disney ceo said it would be three years before disney puts another star wars film in theaters but disney needs star wars to be a hit. to drive fans to the lands at its theme parks which both had weaker than expected starts this year and the investment for the star wars series on disney plus. with the flagship spin off and investing in another live-action series and animated series there are seven episodes of the mandalorian now released fans are sure to turn out no matter what, reviews could work against the film critics give it a mere 58% rating according to rotten tomatoes even if it falls short, disney's $4 billion acquisition of lucas film has more than paid off. >> let's talk more about disney's domination. joining us now, our guests i'm going to throw it out there, who cares about rotten tomatoes reviews when it comes to star wars and avenger-type movies, right? >> right from are going to be the die hard fans who see this >> multiple times maybe. >> they bought tickets well before the review came out that being said. this movie did have the weakest reviews so far the question will

to smart tvs according to disney. now research firm apptopia gives a hint how it faired since. it has 22 million downloads to mobile devices alone. and disney plus's average 9.5 million daily active users. ranking number one in apple and gogel app stos everyay since lawmaker. the numbers only measure mobile use and do not measure use on smart tvs or streangevices such as roku oh or apple tv and we don't know how many downloads the 7-dayree trials the verizon kers are accessing the full year. t there is evidence the signature app is gaining traction. they report the mobile app generated 20 million revenue for disney a combination of per nthees and annual contracts. ough disney plus user base is smaller than netflix whiche reported mthan 60 million u.s. subscribers last quarter it's notable o a peruser basis apptopia repor disney had 60% average long longer session times and 8% longer tha amazon prime video. apptop says the early success does not yet seem to be hurting mobile downloads or tffic to other streaming servic

year is that the launch of disney plus does not seem to be hurting disney's power at the box office with "frozen 2" setting a new record for thanksgiving weekend and looking forward star wars, "the rise of skywalker" which hits in december should boost studio numbers into the first quarter of the new decade. analysts are optimistic about early traction for disney plus hooking more subscribers out of the gate than disney originally anticipated. next year disney doesn't have as strong a film slate of familiar brands as this year. "a jungle book" movie and a pixar movie. neither are sequels and its only marvel is "black widow" with no other "avengers" or "star wars" there's the risk of protests in hong kong. disney warning that if the protests continue operating income could decline back over to you >> what is on their schedule for next year? what are the big releases? >> reporter: "jungle book" could be huge. based on a disneyland ride the jungle cruise movie based on the jungle cruise ride at disneyland and the rock is such a huge movie star, he usually brings a big fan base. and the

i am not worried for disney in terms of that. >> no question this is a very profitable product for disney. it just speaks to the changing box office where you don't have the same box office power when investing so much in content you can stream at home of all studios, disney is winning it >> you would agree, from here on out, ongoing role of lucas film within disney is an interesting question, right? how much can you use it without overdoing the franchise. >> three years before they do another theatrical release, but are investing a lot for the streaming service. have two different live action series in the works and and mated series for disney plus kids like kara's kids can continue to stream "star wars" content on disney plus. >> it is a great franchise has been a great franchise, amount of change it had in movies, in terms of how we think of movies is great just peopleare watching differently. i don't know if i am going to see it this week, interesting you talked about whether people will go this week, there are a lot of other movies you would see. what do you want to see in the theate

disney also entered the streaming wars this year in a big way. it is a crowded space though here's julia boorstin. >> reporter: tech titans are battling for viewers first, netflix will lose more subscribers in the u.s. as a slew of new streaming apps gains traction with peacock launching in april and hbo max launching in may, on toop of disney+ and apple tv plus, netflix will face steep competition for subscribers putting pressure on it to invest in content and to invest in international growth second, ad supported streaming with peacock entering the fray will be the new thing in streaming wars consumers, advertisers and content creators will shift focus to streaming ad supported content for free third, the success of streaming video will eat into the box office which will decline next year all of that streaming content raising the bar for going to the movies in a declining box office lacking the big name franchises that broke records this year is likely to put pressure on studio's bottom lines. >> so that was julia boorstin reporting. who is the

