Techmeme: Canalys: global smartphone shipments grew 5% YoY in Q3 to 309.9M units, the strongest Q3 since 2021; Samsung led with 57.5M units, followed by Apple at 54.5M (Canalys)

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November 1, 2024, 1:55 PM

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Chance Miller / 9to5Mac:

Popular photo editing company Pixelmator says it has signed an agreement to be acquired by Apple, pending regulatory approval — The Pixelmator Team announced the news in a blog post on Friday: — Pixelmator has signed an agreement to be acquired by Apple, subject to regulatory approval.

More: Pixelmator Blog, MacRumors, AppleInsider, TechCrunch, Appleosophy, How-To Geek, Macworld, The Verge, Engadget, TechRadar, CNBC, Digital Trends, Apple Must, Bloomberg, PetaPixel, iPhone in Canada Blog, Daring Fireball, Wccftech, BGR, Patently Apple, Boing Boing, Pixel Envy, Six Colors, and MacStories

Mastodon: @davidbisset@phpc.social. X: @maxwinebach, @markgurman, @markgurman, @kylebrussell, @minimaxir, and @markgurman. Forums: Ars OpenForum

Apple Inc.:

Apple reports Q4 revenue up 6% YoY to $94.9B, and net income down 36% YoY to $14.74B, after paying a $10.2B charge as part of an income tax decision in the EU — iPhone drives record September quarter revenue Services revenue reaches new all-time high — Apple® today announced financial results …

More: AppleInsider, The Mac Observer, Six Colors, Wccftech, Silicon UK, Neowin, SiliconANGLE, MacDailyNews, Daring Fireball, Thurrott, MacRumors, 9to5Mac, Philip Elmer‑DeWitt, BNN Bloomberg, Forexlive, Seeking Alpha, Wall Street Journal, BGR, and 9to5Mac

Threads: @salrodriguez. X: @stockmktnewz, @jimcramer, @lexnfx, @lanceulanoff, @lexnfx, and @munster_gene. Forums: MacRumors Forums

CNBC:

Apple Q4 revenue: iPhone up 6% YoY to $46.22B, Mac up 2% YoY to $7.74B, iPad up 8% YoY to $6.95B, and Wearables, Home, and Accessories down 3% YoY to $9.04B

Nikkei Asia:

Apple Q4 revenue: down 0.3% YoY to $15B in China, up 7.6% to $5.93B in Japan, up 16.6% to $7.38B in the rest of Asia-Pacific, and up 11% to $24.92B in Europe

More: Business Insider. X: @neilcybart

Todd Spangler / Variety:

Apple reports Q4 revenue from Services, which includes the App Store, Apple TV+, and Apple Music, up 12% YoY to $24.97B, a new quarterly record, but below est.

More: Observer, Taipei Times, Quartz, Inc, Motley Fool, Business Standard, CNBC, Media Play News, and The Hollywood Reporter. X: @greengart

See also Mediagazer

Mishaal Rahman / Android Authority:

Google plans to release Android 16 in Q2 2025 “to better align with the schedule of device launches”; major Android releases have been in Q3 or Q4 since 2013 — Android 16 is launching in Q2 of 2025, which is months earlier than previously expected. — • — TL;DR

More: Android Developers Blog, Thurrott, ExtremeTech, Droid Life, AndroidGuys, The Verge, Android Authority, TalkAndroid.com, GSMArena.com, Business Standard, SamMobile, TechRadar, Sammy Fans, T3, Tom's Guide, SammyGuru, TechIssuesToday.com, Tech Advisor, Gizchina.com, Livemint, Phandroid, Wccftech, Gizmochina, Android Faithful, MakeUseOf, The Shortcut, MobileSyrup, Liliputing, Android Police, Engadget, Droid Life, Android Headlines, How-To Geek, and 9to5Google

Mastodon: @bradlinder@fosstodon.org and @MishaalRahman@androiddev …. X: @lionelgeek

