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January 31, 2024, 2:35 AM
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| Alphabet: |
Alphabet reports Q4 revenue up 13% YoY to $86B, net income up 52% to $20.7B, Google Cloud revenue up 26% to $9.2B, and headcount down 4%+; GOOG drops 5%+ — MOUNTAIN VIEW, Calif. - January 30, 2024 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter and fiscal year ended December 31, 2023.
More: The Verge, CNBC, Bloomberg, Constellation Research, Android Central, Yahoo Finance, Associated Press, Forbes, MBI Deep Dives, PYMNTS.com, Thurrott, Search Engine Land, and NBC Bay Area
Threads: @crumbler. Bluesky: @epro.social. X: @traceyryniec, @munster_gene, @thetranscript_, @thetranscript_, @wanguws, @munster_gene, and @munster_gene
| Todd Spangler / Variety: |
More: TechCrunch, Fortune, Deadline, and 9to5Google
| Nilay Patel / The Verge: |
Apple Vision Pro review: marvelous display, great hand and eye tracking, and works seamlessly in the ecosystem, but pricey and video passthrough can be blurry — The Apple Vision Pro is the best consumer headset anyone's ever made — and that's the problem.
More: CNET, CNBC, Wall Street Journal, Marques Brownlee on YouTube, Washington Post, Tom's Guide, Daring Fireball, The Verge on YouTube, AppleInsider, iJustine on YouTube, MacRumors, 9to5Mac, MacRumors, The Wall Street Journal on YouTube, Creative Strategies, The Overspill, Wccftech, Enterprise Times, TechEBlog, The Guardian, Spyglass, Business Insider, Philip Elmer‑DeWitt, 9to5Mac, SlashGear, BGR, MacDailyNews, AppleInsider, Boing Boing, Tom's Guide on YouTube, Macworld, UploadVR, OSnews, On my Om, PetaPixel, Constellation Research, The Metaverse Insider, Club386, Washington Post, Digital Trends, CNET, iClarified, Techmeme Ride Home Podcast on YouTube, Dexerto, Gizmodo, Cult of Mac, TechRadar, Forbes, Road to VR, MacStories, The Messenger, The Apple Post, ZDNet, Washington Post, 9to5Mac, Philip Elmer‑DeWitt, iMore, BGR, iPhone in Canada Blog, Variety, CNET on YouTube, The Verge on YouTube, ZDNet, and MacRumors
Threads: @alexheath, @karissabe, and @anildash
Mastodon: @dsilverman@mastodon.social, @ernie@writing.exchange, @jamesthomson@mastodon.social, @christianselig@mastodon …, and @lexfri@hachyderm.io
X: @ijustine, @tomwarren, @ana_thedataguru, @james_abev, @socialistmormon, @tprstly, @neilcybart, @caro_milanesi, @tomwarren, @sherman4949, @andymanganelli, @tomwarren, @jetscott, @buddingmonkey, @kyle_benjamintv, @stephenrobles, @zollotech, @anshelsag, @joannastern, @snazzylabs, @lanceulanoff, @trevorjd14, @ijustine, @futureio, @rsgnl, @emcro, @azamsharp, @andymanganelli, @caro_milanesi, @panzer, @christianselig, @nicnguyen, @diegobez, @bzamayo, @bzamayo, @christianselig, @jetscott, @paultassi, @grady_booch, @joannastern, @munster_gene, @elonmusk, @immasiddtweets, @svegvari, @pat_hedger, @scobleizer, and @lunayian
LinkedIn: Daniel Tunkelang, Mark Spoonauer, Christopher Pawlowski, Todd Haselton, Paul Hillman, and Pip Turner
Forums: Hacker News, r/hardware, r/apple, r/technology, r/VisionPro, and MacRumors Forums
| Chance Miller / 9to5Mac: |
Apple's visionOS doesn't let users rearrange icons or pin web apps to the home screen, which is particularly limiting given Netflix and YouTube don't offer apps — In addition to not letting you rearrange home screen icons, visionOS 1.0 also doesn't support the ability to pin web apps to the home screen.
