Techmeme
October 31, 2025, 2:55 AM

Top News

Annie Palmer / CNBC:
Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B  —  Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates.  —  Revenue at Amazon Web Services for the third quarter totaled $33 billion.
Amazon:
Amazon reports Q3 revenue up 13% YoY to $180.2B, a $21.2B net income vs. $15.3B in Q3 2024, and operating income flat at $17.4B; AMZN jumps 13%+ after hours  —  Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2025.
Taylor Soper / GeekWire:
Kif Leswing / CNBC:
Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B  —  Apple reported fiscal-fourth quarter earnings on Thursday that beat analyst expectations, and provided a strong forecast for the company's December quarter.
Apple:
Stephen Nellis / Reuters:
Loree Seitz / The Wrap:
Pritam Biswas / Reuters:
Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO  —  Gloo Holdings, a religious-oriented technology firm, is seeking a valuation of up to $873.4 million in its U.S. initial public offering …
Olga Kharif / Bloomberg:
Coinbase reports Q3 revenue up 55% YoY to $1.9B, vs. $1.8B est., net income up 473% to $433M, and trading volume up 59% to $295B  —  Shares of Coinbase Global Inc. rose more than 4% after the largest US crypto exchange reported revenue that exceeded Wall Street's third-quarter estimates.
Jonathan Vanian / CNBC:
Reddit reports Q3 revenue up 68% YoY to $585M, vs. $546M est., and daily active uniques up 19% to 116M, vs. 114M est.; RDDT jumps 5%+ after hours  —  Reddit reported third-quarter earnings on Thursday in which the company beat on the top and bottom and provided strong guidance.
John Melloy / CNBC:
Netflix announces a 10-for-1 stock split, after its shares boomed over the last three years to above $1,000 a share  —  Netflix announced a 10-for-1 stock split, a move that changes nothing fundamentally about the company, but could make the pricey individual shares more accessible to the retail investor.
Ivan Mehta / TechCrunch:
Canva launches a foundational design model that generates editable layered designs, expands Canva AI, makes Affinity free for all users, and more  —  Creative suite company Canva launched its own design model on Thursday that understands different layers and formats today to power its features.
Alice Tecotzky / Business Insider:
SEC filing: Snowflake says an executive shared unauthorized financial guidance with an Instagram influencer; an Oct. 26 video interview features CRO Mike Gannon  —  - Snowflake filed an 8-K after an exec gave financial guidance in an influencer's video.  — The data-storage company said investors …
Mackenzie Hawkins / Bloomberg:
President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips  —  US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …
Sabrina Ortiz / ZDNET:
OpenAI launches Aardvark, a GPT-5-powered autonomous cybersecurity research agent that can identify and help patch vulnerabilities, in private beta  —  ZDNET's key takeaways  — OpenAI has launched Aardvark, a cybersecurity researcher agent.  — Aardvark is powered by GPT-5 and is in private beta.
Dan Thomas / Financial Times:
Ofcom chief Melanie Dawes warns social media companies to prove their algorithms protect under-18s from seeing harmful content, or face enforcement action  —  Ofcom chief Melanie Dawes reveals she held meetings with US AI firms over Online Safety Act  —  Tech companies will be subject …
More: CCIA

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@appliedcompute:
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Earlier Picks

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LinkedIn: Joseph Menn.  Bluesky: @rgblights and @metacurity.com