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Techmeme
February 5, 2026, 8:10 AM
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Top News

Alphabet:
Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B  —  MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
Stephen Morris / Financial Times:
Alphabet says it expects 2026 capex to be between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B in Q4 2024
Lauren Forristal / TechCrunch:
Google says the Gemini app has 750M+ MAUs, up from 650M last quarter, and its first-party models process 10B+ tokens per minute via direct API use by customers
Todd Spangler / Variety:
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”
Dylan Butts / CNBC:
Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8%  —  Sony on Thursday reported a rise in operating profit that beat expectations, supported by favorable foreign exchange rates despite surging memory chip costs.
Dan Gallagher / Wall Street Journal:
Investor fears that software companies face an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks  —  Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
Steven Sinofsky / @stevesi:
Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack  —  Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.
Sam Altman / @sama:
Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”  —  First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won't do exactly this; we would obviously never run ads in the way Anthropic
Reuters:
Arm reports Q3 revenue up 26% YoY to $1.24B, above $1.22B est., and license and other revenue up 25% YoY to $505M, below $519.9M est.; ARM drops 7%+ pre-market  —  Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …
Reuters:
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortages; QCOM drops 9%+ pre-market  —  Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
Bloomberg:
TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027  —  Taiwan Semiconductor Manufacturing Co. plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap …
Jeffrey A. Trachtenberg / Wall Street Journal:
Spotify partners with Bookshop.org to let Premium users in the US and UK buy hardcover and paperback books via its app in spring; Bookshop.org fulfills orders  —  Streaming service is joining with Bookshop.org to appeal to readers who read in multiple formats  —  Spotify Technology is getting into the physical book business.
Reuters:
Amazon MGM Studio plans to develop new AI tools via its “AI Studio” to speed TV and film production and cut costs, in collaboration with AWS and LLM providers  —  Amazon (AMZN.O) plans to use artificial intelligence to speed up the process for making movies and TV shows …
Paayal Zaveri / Bloomberg:
AI accounting startup Accrual, incubated by General Catalyst, emerges from stealth and raised $75M; Accrual is part of General Catalyst's $1.5B Creation fund  —  General Catalyst — the storied venture capital firm that's undergoing a transformation into a broader and more ambitious financial company …
Bloomberg:
Palo Alto Networks: an Asian cyber-espionage group broke into systems belonging to 70 critical infrastructure organizations and governments in 37+ countries  —  State-aligned attackers targeted government agencies and critical infrastructure.  —  An Asian cyber-espionage group has spent …
More: Axios
Abner Li / 9to5Google:
Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18  —  Google this morning officially announced the Pixel 10a via a video teaser emphasizing the updated design.

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This is a Techmeme archive page. It shows how the site appeared at 8:10 AM ET, February 5, 2026.

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From Mediagazer

New York Times:
WaPo begins widespread layoffs, cutting into international coverage and more; sources: it is laying off 30% of its employees, including 300+ of 800 journalists

Ruth Marcus / New Yorker:
How Jeff Bezos forced WaPo into severe decline in President Trump's second term, including mass layoffs that seem to transform it into a kind of Politico-lite

Mark Stenberg / Adweek:
Outside Interactive, formerly Outside Media, which pivoted from ads to a recurring revenue model, reports 2025 revenue up 23% YoY to $125M and its first profit

More News

Jeremy Kahn / Fortune:
Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners
Daniel Kuhn / The Block:
Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role

Earlier Picks

Jonathan Vanian / CNBC:
Snap reports Q4 revenue up 10% YoY to $1.72B, vs. $1.7B est., DAUs up 5% to 474M, below 478M est., forecasts Q1 revenue below est., and plans a $500M buyback
Jyoti Mann / The Information:
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks over Llama 4 Maverick
Coco Liu / Bloomberg:
Lunar Energy, which develops software that syncs batteries across homes into “virtual power plants” and began deploying its own batteries in 2025, raised $232M
Jordan Novet / CNBC:
Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security
Sabrina Ortiz / The Deep View:
Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license
Max Knoblauch / Sherwood News:
Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B est., net revenue up 25% YoY to $1.7B, and raises its annual bookings forecast; TTWO drops ~5%
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