More: Brian Tong on YouTube, 9to5Mac, Tom's Guide, and Digital Information World
Mastodon: @matthewcassinelli …. X: @waffyonyt, @gartenberg, @nexusben, @parkerortolani, @dylanmcd8, @gartenberg, @nexusben, @vnchocotaco, @stevesi, @benbajarin, @bzamayo, @parkerortolani, @gwanatu, @james_abev, and @lavavex
| Microsoft: |
Microsoft reports Q2 revenue up 18% YoY to $62B, net income up 33% YoY to $21.9B, Office Commercial revenue up 15% YoY, and LinkedIn revenue up 9% YoY — REDMOND, Wash. — January 30, 2024 — Microsoft Corp. today announced the following results for the quarter ended December 31, 2023 …
More: Digital Information World, Bloomberg, Yahoo Finance, Associated Press, Neowin, SiliconANGLE, and Search Engine Land
Bluesky: @epro.social. X: @divestech, @jordannovet, @thetranscript_, @jordannovet, @munster_gene, @munster_gene, @jordannovet, and @munster_gene. LinkedIn: Jack Rowbotham
| Jordan Novet / CNBC: |
More: Axios, NBC Bay Area, Reuters, KNSD-TV, The Information, GeekWire, Investor's Business Daily, and The Messenger
| Tom Warren / The Verge: |
More: Engadget, GeekWire, Game Rant, Pure Xbox, Constellation Research, Thurrott, and Windows Central
X: @tomwarren, @tomwarren, and @tomwarren
| Todd Spangler / Variety: |
Universal Music Group plans to cease licensing content to TikTok after their agreement expires on January 31, saying they failed to reach new licensing terms — UMG said that its agreement with TikTok is set to expire on Jan. 31. “The companies have not agreed to terms for a new agreement …
More: UMG, Bloomberg, The Guardian, The Register, Social Media Today, Billboard, PR Newswire, Dexerto, The Messenger, Music Technology Policy, 9to5Mac, The Information, Reuters, Financial Times, TechCrunch, and The Hollywood Reporter
| Ashley Belanger / Ars Technica: |
US indicts a Chicago man who allegedly led a SIM-swap gang; members stole millions of dollars and posed as other people in Apple, T-Mobile, AT&T, Verizon stores — Scheme allegedly targeted Apple, AT&T, Verizon, and T-Mobile stores in 13 states. — The US may have uncovered the nation's largest … | Sam Kessler / CoinDesk: |
Block begins layoffs under a previously disclosed plan to cut staff by up to 10%, by imposing an “absolute cap” of a 12,000 headcount, which was 13,000 in Q3'23 — The company plans to drastically reduce its headcount throughout 2024 through a series of layoffs and reorganizing measures.| Paige Smith / Bloomberg: |
In a letter to employees, PayPal says it plans to lay off around 2,500 employees, or about 9% of its workforce, and will cut back on open roles — - CEO Alex Chriss has vowed to improve operating leverage — Latest round of cuts will affect about 9% of the workforce
More: PayPal Newsroom, The Information, Business Today, Payments Dive, Business Insider, Reuters, Neowin, Engadget, Silicon Valley Business …, CNBC, Watcher Guru, Axios, SiliconANGLE, TechCrunch, The Messenger, PYMNTS.com, and Finextra
Mastodon: @carnage4life@mas.to and @davidcelis@xoxo.zone
Forums: Blind and r/technology
| Bill Toulas / BleepingComputer: |
Ransomware negotiation firm Coveware: the number of ransomware victims paying ransom demands dropped to a record low of 29% in Q4 2023, down from 85% in Q1 2019 — The number of ransomware victims paying ransom demands has dropped to a record low of 29% in the final quarter of 2023, according to ransomware negotiation firm Coveware.
