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October 27, 2017, 9:40 AM
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memeorandum
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| Alphabet Investor Relations: |
Alphabet Q3: revenue of $27.8B, up 24% YoY, vs. $27.2B expected; net income reaches $6.73B, up from $5.06B YoY; Other Bets made $302M, lost $812M — MOUNTAIN VIEW, Calif. - October 26, 2017 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended September 30, 2017.
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Business Insider, Search Engine Land, CNBC, PYMNTS.com, Business Insider, 9to5Google, Neowin, Stock Market News …, TechCrunch, Recode, ZDNet, 9to5Google, CNBC, Android Authority, The Register, Phandroid, Phandroid, GeekWire, Adweek, The Verge, Digital Commerce 360, Fortune, Engadget, Mashable, Bloomberg, Variety, Reuters, and Android Central
Tweets: @jandawson, @jonerlichman, @mattzeitlin, @jank0, @9to5google, and @mhbergen
| Peter Kafka / Recode: |
Google CEO Sundar Pichai says people are watching YouTube on TVs for 100M hours/day, up 70% in the last year — YouTube viewing on actual TV sets is up 70 percent in the last year. — YouTube has been trying to position itself as a TV competitor for years.| Nat Levy / GeekWire: |
Amazon has 540K employees after Whole Foods acquisition, nearly 7x that of Google and 4x that of Microsoft, is now the second-largest US employer after Walmart — Amazon added a whopping 159,500 employees in the last quarter, pushing its total employment to 541,900 people worldwide … | Business Wire: |
Amazon beats with Q3 revenue of $43.74B, up 34% YoY, vs. $42.14B expected; net income of $256M, up from $252M YoY — SEATTLE—(BUSINESS WIRE)—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2017.
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GeekWire, Business Insider, Reuters, Stock Market News …, TheStreet, Peter O'Kelly's Reality Check, CNET, CNBC, Fortune, The Verge, Engadget, SiliconANGLE, Reuters, TechCrunch, Variety, and ZDNet
Tweets: @shiraovide, @seldo, @thekenyeung, @levynews, @lisahopeking, and @delrey
| Greg Kumparak / TechCrunch: |
Google working on fix for Pixel 2 XL display issues and Pixel 2 “clicking” noise, will roll out software update within weeks; warranty extended to two years — Shortly after Google's new Pixel 2 and Pixel 2 XL began shipping, some users noted that the devices seemed to have some... quirks.
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Pixel User Community, Business Insider, International Business Times, TalkAndroid.com, Android Central, The Verge, and CNET. Tweets: @backlon
| Microsoft Investor Relations: |
Microsoft Q1: revenue of $24.54B, up 12% YoY, vs. $23.56B expected; net income up 16% YoY to $6.6B; Productivity revenue hits $8.2B, up 28% YoY — REDMOND, Wash. — October 26, 2017 — Microsoft Corp. today announced the following results for the quarter ended September 30, 2017:
| Emil Protalinski / VentureBeat: |
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ZDNet, Inquirer, Fortune, Silicon Republic, Softpedia News, Ars Technica, TechCrunch, MSPoweruser, and GeekWire. Tweets: @bendiek
| Ben Lovejoy / 9to5Mac: |
Analyst: iPhone 8 and 8 Plus accounted for 16% of all US iPhone sales in the past quarter, compared to 43% for 7 and 7 Plus during the same period last year — Purchase data from Consumer Intelligence Research Partners (CIRP) suggests that the iPhone 8 is selling in smaller numbers than an ‘S’ model.
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ABC News, Wall Street Journal, Softpedia News, MacRumors, BGR, iPhone Hacks, TechCrunch, TheStreet, AppAdvice.com, and MacDailyNews
| Samantha Liss / St. Louis Post-Dispatch: |
Amazon gains wholesale pharmacy licenses in 12+ states, including Nevada, Arizona, Louisiana, Alabama, New Jersey, Michigan, Connecticut, Oregon, and Tennessee — Throughout the past year, and without much fanfare, Amazon.com Inc. has gained approval to become a wholesale distributor …
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Fortune, Engadget, Forbes, The Hill, STAT, PYMNTS.com, Gizmodo, Bloomberg, Reuters, Consumerist, Business Insider, and reddit.com. Tweets: @reuterstech
| Seung Lee / SiliconBeat: |
Apple asks SEC for permission to exclude a shareholder proposal on tying leadership diversity to CEO performance measures — This post has been updated with a correction. The article incorrectly stated Denise Young Smith is the only black female executive at Apple.| Ricardo Bilton / Nieman Lab: |
Civil, the blockchain-based system to fund journalism, has raised $5M from ConsenSys and has attracted its first publication, news and politics site Popula — One of the most confusing efforts to fund journalism in recent memory is inching closer to reality.| William Alden / BuzzFeed: |
Zenefits and former CEO Parker Conrad settle SEC charges of misleading investors; Zenefits to pay $450K penalty, Conrad to pay ~$534K — The Securities and Exchange Commission, which polices bad behavior by publicly traded companies, has for the first time taken action against a privately …
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TechCrunch, SEC, Fortune, Business Insider, Axios, Wall Street Journal, and Kronk Stock 101. Tweets: @williamalden
| Katie Roof / TechCrunch: |
Sources: cybersecurity firm Zscaler has confidentially filed for an IPO, plans to go public before the year's end — Zscaler, a nine-year-old, San Jose, Calif.-based company, has filed confidentially for IPO, multiple sources tell TechCrunch. The cloud security outfit is aiming to go public before the end of the year.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:
Stop re-entering Shopify order details in Zoho CRM — This is a guest blog from Xapplets (Zeeyes AI Inc).Here's a scene that plays out in many growing Shopify stores every day: a customer places an order …
Stop re-entering Shopify order details in Zoho CRM — This is a guest blog from Xapplets (Zeeyes AI Inc).Here's a scene that plays out in many growing Shopify stores every day: a customer places an order …
IDrive:
IDrive Autonomy: low-cost L2+ driver assistance with AI — L2+ driver assistance with a scalable AI stack built for automotive companies and laying the foundation for the autonomous future.
IDrive Autonomy: low-cost L2+ driver assistance with AI — L2+ driver assistance with a scalable AI stack built for automotive companies and laying the foundation for the autonomous future.Featured Podcasts
Lenny's Podcast:
Why companies are becoming a series of loops | Anish Acharya (a16z)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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Big Technology Podcast:
GPT-6 & OpenAI's Comeback, Hugging Face Attack Debate, Ballmer's Scandalous Legacy
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Hard Fork:
The A.I. Mob That Attacked Hugging Face + METR's Ajeya Cotra
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
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Channels with Peter Kafka:
Data Centers, Elon Musk, and the New Politics of Tech, with David Weigel
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.
Sources:
Sam Altman on OpenAI's next model and the AI backlash
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.
Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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