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February 1, 2018, 11:00 PM
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| 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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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, Ubergizmo, ABC News, iMore, CNBC, 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
| 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, AdExchanger, Reuters, Android Authority, International Business Times, CNBC, Reuters, Business Insider, GeekWire, Android Police, Digital Commerce 360, Droid Life, Stock Market News …, The Verge, Fortune, 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, Business Insider, The Register, Quartz, CNBC, Business Insider, Retail Dive, The Verge, Recode, VentureBeat, Engadget, Stock Market News …, Quartz, CNNMoney, GeekWire, Mashable, Business Insider, Axios, SiliconANGLE, CNET, GeekWire, Reuters, The Wrap, and Wall Street Journal
Tweets: @recode, @alyssanewcomb, @recode, @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, Engadget, Phandroid, Android Central, TechCrunch, Mashable, PhoneDog.com, Android and Me, PhoneDog.com, Droid Life, TechSpot, iDownloadBlog.com, Pocket-lint, BetaNews, iPhone Hacks, Digital Trends, iMore, Ubergizmo, Tubefilter, SlashGear, AppAdvice.com, Thurrott.com, The Mac Observer, Cult of Mac, MacRumors, Variety, 9to5Mac, and 9to5Google
Tweets: @youtubetv, @youtubetv, 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, Recode, Crunchbase News, CNNMoney, Quartz, International Business Times, VentureBeat, CNET, TechSpot, Silicon Valley Business …, Skift, Wall Street Journal, Forbes, Axios, Seeking Alpha, and New York Times
Tweets: @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: @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, SiliconANGLE, The Verge, Reuters, VentureBeat, Android Beat, PhoneDog.com, Tubefilter, Digital Trends, 9to5Google, Android Police, CNET, and Engadget
| 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 …
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Daring Fireball, iPhone in Canada Blog, Nieman Lab, MacStories, AdExchanger, MediaShift, and RAIN News
Tweets: @andrewthehan, @marcoarment, @kenburbary, and @mims
| Wall Street Journal: |
Sources: Alphabet and state-owned oil giant Aramco are in talks to jointly build data centers and a large tech hub in Saudi Arabia — Saudi Arabia's state-owned oil giant and Google parent Alphabet Inc., two of the world's biggest companies, are in talks about jointly building …
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9to5Google, The Hill, Business Insider, Seeking Alpha, Reuters, and Deadline
Tweets: @jamesvgrimaldi, @shiraovide, @wsjmarkets, @mims, and @wsjbusiness
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