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February 2, 2023, 10:55 PM
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| Apple: |
Apple reports Q1 revenue down 5% YoY to $117.2B, marking its largest annual quarterly revenue decline since 2016, and net income down 13% YoY to $30B — Installed base crosses 2 billion active devices and hits all-time high for all major product categories — Services set new all-time revenue record
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Ars Technica, PYMNTS.com, Apple, Six Colors, Forkast, 9to5Mac, Thurrott, Appleosophy, MobileSyrup, WRAL TechWire, The Apple Post, SlashGear, and Philip Elmer‑DeWitt
Mastodon: @Gartenberg@mastodon.social. Tweets: @patrickmcgee_, @carnage4life, @munster_gene, @markgurman, @aatilley, @gregcrennan, and @zollotech
| Kif Leswing / CNBC: |
Apple Q1 revenue: iPhone down 8% YoY to $65.8B, Mac down 29% YoY to $7.7B, iPad up 30% YoY to $9.4B, and Wearables, Home, and Accessories down 8% YoY to $13.5B — Follow your favorite stocksCREATE FREE ACCOUNT — Apple missed expectations for revenue, profit, and sales for many of its lines …
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Reuters, Macworld, Bloomberg, Appleosophy, CNET, CRN, TechCrunch, The Information, Insider, 9to5Mac, AppleInsider, iMore, The Guardian, MacRumors, Philip Elmer‑DeWitt, Fortune, MacStories, Patently Apple, Cult of Mac, MacRumors, MarketWatch, The Apple Post, 9to5Mac, The Apple Post, and Daring Fireball
| Aaron Tilley / Wall Street Journal: |
Tim Cook says iPhone revenue would have grown without supply constraints, currency fluctuations were a challenge, and layoffs are a “last resort kind of thing” — Revenue in holiday quarter fell for the iPhone maker for the first time in nearly four years
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9to5Mac, 9to5Mac, Six Colors, Reuters, Insider, AppleInsider, MacRumors, Wccftech, Wccftech, CNBC, AppleInsider, MacDailyNews, and Cult of Mac
Tweets: @htsfhickey, @divestech, and @divestech
| Michael Potuck / 9to5Mac: |
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Engadget, MacRumors, The Wrap, AppleInsider, iMore, The Verge, AppleInsider, iClarified, Deadline, AppleInsider, Cult of Mac, The Apple Post, and iPhone in Canada Blog
Tweets: @aapltree, @benbajarin, @ragnarisapirate, and @neilcybart
| Alphabet: |
Alphabet reports Q4 revenue up 1% YoY to $76B, net income down 34% YoY to $13.6B, Google Cloud revenue up 32% YoY to $7.3B, and employees up 22% YoY to 190,234 — MOUNTAIN VIEW, Calif. - February 2, 2023 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter and fiscal year ended December 31, 2022.
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The Information, WRAL TechWire, Search Engine Journal, The Verge, 9to5Google, and Neowin
Mastodon: @caseynewton@mastodon.social. Tweets: @alphabetworkers, @carnage4life, @altcap, @borrowed_ideas, @susanlitv, @martyswant, @carnage4life, @thetranscript_, @rustybrick, @mattrosoff, and @jenn_elias
| Todd Spangler / Variety: |
YouTube's ad revenue dropped 7.8% YoY from $8.63B to $7.96B in Q4, below analyst estimates of $8.2B — Alphabet, parent company of Google and YouTube, turned in fourth-quarter 2022 earnings that missed analyst estimates, as YouTube's ad revenue again notched a year-over-year decline.| Davey Alba / Bloomberg: |
Sundar Pichai says Google will make LLMs like LaMDA available “in the coming weeks and months”, and users will be able to use them “as a companion to search” — Google parent Alphabet Inc. reported fourth-quarter results that narrowly missed analysts' expectations …
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PYMNTS.com, The Verge, 9to5Google, Search Engine Land, The Economic Times, The Verge, CNBC, and Adweek
Tweets: @pt, @borrowed_ideas, @borrowed_ideas, @stockmktnewz, @quinnypig, and @webology
| Jennifer Elias / CNBC: |
| TechCrunch: |
Twitter plans to discontinue free access to its API starting on February 9, ending support for both v1.1 and v2, and launch a “paid basic tier” instead — Twitter will discontinue offering free access to the Twitter API starting February 9 and will launch a paid version …
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The Verge, VICE, Gizmodo, Techdirt, CNBC, Social Media Today, Pixel Envy, PhoneArena, Scripting News, Forbes, iPhone in Canada Blog, NewsBTC, Quartz, Tubefilter, Top Startups 2023, CNET, Mashable, Thurrott, Fast Company, Ars Technica, and Daring Fireball
