Global monthly active users (MAUs) -- 619 million, up 12%, marking the tenth consecutive record quarter. MAUs by region -- 105 million in US and Canada, up 4%; 158 million in Europe, up 9%; 356 million in Rest of World, up 16%. Q4 revenue -- $1.3 billion, a 14% increase (13% on constant currency), with global ad impressions rising 41% and ad pricing declining 19% due to international mix shifts.
Bristol Myers' Growth Portfolio surged 16% to $7.4 billion in Q4, demonstrating the company's successful product diversification strategy. Key contributors included Opdivo at $2.69 billion (+9%), Eliquis at $3.45 billion (+8%), and standout performers Breyanzi at $392 million (+49%) and Camzyos at $353 million (+59%). However, the Legacy Portfolio declined 15% to $5.1 billion as generic competition intensified. Revlimid plummeted 55%, while Sprycel dropped 60%, reflecting the patent cliff challenges facing the company.
Snap SNAP reported fourth-quarter revenue of $1.72 billion, up 10% year over year, largely due to strength in average revenue per user. Adjusted EBITDA margin came in at 21%, up 300 basis points from the prior year, owing to growing operating leverage and a favorable sales mix. Why it matters: Despite a 5% year-over-year decline in global daily active users, or DAUs, traction in high-margin offerings such as Snapchat+, Sponsored Snaps, and Memories Storage Plans improved core platform monetization, supporting both top-line and profitability expansion.
OpenAI has pulled in a billion-dollar month from something other than ChatGPT. Sam Altman said in a post on X on Thursday that OpenAI added more than $1 billion in annual recurring revenue in the past month "just from our API business." "People think of us mostly as ChatGPT, but the API team is doing amazing work!" the OpenAI CEO wrote.
Revenue wrote to 34,000 family carers notifying them carer's allowance or carer's benefit have always been taxable and warning those who have not been declaring them as income they may face back-taxes. Payments to carers have always been subject to taxation but were previously self-declared. Under the new system, tax on income from the payments will be collected in real time, similar to other payments from the Department of Social Protection.
Just a week after its last record-setting day, Steam has hit a new concurrent player peak of 42,042,778, passing the 42 million milestone for the very first time on January 11. The gaming platform has seen sustained growth in recent years, with record-setting peaks happening more and more regularly. Although Steam has been around for over 20 years, its popularity has picked up dramatically in recent years--especially in the six years since the Covid-19 pandemic was officially declared.
But this boom is different, as those with a home are not looking upon it as an asset to be cashed in to move up the ladder. The lack of new housing means the market is quite dysfunctional and there is little enough movement. The shifts in the market have ramped up the prices and made many homeowners uncertain of what their house is worth.
Impinj delivered revenue of $96.1M, topping the $92.63M consensus estimate by 3.7%. More meaningful was the adjusted EBITDA of $19.1M, which exceeded guidance. On a year-over-year basis, revenue inched up just 0.95% to $96.1M from $95.2M, a deceleration that reflects the softer demand environment the company has navigated. The non-GAAP EPS of $0.58 beat the $0.50 estimate by 16%, signaling that cost management and operational efficiency are driving profitability even as topline growth stalls. Operating income swung positive to $656K from a $769K loss in the prior year quarter. This inflection matters because it shows the Gen2X product focus and restructuring efforts are taking hold.
United endured a nightmare 2024-25 season as they recorded their worst-ever Premier League finish, ending the campaign in 15th place. They did reach the Europa League final, but a 1-0 defeat to Tottenham ensured they missed out on European football for 2025-26.
A man (50s) has been arrested by gardaí following the seizure of drugs worth more than €3 million at Rosslare Europort yesterday. There were approximately 150.6kg of suspected herbal cannabis found with an estimated value of €3,012,000. It was seized by Revenue officers after the search of a truck which had disembarked the ferry at Rosslare Europort, Co Wexford. The arrested man is currently detained at a garda station in Co Wexford. Investigations are ongoing, a garda spokesperson said.