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May 1, 2025, 5:40 PM
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| Apple Inc.: |
Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.66B est., net income up 5% YoY to $24.78B, and China net sales down 2% YoY to $16B — Services revenue reaches new all-time high — EPS sets March quarter record … The Company posted quarterly revenue of $95.4 billion … | Kif Leswing / CNBC: |
Apple Q2: iPhone up 2% YoY to $46.84B, vs. $45.84B est., Mac up 7% to $7.95B, iPad up 15% to $6.4B, and Wearables, Home, and Accessories down 5% to $7.52B — Apple reported second fiscal-quarter earnings Thursday that beat Wall Street expectations, but the company's closely-watched Services division came up light versus estimates.
More: Wall Street Journal, Appleosophy, 9to5Mac, MarketWatch, and Financial Times
X: @munster_gene, @neilcybart, @neilcybart, and @asymco
| Todd Spangler / Variety: |
Apple reports Q2 revenue from Services, which includes the App Store, Apple TV+, and Apple Music, up 12% YoY to $26.65B, a new record but below $26.7B est. — The company overall topped Wall Street estimates for the quarter as investors awaited word on how President Trump's tariffs might hurt its business.| Amazon.com, Inc.: |
Amazon reports Q1 revenue up 9% YoY to $155.7B, operating income up 20% YoY to $18.4B, and net income up 64% YoY to $17.1B; AMZN drops ~4% after hours — - Net sales increased 9% to $155.7 billion in the first quarter, compared with $143.3 billion in first quarter 2024.
More: Associated Press and ZeroHedge News
X: @finchat_io, @sjosephburns, @finchat_io, and @economyapp
| Annie Palmer / CNBC: |
Amazon reports Q1 AWS revenue up 17% YoY to $29.3B, vs. $29.42B est., and AWS operating income up 23% YoY to $11.55B — Amazon reported better-than-expected results for the first quarter, driven by growth in its cloud computing and advertising businesses, but it gave soft guidance for the current period.| Josh Sisco / Bloomberg: |
A US judge rules that Apple violated a 2021 court order to open the App Store to third-party payment options, and refers the case for a criminal investigation — Gonzalez Rogers also referred the case to federal prosecutors to investigate whether Apple committed criminal contempt of court for flouting her 2021 ruling.
More: United States District Court Northern District of California, Ars Technica, The Verge, Wired, 9to5Mac, TechCrunch, Wall Street Journal, Axios, TechCrunch, MacRumors, Business Insider, Forbes, New York Times, MacRumors, Daring Fireball, Gizmodo, New York Post, TechRadar, BIG by Matt Stoller, TechCrunch, iThinkDifferent, Reuters, iDrop News, The Information, Washington Examiner, BBC, Redmond Pie, Daily Jang, CGMagazine, CNBC, Spyglass, iDownloadBlog.com, Yahoo Finance, Raleigh News & Observer, Digital Music News, WebProNews, Digital Trends, Six Colors, Android Authority, Mobile Dev Memo, Cryptopolitan, WinBuzzer, GameSpot, GamesIndustry.biz, Investopedia, The Hill, Engadget, Eurogamer.net, UPI, 9to5Mac, Financial Times, and Axios
Bluesky: @riley.social, @amyklobuchar.com, @rileytestut.mastodon …, @manton.org, @reckless, @ernie.tedium.co, @wario64, @reckless, @reckless, @reckless, @carnage4life, @caylen, @reichlinmelnick, and @zhugeex.com
Mastodon: @kirb@hachyderm.io and @carnage4life@mas.to
Threads: @benedictevans, @timothybucksf, and @eric_seufert
X: @timsweeneyepic, @markgurman, @bzamayo, @rauchg, @dhh, @dhh, @pat_garofalo, @stevemoser, @azianmike, @seanobannon_, @dhh, @timsweeneyepic, @jeiting, @dhh, @jasonfried, @dhh, @mayazi, @markgurman, @geneburrus, @amandalws, @ericmigi, @tomwarren, @balancecrafting, @timsweeneyepic, @jason_kint, @jason_kint, @keleftheriou, @joannastern, @balancecrafting, @nhegde, @sladebond, @steventey, @apollozac, @alexeheath, @jason_kint, @mikeisaac, @alexeheath, @alexeheath, @mgsiegler, @matthewstoller, and @markgurman. LinkedIn: Daniel Rubio Sánchez
Forums: r/LinusTechTips, r/atrioc, r/GeForceNOW, r/wallstreetbets, r/technology, r/iphone, r/applesucks, r/technews, and r/apple
| Zac Hall / 9to5Mac: |
Epic Games says it will take a 0% store fee from developers on their first $1M in revenue per app per year, and plans to let developers open their own webshops — Less than 24 hours after Apple's legal defeat over its App Store model, Epic Games is wasting no time.