disney is our stock of the hour. shares falling after the newest star wars film pulled in not exactly what everyone was hoping for. let's get the latest with taylor riggs. taylor: back in the days when 170 $5 million on opening days doesn't cut it. looking force was estimates of $183 million. that certainly fell short. it is 30% below "the force awakens," which was the first film in the trilogy, so disney shares moving on the news today. i wanted to take a look at disney by revenue. as you can see, a lot of this, some of the revenue, about 14% comes from studios. star wars was expected to be a boost. it does not seem like they are ending the year on a good note. to be sure, they are still crushing it relative to their competitors. disney had one of its best years ever at the box office relative to the rest of the industry that has struggled. domestic revenue for movies is down 5% for 2018, and as you can see, universal and everyone else struggling. you mentioned competition. comcast teaming up with lions gate to exte

disney? you're going to meet the people, the animals, everyone behind the magic. >>> and lara, speaking of magic, what you got upstairs? >> i'm here with best-selling author tomi adayemi and we cannot wait to talk to her. such a great show. such a great audience. "good morning america" will be right back. [ cheers and applause ] the "good morning america" will be right back. hiv. there's my career... my cause... and creating my dream home. i'm a work in progress. so much goes into who i am. hiv medicine is one part of it. prescription dovato is for adults who are starting hiv-1 treatment and who aren't resistant to either of the medicines dolutegravir or lamivudine. dovato has 2 medicines in 1 pill to help you reach and then stay undetectable. so your hiv can be controlled with fewer medicines while taking dovato. you can take dovato anytime of day with food or without. don't take dovato if you're allergic to any of its ingredients or if you take dofetilide. if you have hepatitis b, it can ch

stay with it >> disney plus is losing money but it's about market shapiro and i like disney. i'm not running away from that box office is enormous frozen 2 is a billion you had avengers lion king, toy store iv that's the fly wheel that keeps giving that's why the multiple goes higher >> listen if we get bad reviews or bad numbers this week, then disney goes down monday. that's the opportunity to buy it. >> all right up next, we're getting our final trades att the names ready guys get th together as well. back on more "fast money" right after this at fidelity, online u.s. stocks and etfs are commission-free. and when you open a new brokerage account, your cash is automatically invested at a great rate. that's why fidelity leads the industry in value while our competition continues to talk. ♪ talk, talk while our competition continues to talk. - [spokesman] if you've tried colleg(group cheering)shed, snhu lets you transfer up to 90 credits toward you bachelor's degree. - [woman] it doesn't matter how old you are, you can do it, you can finish. - [spokesman] finish your degree

on disney, look, forget disney plus the studio is just kinning to crush it frozen 22 did -- already over $1.0 billion probably the sixth billion-dollar franchise they got "star wars" coming. the gift that keeps on giving. love that trade as well. >> adding this on disney the charting was interesting for five years you could have sol disney at 120 it was a great sale every time until it broke out earlier this year. the point he makes if it goes back for the 130 breakout level you keep buying there because you might see a new range established there especially with the fundamental drivers that seem to be a tailwind for years to come. >> good stuff guys chris interesting stuff. i know is bob ig sr. watching he is happy. >> fan of the show. >> he is call in we'll make an call in show. >> >>> big numbers from airbnb we tell what you it means for the home sharing company ahead and the market debut and goldman sachs making a bet down under at the land of wonder at least in america. the one food stock this they see blooming with -- even you can get that right get that right we're back after this

have at it. >> you got a favorite pick in the streaming area. >> i do disney hard to kmeet against disney when they are all in and so i'd also -- i think the piece was interesting about netflix tothe extent this they lose u.s. subscribers that's what the stock reacts to so if that's the theory which it is partially and international subscribers about a third as profitable and that's the growth netflix you can see having competition from every side now as well as the raw material costs which are content going up abup, up. >> hard for a parent with young kids to say no to disney plus at that price point. >> i'll tell thu, tyler i own disney for the same reason you do netflix is still a buy because of the fact that everybody is focused on u.s i'm not concerned about the u.s. i think they churn a while lose a few. it's international, india, the content they are developing in those other countries that's going to be it but 17 golden globes, movies and tv, giddyup. >> we'll leave it there. coming up losing energy, we're not, we're going dumpster diving in the beaten down energy sector for a sto