Mastodon: @katestarbird@mstdn.social, @molly0xfff@hachyderm.io, @Green_Footballs …, @davidstalane@mastodon.social, @GossiTheDog@cyberplace.social, @mmasnick@mastodon.social, @jeremyburge@mastodon.world, @andybaio@xoxo.zone, @jtlg@mastodon.lawprofs.org, @prehensile@tech.lgbt, @molly0xfff@hachyderm.io, @rodhilton@mastodon.social, @maxkennerly@mstdn.social, @ben@mastodon.adida.net, @bxroberts@journa.host, @aparrish@friend.camp, @mcc@mastodon.social, @brentsimmons@indieweb.social, @chockenberry@mastodon.social, @mmasnick@mastodon.social, and @blaine@mastodon.social
Tweets: @twitterdev, @elonmusk, @luca, @twitterdev, @molly0xfff, @good_faces_bot, @agoldmund, @redman, @ninstatusbot, @get_alttext, @twitterdev, @orchestrative, @ow, @oalexanderdk, @supersparkplugs, @dancow, @digiphile, @jgee, @penamerica, @frogandtoadbot, @rabbit_ebooks, @dimensionmedia, @mgsiegler, @tabitasurge, @atomicthumbs, @enichan, @kottke, @mjg59, @mild_sunrise, @sweetpavement, @0xabad1dea, @russellbrandom, @esqueer_, @mubashariqbal, @mylesborins, @liora_, @josephpolitano, @_restaurant_bot, @anythingbott, @maxkennerly, @thdxr, @aliceavizandum, @madokaframes, @webster, @alex_kirshner, @pkmnframes, @markpopham, @mulligan, @mattbinder, @shitpostbotmin, @craigsilverman, @tomcoates, @zsk, @halomancer1, @heyjenbartel, @acaguy, @tiffanyleigh, @mikeisaac, @migueldeicaza, @chetfaliszek, @mattsheffield, @rsarver, @anythingbott, @thepacketrat, @connollyebooks, @emojimashupbot, @jangles, @steveluvender, @kingkool68, @pookleblinky, @frosunliberal, @wongmjane, @functi0nzer0, @carnage4life, @pkmnframes, @josephpolitano, and @flynnjamm
| BuzzFeed News: |
Twitter ending free API access could have the unfortunate side effect of effectively killing off many useful bots like @MakeItAQuote, @BigTechAlert, and more — “I'm not paying a dime to Elon lol.” — Pranav Dixit — One of the most popular bots on Twitter is @MakeItAQuote, which has more than 565,000 followers.| Amazon: |
Amazon reports Q4 revenue up 9% YoY to $149.2B, net income down 98% YoY to $278M, AWS revenue up 20% YoY to $21.4B, and number of employees down 4% YoY to 1.54M — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2022. Fourth Quarter 2022
More:
Bloomberg, CNET, The Information, Android Central, CNBC, The Verge, Deadline, GeekWire, and ongoing by Tim Bray
Tweets: @carnage4life and @patrickmoorhead
| Wall Street Journal: |
TikTok's playbook to win DC's trust, like touring its Transparency and Accountability Center in California, echoes Huawei's unsuccessful US and Europe strategy — Chinese-owned app is taking steps that are similar to largely unsuccessful tactics used by the telecom giant — How TikTok Could Become a U.S. Company
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New York Times, Platformer, Michael Bennet, CNN, The Verge, Washington Post, The Economic Times, Vox, South China Morning Post, Reuters, Wired, Forbes, Digital Trends, iMore, NPR, The Hollywood Reporter, Bloomberg, iThinkDifferent, iClarified, CNET, WRAL TechWire, and Dexerto
Mastodon: @alexeheath@mas.to. Tweets: @senatorbennet, @davidgura, @shiringhaffary, @katiedjennings, @binarybits, @ssssebunya, and @mattnavarra
| Mark Gurman / Bloomberg: |
Sources: Apple decided not to replace departing VP of Industrial Design Evans Hankey; its group of ~20 industrial designers will report to COO Jeff Williams — Apple Inc. has decided against naming a new executive to replace its departing top product designer, marking a stark shift …
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9to5Mac, Pixel Envy, Fast Company, BGR, Appuals.com, AppleInsider, MacRumors, iPhone in Canada Blog, and Patently Apple
| Tom Schoenberg / Bloomberg: |
Sources: US prosecutors in the DOJ's fraud unit are investigating California-based bank Silvergate over hosting accounts tied to FTX and Alameda Research — US prosecutors in the Justice Department's fraud unit are looking into Silvergate Capital Corp.'s dealings with fallen crypto giants FTX …
More:
PYMNTS.com, Decrypt, Cointelegraph, CryptoSlate, The Block, and Ethereum World News
Tweets: @mdudas, @coindesk, @frances_coppola, and @bitfinexed
| Sergiu Gatlan / BleepingComputer: |
A former employee of IoT manufacturer Ubiquiti pleaded guilty to stealing gigabytes of confidential data in December 2020 and extorting the company for ransom — Nickolas Sharp, a former Ubiquiti employee who managed the networking device maker's cloud team, pled guilty today …
More:
Department of Justice, The Register, BankInfoSecurity.com, The Record, and DataBreaches.net
Tweets: @windscribecom, @seanwrightsec, @tomlawrencetech, @jbadomics, and @troyhunt
| Tom Warren / The Verge: |
Sony introduces Discord voice calls in beta for the PlayStation 5 in the US, Canada, Japan, and the UK, adds Variable Refresh Rate support for 1440p, and more — Beta testers will be able to join Discord voice calls on a PS5 console in the US, Canada, Japan, and UK starting today.
