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Squawk Pod

5 Things to Know Before the Opening Bell 12/5/2025

Squawk Pod

CNBC

Business News, Investing, Business, News

4494 Ratings

🗓️ 5 December 2025

⏱️ 2 minutes

🧾️ Download transcript

Summary

Docusign shares fell even after the company raised its full year outlook, Hewlett Packard Enterprise missed Wall Street’s expectations for its fourth quarter revenue, shares of Ulta Beauty are on the rise after the company raised its forecasts for full year revenue, Apple has announced key leadership transitions, and Costco is adding President Biden’s Commerce Secretary Gina Raimondo to its board after announcing a lawsuit against the Trump administration over tariffs earlier this week. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcript

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0:00.0

Hi, I'm Andrew Ross Sorkin, co-host of Squawk Box. Today, I'm with Joe Kernan, and this is

0:06.6

five things to know before today's opening bell. DocuSign beating revenue and profit estimates,

0:12.3

but shares are lower. One possible reason, DocuSine's current quarter outlook didn't top

0:17.2

expectations, and we're going to speak with DocuSine CEO next hour. Meantime, shares of Hewlett-Packard Enterprise. They're under pressure.

0:23.5

Earnings beating estimates, but revenue missed. The current quarter sales forecast also came

0:27.9

in below expectations. And Apple says its general counsel and vice president for

0:32.3

environment policy and social initiatives are retiring. Both reported directly to Tim Cook

0:37.4

and are the latest members of the senior leadership team to depart. We should say, Joe, I'm and social initiatives are retiring. Both reported directly to Tim Cook

0:37.8

and are the latest members of the senior leadership team

0:40.0

to depart.

0:40.5

We should say, Joe, a whole bunch of folks

0:42.9

have been leaving Apple.

0:44.7

I know.

0:45.3

In recent weeks and months, and lots of questions

0:48.1

about what that turnover ultimately means.

0:50.1

Also, shares of Alta Beauty, they are higher earnings

0:52.6

and revenue beating estimates and the company raising its full year guidance.

0:55.9

Alta said shoppers have kept spending on beauty, even while they've been more selective in other categories.

1:01.5

And Costco saying it is adding former Biden administration, Commerce Secretary, Gino Romondo to its board, the company making that announcement about a week after Costco sued the government,

1:11.6

seeking to recoup tariff costs that it paid under President Trump.

1:15.9

We're going to be back later today with an all-new Squawk Pod,

1:19.3

our daily podcast featuring the best of Squawk Box.

...

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