CBS beats earnings and CEO Les Moonves credits skinny bundles for driving that growth. Rich Greenfield, analyst at BTIG Research, explains what CBS is doing right, from its sports package to its digital platform, to cause its ad revenue to grow by 6% versus last year. Greenfield also explains why he thinks a merger between CBS and Viacom would make complete sense. Plus, Disney reports earnings on Tuesday, Greenfield weighs in on whether the magic of digital content can continue to grow.