More: Coveware, PCMag, Digital Information World, Axios, and TechRadar
| Mark Gurman / Bloomberg: |
Source: Figure, which is building a humanoid robot, is in talks to raise as much as $500M in a round led by Microsoft and OpenAI at a $1.9B pre-money valuation — - Figure AI is building a humanoid robot to perform hard jobs — Microsoft weighs leading round that could raise $500 million
More: Analytics India Magazine. X: @andrewcurran_, @markgurman, @iankar_, and @ajs. Forums: r/singularity
| Sheila Chiang / CNBC: |
Samsung reports Q4 revenue down 3.8% YoY to ~$51B, vs. ~$52.1B est., and operating profit down 34.57% YoY to ~$2.1B, vs. ~$2.6B est. — - Samsung on Wednesday reported a 34.57% drop in operating profit in the fourth quarter from a year ago, in line with its guidance issued earlier this month.| Arsheeya Bajwa / Reuters: |
AMD reports Q4 revenue down 10% YoY to $6.2B, net income up 3,076% to $667M, Data Center revenue up 38% to $2.3B, Q1 revenue forecast below est.; AMD drops 5%+ — Chipmaker Advanced Micro Devices (AMD.O) forecast first-quarter revenue below market estimates on Tuesday …
More: Tom's Hardware, AMD, CNBC, Reuters, SiliconANGLE, Bloomberg, Benzinga, The Information, TheStreet, Constellation Research, Investor's Business Daily, Thurrott, Cryptopolitan, Wall Street Journal, and Barron's Online
Threads: @firstadopter. X: @iancutress, @anshelsag, @anshelsag, @iancutress, @iancutress, @ericjhonsa, and @thetranscript_
| Juli Clover / MacRumors: |
Apple says Apple Card now has 12M+ US users, over 1M are sharing their card via Apple Card Family, and users earned $1B+ in Daily Cash rewards in 2023 — Apple Card has over 12 million users in the United States, Apple said today. Apple Card holders earned more than $1 billion in Daily Cash rewards in 2023.
More: Apple, Wccftech, iMore, Patently Apple, Appleosophy, iPhone in Canada Blog, BetaNews, Thurrott, Supercharged, MacDailyNews, The Apple Post, 9to5Mac, and AppleInsider
Threads: @mgsiegler, @kgsbca, @mgsiegler, and @jamesn1
X: @pitdesi, @mgsiegler, @howardlindzon, @alexh_johnson, and @mgsiegler. LinkedIn: Madhur Grover. Forums: MacRumors Forums
| Todd Bishop / GeekWire: |
A Microsoft engineer tells WA's AG he found ways to exploit DALL-E 3 to make explicit images, reported it, but was then told to take down a public post about it — A Microsoft AI engineering leader says he discovered vulnerabilities in OpenAI's DALL-E 3 image generator in early December allowing users … | Kyle Wiggers / TechCrunch: |
OpenAI launches the ability for paying ChatGPT users to invoke GPTs directly in chats by typing “@” and selecting a GPT from a list — OpenAI is pushing adoption of GPTs, third-party apps powered by its AI models, by enabling ChatGPT users to invoke them in any chat.| Financial Times: |
Bernstein estimates PDD spent ~$3B on marketing Temu in the US in 2023; the Chinese group says Temu has 70M MAUs in the US, versus an estimated 13M in Jan. 2023 — High-spending marketing push by PDD Holdings-owned internet marketplace leads to doubts over growth strategy| Financial Times: |
Bain: as of September 2023, autonomous vehicles in China had driven a cumulative total of 70M kilometers, on par with the US, despite Beijing's safety concerns — Experts believe carmakers and tech companies are closing gap with US rivals despite Beijing's safety concerns| The Information: |
Sources: TikTok plans to open studios in several cities, including LA, where creators can livestream and sell products, a strategy that worked for Douyin — When TikTok creators start a livestream to chat about their new favorite hairbrush, dog toy or cleaning product, they're usually doing so from a setup in their own home.| Mike Isaac / New York Times: |
Analysis: tech layoffs in 2024, totaling 25,000 across ~100 companies so far, according to Layoffs.fyi, are more strategic than mass layoffs in 2023 — Amazon, Google, Microsoft and other tech companies have been on a layoff spree this month, with the latest cuts differing from last year's mass reductions.Sponsor Posts
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