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May 1, 2025, 8:55 PM
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| Apple Inc.: |
Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.6B est., China sales down 2% YoY to $16B, vs. $16.83B est., and authorizes a $100B share buyback program — 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: PCMag, TechCrunch, Appleosophy, 9to5Mac, Six Colors, Spyglass, Wall Street Pit, MarketWatch, and Financial Times
| 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.
More: MacRumors, New York Times, The Desk, The Hollywood Reporter, and Media Play News
X: @neilcybart, @edludlow, and @munster_gene
| Rolfe Winkler / Wall Street Journal: |
More: AppleInsider, India Dispatch, BBC, Nikkei Asia, Bloomberg, mobilenewscwp.co.uk, and Yahoo Finance
| Benjamin Mayo / 9to5Mac: |
| Amazon.com, Inc.: |
Amazon reports Q1 revenue up 9% YoY to $155.67B, vs. $155.04B est., operating income up 20% YoY to $18.4B, and forecasts Q2 operating income below estimates — - Net sales increased 9% to $155.7 billion in the first quarter, compared with $143.3 billion in first quarter 2024.
More: Thurrott, Bloomberg, MBI Deep Dives, Neowin, New York Times, and Associated Press
| 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.| David Yaffe-Bellany / New York Times: |
Trump's World Liberty Financial says Abu Dhabi's MGX fund is making a $2B investment in Binance using World Liberty's USD1 stablecoin, raising ethical concerns — A deal for a state-backed Emirati firm to use a Trump-affiliated digital coin was announced in a panel that included the president's son …
More: Reuters, Blockworks, Bloomberg, The Information, The Block, Washington Post, New Republic, New York Post, Rolling Stone, Blockchain News, PYMNTS.com, The Crypto Basic, Diane Ravitch's blog, and Cointelegraph
Bluesky: @hfgarcia, @danpfeiffer, @marypcbuk, @blumenthal.senate.gov, @wendysiegelman, @warren.senate.gov, @larryglickman, and @kenvogel
Forums: r/economicCollapse and r/politics
| 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, Windows Central, Axios, Eurogamer.net, The Information, Ars Technica, IGN, Video Games Chronicle, Polygon, TheStreet, Variety, Kotaku, Game File, Stevivor, Forbes, Engadget, New York Times, The Game Post, KitGuru, 9to5Toys, TechPowerUp, Tech4Gamers, BBC, PlayStation LifeStyle, International Business Times, The Sun, Cosmic Book News, VideoGamer, Neowin, Game Informer, Mirror, MobileSyrup, PCWorld, Digital Trends, GameSpot, BetaNews, WinBuzzer, Agence France-Presse, ZeroHedge News, PCMag, XDA Developers, The Shortcut, and Engadget
Bluesky: @dmc-ryan, @fudgepop01, @parismarx.com, @crampell, @vicious696, and @tomwarren.co.uk
| 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, TechCrunch, PocketGamer.biz, GamesRadar, Android Headlines, Android Authority, Neowin, Reuters, WinBuzzer, GSMArena.com, Vercel, iClarified, How-To Geek, Liliputing, iThinkDifferent, Windows Central, Engadget, Beebom, and Moneycontrol
Bluesky: @klobuchar.senate.gov and @knoebel
X: @dimillian, @gruber, @deeketweak, @tomwarren, and @rauchg
LinkedIn: Steve Allison and Sean Palomino
Forums: r/apple and MacRumors Forums
| Jay Peters / The Verge: |
More: Spotify, MacRumors, 9to5Mac, TechCrunch, 9to5Mac, iClarified, TechRadar, and Digital Trends
Bluesky: @tomwarren.co.uk, @jaypeters.net, and @jaypeters.net
X: @andyyen, @spotifynews, @eric_seufert, @eric_seufert, @bindureddy, @aripap, @eric_seufert, @eric_seufert, and @egorka
Forums: Slashdot and MacRumors Forums
| Josh Sisco / Bloomberg: |
More: Ars Technica, United States District Court Northern District of California, The Verge, 9to5Mac, Wired, PYMNTS.com, Wall Street Journal, TechCrunch, MacRumors, Forbes, TechCrunch, Daring Fireball, Deadline, Pixel Envy, New York Times, Six Colors, BIG by Matt Stoller, Polygon, Spyglass, iDownloadBlog.com, The Information, BBC, Mobile Dev Memo, Lifehacker, iDrop News, Digital Music News, Yahoo Finance, Redmond Pie, Gizmodo, GameSpot, CGMagazine, New York Post, Investopedia, The Hill, Raleigh News & Observer, Business Insider, Daily Jang, UPI, Engadget, Android Authority, GamesIndustry.biz, and Eurogamer.net
Bluesky: @amyklobuchar.com, @elkmovie, @jonikorpi.com, @rileytestut.mastodon …, @riley.social, and @manton.org
X: @timsweeneyepic, @azianmike, @markgurman, @bzamayo, @rauchg, @dhh, @dhh, @pat_garofalo, @stevemoser, @azianmike, @seanobannon_, @dhh, @jeiting, @dhh, @jasonfried, @dhh, @mayazi, @markgurman, @geneburrus, @amandalws, @ericmigi, @timsweeneyepic, @tomwarren, @balancecrafting, @timsweeneyepic, @jason_kint, @jason_kint, @keleftheriou, @joannastern, @balancecrafting, @nhegde, @sladebond, @steventey, @sweetpotatoes, @apollozac, @alexeheath, @jason_kint, @mikeisaac, @alexeheath, @alexeheath, @mgsiegler, @matthewstoller, and @markgurman. LinkedIn: Daniel Rubio Sánchez
Forums: r/LinusTechTips, r/atrioc, r/wallstreetbets, r/GeForceNOW, r/technology, r/iphone, and r/applesucks
| Samantha Subin / CNBC: |
Airbnb reports Q1 revenue up 6% YoY to $2.27B, vs. $2.26B est., Gross Booking Value up 7% to $24.5B, forecasts Q2 revenue below est.; ABNB drops 5%+ after hours — Airbnb reported results for the first quarter that were mostly in line with estimates, but the company issued a disappointing revenue forecast for the current period.| 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 18%+ after hours — WATCH NOW — Block reported first-quarter results that missed Wall Street expectations on Thursday and issued a disappointing outlook.
