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February 1, 2018, 11:40 PM
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Mediagazer
memeorandum
WeSmirchTop News
| Apple: |
Apple Q1: 77.3M iPhones, down 1% YoY, with $796 ASP; 13.2M iPads, up 1% YoY; 5.1M Macs, down 5% YoY; $8.5B services revenue, up 18% YoY; stock up 2%+ — Revenue and EPS Hit New All-Time Records — Active Installed Base of Devices Reaches 1.3 Billion in January
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Bloomberg, Wall Street Journal, MacRumors, AnandTech, Six Colors, TheStreet, New York Times, Six Colors, BuzzFeed, CNBC, Business Insider, Barron's Online, International Business Times, Recode, The Verge, CNET, Ubergizmo, CNBC, GeekWire, Philip Elmer-DeWitt, CNBC, iDownloadBlog.com, Fortune, Stock Market News …, FierceWireless, AppAdvice.com, PhoneDog.com, ZDNet, The Tech Report, TechCrunch, Macworld, iPhone Hacks, Daring Fireball, MacRumors, VentureBeat, TechSpot, SlashGear, The Verge, iDownloadBlog.com, Variety, TechCrunch, CNBC, iPhone in Canada Blog, 512 Pixels, Axios, Mashable, Engadget, CNET, Patently Apple, 9to5Mac, MacDailyNews, Seeking Alpha, Quartz, and Slate
Tweets: @shiraovide, @jonerlichman, @tbraithwaite, @rjonesy, @edbaig, @dtellom, @neilcybart, @mgsiegler, @asymco, @neilcybart, @neilcybart, @sixcolorsevent, @benbajarin, @shiraovide, @jyarow, and @tictoc
| Zac Hall / 9to5Mac: |
Apple reports Q1 revenue of $88.3B, up 13% YoY; $20.1B net income, up from $17.89B YoY; China revenue of $17.96B, up 11% YoY; Q2 revenue guidance of $60B-$62B — After forecasting a record quarter with revenue between $84 billion and $87 billion, Apple has just reported its quarterly results for the last three months of 2017.
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MacRumors, The Register, BGR, Philip Elmer-DeWitt, MacStories, Quartz, SiliconANGLE, iPhone Hacks, Digital Trends, CNBC, Ubergizmo, iMore, iMore, Financial Times, MacRumors, Wall Street Journal, VentureBeat, 9to5Mac, CNBC, and Seeking Alpha. Tweets: @bzamayo
| Tim Bradshaw / Financial Times: |
CFO Luca Maestri says Apple plans to reduce its net cash balance to “approximately zero” following the new US tax law, possibly via M&A, dividends, and buybacks — Apple plans to reduce its net cash balance to “approximately zero” following a new US law that will allow …
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AppleInsider, iPhone in Canada Blog, Seeking Alpha, and Business Insider
Tweets: @tim, @m_c_klein, and @tim
| Juli Clover / MacRumors: |
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iPhone Hacks, ZDNet, and iDownloadBlog.com
Tweets: @sixcolorsevent, @sixcolorsevent, @neilcybart, and @benbajarin
| Alphabet Investor Relations: |
Alphabet Q4 revenue $32.3B, up 24% YoY, net loss of $3B due to $9.9B tax charge; Google ad revenue $27.2B; Other Bets revenue $409M, operating loss $916M — MOUNTAIN VIEW, Calif. - February 1, 2018 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter and fiscal year ended December 31, 2017.
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VentureBeat, The Register, New York Times, Reuters, AdExchanger, CNBC, Android Authority, International Business Times, Reuters, Business Insider, Droid Life, Stock Market News …, Fortune, GeekWire, Digital Commerce 360, Android Police, The Verge, Engadget, Financial Times, CNNMoney, Wall Street Journal, CNET, CNET, ZDNet, 9to5Google, Business Insider, Microsoft Investor Relations, and Facebook
Tweets: @richardjnieva, @colin_sebastian, @jank0, @lexnfx, and @traceyryniec
| Matthew Lynley / TechCrunch: |
Alphabet names John Hennessy as chairman, after Eric Schmidt's departure last year; Google's traffic acquisition costs to distributors reaches 24% of ad revenue — Google parent company Alphabet's big run over the past few months came to a screeching halt today after it came … | Business Wire: |
Amazon beats with Q4 revenue of $60.5B, up 38% YoY; $1.9B net income, up from $749M YoY; ~$789M benefit from new tax law — SEATTLE—(BUSINESS WIRE)—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2017.
