TechMeme - Inxa.inSearch.cc

TechMeme

Arm reports Q1 revenue up 22% YoY to $1.29B, vs. $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above estimates (Reuters)

Arm reports Q1 revenue up 22% YoY to $1.29B, vs. $...

3 months ago 10 Add to circle

Meta reports Reality Labs Q2 revenue up 16% YoY to $431M, vs. $423.4M est., and a $4.62B operating loss, vs. $5.07B estimated (Jonathan Vanian/CNBC)

Meta reports Reality Labs Q2 revenue up 16% YoY to...

3 months ago 19 Add to circle

Meta reports free cash flow of $784M in Q2, down 91% YoY, and now expects 2026 capex to be $130B-$145B, compared with its prior forecast of $125B-$145B (Reuters)

Meta reports free cash flow of $784M in Q2, down 9...

3 months ago 23 Add to circle

Qualcomm reports Q3 revenue down 4% YoY to $9.95B, vs. $9.67B est., forecasts Q4 profit below est., expects revenue from Apple products to decline more quickly (Reuters)

Qualcomm reports Q3 revenue down 4% YoY to $9.95B,...

3 months ago 14 Add to circle

Meta reports $2.4B in charges related to legal proceedings in Q2 and $1.18B in severance expenses in connection with the May 2026 layoff of about 8,000 staff (Todd Spangler/Variety)

Meta reports $2.4B in charges related to legal pro...

3 months ago 28 Add to circle

Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, vs. 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time (Jordan Novet/CNBC)

Microsoft reports Q4 Azure and other cloud service...

3 months ago 16 Add to circle

Meta reports Q2 revenue up 28% YoY to $60.8B and family daily active people up 3% to 3.6B on average for June 2026; META drops 4%+ after hours (Meta)

Meta reports Q2 revenue up 28% YoY to $60.8B and f...

3 months ago 21 Add to circle

Microsoft reports Q4 revenue up 18% YoY to $90B, net income up 31% to $35.8B, and Microsoft Cloud revenue up 27% to $59.3B; MSFT jumps 3%+ after hours (Microsoft)

Microsoft reports Q4 revenue up 18% YoY to $90B, n...

3 months ago 27 Add to circle

Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones (Kirsten Korosec/TechCrunch)

Waymo gradually resumes freeway routes, starting w...

3 months ago 10 Add to circle

Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones (Kirsten Korosec/TechCrunch)

Waymo gradually resumes freeway routes, starting w...

3 months ago 10 Add to circle

Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control (Google)

Google launches its Lyria 3.5 music generation mod...

3 months ago 23 Add to circle

Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns (The Information)

Thinking Machines Lab co-founder Lilian Weng is re...

3 months ago 24 Add to circle

OpenAI launches ChatGPT for Academic Researchers, giving 100K scientists, mathematicians, and engineers free access to its frontier models through 2027 (Ina Fried/Axios)

OpenAI launches ChatGPT for Academic Researchers, ...

3 months ago 23 Add to circle

Anthropic's cryptanalysis results on HAWK and AES show AI can now understand existing cryptanalysis results, turn them into new attacks, and even extend them (Matthew Green/A Few Thoughts ...)

Anthropic's cryptanalysis results on HAWK and AES ...

3 months ago 24 Add to circle

Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+ (Financial Times)

Investors continue to dump chipmaker stocks on Wed...

3 months ago 26 Add to circle

Qualcomm says it has signed a 10-year deal to supply chips for BMW's future digital cockpit and advanced driver-assistance systems (Harshita Mary Varghese/Reuters)

Qualcomm says it has signed a 10-year deal to supp...

3 months ago 22 Add to circle

Groundcover, which provides observability software that can monitor AI agents, raised a $100M Series C led by One Peak, bringing its total funding to $160M (Meir Orbach/CTech)

Groundcover, which provides observability software...

3 months ago 28 Add to circle

Encore AI, which studies companies' customer interactions to train and deploy AI voice agents, raised a $30M Series A led by Team8, Planven, and The Garage (Ram Iyer/TechCrunch)

Encore AI, which studies companies' customer inter...

3 months ago 20 Add to circle