Reddit reported a strong second quarter but spooked investors by mentioning in an investor letter that traffic from search engines had grown “choppy.” The company’s total revenue of $805 million jumped 61% compared to the year-ago quarter while net income was $253 million, up 183%. These beat Wall Street’s expectations. Plus, the company said it expects to hit revenue of $860 million to $870 million with healthy earnings before taxes next quarter as well, which beat expected guidance. Normally, telling inv ...

核心观点 - 苹果服务业务付费订阅数突破15亿[1]，但该业务营收未达预期，导致股价盘后下跌超4%[2] 服务业务营收表现 - 第三财季服务业务营收为307.4亿美元，低于华尔街预期的312.2亿美元[2] - 服务业务是当季唯一未达预期的板块，而硬件销售创下纪录[1] - 苹果CFO Kevan Parekh指出App Store是影响服务收入下滑的主要因素之一[2] App Store面临挑战 - 移动游戏增长放缓影响了App Store当季表现[3] - 部分国家（包括美国）的App Store商业模式发生变化[3] - 法院要求苹果允许应用开发者使用App Store之外的支付渠道，绕过苹果佣金[4] - 该法律问题将由最高法院做出最终裁决[4] - 尽管存在上述问题，App Store仍创下六月季度营收纪录[6] 其他影响因素 - 外汇波动被苹果称为服务收入未达预期的主要驱动因素[5] - 与上一季度相比，F1电影票房收入的高基数效应也造成影响[5] 服务业务增长亮点 - 发达市场服务业务创下历史营收纪录，新兴市场创下六月季度纪录[7] - 绝大多数追踪市场的服务业务实现两位数营收增长[7] - 付费订阅数突破15亿[7] - 交易账户和付费账户均创历史新高，新兴市场两者均实现两位数增长[7] - 苹果广告、App Store、AppleCare、Apple Music和Apple TV均创六月季度纪录[8] - 云服务和支付服务创历史新高[8] - Apple TV收视率创历史新高[8] 未来增长潜力 - 新推出的Creator Studio订阅服务可能带来新收入[9] - Apple Cash即将推出的账单分摊功能可加深用户对支付生态的参与[9] - 与Klarna合作的Apple Upgrade计划可能推动更多设备销售及附加服务收入[9]

In Brief During a Thursday hearing, a judge said the Trump administration hasn’t presented enough evidence to justify labeling Anthropic a supply chain risk and banning the federal government from using the company’s technology.Bloomberg and Axios were among the first to report the news.  The dispute stems from stalled contract negotiations between Anthropic and the Department of Defense. Anthropic said it didn’t want its AI used for mass surveillance of Americans or for targeting or firing decisions invol ...

Hundreds of thousands of people are receiving letters notifying them that their medical records were stolen in a cyberattack at U.S. health tech giant CareCloud earlier this year, as new details about the data breach come to light.The company has said little about the breach since March, when it first admitted that hackers had raided one of its six stores of patient data. New disclosures seen by TechCrunch offer the clearest picture of the breach so far, including that nearly 350,000 people have been affect ...