| 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.| Rolfe Winkler / Wall Street Journal: |
| 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.| Annie Palmer / CNBC: |
Amazon reports Q1 AWS revenue up 17% YoY to $29.3B, vs. $29.42B est., and AWS operating income up 23% YoY to $11.55B — Amazon reported better-than-expected results for the first quarter, driven by growth in its cloud computing and advertising businesses, but it gave soft guidance for the current period.| 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.| Jess Weatherbed / The Verge: |
Google says “a small percentage” of Search users in the US will start seeing an AI Mode chatbot tab “in the coming weeks”; AI Mode uses Google's search index — An AI Mode tab will soon start appearing in Search for a handful of US users.| Kristina Partsinevelos / CNBC: |
Nvidia says Anthropic is telling “tall tales” after the startup argued for tighter export controls by saying China is smuggling chips in “prosthetic baby bumps” — Nvidia blasted Anthropic Thursday in a rare public clash over artificial intelligence policy with U.S. chip export restrictions set to take effect.| MacKenzie Sigalos / CNBC: |
Block reports Q1 revenue down 3% YoY to $5.77B, vs. $6.2B est., gross profit up 9% to $2.3B, below est., issues weak profit guidance; XYZ drops 18%+ after hours — WATCH NOW — Block reported first-quarter results that missed Wall Street expectations on Thursday and issued a disappointing outlook.| 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: |
| 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 … | Ivan Mehta / TechCrunch: |
On Meta's Q1 call, Mark Zuckerberg says WhatsApp now has 3B+ MAUs, up from 2B in February 2020 and 1.5B in January 2018; Facebook passed 3B MAUs in July 2023 — WhatsApp now has more than 3 billion people using it every month, Meta CEO Mark Zuckerberg noted during the company's Q1 results conference call on Wednesday.| Ben Thompson / Stratechery: |
| Natalie Lung / Bloomberg: |
Instacart reports Q1 revenue up 9% YoY to $897M, gross transaction volume up 10% to $9.1B, forecasts Q2 adjusted EBITDA above est.; CART jumps 4%+ after hours — Instacart posted its strongest order growth since 2022 for the first quarter and projected better-than-expected earnings for the current period … | Jonathan Vanian / CNBC: |
Reddit reports Q1 revenue up 61% YoY to $392M, vs. $370M est., global daily active uniques up 31% to 108.1M, Q2 guidance above est.; RDDT jumps 5%+ after hours — Reddit reported first-quarter revenue on Thursday that beat Wall Street expectations, and issued better-than-expected guidance.| 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 … | Samantha Subin / CNBC: |
Airbnb reports Q1 revenue up 6% YoY to $2.27B, vs. $2.26B est., Gross Booking Value up 7% to $24.5B, forecasts Q2 revenue below est.; ABNB drops 5%+ after hours — Airbnb reported results for the first quarter that were mostly in line with estimates, but the company issued a disappointing revenue forecast for the current period.| 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.| Kyle Wiggers / TechCrunch: |
Microsoft releases three Phi-4 reasoning models on Hugging Face, expanding its Phi “small model” family, which it launched in May 2024 for AI app developers — Microsoft launched several new “open” AI models on Wednesday, the most capable of which is competitive with OpenAI's o3-mini on at least one benchmark.| 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” … | Kevin McLaughlin / The Information: |
Sources: AWS is developing an AI-assisted coding service that offers features like Cursor and goes further than its current coding assistant, Amazon Q Developer — Artificial intelligence-assisted coding firms are some of the hottest startups in Silicon Valley right now, drawing attention from OpenAI, among others.| Chris Welch / The Verge: |
Meta updated Ray-Ban Meta smart glasses' privacy policy on April 29 to enable the Hey Meta voice command by default, store voice recordings for a year, and more — The company has removed the option to disable your voice recordings from being stored, among other changes.| RT Watson / The Block: |
Tether says its “total exposure” to US Treasurys had neared $120B at the end of March, and reports $1B+ in Q1 operating profit from traditional investments — - Tether said its “total exposure” to U.S. Treasurys had neared $120 billion at the end of March.| Andrew J. Hawkins / The Verge: |
Aurora launches its commercial driverless trucking service, making deliveries between Dallas and Houston, and plans to expand to El Paso and Phoenix this year — After a slight delay, the company's autonomous trucks are finally hauling freight. … The company's Class 8 trucks … | Alex Isenstadt / Axios: |
In an hour-long Q&A with reporters, Elon Musk talked DOGE, including acknowledging its shortcomings, leaving the US government, working with Trump, and more — Elon Musk acknowledges his budget-cutting exercise known as DOGE hasn't been as successful as he hoped.| Wall Street Journal: |
| 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 … | Jess Weatherbed / The Verge: |
Pinterest rolls out an “AI modified” label globally to indicate AI-generated or AI-edited images, identified via metadata analysis and its own AI classifiers — AI labels are coming to a platform that sorely needed them. … Pinterest is making it easier for users to identify and avoid AI-generated slop on its platform.| Aisha Malik / TechCrunch: |
Google launches Little Language Lessons, three experimental tools that use Gemini to help users learn vocabulary, phrases, grammar, and slang in a new language — Google on Tuesday is releasing three new AI experiments aimed at helping people learn to speak a new language in a more personalized way.
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Contract Signed. Project Ready. Tasks Created. — Every project begins with a promise; a contract that outlines the deliverables, the timelines, and the terms. But for most businesses …
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| David Yaffe-Bellany / New York Times: |
| Andrew J. Hawkins / The Verge: |
| Aisha Counts / Bloomberg: |
| Natalie Lung / Bloomberg: |
| John Pavlus / Quanta Magazine: |
| Kyle Wiggers / TechCrunch: |
| Abner Li / 9to5Google: |
| Maxwell Zeff / TechCrunch: |
| Alex Heath / The Verge: |