so what's special about disney plus is that it's got the disney library. it's so expansive. it's a good family choice. it gets everyone a little bit of something. also this year, the other services, they stepped up their original content so netflix has more to do there. but that doesn't mean that it can't meet that higher bar. now, cowan outlook is a little more positive. long term, it says there is potential for subscriber growth through international, existing and new markets and that the company has high incremental margins, roughly 80% to 85%. short term, yeah, there could be a little pain. fourth quarter earnings and first quarter 2020 subscriber numbers, you could see a little bit more bleeding. i will say this. we have talked a lot about cord cutting in general. in the beginning, it seemed like people were just signing up for every streaming service because they are so cheap compared to cable, and then all of a sudden, you have five or six of them. now it seems maybe people are being a little more selective. maybe they are parsing through to find the best content for

they love their product, they love the fact disney respects their window but disney also asks for much more onerous terms they're asking for 65%, even 70% of box office. usually it's a 50/50 split and they're asking for their best auditoriums that's tough >> the best thing movie theaters have going now is big cushy chairs >> we have to go, i apologize. the transaction with your former company, tivo and xperian, what do you think of it >> we sold tivo to a company that changed its name to tivo. this time tivo is the bigger company and they're not using tivo for the combined company. >> how do you feel about that? >> well, i'll tell you one thing that's very relevant to this you mentioned the dvr which tivo was first at we were also first taking netflix and amazon and getting them to the tv people forget they were computer services through tivo we got them to the television what tivo did is so important here it made it possible to search regular tv and streaming tv all at once. that's more necessary than ever given ate the plethora of streaming options. how do you find what's where nobod

disney's own service disney plus launches here next spring. i think netflix is a volume play with a lot of quality in it and they created the market and the direct to consumer space with video. we come in with a different play. it's much more branded, less volume, and there's plenty of room for us to occupy space as well. it may to some extent be at their expense but not necessarily. there may be room for people to have more than one subscription. now is the winter of our disney content and that means a creative boom in tv production here in the uk. everyone knows the best place for a clandestine meeting in london is and always has been st james‘ park. good 0mens, based on the book by neil gaiman, is one of amazon prime‘s biggest ever productions and it was made in britain. crowley and aziraphale have been meeting here for quite some time. co—produced by bbc studios, the series is an example of how a few american web giants are transforming global television. as if armageddon were a cinematographic show you wish to sell in as many countr

right now disney is sitting pretty i prnlly again are not making any recommendations to anyone else disney trades above 150, i would be interested in going long in that because i think the stories even somewhat better than the stocks moved itself. >> so how important then is the disney plus streaming service to the future of that trade and the thesis that you're making? >> i think it's a big deal i think everybody is going to talk about streaming for 2020. and everybody can't be in that market, so netflix obviously has a position carved in and out that but then when you look at other names that have the cachet and have the size to be part of it, disney has to be one of them to me that seems like an interesting thing. >> 30 seconds left here, our series on room to run n your mind, as a trader, is 2020 bullish or bearish for traders and investors? >> well, again, i'm a trader, so i look at more short-term time frames and medium term time frames i think in the near term everything seems fine to me. the things i would worry about is when the trade deal is done and we don't have to worry about

i want misses the headline but does it matter to disney >> disney has dominated about a third of the box office this year up about a quarter from last year disney is just winning at the box office and no other studios have been able to have the same kind of success. >> bernie, a great company does not make a great stock stock is up 32% this year. you can say how great the company is doing is the stock still a great investment >> absolutely. because of their pivot towards straemg. disney plus will have 21 million subscribers globally at the end of the year. 31 million at the end of fiscal year they will be able to make this transition because of their best in class content >> do we know how many subscribers are getting free things through verizon if you download the app it goes on four device >> how many people are paying. i think we'll learn, obviously, more -- >> download on your phone go to your iphone and apple tv, that's three. do they count that three times >> no because you only pay once. it's interesting to see what kind of numbers they show in their quarterly results. next ye