LinkedIn: Jason Bayton and Seang Chau

Forums: r/GooglePixel, r/Android, and r/androiddev

Reuters:

Researchers linked to China's military used Llama 2 to develop an AI model for potential military use; Meta says use of “outdated” Llama 2 would be “irrelevant” — Top Chinese research institutions linked to the People's Liberation Army have used Meta's publicly available Llama model …

More: Tom's Hardware, TechCrunch, Gizmodo, The Decoder, Transformer, Cryptopolitan, PCMag, The Hindu, The Information, Telegraph, Neowin, PhoneArena, EconoTimes, and Devdiscourse News Desk

Threads: @gwestr. X: @shakeelhashim, @andymstone, @tculpan, @jamespomfret, @andymstone, @andymstone, @tonynashnerd, @shakeelhashim, @shakeelhashim, @jamespomfret, @jamespomfret, @jamespomfret, and @andymstone. LinkedIn: Missy Cummings

Manish Singh / TechCrunch:

Indonesia bans Pixel smartphone sales, saying Google must comply with rules requiring 40% local content in smartphones, days after banning the iPhone 16 lineup — Indonesia has banned sales of Google Pixel smartphones for failing to meet domestic content requirements, days …

More: Reuters, Bloomberg, 9to5Google, PhoneArena, International Business Times, Invezz, Gizchina.com, Oman Observer, Reuters, Android Headlines, Financial Express, Malay Mail, and GSMArena.com

X: @clairejiao. Forums: r/technology, r/GooglePixel, and Slashdot

Bloomberg:

The capital expenditures of Amazon, Alphabet, Meta, and Microsoft are set to total over $200B in 2024, as companies accelerate spending to chase AI developments — - Amazon, Alphabet, Meta and Microsoft all accelerated spending — Mixed results from the big tech won't slow 2025 investment

More: Inc, Quartz, Platformonomics, CNBC, Business Insider, Clouded Judgement, Wall Street Journal, Livemint, and Sherwood News

Mastodon: @parismarx@mastodon.online. Forums: Slashdot

Benjamin Mayo / 9to5Mac:

Satellite services provider Globalstar says Apple took a 20% ownership stake worth ~$400M, and has committed another $1.1B to expand satellite service capacity — Satellite services provider GlobalStar today disclosed an expansion of its deal with Apple. Apple will commit an additional $1.1 billion …

More: The Verge, Reuters, Six Colors, DatacenterDynamics, Computerworld, Gizmodo, Globalstar, Inc., PCMag, MacRumors, Light Reading, iPhone in Canada Blog, Wccftech, TelecomTV, Benzinga, AppleInsider, Pocket-lint, Cult of Mac, PCMag, MacDailyNews, PhoneArena, CNBC, Barron's Online, GSMArena.com, ZeroHedge News, Phone Scoop, and Sharecast

X: @tmfassociates and @bzamayo. Forums: r/apple

Callan Quinn / CoinDesk:

Crypto firm Immutable says the SEC issued it a Wells notice related to the sale of its IMX tokens in 2021, and accuses the agency of “regulation by enforcement” — The firm's IMX token is down over 13% at $1.16 following the announcement. — Immutable said that it received …

Canalys:

Canalys: global smartphone shipments grew 5% YoY in Q3 to 309.9M units, the strongest Q3 since 2021; Samsung led with 57.5M units, followed by Apple at 54.5M — According to Canalys research, global smartphone shipments grew 5% year on year in Q3 2024, reaching 309.9 million units, the strongest Q3 performance since 2021.

More: iPhone in Canada Blog, SamMobile, Neowin, Patently Apple, Android Headlines, Gizchina.com, and GSMArena.com. Forums: r/Android

Anthropic:

Anthropic says governments should urgently take action on AI policy in the next 18 months and suggests principles for AI regulation that support innovation — Increasingly powerful AI systems have the potential to accelerate scientific progress, unlock new medical treatments, and grow the economy.

