Microsoft reports Q1 Windows OEM revenue down 15% YoY, devices revenue up 2% YoY, Xbox hardware revenue up 13%, and Xbox content and services revenue down 3%
Steven Sinofsky looks back at Windows 8, 10 years later Robert Collins / OnMSFT.com : Xbox revenue up from last year, according to newest earnings report Liam Doolan / Pure Xbox : Xbox Gaming Revenue ...
Intel reports Q2 revenue down 22% YoY to $15.32B, vs. $17.92B est., a $454M net loss, and Datacenter and AI revenue down 16% YoY to $4.6B; stock drops 10%+
that Intel cut fab spending to pay dividends while lobbying for tax credits with the CHIPS+ Act — is worth a read. https://twitter.com/... Davos Bro Balding / @baldingsworld : Just to recap, Intel lis...
Apple will reduce its App Store cut to 15% from any developer who earns less than $1M in revenue per year from all their apps, starting January 1
but there's a catch Firstpost Tech : Apple to cut App Store commission from 30 to 15 percent for developers with up to $1 million annual revenue Stephen Warwick / iMore : Fury as Tim Sweeney compares ...
On Twitter, Slack CEO discussed some of the dramatic changes Slack has seen over the last few weeks, like quickly adding 9K net new customers; stock up 10%+
thread by Slack CEO about the last 2 weeks: tough choices re: corona & staff, earnings call, stock market crash, usage surge. We glorify entrepreneurship, but it's no cakewalk https://twitter.com/... ...
Amazon has ~35% of US ecommerce and ~6% of addressable US retail, and is two thirds the size of Walmart, which would make an antitrust case against it difficult
Benedict Evans : Tweets: @aaronbuley , @stevesi , @robertwiblin , @eicker , @mschoening , @evplusev , @sachinrekhi , and @mayank_b23 Tweets: Aaron Buley / @aaronbuley : Wow. Hard to believe, but afte...
Apple revises guidance for its fiscal 2019 Q1 downwards due to weakness in some markets, particularly China
and today. But look how many tech people think PCs are essential and interesting. Steven Sinofsky / @stevesi : 5/ There are many examples of mature product lines with significant growth selling into a...
As Amazon-run private label brands grow to roughly 100 with $25B in expected revenue over the next four years, potential antitrust concerns could arise
It started with a simple battery. — Around 2009, Amazon quietly entered the private label business by offering a handful of items under a new brand called AmazonBasics. Tweets: @jeffmacke , @pakman ...
Frame.io, a cloud-based collaboration tool for video creators whose clients include Facebook and Snapchat, raises $10M Series A led by Accel
Today is an incredible day for Frame.io. Tweets: Steven Sinofsky / @stevesi : Congrats @Frame_io @emerywells and @_johntraver incl awesome H'wood investors and advisory board for video collab. http://...
Bill Gurley marks recent tech sell-off with another warning about unprofitable unicorns, says cycle “where growth is valued more than profitability” may end
Bill Gurley to Unicorns: Winter Is Coming. You Ready? — Tech stocks have been taking a beating lately … Tweets: @bgurley , @bgurley , @pkedrosky , @stevesi , @stewart and @benedictevans Tweets: Bil...