disney plus ish, about half as much as netflix. apple tv plus is cheaper at $4.99 but with only a small library of original programs. a few other services to watch at&t, andax from peacock from comcast. why now? as more people cancel their cable and sidelights of scripture's and the higher netflix's stock rose, the higher. for those companies to ignore the change in viewing habits. an october poll of consumers with broadband, 63% said they watched their favorite show online. with the u.s. producers making at least 100 more shows a year now than in previous years, the pace does not seem to be slowing down. taylor riggs, bloomberg news, san francisco. kurt: to further discuss the streaming wars of 2019 we are joined by rich greenfield and greg portillo. on the surface when i think about all the different services i think they are all going to be competing with each other, eating each other alive. you do not really see it that way. why is that? rich: that is the real fallacy. we like to call it streaming wars and i think the press and

this development was walt disney. esque if if you nick then. this various sources say that walt disney came here with his wife and that if this is where he got the inspiration for cinderella's castle. these are 3 loss and even millions of people experience that castle in orlando at disney world disneyland or in tokyo talk and disrespect the idea of this castle has been taken around the world and the great thing is that walt disney still somehow managed to make clear where the original stands. noice punched on reinterpreted for american tastes. the 1st cinderella castle was built in 1955. that's what this is that if it's quite conceivable that walt disney or his studio staff got even more ideas for their work from the castle be it from the minstrels gallery or singers arbor where there is this picture of the forest. many even suspect that this illustration from the saga of the holy grail was a source of inspiration for disney's bambi. the by the ship. even if the bavarian tourist board pump millions into advertising he would need they would stil

disney plus. the question is whether having seven episodes of this available for streaming at home on disney plus for just 7 a month drives more interest in "star wars" or if it raises the bar for getting people off the couch and to buy tickets for the movie theater. another challenge for the rise of sky walker, the reviews have not been as positive as the prior to films just a 56% rating on hotten tomatoes >> thank you, julia. also, the entertainment technology company announcing a record setting year at the global box office. more than $1 billion in ticket sales for 2019 so far. joining us to discuss, rich. good to have you >> great to be here, john. >> how great has this disney run been for you between avengers and the sky walker saga which is also coming to an end? >> well, i think the road to block buster goes through i max. there's no doubt the phenomenal block busters are terrific for us the block buster business isn't going away because two franchises are going away in the interim. next ye

disney kick things off in november. at $6.99 a month, it disney plus cost half as much as netflix. atle tv plus is cheaper $4.99 a month, but only a small library. two other services to watch out and peacock from comcast. why now? the more people cancel their subscriptions and the higher netflix's stock rose, the harder it got for companies to ignore the change in habits. users, 63%poll of said they watch their favorite shows online. with a u.s. producer is making at least 100 more shows per year now than in previous years, the pace does not seem to be slowing down. taylor: as for the performances of streaming services in 2019, got perspective from rich ,reenfield and greg per tale head of retail practice at 80 kearney. >> i think that is the policy. we like to call it streaming wars and i think the press in the industry likes to talk about one of these eating into the other but the reality is we are going to see an explosion of streaming services. the consumer wants to stream video. we have seen it with what happened with netflix and hulu. even look at youtube, look at how much ti

disney long to get sewn streaming service -- disney launching its own streaming service warner, comcast , launching streaming services. how do you keep up the majority meg: i have never seen one be as disruptive. there is lots of change. most of the competition today is moving towards longform ott streaming services. they are all chasing netflix honestly. we are doing, everyone is is zigging, we are zagging. emily: disney and other -- i've heard completely binary views on netflix. if disney and other companies are pulling content, what does netflix have? meg: first of all, we have tremendous respect for netflix. i mean, let's just pause for a moment and contemplate what they have built. it is extraordinary. they have revolutionized an industry and have incredible content. the best talent in hollywood is making content for them. so i think this will be a battle, but there will be room for one or two players, maybe even three. you know, i think it is very much possible that netflix continues to do well. emily: you think there will be consolidation. but netflix is -- meg: netflix will be o

