to have you. appreciate your insights. coming up, health startup that let's patients monitor their blood at home with a simple pic of the finger. sound familiar? it's just the beginning for one health startup. we will talk about how the technology works and where they go from here. this is bloomberg. ♪ >> at the end of the day, the covid task force laid out a plan and we have a way to move america forward -- it's getting people boosted and vaccinated. the numbers show with the omicron variant, people get

netflix is, the european base is in the netherlands. so they are not under the remit of 0fcom, the regulator, the uk regulator that regulates the terrestrial channels that we see here that the bbc. so that we see here that the bbc. so that makes this issue complicated. the 0fcom code, if one looks at it, does include reference to the european convention on human rights and don't free speech and also it accepts that in certain circumstances is going to impose limits on that free speech and that in some instances, this might be one of them, 0fcom might deem the content to be offensive and, you know, the broadcaster would be censured if they were regulated here in the uk. and that remains to be seen as to whether streaming services to end up getting regulated here in the uk. in previous instances, netflix have been fairly robust and leaving the content up of comedians. there have been previous rows about the content of comedians but netflix have not been particularly quick to respond to social media storm is about the content. they may wel

he made the joke in a comedy special released on netflix. travellers groups, mps and the �*holocaust memorial day trust�* are among those to express their disgust. joining me now is entertainment journalist, caroline frost. he isa he is a comedian known for using shock value, does the backlash suggest he went too far with this or is this just suggest he went too far with this or is thisjust parfor the suggest he went too far with this or is this just par for the course for him? i is this 'ust par for the course for him? ~' ., , him? i think the rule of thumb with comedians these _ him? i think the rule of thumb with comedians these days _ him? i think the rule of thumb with comedians these days is _ him? i think the rule of thumb with comedians these days is that - him? i think the rule of thumb with comedians these days is that the l comedians these days is that the more potentially offensive you know you're going to be, the funnier you have to be. a lot of people are saying today the problem with his jokeis saying today the problem wit

watch on it netflix. bubba wallace, everybody. [ cheers and applause ] we'll be back with dashboard confessional! >> lou: the "jimmy kimmel live" concert series is presented by mercedes-benz. the best or nothing. >> lou: the "jimmy kimmel live" concert series is presented by mercedez-benz. the best or nothing. >> jimmy: thanks to amanda seyfried and bubba wallace. apologies to matt damon. "nightline" is next, but first, their new album is called "all the truth that i can tell." here with the song "everyone else is just noise," dashboard confessional! [ cheers and applause ] ♪ ♪ ♪ did you hear the news they're tearing our building down making way ♪ ♪ for the future they don't want no relics around and it makes me think ♪ ♪ can i treasure the memories can i keep moving forward with all of that mess ♪ ♪ inside me cause they'll move all the pieces when my eyes are closed ♪ ♪ as if they could keep me from you as if they could keep me from home ♪ ♪ beyond the reaches of your softest vo

forget about netflix for a moment. netflix has been an interesting play lately. talk to me about long in the tooth. you feel we have a lot more to go. this isn't one of what people have described as bear market rallies which are violent an exciting but really don't amount to much. >> we've had 20 market declines over the last 10 years since 2010 between five and 10% but they were short-lived meaning that from peak to bottom back to peak was 32 trading days, liz. we have seen seven market declines over 10%, they were only 127 trading days from peak to got back to peak. essentially when you look at the market overall it is in very good shape. there is no knew for yaw out there. you have to understand there has been pockets. for instance the best way i can explain it, liz, to you in 2021 if you took out amazon, apple, google being microsoft, tesla and facebook, the nasdaq although it was up 22% would have been up under 9%. so you had six companies that were high growth that were controlling the market. but that leaves so much value to be bought out there that will c

if you go back to the pre-pandemic high for netflix, i think it was like 386, 387 so netflix right now is about 6% above where it was pre-pandemic. they added all those subs during the pandemic. they're a much stronger company. they're making money. they can turn on the cash flow spigot if they want it. so what i'm seeing right now is when you look at netflix, it's been hammered. it's been beaten up. but i feel like i can get all of that acceleration, all of those additional subs that were brought on during the pandemic, almost for free right now. so i think it's been unfairly punished. i think there's a good opportunity there in netflix. >> the last moments we have, joel i want to come back to you. stocks that you particularly like right now for your portfolio? >> well, so we like nvidia. it's a solid company for five, six years, it's significantly outperformed the market. what's interesting about this market, we saw the large tech selloff in january. many of these stocks dropped 20, 30%, they're down, 50, 60, some cases 70 pros down from their high -- 70% down from their highs. when