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May 2, 2017, 9:00 PM
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memeorandum
WeSmirchTop News
| Apple: |
Apple sold 50.7M iPhones in Q2, down from 51.2M last year, 8.92M iPads, down from 10.2M, 4.19M Macs, up from 4.03M; services revenue grew to $7.04B, 18% YoY — Capital Return Program Expanding to $300 Billion — Apple today announced financial results for its fiscal 2017 second quarter ended April 1, 2017.
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Tweets: @jonerlichman, @tomwarren, @asymco, @fromedome, @neilcybart, @benbajarin, @ahess247, @lexnfx, @neilcybart, @jandawson, @neilcybart, @ahess247, @fiercewireless, and @jandawson
| Anita Balakrishnan / CNBC: |
Apple reports Q2 revenue of $52.9B vs. $53.02B estimated, posts Q3 guidance of $43.5B-$45.5B vs. $45.6B expected; China sales down 14% YoY; stock down ~1.5% — Apple's massive cash hoard could become a major windfall under the Trump administration — Analysts have predicted new iPhone features …
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9to5Mac, Digital Trends, 9to5Mac, VentureBeat, Business Insider, CNET, ZDNet, Macworld, TechCrunch, Silicon Valley Business …, Tom's Guide, Business Insider, Cult of Mac, and iLounge. Tweets: @cnbc
| TrustedReviews: |
Microsoft debuts 13.5" Surface Laptop running Windows 10 S with 4 color options, USB 3 Type A, Mini DisplayPort, 14.5-hour battery life, ships June 15 from $999 — Microsoft has announced a brand new Windows-powered notebook called the Surface Laptop. — At an event in New York City today …
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eWeek, Windows Blog, The Verge, The Verge, Microsoft Store, Engadget, The Official Microsoft Blog, Mashable, The Verge, Digital Trends, Laptop Mag, Ars Technica, 9to5Google, Financial Times, Technology Personalized, iDownloadBlog.com, Wired, International Business Times, New York Magazine, The Tech Report, Business Insider, Engadget, Gizmodo India, On MSFT, iPhone in Canada Blog, Tom's Hardware, Windows Central, BGR, Fortune, MacRumors, Daring Fireball, iPhone Hacks, GeekWire, Mashable, TechCrunch, TechCrunch, and CNET
Tweets: @surface, @joannastern, @ow, @techdeals_16, @reckless, @redsteeze, @mr_foto, @vladsavov, @mspoweruser, @bdsams, @surface, @thurrott, and @ow
| Emil Protalinski / VentureBeat: |
Microsoft unveils Windows 10 S, a streamlined version for education that only runs apps from Windows Store, launching this summer — At its education event in New York City today, Microsoft announced a new edition of its latest operating system: Windows 10 S. Available on first-party …
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Ars Technica, TechCrunch, Digital Trends, The Verge, Laptop Mag, BGR, The Verge, Microsoft, Business Insider, PCWorld, Android Authority, New York Times, ZDNet, Business Insider, iMore, The Verge, Thurrott.com, Thurrott.com, Ars Technica, Gizmodo, Engadget, ZDNet, 9to5Mac, TechCrunch, Windows Central, BGR, Gizmodo, Inquirer, TechCrunch, BetaNews, Softpedia News, The Seattle Times, and VentureBeat
Tweets: @windows, @alexjamesfitz, @thurrott, @thurrott, and @tomwarren
| Bloomberg: |
Hands-on: Microsoft targets backpacks with its 2.76 lbs Surface Laptop, lighter than MacBook Air; keyboard impresses with suede-like durable Alcantara covering — Microsoft has already cracked the professional and creative markets with inventive tablets and a desktop that turns into a virtual drafting table.
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Business Insider, Bloomberg, The Verge, Thurrott.com, Gizmodo, and Business Insider
Tweets: @_ierik, @dannysullivan, @dannysullivan, @anderson, @fraserspeirs, @business, and @jsoltero
| Jacob Kastrenakes / The Verge: |
Microsoft updates Teams with education-focused tools, including a dashboard for students' work with access to learning materials, available this summer — Microsoft Teams started life competing with Slack in the workplace, but now Microsoft plans to bring its chat and collaboration app to another environment: schools.