More: Bloomberg, PYMNTS.com, Investor's Business Daily, Benzinga, and SiliconANGLE. Forums: r/wallstreetbets
| 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.| 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, PYMNTS.com, and Forbes
| Todd Spangler / Variety: |
Roku reports Q1 revenue up 16% YoY to $1.02B vs. $1.01B est., a net loss of $27.4M, compared to $50.9M a year ago; ROKU drops 5%+ after hours — Roku turned in first-quarter 2025 earnings that edged out Wall Street forecasts and announced a $185 million deal to buy Frndly TV … | 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 4%+ 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: The Information, Wall Street Journal, Benzinga, Instacart, and Chain Store Age
| Jonathan Vanian / CNBC: |
Reddit reports Q1 revenue up 61% YoY to $392M, vs. $370M est., global daily active uniques up 31% to 108.1M, Q2 guidance above est.; RDDT jumps 5%+ after hours — Reddit reported first-quarter revenue on Thursday that beat Wall Street expectations, and issued better-than-expected guidance.| 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, r/opensource, and r/theprimeagen
| 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.
More: Meta, TechCrunch, DevX, Sammy Fans, Nairametrics, Daily Jang, Sigorta Haber, AutoGPT, and WebProNews
Forums: r/whatsapp and r/technews
| 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, AppleInsider, The Wrap, 9to5Mac, and iPhone in Canada Blog
Bluesky: @pud333 and @socialmedialab.ca
X: @firstadopter, @mgtalksretail, @sundeep, and @paulisci
| 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, Crain's Chicago Business, and MSNBC
Bluesky: @evetoronaldo, @justinbaragona, @mmasnick, @amandamarcotte, @brunojnavarro, @markzaidesq, and @brianstelter. LinkedIn: Niko Härting
Forums: r/biglaw and r/politics
| Bloomberg: |
Sources: the US weighs potentially easing restrictions on Nvidia chip sales to the UAE, as President Trump plans a bilateral deal during a visit to the country — - UAE plans to invest $1.4 trillion in US tech, infrastructure — Nvidia, other tech companies pushing for regulatory changes
More: Decrypt, Benzinga, TipRanks Financial, TheStreet, Select Committee on the CCP, and Reuters
| 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: The Verge, 404 Media, Ars Technica, Business Wire, Video Games Chronicle, you can't wake …, PC Gamer, and The Wrap
Bluesky: @plante, @mmcwhertor, @petevolk, @edzitron.com, @food4dogs, @brkeogh, @mattreyn.games, @nicolecarpenter, @mattleone, @timbeedle, @rappstar, @eyepatchguy, @knoebel, @aemccarthy, @tasharobinson, @monagle, @botherer, @palmerh, @jacoboller, @caseynewton, @nintendeal.com, @coachfinstock, @sunsetvisitor.studio, @jayasaxena.com, @ohnorosco, @ernie.tedium.co, @papapishu, @sethrosenthal, @jaypeters.net, @gamerswithglasses, @grubb.wtf, @parismarx.com, @seanokane, @alexnavarro, @pattymo.com, @jaypeters.net, @samitsarkar, @plante, @alexaray, and @mtsw
X: @mikestrawmedia, @loudmouthjulia, @okayy_dan, @jacobkleinman, @toadsanime, @haasch_palmer, @cecianasta, @mattbrownep, @theotherfrost, @legsfrank, @cecianasta, @ohnorosco, @echoapsey, and @elmayimbe
LinkedIn: Ted Brown, Chase C., and Jessica Timms
Forums: r/PolygonFans, r/Games, r/pcgaming, r/kindafunny, r/TheBesties, r/LastStandMedia, r/TwoBestFriendsPlay, r/giantbomb, r/TAZCirclejerk, r/xbox, r/MBMBAM, r/PS5, and Slashdot
| 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.| 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” …
More: Anthropic, CNET, SiliconANGLE, TestingCatalog, and AI News
| 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.
Bluesky: @quinnypig.com
| 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.| 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, Cointelegraph, CryptoSlate, and CoinGape
| Andrew J. Hawkins / The Verge: |
Aurora launches its commercial driverless trucking service, making deliveries between Dallas and Houston, and plans to expand to El Paso and Phoenix this year — After a slight delay, the company's autonomous trucks are finally hauling freight. … The company's Class 8 trucks … | 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, Engadget, ip fray, SiliconANGLE, Patently Apple, Moneycontrol, Silicon UK, iPhone in Canada Blog, 9to5Mac, IPWatchdog.com, and AppleInsider. Forums: MacRumors Forums
| 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.Sponsor Posts
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