Techmeme
May 1, 2025, 8:15 PM

Top News

Apple Inc.:
Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.6B est., China sales down 2% YoY to $16B, vs. $16.83B est., and authorizes a $100B share buyback program  —  Services revenue reaches new all-time high  —  EPS sets March quarter record … The Company posted quarterly revenue of $95.4 billion …
Kif Leswing / CNBC:
Apple Q2: iPhone up 2% YoY to $46.84B, vs. $45.84B est., Mac up 7% to $7.95B, iPad up 15% to $6.4B, and Wearables, Home, and Accessories down 5% to $7.52B  —  Apple reported second fiscal-quarter earnings Thursday that beat Wall Street expectations, but the company's closely-watched Services division came up light versus estimates.
Todd Spangler / Variety:
Apple reports Q2 revenue from Services, which includes the App Store, Apple TV+, and Apple Music, up 12% YoY to $26.65B, a new record but below $26.7B est.  —  The company overall topped Wall Street estimates for the quarter as investors awaited word on how President Trump's tariffs might hurt its business.
Benjamin Mayo / 9to5Mac:
Amazon.com, Inc.:
Amazon reports Q1 revenue up 9% YoY to $155.67B, vs. $155.04B est., operating income up 20% YoY to $18.4B, and forecasts Q2 operating income below estimates  —  - Net sales increased 9% to $155.7 billion in the first quarter, compared with $143.3 billion in first quarter 2024.
Tom Warren / The Verge:
Microsoft raises the prices of its Xbox Series S and X consoles, Xbox controllers, and some new Xbox games globally; the consoles are priced $80 to $100 more  —  New first-party Xbox games are moving from $69.99 to $79.99 later this year, but there are no Xbox Game Pass increases.
Zac Hall / 9to5Mac:
Epic Games says it will take a 0% store fee from developers on their first $1M in revenue per app per year, and plans to let developers open their own webshops  —  Less than 24 hours after Apple's legal defeat over its App Store model, Epic Games is wasting no time.
Jay Peters / The Verge:
Josh Sisco / Bloomberg:
More: Ars Technica, United States District Court Northern District of California, The Verge, 9to5Mac, Wired, PYMNTS.com, Wall Street Journal, Daring Fireball, TechCrunch, MacRumors, Forbes, TechCrunch, Deadline, Pixel Envy, New York Times, BIG by Matt Stoller, Six Colors, Polygon, Spyglass, iDownloadBlog.com, The Information, BBC, Business Insider, Washington Examiner, Mobile Dev Memo, Lifehacker, iDrop News, Digital Music News, Yahoo Finance, Redmond Pie, Gizmodo, GameSpot, CGMagazine, New York Post, Investopedia, The Hill, Raleigh News & Observer, Daily Jang, UPI, Engadget, Android Authority, GamesIndustry.biz, and Eurogamer.net
Jess Weatherbed / The Verge:
Julia Love / Bloomberg:
Lindsay Clark / The Register:
Redis, which makes the Redis value-key database, returns its main system to open-source license AGPL, after criticism in 2024 for moving to a dual-license model  —  New plan may remain too restrictive for some developers  —  Redis, the company behind the popular value-key database of the same name …
Noam Scheiber / New York Times:
In a case related to its Activision acquisition, Microsoft dropped a law firm that settled with President Trump in favor of a firm that is fighting a Trump EO  —  The tech giant instead engaged a firm that is fighting the president's executive orders, Jenner & Block, in a sign that those firms can still attract clients.
Ethan Gach / Kotaku:
Polygon staff, including co-founder and EIC Chris Plante, say the video games publication has laid them off, after Vox Media sold Polygon to publisher Valnet  —  One of the biggest gaming sites around was just blown up  —  The video game website Polygon has been sold to Valnet and much of its staff …
Kyle Wiggers / TechCrunch:
Anthropic launches Integrations to connect apps to Claude, and expanded deep research tool Advanced Research, in beta for Claude Max, Team, and Enterprise users  —  Anthropic on Thursday launched a new way to connect apps and tools to its AI chatbot Claude, as well as an expanded “deep research” …
Sam Tobin / Reuters:
London's Court of Appeal rules Apple must pay Optis $502M as a lump sum for using Optis' 4G patents from 2013 to 2027, overturning a 2023 High Court decision  —  Apple (AAPL.O) must pay a U.S. patent holder $502 million for the use of 4G patents in devices including iPhones and iPads …
Ben Thompson / Stratechery:
Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more  —  An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.
John Pavlus / Quanta Magazine:
An oral history from 19 current and former natural language processing researchers of the past five years, including how LLMs and ChatGPT disrupted their fields  —  Researchers in “natural language processing” tried to tame human language.  Then came the transformer. sking scientists …
Todd Spangler / Variety:
Roku reports Q1 revenue up 16% YoY to $1.02B vs. $1.01B est., a net loss of $27.4M, compared to $50.9M a year ago; ROKU drops 5%+ after hours  —  Roku turned in first-quarter 2025 earnings that edged out Wall Street forecasts and announced a $185 million deal to buy Frndly TV …
David Yaffe-Bellany / New York Times:
Trump's World Liberty Financial says Abu Dhabi's MGX fund is making a $2B investment in Binance using World Liberty's USD1 stablecoin, raising ethical concerns  —  A deal for a state-backed Emirati firm to use a Trump-affiliated digital coin was announced in a panel that included the president's son …
Alex Heath / The Verge:
Tools for Humanity launches Worldcoin in most of the US, including via crypto exchanges like Coinbase, and debuts a portable “orb mini” device for iris scanning  —  After scanning millions of eyes around the world, Tools for Humanity is bringing Worldcoin to the United States.

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Earlier Picks

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