More: Epic Games, MacRumors, Windows Central, Engadget, AppleInsider, The Verge, Neowin, How-To Geek, iClarified, iThinkDifferent, Liliputing, TechCrunch, Vercel, Reuters, Beebom, WinBuzzer, Moneycontrol, and PCMag
LinkedIn: Steve Allison and Sean Palomino
Forums: r/apple and MacRumors Forums
| Zac Hall / 9to5Mac: |
More: Hindustan Times, XDA Developers, TechCrunch, Variety, Daring Fireball, MacRumors, Lifehacker, VG247, Polygon, MacStories, GSMArena.com, TechRadar, Digital Trends, Cult of Mac, iPhone in Canada Blog, Spyglass, GamesRadar, TechCrunch, Game Rant, and The Verge
X: @timsweeneyepic, @rjonesy, @stephentotilo, @bzamayo, @bzamayo, @gruber, @jakesucky, @patrickmcgee_, @wario64, @timsweeneyepic, and @sweetpotatoes
Forums: r/fuckepic, r/iosgaming, r/Games, and r/technology
| Tom Warren / The Verge: |
Microsoft raises the prices of its Xbox Series S and X consoles, Xbox controllers, and some new Xbox games globally; the consoles are priced $80 to $100 more — New first-party Xbox games are moving from $69.99 to $79.99 later this year, but there are no Xbox Game Pass increases.
More: The Game Business, Axios, Windows Central, Eurogamer.net, The Information, Ars Technica, Engadget, IGN, Video Games Chronicle, Polygon, Variety, PYMNTS.com, Reuters, How-To Geek, CNET, New York Times, Destructoid, Bloomberg, XDA Developers, Agence France-Presse, HotHardware, The Shortcut, Forbes, International Business Times, Pure Xbox, Mirror, Yahoo Finance, NBC News, The Sun, Daily Kos, MobileSyrup, KitGuru, 9to5Toys, TechPowerUp, Tech4Gamers, BBC, PlayStation LifeStyle, VideoGamer, Neowin, Game Informer, PCWorld, Digital Trends, GameSpot, BetaNews, WinBuzzer, ZeroHedge News, PCMag, Engadget, and Kotaku
Bluesky: @tomwarren.co.uk, @dmc-ryan, @vicious696, @fudgepop01, @parismarx.com, and @crampell
X: @zhugeex, @tomwarren, @ballmatthew, and @0xgaut
| Ivan Mehta / TechCrunch: |
On Meta's Q1 call, Mark Zuckerberg says WhatsApp now has 3B+ MAUs, up from 2B in February 2020 and 1.5B in January 2018; Facebook passed 3B MAUs in July 2023 — WhatsApp now has more than 3 billion people using it every month, Meta CEO Mark Zuckerberg noted during the company's Q1 results conference call on Wednesday.| Jess Weatherbed / The Verge: |
Google says “a small percentage” of Search users in the US will start seeing an AI Mode chatbot tab “in the coming weeks”; AI Mode uses Google's search index — An AI Mode tab will soon start appearing in Search for a handful of US users.
More: The Keyword, Computerworld, How-To Geek, CNET, Engadget, SiliconANGLE, Search Engine Watch, PCWorld, ZDNET, PCMag, Android Central, AndroidGuys, TipRanks Financial, Android Police, Neowin, Tom's Guide, MediaPost, 9to5Google, TechCrunch, Yahoo Finance, Maginative, Chrome Unboxed, Android Faithful, Droid Life, BGR, and Android Headlines
| Julia Love / Bloomberg: |
More: MacRumors, PYMNTS.com, Ars Technica, and Yahoo Finance
Bluesky: @robbowley.net and @quinnypig.com
LinkedIn: Julia Love and Mike Choi
| Kristina Partsinevelos / CNBC: |
Nvidia says Anthropic is telling “tall tales” after the startup argued for tighter export controls by saying China is smuggling chips in “prosthetic baby bumps” — Nvidia blasted Anthropic Thursday in a rare public clash over artificial intelligence policy with U.S. chip export restrictions set to take effect.