absolutely not well we have the popularity of disney plus. julia boorstin has those numbers for us. >> reporter: that is right reporting that disney plus has been downloaded to mobile devices 22 million times disney plus managed 9.5 million daily mobile users and ranks number one in the app stores since the app launch they do not measure use on smart tvs such as roku or apple tv and we don't know how many are using the seven-day free trial or among the verizon wireless who get one year free. but utopia reports that disney has brought in $20 million in revenue from the app from monthly fees and people who signed up for year long annual contracts. the early success does not seem to be hurting mobile downloads or traffic to other streaming services but they are boosting new installation of hulu and espn which are bundled and streaming tool roku. the disney plus user base is smaller than netflix reporting over 60 million u.s. subscribers but on a per-user basis they report that disney had 6% longer average time than netflix and 8% longer session

disney has raked in $10 billion this year. that's before the release of its next star wars installment that comes later this month it's disney ease wor's world ane all just players in it >> you think about box office, it really is disney. the big bet is streaming you have to wonder at what point they will make the calculus between they want to own the full window for these films versus pushing them on the disney plus to stoke more subscribers there. he wants to have his cake and eat it too i think in the near term he will want o shorten that window >> netflix dominating the golden globes nominations streaming giant getting 17 nominatio nominations. hbo got 15 here. what stood out was the idea that the traditional or conventional networks, abc, nbc, cbs and fox, i don't know whether they got completely shut out but they didn't show up among the top golden globe nominees in tv. >> that's the most stark thing here netflix and hbo have been on this battle for years in terms of whose getting the most. netflix is coming out on top t

connell: interesting, a good large for disney, jackie -- larglaunching for disney. melissa: it is beginning to look a lot like christmas. but not if you are dreaming of a white christmas, early forecast predicting below average no fall on christmas day with a few places expected to get more than an end of -- know inch of snow, you can find your town. i think there a bunch. connell: mott note me, youtube? >> an 8-year-old toy reviewer making biggest bank of all youtubers this year. 26 million. melissa: i'm not sure i believe that. connell: he got his start by opening up toys and videos, the same way i started. the vhs did this work then. you went viral, 3 years old, and now has 30 million subscribers which i -- we don't have time, a bunch of questions who ask. but, they could do a lot worse. own line of toys, own line of clothes, show on nickelodeon, a deal with hulu, what is that? melissa: on his ownism absolutely. melissa: parents involved. connell: none of us do it on our own. we have terrific producers as you always tell me. melissa: that is a lot of money, imver

melissa: disney plus is amazing. connell: another issue for scotty martin. a new disney, mulan. people are calling for a boycott of the movie. she said, i'm on side of the hong kong police, interesting you look at it from point of view of china in this case. now you say something about police then you get hit for saying that very opposite. what do you make. >> china being a big market that a lot of companies want to participate in, it shows how touchy hong kong subject is. and i think as we've seen in athletes whether you want to take nba, general managers, presidents or actors, it is problem best to stay off that topic. this is a lesson to everyone, unless you are reading to take a heat for statement, just stay out of it. connell: you have to be willing to put up with what people say. >> with nba case there was huge backlash about that statement, that ruined a couple of games that nba set up there. connell: there -- you have dirt on your chin, maybe you could clean it up. >> been growing it since birth, wish my luck. the great scott martin,. melissa: this syste this is embi get

plusu mentioned to disney theyntioned disney plus, are trying to do similar shows. feel they how do you have landed at the end of the year? >> disney plus has been an incredible success story. part of their day one subscribers are people who took it free through fries and -- verizon, but it is still incredible. they are probably headed towards a million plus subscribers. -- 20 million plus subscribers, a staggering number. the question is how you grow. right now, you are burning through a lot of library. through, they will realize there isn't a lot of fresh content. that's where it will be interesting to see how much disney is relying on legacy movies and content. them spendtainly see windows.y and collapse frozen 2 want be on disney plus for six months, my guess is that window starts to close. taylor: as 2019 was the year of the tech ipo, uber dominated the news as it was one in particular investors had been waiting for. ♪ taylor: it was supposed to be the ipo of the year. it was supposed to be the world's most valuable with a market value of $120 billion. but al