More: AI News and WinBuzzer

Bluesky: @carljanderson.bsky.social. X: @lefthanddraft, @anthropicai, @superhumanepoch, @drdatta_aiims, @gssp_acc, @sleepinyourhat, @krishnanrohit, @stefanfschubert, @pmarca, @pmarca, @joshrnold, @s_oheigeartaigh, @jackclarksf, @liron, @jackclarksf, and @freed_dfilan. Forums: r/ClaudeAI

Sarah McBride / Bloomberg:

A profile of YC Head of Public Policy Luther Lowe, who led a California pressure campaign against AI safety bill SB 1047 and aims to fight for “little tech” — After helping lead startups' crusade against California AI regulation, the tech policy veteran has new fights to pick.

X: @lutherlowe, @pmarca, @randolphcarterz, @ckoopman, @backthebunny, @psychosort, @ai__alexandra, and @garrytan

LinkedIn: Luther Lowe and Garry Tan

Bloomberg:

Former Lacework CEO and former Facebook Global Head of Engineering Jay Parikh joins Microsoft's senior leadership team, reporting directly to Satya Nadella — - Company struggling to ramp up data centers to meet AI demand — Jay Parikh will report directly to Microsoft CEO Nadella

More: Microsoft, The Verge, Livemint, CRN, and Neowin

X: @jordannovet, @jordannovet, and @tomwarren

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From Mediagazer

Dan Shanoff / The Athletic:

Nielsen: the World Cup final drew 38.9M viewers on Fox, and 22M+ on Telemundo; taken together, the US audience size rivaled that of NFL playoff games

Andrew Marchand / The Athletic:

Memo: ESPN's Jimmy Pitaro announces layoffs, mostly due to the NFL Network acquisition; sources: on-air personalities Karl Ravech and Ryan Clark are affected

Joe Reedy / Associated Press:

NHL Productions plans to produce and distribute game telecasts for four teams when the season begins, since Main Street Sports shut down; more clubs might join

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Anton Shilov / Tom's Hardware:

Intel outlines plan to break free from TSMC manufacturing, including making a majority of Nova Lake CPUs, due in 2026, internally

More: Benzinga, TweakTown, ExtremeTech, PC Gamer, VideoCardz.com, and Digital Trends

Richard Nieva / Forbes:

Q&A with Google DeepMind Director John Jumper on winning the Nobel Prize in Chemistry, merging predictive AI and LLMs, advancing AlphaFold, rival labs, and more

X: @richardjnieva

Bloomberg:

Istanbul-based Insider, which sells AI-powered marketing and customer engagement tools, raised a $500M Series E led by General Atlantic and plans a US expansion

More: FinSMEs, Tech.eu, and Insider. X: @useinsider

Kyle Wiggers / TechCrunch:

Tel Aviv-based, enterprise-focused cybersecurity startup Noma emerges from stealth with $32M in funding, including a $25M Series A led by Ballistic Ventures

More: Noma Security Inc., SiliconANGLE, VentureBeat, and Noma Security

Martyn Landi / The Independent:

UK police received 7,062 reports of online grooming over the past year; Snapchat was named in 48% of the cases where the means of communication was disclosed

More: BBC. LinkedIn: Jason Elsom. Forums: Beehaw

Jordan Novet / CNBC:

Amazon reports Q3 AWS revenue up 19% YoY to $27.45B, vs. $27.52B est., and AWS operating income of $10.45B, vs. $9.15B est., up from $7B in Q3 2023

Krisztian Sandor / CoinDesk:

Tether reports Q3 net profit of $2.5B, driven by yields on its US Treasury and gold holdings and bringing YTD profit to $7.7B, as USDT's market cap nears $120B

Jennifer Maas / Variety:

Amazon reports Q3 ad revenue up 19% YoY to $14.33B, vs. $14.25B est., amid its push to insert ads into Prime Video, and subscription sales up 11% YoY to $11.3B

More: Marketing Dive, Music Ally, MediaPost, The Streamable, and The Wrap

X: @trungtphan and @alex

Earlier Picks

Jordan Novet / CNBC:

