财报表现 - 苹果公司在财报中显示，营收达到了1196亿美元，同比增长2%，超出了预期，这是连续四个季度销售下滑后首次实现增长[2] - 苹果在12月季度实现了每股收益2.18美元，同比增长16%[4] 业务表现 - iPhone销售推动了苹果在12月季度的营收增长，同时服务业务也创下历史收入纪录，活跃设备数量达到了22亿台[3]

亚马逊财报 - 亚马逊2023年第四季度营收同比增长14%，达到了1700亿美元，超出了华尔街分析师对1660亿美元的一致预测[1][2] - 每股收益达到1美元，是两年来最强的利润表现，远超去年同期的3美分，也轻松击败了80美分的预期[2] - Prime Video独家NFL比赛的观众人数较2022年增长了24%，成为公司不断增长的视频广告业务的支柱[3] - 广告服务收入（包括流媒体视频）同比增长27%，达到146亿美元，亚马逊还在Twitch、Freevee和Fire TV上强调其广告能力[4] - 亚马逊推出了名为Rufus的AI购物助手，该功能在亚马逊产品目录和互联网信息上进行了训练，可以回答客户关于产品的问题[5] - 亚马逊股价在盘后交易中上涨了6%，达到了创下的历史最高水平[6] - CEO Andy Jassy在财报中称赞了“创纪录的假日购物季”，并表示公司团队正在快速交付，并对未来充满期待[7]

The lines at Disney World may be long, but the Mouse House isn’t standing around to let Ron DeSantis savor his win yesterday in the company’s First Amendment lawsuit against the failed presidential candidate. Less than 24 hours after a federal judge agreed with the Florida Governor and deep-sixed Disney’s nearly year long legal action, the Bob Iger-run entertainment giant and Sunshine State mega-employer gave official notice they plan to challenge Wednesday’s dismissal. “Notice is given that Plaintiff Wa ...

Nelson Peltz wants Disney shareholders to elect him and former Disney executive Jay Rasulo to the company’s board, and today he unveiled the two current directors he’d like unseated to make room. Trian, Peltz’s investment firm, asked shareholds to withhold votes for Maria Elena Lagomasino and Michael Froman and vote for himself and Rasulo instead as he ramps up his campaign against Disney for what he calls poor management that’s resulted in a lagging stock price. The board showdown will come at Disney’s an ...

Google parent Alphabet reported decent numbers for the fourth quarter of 2023, including a 15.5% hike in YouTube  advertising to $9.2 billion (from $7.8 billion), solid but disappointing the market a bit with shares down 4%. Most numbers met but didn’t exceed forecasts at a time of very high expectations for tech stocks. Google Search & other advertising was $48 billion from $42.6 billion. Google Network saw ad revenue of $8.3 billion vs $8.5 billion. So total Google advertising including YouTube of $65.5 ...

捐赠详情 - Netflix创始人Reed Hastings向Silicon Valley Community Foundation捐赠了价值超过11亿美元的2百万股股票[1] - 这次捐赠占据了Hastings持有的Netflix股票的大约40%[2] - Hastings的净资产在最新捐赠之前为66亿美元[4]

迪士尼乐园投资计划 - 迪士尼计划在未来几十年内向迪士尼乐园投资至少19亿美元，并将向安纳海姆市提供数百万美元用于住房和公园[1] - 提案名为DisneylandForward，仍需通过几次与安纳海姆官员的会议才能最终确定[2] - 迪士尼将有灵活性选择在现有占地范围内建造新的主题公园区域、酒店和餐饮，但尚未透露具体细节[3] 回报与承诺 - 作为回报，迪士尼将保证向市政府提供3000万美元用于经济适用房，800万美元用于公园，并提供用于附近道路改善的资金[4] - 开发协议将持续到2064年，预计迪士尼完成工作时将花费25亿美元[6] 投票与声明 - 市议会预计将在春季对该提案进行投票[7] - 迪士尼乐园总裁Ken Potrock在一份声明中表示，他们倾听了安纳海姆的领导者，并努力解决对城市重要的问题，他们为DisneylandForward将直接为安纳海姆居民提供许多重要好处感到自豪[5]

Microsoft is laying off about 1,900 people in its gaming division following the closing of its acquisition of Activision Blizzard. In a memo sent to employees today, the company said the move was to address “areas of overlap.” Blizzard President Mike Ybarra is also leaving. In a post on X, Ybarra called it “an incredibly hard day.” His post said: “I want to thank everyone who is impacted today for their meaningful contributions to their teams, to Blizzard, and to players’ lives. It’s an incredibly hard day ...

Netflix订阅用户增长 - Netflix在2023年底全球订阅用户达到了2.603亿，比预期增加了1300万用户[1] 财务表现 - 公司错过了每股收益预测，总收入勉强达到华尔街预期，面临着与去年同期的复杂比较和最近价格上涨的持续影响[2] 广告和付费密码共享举措 - Netflix在该季度的广告和付费密码共享等持续举措继续取得成果，广告层每月活跃用户从去年11月的1500万增长到了本月的2300万[4]

Sheryl Sandberg宣布不再参加Meta董事会选举 - [1] Sheryl Sandberg宣布将不再参加Meta董事会选举 - [2] Sandberg是Meta的前首席运营官，也是《Lean In: Women, Work, and the Will to Lead》一书的作者 - [3] 她在Facebook发文感谢Mark Zuckerberg，并表示对他的感激和友谊 - [5] Zuckerberg在一篇发文中感谢Sandberg对公司的贡献，并期待未来继续合作