CNBC Squawk Alley January 22, 2020
trading down about 2% now. stev steven cahall of wells fargo will join us to talk about the numbers. steve, i will start with you, your takeaway. >> our concern continues to be the cash profitability scaling in netflix they added a lot of subs last year there continues to be a sub growth story but we're not convinced they're doing so profitably last year they added around 50 million subs but the sub has not improved i think it will take a lot longer to come through brutal economics in streaming now. >> good morning. thank you for having me. in part, this is a bit of a battleground st...