Journals

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… Read More »OpenAI launches the ability for paying ChatGPT users to invoke GPTs directly in chats by typing “@” and selecting a GPT from a list (Kyle Wiggers/TechCrunch)

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… Read More »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 (Mark Gurman/Bloomberg)

Jordan Novet / CNBC: Microsoft reports Q2 Intelligent Cloud revenue up 20% YoY to $25.88B, vs. $25.29B est., with Azure and other cloud services revenue up 30% YoY, vs. 27.7% est.  —  – Microsoft beat on the top and bottom… Read More »Microsoft reports Q2 Intelligent Cloud revenue up 20% YoY to $25.88B, vs. $25.29B est., with Azure and other cloud services revenue up 30% YoY, vs. 27.7% est. (Jordan Novet/CNBC)

Todd Spangler / Variety: Sundar Pichai says Alphabet’s digital subscription services, including YouTube and Google One, are on a $15B annual revenue run rate, up fivefold since 2019  —  Alphabet’s suite of digital subscription services — including YouTube Premium, YouTube… Read More »Sundar Pichai says Alphabet’s digital subscription services, including YouTube and Google One, are on a $15B annual revenue run rate, up fivefold since 2019 (Todd Spangler/Variety)

Ben Glickman / Wall Street Journal: Filing: Dell terminates an agreement with VMware to distribute VMware’s products, citing a change in control following Broadcom’s $69B acquisition of VMware  —  Dell cites change in control  —  Dell Technologies terminated an agreement… Read More »Filing: Dell terminates an agreement with VMware to distribute VMware’s products, citing a change in control following Broadcom’s $69B acquisition of VMware (Ben Glickman/Wall Street Journal)

Akash Sriram / Reuters: Alphabet reports Q4 Google advertising revenue up 11% YoY to $65.5B, vs. $66.1B estimated, with Google Search & other revenue up 13% YoY to $48B  —  Google-parent Alphabet’s (GOOGL.O) fourth-quarter advertising revenue fell below Wall Street… Read More »Alphabet reports Q4 Google advertising revenue up 11% YoY to $65.5B, vs. $66.1B estimated, with Google Search & other revenue up 13% YoY to $48B (Akash Sriram/Reuters)

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, and Q1 revenue forecast below estimates  —  Chipmaker Advanced Micro Devices (AMD.O) forecast first-quarter… Read More »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, and Q1 revenue forecast below estimates (Arsheeya Bajwa/Reuters)

Jaspreet Singh / Reuters: Match Group reports Q4 revenue up 10% YoY to $866.2M, vs. $861.2M est., paying users fell 5% YoY, forecasts Q1 rev. below expectations, authorizes $1B buyback  —  Tinder-parent Match Group (MTCH.O) forecast first-quarter revenue below Wall… Read More »Match Group reports Q4 revenue up 10% YoY to $866.2M, vs. $861.2M est., paying users fell 5% YoY, forecasts Q1 rev. below expectations, authorizes $1B buyback (Jaspreet Singh/Reuters)

Todd Spangler / Variety: YouTube Q4 2023 ad revenue rose 15.5% YoY to $9.2B, roughly in line with expectations; in Q4 2022, YouTube’s ad sales fell almost 8%  —  Q4 ad revenue for YouTube came in at $9.20 billion, roughly… Read More »YouTube Q4 2023 ad revenue rose 15.5% YoY to $9.2B, roughly in line with expectations; in Q4 2022, YouTube’s ad sales fell almost 8% (Todd Spangler/Variety)

Tom Warren / The Verge: Microsoft Q2: devices revenue down 9% YoY, Windows OEM revenue up 11% YoY, Xbox content and services revenue up 61% YoY, search and news ad revenue up 8% YoY  —  Microsoft just posted the second… Read More »Microsoft Q2: devices revenue down 9% YoY, Windows OEM revenue up 11% YoY, Xbox content and services revenue up 61% YoY, search and news ad revenue up 8% YoY (Tom Warren/The Verge)