More:
PlayStation.Blog, Discord Blog, Club386, Video Games Chronicle, TechRadar, Appuals.com, GameSpot, BGR, and iPhone in Canada Blog
Tweets: @stlcty03, @wario64, @lumberjackry, @discord, @nickstatt, and @playstation
| Marissa Newman / Bloomberg: |
Legal docs: Meta paid Bright Data to scrape data from other websites for years while publicly condemning the practice and suing companies for scraping its sites — Facebook owner Meta Platforms Inc. for years paid a contractor to scrape data from other websites while publicly condemning …
More:
The Register, Engadget, and Washington Examiner
Tweets: @oliviasolon, @andymstone, @audiosilver, @karllorey, @andymstone, @karde, @yoda, @jason_kint, and @mikebutcher
| Subrat Patnaik / Bloomberg: |
After a 64% decline in 2022, Meta's stock is up 110%+ since its November low, one of the S&P 500 Index's best-performing stocks, adding $250B+ to its market cap — A spectacular turnaround in Meta Platforms Inc.'s stock is bringing back flashes of Big Tech heydays.
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New York Times, Reuters, Wall Street Journal, Meta, New York Times, CNBC, Forbes, Marketing Dive, Newser, TechSpot, and Gizmodo
Tweets: @jason_kint, @jowens510, @carlquintanilla, @almostmedia, @mattturck, @blakestonks, @themarketdog, @lisaabramowicz1, @borrowed_ideas, @borrowed_ideas, @amyklobuchar, @gerryconway, @borrowed_ideas, @spectatorindex, @stockmktnewz, @rakeshlobster, @lisaabramowicz1, @mikeisaac, @stealthqe4, @seyitaylor, @stevesi, @supermarke, @qcapital2020, @grdecter, @turnernovak, @jimpethokoukis, @andrewztan, and @jason_kint
| Karissa Bell / Engadget: |
TikTok revamps its account enforcement system, including a new strike system meant to address “repeat offenders”, bringing its policy in line with its peers' — TikTok is trying to make it easier for creators and others to navigate its rules, and understand what's happening to their accounts.
More:
TikTok, SiliconANGLE, The Verge, MobileSyrup, Social Media Today, Gizmodo, and TechCrunch
| Jon Victor / The Information: |
Docs: Verily's revenue grew to $470M in the first nine months of 2022, up from $228M YoY, making the company Alphabet's second biggest subsidiary by revenue — Verily, by far the biggest Alphabet unit by revenue after Google, continues to post heavy losses, according to previously undisclosed financial information.Sponsor Posts
Google:
Gemini 2.5 Pro: Our most intelligent AI model — Gemini 2.5 Pro (experimental) is now available, with thinking capabilities, enhanced performance, and improved accuracy. Try it at no cost in the Gemini app.
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UiPath:
UiPath Unveils 10 Innovations that Will Shape the Agentic Future — Orchestration engine, API workflows and agentic testing among key features of new UiPath Platform™ for agentic automation, launched at UiPath DevCon 2025
UiPath Unveils 10 Innovations that Will Shape the Agentic Future — Orchestration engine, API workflows and agentic testing among key features of new UiPath Platform™ for agentic automation, launched at UiPath DevCon 2025
Zoho:
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IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Lenny's Podcast:
How Revolut trains world-class product managers: The "local CEO" model, raw intellect over experience, and a cultural obsession with building wow products | Dmitry Zlokazov (Head of Product)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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Conversations with people I admire about things I'm genuinely interested in.
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Airbnb's Midlife Transformation
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Azeem Azhar's Exponential View:
China's catching up to US AI... Here's why it won't matter
Azeem Azhar explores how AI and exponential technologies are shaping our future.
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Channels with Peter Kafka:
How Apple trapped itself in China
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The Logan Bartlett Show:
Debunking Healthcare's Biggest Myths with Zach Weinberg and Derek Thompson
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