Intel reports Q3 revenue down 6% YoY to $13.28B, vs. $13.02B est., a net loss of $16.99B, and Q4 guidance above estimates; INTC jumps 6%+ after hours

Amazon.com, Inc.:

Amazon reports Q3 revenue up 11% YoY to $158.9B, net income up 55% YoY to $15.3B, and operating income up 56% YoY to $17.4B; AMZN jumps 5%+

More: GeekWire, TEKsystems Global Services, City A.M., Motley Fool, Neowin, CNBC, WWD, Thurrott, Financial Times, Forbes, Capital Brief, Watcher Guru, Bloomberg, Deadline, Reuters, and CNBC

X: @stockmktnewz, @quartr_app, @thetranscript_, @quinnypig, @amitisinvesting, @quinnypig, @joecarlsonshow, @zerohedge, @dividenddude_x, @munster_gene, and @munster_gene. LinkedIn: Emil Protalinski. Forums: r/LOTR_on_Prime

Hayden Field / CNBC:

During a Reddit AMA, Sam Altman says GPT-5 likely won't come this year as OpenAI faces “a lot of limitations and hard decisions” in allocating compute resources

More: Tom's Hardware, Inc, TechRadar, TechCrunch, Cryptopolitan, WinBuzzer, The Algorithmic Bridge, and Neowin

Mastodon: @Kierkegaanks@beige.party. X: @kimmonismus, @kyliebytes, @openai, and @sama. LinkedIn: Hayden Field. Forums: r/ChatGPT

Kyle Wiggers / TechCrunch:

Meta is working with Wonik and GelSight to develop and commercialize tactile sensors for AI, including the Allegro robotic hand and Digit 360 tactile fingertips

More: Meta and The Verge

Threads: @zuck, @jaymayo_vrtist, and @crumbler. X: @jpineau1

LinkedIn: Mike Maroje Lambeta and Joelle Pineau

Shirin Ghaffary / Bloomberg:

OpenAI unveils ChatGPT Search to let paid users search for timely information using GPT-4o, after testing the feature in July 2024, a direct challenge to Google

More: OpenAI, The Verge, Tom's Guide, Platformer, The Independent, Wall Street Journal, Thurrott, Ars Technica, Windows Central, CNBC, PYMNTS.com, BGR, Newser, Jakarta Globe, VentureBeat, TechRadar, Inc, London Evening Standard, MEDIANAMA, Geek News Central Podcast, Axios, Gizchina.com, KnowTechie, Nairametrics, Tech Monitor, TechIssuesToday.com, Invezz, Tech Startups, Outlook Business, News18, The Economic Times, Forbes, The Rundown AI, Silicon Republic, The News International, Shelly Palmer, The Indian Express, YourStory.com, Business Standard, Türkiye Today, GreenBot, Financial Express, NewsBytes, Phandroid, NPR, Mobile World Live, Livemint, MarkTechPost, Near Media, Business Today, Skift, MediaPost, Decrypt, CNET, Wall Street Pit, Pocket-lint, Mashable, Digital Trends, TechRepublic, PhoneArena, Proactive, How-To Geek, Android Central, Android Police, Benzinga, The Decoder, Yahoo Finance, Android Authority, 9to5Mac, iPhone in Canada Blog, Yen.com.gh, Neowin, Tom's Guide, TechRadar, ZDNET, Business Insider, MIT Technology Review, GeekWire, MacRumors, Forbes, iClarified, WinBuzzer, The Information, Quartz, PCMag, MIT Technology Review, Fast Company, Fast Company, New York Times, Wired, Axios, and Washington Post

Threads: @hexinab0x, @thiccreese, and @mergesort. Mastodon: @carnage4life@mas.to

LinkedIn: Emil Protalinski, Eric Herbel, Daniel Longoria, and Conor Dragomanovich

Forums: r/technology, r/OpenAI, r/wallstreetbets, and r/ChatGPT