Techmeme
July 30, 2025, 9:50 PM

Top News

Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 8%+ after hours  —  Microsoft Cloud and AI Strength Fuels Fourth Quarter Results  —  REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …
Reuters:
Microsoft reports Q4 Azure and other cloud services revenue up 39% YoY, vs. 34.75% est., and full-year Azure revenue up 34% YoY to $75B, vs. $74.62B est.  —  Microsoft (MSFT.O) forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter …
Tom Warren / The Verge:
Microsoft Q4: Windows OEM and Devices revenue up 3% YoY, gaming revenue up 10%, Xbox hardware revenue down 22%, and Xbox content and services revenue up 13%  —  Azure revenues grew 39 percent year-over-year, as Microsoft continues to grow its cloud business.
Mark Zuckerberg / Meta:
Zuckerberg says superintelligence is in sight, and when personal superintelligence arrives, context-aware devices like glasses will become our primary computers  —  Over the last few months we have begun to see glimpses of our AI systems improving themselves.  The improvement is slow for now, but undeniable.
More: The Verge, Sonja Drimmer, Engadget, TechCrunch, AdExchanger, Business Insider, The Information, CNN, B&T, Reuters, Wired, New York Times, Faster, Please!, Bloomberg, Fortune, Investor's Business Daily, Mercury News, CNBC, The Hollywood Reporter, Social Media Today, Variety, UPI, VentureBeat, Sherwood News, Neowin, Adweek, Inc, Entrepreneur, The Register, Futurism, Analytics India Magazine, SiliconANGLE, Spyglass, iPhone in Canada, Forrester, Mashable, The Economic Times, The Decoder, Yahoo Finance, AI News, TechEBlog, Moneycontrol, Wall Street Pit, Livemint, The Verge, and Fox Business
Threads: @zuck, @pcalcado, @gruber, and @jacaranda7Instagram: Mark Zuckerberg
Michael Kan / PCMag:
Meta:
Meta reports Q2 revenue up 22% YoY to $47.5B, vs. $44.8B est., net income up 36% to $18.3B, family DAP up 6% to 3.48B for June 2025; META jumps 10%+ after hours  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2025.
Abner Li / 9to5Google:
Google plans to start rolling out ML-powered age estimation in the US “over the next few weeks” to detect if users are under 18 and enable existing protections  —  In the US, Google is beginning to use an age estimation model to detect whether Account users are under or over 18.
Kif Leswing / CNBC:
Qualcomm reports Q3 revenue up 10% YoY to $10.37B, vs. $10.35B est., and handset chip revenue up 7% YoY to $6.33B, vs. $6.44B est.; QCOM drops 4%+ after hours  —  Qualcomm reported fiscal third-quarter earnings on Wednesday that beat Wall Street expectations and provided a stronger-than-expected guide for the current quarter.
Josh Wingrove / Bloomberg:
In a report, Trump's Working Group on Digital Asset Markets urges regulators to clarify digital asset trading rules and ease adoption of new financial products  —  A group charged by President Donald Trump with recommending policies on crypto markets called on federal regulators to use …
Bloomberg:
Palo Alto Networks agrees to acquire CyberArk Software in a cash-and-stock deal valuing the Israeli cybersecurity company at ~$25B, implying a 26% stock premium  —  Palo Alto Networks Inc. agreed to buy CyberArk Software Ltd. in a cash-and-stock deal valuing the Israeli cybersecurity company at about $25 billion.
Max A. Cherney / Reuters:
Oxide Computer, which provides on-premises cloud computers to businesses, raised a $100M Series B led by Thomas Tull's US Innovative Technology Fund  —  Cloud server builder Oxide Computer Company on Wednesday said it has raised $100 million in financing to help the company expand …
Lucia Moses / Business Insider:
Amazon-backed AI streaming service Showrunner debuts on Thursday, charging users $10 to $40 per month to create their own animated shows or build on others' IP  —  - Fable Studio has gotten funding from Amazon for its AI streaming platform, Showrunner.  — It shared a deck that explains …
Belle Lin / Wall Street Journal:
Ramp raised a $500M Series E-2 led by Iconiq Growth at a $22.5B valuation, and says it has 40K+ businesses as clients, with $700M in annualized revenue in March  —  Startup raises $500 million to further develop AI-based agents, CEO says  —  Ramp, a startup that uses artificial intelligence …
Richard Speed / The Register:
Dropbox says it will discontinue Dropbox Passwords, launched in 2020, on October 28 to focus on its core product, and recommends 1Password as a replacement  —  Dropbox has given users of its password manager until the end of October to extract their data before pulling the plug on the service.
Paige Smith / Bloomberg:
JPMorgan Chase and Coinbase signed a deal to directly link customers' bank accounts to their cryptocurrency wallets, with the feature expected to launch in 2026  —  JPMorgan Chase & Co. and Coinbase Global Inc. signed an agreement to directly link customers' bank accounts to their cryptocurrency wallets …
Alice Hancock / Financial Times:
Google says it will sign the EU's AI Code of Practice, in a boost to the EU's efforts to regulate AI in the face of Meta's refusal to sign and heavy US pressure  —  Move set to boost efforts to regulate artificial intelligence in face of opposition from Meta and pressure from US
Rachel Metz / Bloomberg:
Source: data-labeling startup Surge AI is in talks with a16z, Warburg Pincus, and others to raise $1B in its first funding round at a valuation of at least $25B  —  Surge AI, a leading data-labeling startup, is in talks to raise about $1 billion in its first round of funding at a valuation …
Elvira Pollina / Reuters:
Italy opens an investigation into Meta, saying it may have violated EU competition rules by integrating its Meta AI assistant into WhatsApp without user consent  —  Italy's antitrust authority said on Wednesday it had launched an investigation into Meta Platforms (META.O) …

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