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Office Blogs, Windows Blog, eWeek, Quartz, MSPoweruser, Tom's Hardware, Laptop Mag, TechCrunch, Digital Trends, VentureBeat, The Tech Report, On MSFT, and MSPoweruser
Tweets: @tomwarren, @nicdibella, @officenews, and @lanceulanoff
| Rachel Kaser / The Next Web: |
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CNET, CNET, Minecraft, Neowin, The Verge, iDownloadBlog.com, Windows Central, SlashGear, Engadget, MSPoweruser, and VentureBeat
| Nathan Ingraham / Engadget: |
Samsung gets government approval to test a self-driving Hyundai, customized with Samsung technology, on roads in South Korea — Samsung's ambitions to be a player in the self-driving car space aren't new, but today the company hit a big milestone. The company's home country of South Korea … | Etsy Investor Relations: |
Etsy Q1 rev up 18.4% YoY to $96M; CEO Chad Dickerson to be replaced by Josh Silverman, give chair role to Fred Wilson; firm to lay off 80; stock down 14%+ — Etsy, Inc. Reports First Quarter 2017 Financial ResultsAnnounces CEO Transition — Etsy, Inc. (NASDAQ: ETSY), which builds markets …
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Bloomberg, TechCrunch, ZDNet, Business Insider, VentureBeat, and CNET
| Dean Takahashi / VentureBeat: |
Facebook rolls out Instant Games on Messenger to all users, currently with up to 50 games including Words with Friends — Facebook is announcing today that it is rolling out Instant Games on Messenger more broadly to the 1.2 billion people who use the messaging system every month.| Deepa Seetharaman / Wall Street Journal: |
Sources: code written by women at Facebook rejected far more than men's; Facebook says study inaccurate, performed by former employee with incomplete data — Analysis found female engineers received 35% more rejections of their code than men — Last year, a longtime engineer …
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CNET, The Guardian, Vanity Fair, Newser, The Verge, TechCrunch, The Next Web, Engadget, Mashable, and Axios
Tweets: @dseetharaman, @triketora, @ktbenner, and @bosefina
| Ken Yeung / VentureBeat: |
Twilio reports Q1 revenue of $87M, up 47% YoY, weak Q2 and '17 guidance; shares plummet 29%+ — Twilio ($TWLO) has reported its first quarter 2017 earnings, revealing that it generated $87.4 million in revenue, a 47 percent annual increase, with a non-GAAP net loss per share of $0.04.
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Twilio, TechCrunch, ZDNet, SiliconANGLE, Business Insider, and Investor's Business Daily
| Sarah Perez / TechCrunch: |
Google will now allow 300x250 ads above the fold on mobile webpages, says they can be ‘user-friendly’ — Google today announced a change to its AdSense policy that will remove a limitation previously in place that restricted certain kinds of ads “above the fold” - meaning, visible on a website without scrolling down the page.Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
TrainerCentral 2.0: Built for what's next — The business of training has changed. AI didn't just make content creation faster—it made professional training content achievable for businesses that couldn't previously afford …
TrainerCentral 2.0: Built for what's next — The business of training has changed. AI didn't just make content creation faster—it made professional training content achievable for businesses that couldn't previously afford …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Channels with Peter Kafka:
The Atlantic's CEO on AI, Billionaire Owners, and Moonlighting as a Creator
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Big Technology Podcast:
Apple's Most Ambitious Roadmap Ever? + OpenAI vs. Google vs. Anthropic Revisited
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Sources:
Mark Zuckerberg on Muse, Meta's biggest AI bet yet
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Lenny's Podcast:
How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Invest Like the Best:
Walter Russell Mead - How America Keeps Winning
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Grit:
The AI Race Has a Leaderboard | Arena CEO Anastasios Angelopoulos
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
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