kurt: you mentioned the mandalorian and disney plus. apple plus is trying to do a similar big highlight show to get people interested. i am curious, how do you feel that those two have hit the market at the end of the year? rich: it is hard to deny that disney plus has been an incredible early success story. they have already announced 10 million subscribers on day one. obviously part of that is people who locked in multiyear deals. still, it is a staggering number. the team working for bob iger on rolling this out didn't -- did an incredible job. they are probably heading towards 20 plus million subscribers by the end of 2019. in a couple months they will have added 20 million subscribers. that is a staggering number. the question is how do you grow from there. they're needs to be a lot more programming to keep you interested. right now you're burning through a lot of library. people are real watching hannah montana, wizards of waverly place. when they get through that they will realize there is not a lot of fresh content, especially f

i'm now paying disney $11 a month. i was mad about the nine but now i'm not mad about the 11 maybe because i have a lot more c content at my fingertips or is nobody doing the math? >> you're not just cutting espn, you're cutting everything. >> hulu, who knew. >> roku, video -- voodoo >> he's got it >> he's got it figured out >>> the safety trade was hot this year with you till tills jumping 20%. on track for one of their best years ever looking at some of the under the radar names that have done better hi >> strong year for utilities but the sector is under performing due to a pick up in interest rates. add to that dividend yields are decade lows. the two best performing utilities year to date, southern and sempra it's based in atlanta and the second largest in the u.s. another notable trend picking up traction among the you till tuts companies making strides first energy in ohio based utility that has reduced emissions by 62% as of last year and pbl working to curve its coal fire use that made up 70% of its capacity i

followed by disney's hollywood studios in orlando and disney california adventure in anaheim. >>> there is a new health and safety warning about becoming star wars movie. certain scenes with flashing lights may cause seizures for people who may have photosensitive epilepsy. they recommend having a friend go see the film 1st to know when the scenes will come up. the rise of skywalker opens in theaters on friday, december 20. >>> tomorrow the warriors play the new york knicks. it will be a battle between 2 teens with the nba's worst records right now. last night the warriors lost to memphis. they dropped to a record of 5- 20. they were hoping to win their 2nd straight game . that would have been nice. they have not won consecutive games at all this season. before the game they hosted a group of 1st responders and those affected by the mass shooting in gilroy last year. he has been very outspoken about gun violence. >>> it's 7:57. the 49ers dealing with major injuries as they continue to push for the playoffs. the big win against the saints tempered by the loss of key players. richard sher

obviously, apple plus -- you orian and the mandal disney plus. how do you feel that disney plus and apple plus have hit the market at the end of the year? >> it is hard to deny that disney plus has had -- already been a big success. it is a staggering number of subscribers. bob iger did an incredible job at rolling this out. they're probably heading towards a 20 million subscribers at the end of 2019. that is a staggering number. how do you grow from there? there will need to be a lot more programming in order to keep you interested. right now you're burning through a lot of library. people are going through re-watching as her's of waverly place, hannah montana. when they get to that, they will realize they need -- how much does disney invest and how much are they were lying on legacy movies and the legacy content? to mitigate?enough our guess is that you will see disney spend a lot more money and collapse with no -- windows. --e into will not be taylor: that was rich greenfield. 2019 was the year of the tech ipo uber. uber dominated the news. on

disney was seeing a million downloads everything will day of disney plus. during that same timeframe, roku downloads were up 50%. people were going to get the roku operating system so they can access disney plus. they are uniquely is issued in the ecosystem to benefit from the $8 billion to $10 billion of content that is going to be spent because you need to watch it on a platform. disney does not have a platform, neither does netflix. you will be going to get roku device. you have seen the roku television. number one tv operating system in the world. you can buy a 55 inch smart 4k cv for $200. they are in great position today. taylor: you talk about some of the winners, namely hulu, which makes me wonder if it is a price or content? do i like hulu because it is four dollars, five dollars a month and not $15 a month? or is it a content story? dallas: hulu is having their cake and eating it too. they offering the user either the subscription model that has no ads or the ad-based model. the user is getting to pick and choose what they want. we have seen from

