Squawk on the Street Netflix Slides on Earnings Miss, WBD Update, Return of the Memes 10/22/25
Oct 22, 2025
Netflix faces a tough quarter with an earnings miss, prompting discussions on potential M&A opportunities amid Warner Bros. Discovery's impending sale. Attention turns to Beyond Meat's astonishing 900% surge, signaling a rise in meme stock enthusiasm. Texas Instruments reveals weaker guidance, raising concerns about the chip sector's recovery. Insight into Vertiv's strong performance highlights continued data center demand. Finally, Jim recommends Capital One as a compelling buy, supported by its improving credit metrics.
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Franchise Strength Shields Netflix
- Netflix still leads with many strong franchises and healthy engagement despite an earnings miss.
- Jim Cramer and David Faber view the quarter as broadly impressive and durable for content-driven growth.
Don’t Sell On One-Time Hits
- Avoid panicking on transient hits like the Brazil tax issue and read the full conference call before selling.
- Jim Cramer explicitly urges investors to consider the underlying business rather than short-term misses.
WBD Sale Narrows Potential Buyers
- Warner Bros. Discovery's sale reshapes buyer dynamics, excluding linear cable in potential deals.
- Regulators and political views could materially influence who can acquire WBD's assets.