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TechCrunch, Reuters, GeekWire, 9to5Mac, TechCrunch, The Register, CNBC, Business Insider, Quartz, Business Insider, Retail Dive, VentureBeat, Stock Market News …, Recode, The Verge, Engadget, Quartz, CNNMoney, GeekWire, Mashable, Business Insider, Axios, SiliconANGLE, CNET, GeekWire, Reuters, The Wrap, and Wall Street Journal
Tweets: @recode, @trengriffin, @nanalakshmanan, @alyssanewcomb, @mza, @jordannovet, @recode, @recode, and @jasonlk
| Jordan Novet / CNBC: |
| Jeremy Horwitz / VentureBeat: |
Google releases YouTube TV app for Apple TV and select Roku devices for $35/month, bundling over 50 channels with option to separately purchase more — As announced with a tease on Twitter, Google has just released an Apple TV client for YouTube TV, providing owners of the fourth-generation Apple TV …
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Roku Online Newsroom, CNET, Android Police, Engadget, The Verge, AppleInsider, The Verge, MacRumors, 9to5Google, 9to5Mac, Android Central, Phandroid, Engadget, TechCrunch, PhoneDog.com, Android and Me, PhoneDog.com, Droid Life, iDownloadBlog.com, Pocket-lint, Gizmodo, BetaNews, iPhone Hacks, Digital Trends, TechSpot, Ubergizmo, Mashable, iMore, Ubergizmo, Tubefilter, SlashGear, AppAdvice.com, Thurrott.com, The Mac Observer, Cult of Mac, MacRumors, Variety, 9to5Mac, and 9to5Google
Tweets: @youtubetv, @youtubetv, @christianism, @backlon, and @jessicalessin
| Deirdre Bosa / CNBC: |
CEO Brian Chesky says Airbnb will not go public in 2018; CFO Laurence Tosi is stepping down to focus on his investment fund; Belinda Johnson becomes first COO — Airbnb is losing its Wall Street-savvy CFO, getting its first COO and ruling out going public in 2018, delaying any payout …
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Airbnb Newsroom, Bloomberg, TechCrunch, Fortune, Crunchbase News, CNNMoney, Quartz, International Business Times, VentureBeat, CNET, Recode, TechSpot, Silicon Valley Business …, Skift, Wall Street Journal, Forbes, Axios, Seeking Alpha, and New York Times
Tweets: @bchesky, @airbnb, @ellenhuet, @shiraovide, @teddyschleifer, @dee_bosa, @rafat, @mikeisaac, and @stevekovach
| Steven Levy / Wired: |
Interviews with Amazon execs detail the company's initial adoption of AI, which is now found in almost every product and service, from search to AWS and Alexa — How deep learning came to power Alexa, Amazon Web Services, and nearly every other division of the company.
Tweets: @johncassidy, @mhbergen, @laurengoode, @stevenlevy, and @scottthurm
| Sarah Perez / TechCrunch: |
YouTube expands YouTube Go, a lightweight version of its service for emerging markets, to 130+ countries — YouTube Go, a mobile version of YouTube built for emerging markets with features like offline viewing and nearby sharing, is today expanding to over 130 countries worldwide.
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YouTube Blog, The Verge, SiliconANGLE, Reuters, VentureBeat, Android Beat, PhoneDog.com, Tubefilter, 9to5Google, Digital Trends, Android Police, CNET, and Engadget
| Abner Li / 9to5Google: |
Google rolling out Chrome OS 64 with browser enhancements, a new screenshot shortcut, and ability to enable VPN for Play apps — Following updates to Android, Mac, Windows, and Linux last week, version 64 is now rolling out to Chrome OS. In addition to several browser enhacements …
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Google Chrome Releases and Chrome Unboxed
Tweets: @aworkofmart, @chromedevtools, @tramitesenusa, @scalzi, @owencm, and @thehackersnews
| Miranda Katz / Wired: |
Podcasters first look at Apple's Podcast Analytics data shows listeners are highly engaged, with many listening to 80-90% of shows, and prefer longer formats — The public radio producer had started a podcast as a side project in early 2017, and the exploration of her experience … Sponsor Posts
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Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
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Zoho:
Introducing User Journey in Zoho PageSense — Your visitors have a path. Now you can see what it actually is. You've built a website journey. Product page to pricing to signup.
Introducing User Journey in Zoho PageSense — Your visitors have a path. Now you can see what it actually is. You've built a website journey. Product page to pricing to signup.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
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