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phone. we have details. and cloud and ai. we talk big themes shaping the big tech. from microsoftar and alphabet in davos. and we begin with tech earnings that began this week. netflix, ibm, and texas instruments all reported . tuesday brought us netflix s fourth-quarter results, which showed subscribers passed a 100 million milestone outside of the u.s., a boon for its international footprint. what the company also questioned on some scrubbers this quarter, saying growth would not be as robust. we covered it all. they are pretty strong in the developed markets already. there s not a lot of growth for them specifically in the u.s. looking abroad, they have a lot of room to grow, but that growth will be difficult. when you talk about that 7 million subscriber guidance, that is i should pretty strong compared to you one in 2019. when you look at the year-over-year comparisons, they are very weak compared to last year s. taylor: andre, let me get your thoughts on this. t ....
bezos phone. we have details. and cloud and ai. we talk big themes shaping the big tech. when we will hear from microsoft and alphabet in davos. and we begin with tech earnings that began this week. netflix, ibm, and texas instruments all reported. tuesday brought us netflix s fourth-quarter results, which showed subscribers passed a 100 million milestone outside of the u.s., a boon for its international footprint. what the company also questioned on subscribers this quarter, saying growth would not be as robust. we covered it all with emarketer forecasting analyst eric haggstrom and ceo of tru optik, andre swanstone. eric: they are pretty strong in the developed markets already. there s not a lot of growth for them specifically in the u.s. looking abroad, they have a lot of room to grow, but that growth will be difficult. when you talk about that 7 million subscriber guidance, it is actually pretty strong compared to you one in 2019. when you look at the year-over-yea ....
we talk big themes shaping the big tech. when we will hear from microsoft and alphabet in davos. and we begin with tech earnings that began this week. netflix, ibm, and texas instruments all reported. tuesday brought us netflix s fourth-quarter results, which showed subscribers passed a 100 million milestone outside of the u.s., a boon for its international footprint. the company also cautioned on subscribers this quarter, saying growth would not be as robust. we covered it all with emarketer forecasting analyst eric haggstrom and ceo of tru optik, andre swanstone. eric: they are pretty strong in the developed markets already. there s not a lot of growth for them specifically in the u.s. looking abroad, they have a lot of room to grow, but that growth will be difficult. when you talk about that 7 million subscriber guidance, it is actually pretty strong compared to q one in 2019. when you look at the year-over-year comparisons, they are very weak compared to last year s ....
cloud and ai. we talked big themes shaping tech. we hear from executives from microsoft. would begin with tech earnings that began this week. netflix, ibm, and texas instruments reported tuesday. subscribers passed a 100 million milestone outside of the u.s., a boon for the international footprint. but they also cautioned on subscribers, saying growth would not be as robust. we covered it all with our guests. they are pretty strong in the developed markets. there is not a lot of growth for them in the u.s. looking abroad, they have a lot of room to grow, but that will be difficult. when we talk about that 7 million subscriber guidance, that is compared to a strong q1 in 2019. when you look at the year-over-year comparisons they are very weak compared to last year s. taylor: let me get your thoughts on this. typically, they are conservative when they forecast some of their guidance. do you feel netflix is being conservative, or is there real potential underway? potenti ....
we have details. cloud and ai. we talked big themes shaping tech. we hear from executives from microsoft. would begin with tech earnings that began this week. netflix, ibm, and texas instruments reported tuesday. subscribers passed a 100 million milestone outside of the u.s., a boon for the international footprint. but they also cautioned on subscribers, saying growth would not be as robust. we covered it all with our guests. they are pretty strong in the developed markets. there is not a lot of growth for them in the u.s. looking abroad, they have a lot of room to grow, but that will be difficult. when we talk about that 7 million subscriber guidance, that is compared to a strong q1 in 2019. when you look at the year-over-year comparisons they are very weak compared to last year s. taylor: let me get your thoughts on this. typically, they are conservative when they forecast some of their guidance. do you feel netflix is being conservative, or is there real potential ....