Colin Sebastian, Sr. Research Analyst, Internet and Interactive Entertainment, Robert W. Baird & Co., discusses what's driving earnings at Facebook and how the company plans to dominate in the video space.
Scott Kessler, Head of Technology Sector Equity Research & Senior Equity Analyst, S&P Capital IQ, discusses what he's anticipating from Facebook and Twitter earnings, and which company has better long-term prospects.
Vasily Karasyov, Sterne Agee, and James Marsh, Piper Jaffray discuss DreamWorks stock. The restructuring of the company is addressing everything but the real problem, says Karasyov. The films are too expensive.