Techmeme
April 30, 2025, 10:55 PM

Top News

Josh Sisco / Bloomberg:
A US judge rules Apple violated a 2021 court order to open the App Store to outside payment options, and refers the case for a criminal contempt investigation  —  Gonzalez Rogers also referred the case to federal prosecutors to investigate whether Apple committed criminal contempt of court for flouting her 2021 ruling.
Zac Hall / 9to5Mac:
Tim Sweeney says Epic plans to submit Fortnite to the US iOS App Store next week and offers a “peace proposal” to end all litigation over App Store policies  —  Epic Games founder and CEO Tim Sweeney has announced that the company will submit Fortnite to the iOS App Store in the U.S. next week.
Microsoft:
Microsoft reports Q3 revenue up 13% YoY to $70.1B vs. $68.42B est., Microsoft 365 Commercial products and cloud services up 11%, forecasts Q4 revenue above est.  —  Microsoft Cloud and AI Strength Drives Third Quarter Results  —  REDMOND, Wash. — April 30, 2025 — Microsoft Corp. today announced …
Jordan Novet / CNBC:
Microsoft reports Q3 Azure and other cloud services revenue up 33%, above est., and forecasts Q4 Azure growth also above estimates; MSFT jumps 7%+ after hours  —  Microsoft shares rose about 9% in extended trading on Wednesday after the company reported better-than-expected quarterly results …
More: CRN, Bloomberg, Benzinga, and Quartz
Bluesky: @lorak and @jordannovetX: @ericjhonsa
Reuters:
Meta:
Meta reports Q1 revenue up 16% YoY to $42.3B, vs. $41.4B est., net income up 35% to $16.6B, family daily active people up 6% to 3.43B on average for March 2025  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2025.
Jonathan Vanian / CNBC:
Meta increases its 2025 capital expenditures to be in the range of $64B to $72B, up from its prior outlook of $60B to $65B; META jumps 5%+ after hours  —  Meta shares rose as much as 5% Wednesday after the company reported stronger-than-expected revenue in the first quarter …
Sarah Perez / TechCrunch:
The Verge:
US v. Google: Sundar Pichai said Google expects to strike a Gemini deal with Apple by mid-2025 and Tim Cook told him Apple plans to add more AI models this year  —  Google CEO Sundar Pichai suggested that the company plans to roll out its Gemini integration by the end of this year.
Bloomberg:
Lucas Ropek / Gizmodo:
Marc Andreessen says VC may be one of the last fields safe from AI after it replaces most workers, as it requires “intangible” skills like psychological insight  —  In the future, AI will apparently be able to do everybody's job—except Marc's.  —  Egg-headed venture capitalist …
Wall Street Journal:
Sources: about a month ago, Tesla board members opened a search for a CEO to succeed Elon Musk; the current status of the succession planning is not clear  —  With profits and stock price sinking, board members told Musk he needed to spend more time at company
Natalie Lung / Bloomberg:
Duolingo launches 148 new language courses developed with generative AI, doubling its offerings for non-English speakers within a year, as it aims for 1B+ users  —  On Wednesday, Duolingo signaled that approach is helping to rapidly expand its language-learning courses …
Dwarkesh Patel / Dwarkesh Podcast:
Q&A with Mark Zuckerberg on Llama 4, benchmarks, AI friends, DeepSeek, China, export controls, open source, monetizing AGI, aligning with Trump, and more  —  Zuck on:  — Llama 4, benchmark gaming, open vs closed  — Intelligence explosion, business models for AGI
Ian King / Bloomberg:
Qualcomm reports Q2 revenue up 17% YoY to $11B, vs. $10.6B est., handsets revenue up 12%, forecasts Q3 revenue slightly below est.; QCOM drops 5%+ after hours  —  Powerbeats Pro 2 Review: Best Workout Earbuds Still Lag on Audio Quality  —  Beats' newest exercise headphones are improved, but they face stiffer competition than ever.
Bloomberg Tax:
Sources: Ripple has proposed a takeover of Circle for $4B to $5B, a bid that was rejected as too low; Ripple remains interested in Circle  —  Ripple has proposed a takeover of rival stablecoin provider Circle Internet Group Inc. for $4 billion to $5 billion, a bid that was rejected as too low …
Financial Times:
Microsoft President Brad Smith says the company would take the US to court if necessary to protect European customers' “continuity of access” to its services  —  Tech group says it would sue to keep European access to crucial cloud services  —  Microsoft's top legal officer …
Sarah Perez / TechCrunch:
Wikipedia says it will use AI to build new features that “remove technical barriers” for editors, moderators, and patrollers, automate tedious tasks, and more  —  Wikipedia on Wednesday revealed its new AI strategy for the next three years — and it's not replacing the Wikipedia community …
Emily Mason / Bloomberg:
Helene Braun / CoinDesk:
Robinhood reports Q1 revenue up 50% YoY to $927M, vs. $920.1M est., crypto transaction revenue up 100% to $252M, increases share buyback authorization by $500M  —  The trading platform's results could give an indication for Coinbase's earnings on May 8.  —  What to know:

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