More: Anthropic, Bloomberg, PYMNTS.com, Tom's Hardware, TechCrunch, Cryptopolitan, Benzinga, and Forbes
| Lindsay Clark / The Register: |
Redis, which makes the Redis value-key database, returns its main system to open-source license AGPL, after criticism in 2024 for moving to a dual-license model — New plan may remain too restrictive for some developers — Redis, the company behind the popular value-key database of the same name …
More: antirez.com, Redis, and Simon Willison's Weblog
Bluesky: @cra.dev. Mastodon: @lightweight@mastodon.nzoss.nz. X: @simonw and @antirez. LinkedIn: Michel Tu
Forums: r/programming, r/linux, and r/opensource
| Kyle Wiggers / TechCrunch: |
Microsoft releases three Phi-4 reasoning models on Hugging Face, expanding its Phi “small model” family, which it launched in May 2024 for AI app developers — Microsoft launched several new “open” AI models on Wednesday, the most capable of which is competitive with OpenAI's o3-mini on at least one benchmark.
More: Microsoft Azure, Hugging Face, arXiv.org, Tom's Guide, and WinBuzzer
| Chris Welch / The Verge: |
Meta updated Ray-Ban Meta smart glasses' privacy policy on April 29 to enable the Hey Meta voice command by default, store voice recordings for a year, and more — The company has removed the option to disable your voice recordings from being stored, among other changes.
More: TechCrunch, Livemint, PetaPixel, The Decoder, TechRadar, and MacRumors
| Noam Scheiber / New York Times: |
In a case related to its Activision acquisition, Microsoft dropped a law firm that settled with President Trump in favor of a firm that is fighting a Trump EO — The tech giant instead engaged a firm that is fighting the president's executive orders, Jenner & Block, in a sign that those firms can still attract clients.
More: Reuters and Crain's Chicago Business
Bluesky: @evetoronaldo, @brunojnavarro, and @markzaidesq
Forums: r/politics and r/biglaw
| Ethan Gach / Kotaku: |
Polygon staff, including co-founder and EIC Chris Plante, say the video games publication has laid them off, after Vox Media sold Polygon to publisher Valnet — One of the biggest gaming sites around was just blown up — The video game website Polygon has been sold to Valnet and much of its staff …
More: 404 Media, The Verge, Ars Technica, Business Wire, Video Games Chronicle, GamesIndustry.biz, PC Gamer, The Wrap, Comic Book, and Axios
Bluesky: @plante, @mmcwhertor, @petevolk, @tasharobinson, @mattreyn.games, @nicolecarpenter, @mattleone, @gamerswithglasses, @rappstar, @eyepatchguy, @knoebel, @aemccarthy, @monagle, @botherer, @palmerh, @jacoboller, @caseynewton, @nintendeal.com, @coachfinstock, @sunsetvisitor.studio, @jayasaxena.com, @ohnorosco, @papapishu, @sethrosenthal, @jaypeters.net, @edzitron.com, @grubb.wtf, @parismarx.com, @seanokane, @alexnavarro, @pattymo.com, @jaypeters.net, @plante, @alexaray, and @mtsw
Mastodon: @netopwibby@social.coop and @cliffwade@infosec.exchange
X: @mikestrawmedia, @loudmouthjulia, @okayy_dan, @jacobkleinman, @toadsanime, @haasch_palmer, @cecianasta, @mattbrownep, @theotherfrost, @legsfrank, @cecianasta, @ohnorosco, @echoapsey, and @elmayimbe. LinkedIn: Jessica Timms
Forums: r/MBMBAM, r/PolygonFans, r/Games, r/pcgaming, r/kindafunny, r/TheBesties, r/TwoBestFriendsPlay, r/giantbomb, r/TAZCirclejerk, r/xbox, r/PS5, and Slashdot
| Wall Street Journal: |
Sources: about a month ago, Tesla's board opened a search for a CEO to succeed Elon Musk; the succession planning status is unknown, but Tesla denied the report — With profits and stock price sinking, board members told Musk he needed to spend more time at company
More: Bloomberg, The Verge, Ars Technica, Reuters, Axios, HotAir, CNBC, Quartz, New York Post, Financial Times, Internet of Things News, and Bloomberg
Bluesky: @jimmc26, @carnage4life, @murshedz, @mshannahmurphy, and @bubbaprog.lol
Forums: r/worldnews, r/EatTheRich, r/teslainvestorsclub, r/anime_titties, r/GlobalNews, r/facepalm, r/technology, r/EnoughMuskSpam, r/LeopardsAteMyFace, r/somethingiswrong2024, r/behindthebastards, r/stupidpol, r/StockMarket, r/electricvehicles, r/RealTesla, r/politics, r/musked, r/news, and r/wallstreetbets
| Alex Isenstadt / Axios: |
More: Bloomberg, Gizmodo, Semafor, USA Today, Washington Post, and NBC News
Bluesky: @donachaidh. X: @jakewilkns, @shelbytalcott, @shelbytalcott, @wsteaks, @katiadoyl, @hadas_gold, @pkafka, and @akarl_smith
| Kyle Wiggers / TechCrunch: |
Anthropic launches Integrations to connect apps to Claude, and expanded deep research tool Advanced Research, in beta for Claude Max, Team, and Enterprise users — Anthropic on Thursday launched a new way to connect apps and tools to its AI chatbot Claude, as well as an expanded “deep research” … | Ben Thompson / Stratechery: |
Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more — An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.
