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Feb 15, 2026 12:00 PM

Consumer Tech News (Feb 9-13): AI Energy Push, And Mixed Tech Earnings Dominate Headlines & More

The French president celebrated Europe’s most powerful rocket launch after it successfully deployed 32 Amazon.com Inc. (NASDAQ:AMZN) Leo satellites into orbit, as Jeff Bezos steps up his challenge to SpaceX’s Starlink.

Russia’s government reportedly attempted to fully block WhatsApp in what the messaging service called an effort to drive users to a state-owned surveillance app, according to WhatsApp, which is owned by Meta Platforms Inc. (NASDAQ:META).

Ahead of the Donald Trump–Xi Jinping meeting scheduled for April, the Trump administration has reportedly paused several critical technology security measures targeting China.

The Trump administration is reportedly pushing the tech giants to publicly commit to a draft compact aimed at ensuring the rapid expansion of energy-intensive data centers does not drive up household electricity costs, strain water resources, or undermine grid reliability.

Earnings Snapshot

Twilio Inc (NYSE:TWLO) reported fourth-quarter revenue of $1.37 billion, beating analyst estimates of $1.32 billion and adjusted earnings of $1.33 per share for the quarter, beating estimates of $1.24 per share.

Roku Inc. (NASDAQ:ROKU) reported quarterly earnings of 53 cents per share, which beat the consensus estimate of 27 cents, and revenue came in at $1.4 billion, which beat the analyst consensus estimate of $1.35 billion.

Applied Materials Inc. (NASDAQ:AMAT) reported first-quarter revenue of $7.01 billion, beating analyst estimates of $6.87 billion and adjusted earnings of $2.38 per share, beating analyst estimates of $2.20 per share.

Lyft Inc. (NASDAQ:LYFT) generated $1.59 billion in revenue, falling short of the $1.75 billion analysts expected and adjusted earnings per share of 15 cents, topping the 12-cent consensus.

HubSpot Inc. (NYSE:HUBS) reported quarterly earnings of $3.09 per share, which beat the analyst estimate of $2.99, and revenue clocked in at $846.75 million, which beat the Street estimate of $830.54 million.

QuantumScape Corp (NASDAQ:QS) reported a fourth-quarter loss of 17 cents per share, beating estimates for a loss of 18 cents per share.

AppLovin Corp (NASDAQ:APP) reported fourth-quarter revenue of $1.66 billion, beating analyst estimates of $1.60 billion and earnings of $3.24 per share, beating analyst estimates of $2.95 per share.

Tower Semiconductor Ltd. (NASDAQ:TSEM) topped fourth-quarter estimates on revenue and earnings as margins surged and demand for silicon photonics accelerated.

Retail, Restaurant & Entertainment

Netflix Inc (NASDAQ:NFLX) remains embroiled in a high-stakes bidding war for Warner Bros. Discovery (NASDAQ:WBD).

McDonald's Corporation