more on disney in a moment. right now we are looking at the opening of the stock market this monday morning. boom, here we go. 9:30 eastern, we are off and running. you have to wait until these stocks have opened and they have. we are down 50. that's where we are right now. we dropped below the 28,000 level. we had a big rally on friday, a very very modest pullback this monday morning. the s&p 500, where is that? it is down a tiny fraction, about the same percentage loss as the dow. the nasdaq composite, show me that one, please. that is down a tiny, tiny fraction, which implies technology's okay this monday morning. i've got to check it. peloton. i think peloton's going to be one of the big success stories for this christmas season. the stock is up this morning, nearly 2%. you may be tired of hearing about peloton but i'm not because i think the thing's going up. joining us this morning, jeff sica, susan li, ashley webster. jeff, come o you know what's coming. you going to pour cold water on this year end, deca

but look at disney shares up almost 35% year to date. investors rewarding this box office performance i'm not a big star wars gal, but i understand it's a big deal. >> it's huge. >> it also leads to a lot of product selling, some of these top toys for the holiday are star wars related. >> i know you're not into it, but one of the biggest misses this holiday season was a baby yoda toy i don't think there's an fushlly baby yoda toy out. >> it's cute i don't know anything about it but it's cute. >> super cute. >>> star wars the rise of sky walker only a few weeks away and coca-cola is cashing in on the hype releasing limited edition bottles. the light sabers they're holding up light up any time you touch the label. the startup behind this design says the built-in battery work for at least 500 activations you have to get them from singapore. coca-cola is producing 8,000 bottles exclusively for singapore. you notice some collectors will make that trip that's a cool thing. >> oh, for sure. watch ebay for someone to buy them and resell them i'm

the park issued a statement today saying disney's california adventure whichis right next to disney land did remain open so that visitors could go there instead. so you've obably heard of ron chef chef spy nature can be pretty competitive. >>in tonight's dine and dish vicki liviakis takes us to nap and shows us the ultimate in cooking competition. it probably have never heard of. >>witness the spectacle the olympics of cooking competitions mbatants go toe to toe battling it out to beco team usa. this is serious business. so laes general of the judges ar indulging show the chefs are competg against each other be judged by their peers. >>each team of 2 hoping to make it to the big cook-off in it's lled the boat crews and more world cooking on applause for everybody ladies and gentlean. this is the elimination phase happening in napa the colaneri institute of americs copia campus. the plate retta to there to everybody with eggplant serene base. >>the platter theme whole back in the kitchen, the knives come out the pressure is on for right here wego. >>out on the judging stage, the tough tas

disney plus and apple kick things off in november. disney costs half as much as netflix and offers a library of programs irresistible to families. apple is cheaper, but only a small library of original programs. two other services to watch out for, hbo max and one from comcast. why now? the higher netflix's stock rose, the harder it got four companies to ignore the change in viewing habits. 63% said they watch their favorite show online. and with u.s. producers making at least 100 more shows per year now, the pace does not seem to be slowing down. as for the performance of pigot -- of big video streaming services kurt wagner got , perspective from our guests. >> i think that is the real fallacy. we like to call it streaming wars and we like to talk about one eating into the other, but the reality is we will see an explosion of streaming services. the consumer wants to stream video. you have seen it with hulu and amazon, but look at youtube and how much time is being spent. you've got jeffrey katzenberg introducing the service next yea

disney people canceling to go to disney i think these disney subscribers are going for free and we'll see how many stay on, but the question is how much growth will netflix have going forward and will they add as many subscribers with so many other choices. hard to see adding so many subscribers. if you have netflix, you have netflix. >> we got to go on this because i've another issue, but cover of the 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 feat

disney plus is a great service, but only has the disney and disney affiliate programs. vonnie: what it survived like that by producing more, better content and having more partners? aryeh: i think the strategy is to become somewhat of an arms dealer come up that we will supply to whoever wants to buy from us. they will also have competitive offerings like the pluto service, but there hallmark will be providing the best content to the suppliers, and for that they are going to need more content. so you probably see more consolidation over time, but it will slow. vonnie: speaking of dynasties and arms dealerships, secession -- dealerships, succession. you say that is going to be what determines the failure or success of many of these companies because the dynasties are about to turn over. aryeh: we have been looking at the scene media moguls for the last few decades, and they have all been creating huge amounts of value and a lot of sized companies, but that is now turning over. you seen rupert murdoch sell the business. redstone andherry the new ceo bob bakish. there's a

