Market insight and analysis. You're listening to the opening bell of CNBC, Squawk on the Street.

Good Thursday morning. Welcome to Squawk on the Street. I'm Carl Cantonea with Jim Kramer and David Faber, the New York Stock Exchange.

Future is pretty solid as we wake up to more earnings and this news of a Brexit deal.

Question is, can Johnson sell that to Parliament as early as this weekend?

Europe is mixed. Sterling's had a big round trip this morning after cracking $1.30.

Data back home, not great. Claims, fully fed, housing starts all disappoint, but the tenure is still

above 175. Our roadmap begins with Netflix soaring despite a subs miss. The streaming

giant warning that increasing competitive headwinds could weigh on growth. Plus, shaking off global

tensions shows of Morgan Stanley look to be rallying this morning. This on what it looks like strong

quarterly result. The bank's CFO will join us for a first on CNBC interview this morning.

And as we said, futures rallying on some new Brexit hopes.

UK's Parliament, approval, though, remains uncertain.

Let's start with Netflix.

Up in the pre-market, subgrowth did miss, but still rebounded in the quarter to almost

6.8 million, thanks to international strength.

Profits' top expectations on the earnings call. Reed Hastings did talk about

the competition with Disney and Apple set to launch their own services next month. Fundamentally,

there's not a big change here. It is interesting that we see both Apple and Disney launching

basically in the same week after 12 years of not being in the market.

And I was being a little playful with whole new world in the sense of the drama of it coming.

But, you know, fundamentally it's more of the same.

And Disney's going to be a great competitor.

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