More: MacRumors, The Verge, Bloomberg, iPhone in Canada Blog, AppleInsider, The Wrap, and 9to5Mac
| Sam Tobin / Reuters: |
London's Court of Appeal rules Apple must pay Optis $502M as a lump sum for using Optis' 4G patents from 2013 to 2027, overturning a 2023 High Court decision — Apple (AAPL.O) must pay a U.S. patent holder $502 million for the use of 4G patents in devices including iPhones and iPads …
More: MacRumors, SiliconANGLE, Engadget, ip fray, iPhone in Canada Blog, Patently Apple, Moneycontrol, Silicon UK, 9to5Mac, IPWatchdog.com, and AppleInsider. Forums: MacRumors Forums
| John Pavlus / Quanta Magazine: |
An oral history from 19 current and former natural language processing researchers of the past five years, including how LLMs and ChatGPT disrupted their fields — Researchers in “natural language processing” tried to tame human language. Then came the transformer. sking scientists …
Bluesky: @rtommccoy, @markriedl, @emilymbender, @coocho, @melaniemitchell, and @quantamagazine. Mastodon: @davidschlangen@scholar.social. X: @johnpavlus
| RT Watson / The Block: |
Tether says its “total exposure” to US Treasurys had neared $120B at the end of March, and reports $1B+ in Q1 operating profit from traditional investments — - Tether said its “total exposure” to U.S. Treasurys had neared $120 billion at the end of March.
More: Tether, Decrypt, BTC Times, CryptoSlate, and CoinGape
| Aisha Malik / TechCrunch: |
Google launches Little Language Lessons, three experimental tools that use Gemini to help users learn vocabulary, phrases, grammar, and slang in a new language — Google on Tuesday is releasing three new AI experiments aimed at helping people learn to speak a new language in a more personalized way.
More: Google Labs, PCMag, Inc, iPhone in Canada Blog, The Keyword, DevX, Mashable, and Lifehacker
| Kevin McLaughlin / The Information: |
Sources: AWS is developing an AI-assisted coding service that offers features like Cursor and goes further than its current coding assistant, Amazon Q Developer — Artificial intelligence-assisted coding firms are some of the hottest startups in Silicon Valley right now, drawing attention from OpenAI, among others.| Jess Weatherbed / The Verge: |
Pinterest rolls out an “AI modified” label globally to indicate AI-generated or AI-edited images, identified via metadata analysis and its own AI classifiers — AI labels are coming to a platform that sorely needed them. … Pinterest is making it easier for users to identify and avoid AI-generated slop on its platform.| MacKenzie Sigalos / CNBC: |
Block reports Q1 revenue down 3% YoY to $5.77B, vs. $6.2B est., gross profit up 9% to $2.3B, below est., issues weak profit guidance; XYZ drops 15%+ after hours — WATCH NOW — Block reported first-quarter results that missed Wall Street expectations on Thursday and issued a disappointing outlook.| Natalie Lung / Bloomberg: |
Instacart reports Q1 revenue up 9% YoY to $897M, gross transaction volume up 10% to $9.1B, forecasts Q2 adjusted EBITDA above est.; CART jumps 6%+ after hours — Instacart posted its strongest order growth since 2022 for the first quarter and projected better-than-expected earnings for the current period …
More: Wall Street Journal, Instacart, and Chain Store Age
| Benjamin Mayo / 9to5Mac: |
Tim Cook says Apple estimates tariffs will add $900M in costs for the June quarter, assuming the current tariff policy remains in place — On the quarterly earnings call today, Apple gave some color on the impact of tariffs on its business. Most notably Apple CEO Tim Cook said that in the current quarter …
More: MacRumors, AppleInsider, Bloomberg, and Variety
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