to disney. i guess he got mad that they changed a lot of the narrative, right, after disney acquired it. he said i don't like where you're going with that. dagen: when lucas was still overseeing those films, it would be episode one and episode two. he literally almost destroyed the star wars franchise because, again, it was a lot of computer generated work in the films and no story. larry kasdin wrote the screenplay for empire strikes back which is my personal favorite of the star wars films. lucas was such a terrible writer with no plot, he almost destroyed it. quite frankly, star wars fans are lucky that disney bought it from him because they -- bob iger and the creatives there res resurrected the franchise. maria: when we come back, securing america, secretary chad wolf is with me next on the border wall funding and security, what he thought of the money headed towards the border wall in that budget. plus, thousands of photographs, one millionaire pays big money to make sure his vacation is g

but the expectations from disney keep rising. let's not forget that this record year is the year they're going to have to comp next year and the best way to have a tough year is to comp a good year. and if you think about even the marvel movies that they have coming out next year, they're going to be marvels with black widow and the eternals it's going to be a down year and even though that's an expectation, this "star wars" movie maybe is the beginning of that off year that disney may end up having next year. >> gayle, the question i keep coming back to is how does disney balance the box office versus the streaming service >> well, that is the big question disney is a fantastic company that has the value of its content has transcended all the forms of distribution, but we are in the midst of a very important transition that transition to direct-to-consumer may get people excited about disney, but let's not forget the experience retailers and brand companies have had with the transition to direct-to-consumer it's a lower margin b

disney plus has. and also, all the "star wars" stuff. i don't watch. marvel but we know that's your territory. i think there's dual interest there from millennial parents. >> remember the riddle at the top of the show? what do area 51, disney plus an like sri lanka have in common? they're all top searches what is momo i don't know what that is either what is a boomer which we know now is sort of an insult to older people and what is quid pro quo which goes, by the way, to the trump ukraine investigation. i wondered at first why that was on there then i was like. >> this is also remember when they say trending searches, this is not necessarily the most-searched item this is the biggest spike in traffic over the same time last year so it's because disney plus doesn't really exist last year right. and all of a sudden, there was all of this interest so it's a trending search. by the way, guys, you know who the number one person that was trending on google was that past 2019 >> who >> you know but go ahead

has to disney, i mean, in march, disney plus is launching in france, which disney already has a disney park there. so disney is a global company, and already, i mean, the mandalorian has been a hit show. i have been waiting to see that for, i mean, since it was announced in april. and it's a phenomenal show. there is so much great content. they have the rise of skywalker coming tomorrow, friday. that will continue to -- which will be on disney plus, all the "star wars" movies are on disney plus, other shows, they have another one coming out and after the mandalorian they have a show about -- stuart: you got me, you got me, you got me. you like disney. you like netflix. it's gone up to $319. i'm sorry. you like boeing at $330. >> i like boeing. i like the netflix service but not the stock. stuart: got it. ivan, good stuff. thank you for joining us as always. thank you. >>> check that market. we are up just 20 points now. there are actually more losers among the dow 30 than there are winners. we are losing that gain that we had at the opening bell. >>> on your screens, i believe we've go

disney has more plans for the franchise with disney plus, the streaming service launched by disney and their series entitled star wars, the man delorean. sally, i have something to tell you. nothing will stand in our way. i will fulfil our destiny. i love it, rico. i love it. you cannot scare me, you arejust far too nice. he is wasted on business news, really. rico, you are still in vision so don't do anything unusual. we have the markets to one side and japanese markets to the other, all markets are headed lower. firstly, a young man who suffered life changing industries —— injuries asa life changing industries —— injuries as a child has been a revolutionary new bionic arm. he lost a hand, most of his remaining fingers on both legs when he got meningitis at the age of five. he hopes his new limb will help in bond with his young son. here you go, your new arm. thank you. danny florence has waited a long time for this, more than 20 years, in fact, the chance to do something as simple i should be able to make a — bring my fingers down to make a fist, sort of thing. and now, whe