Welcome to the Tech Brew Right Home for Thursday, October 30th, 2025. I'm Brian McCullough today. Three big tech

earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much,

and maybe not you meta. SORA already has some new features, more details on OpenAI's IPO timeline, and maybe

the AI agents are not yet ready for prime time. Here's what you miss today in the world of tech.

If you're looking for enterprise grade identity automation minus the enterprise grade baggage,

a.k.a. having your users log on 500 times. Yesh ID delivers advanced IAM automation

without moving teams onto a legacy identity provider. Whether you use Google Workspace,

Microsoft 365, or Octa, Yesh ID integrates directly. No rebuilds or

rip and replaces are required. Yesh ID helps IT and security teams reduce risk, not just tickets.

And IT teams everywhere might have just breathed a collective sigh of relief. Every access,

change, review, and approval is tracked in exportable, helping security

teams effortlessly demonstrate compliance with SOC2, ISO, or HIPA. IT and security teams can spot risk

before it becomes a finding. Learn more at yesh ID.com slash tech brew. That's Y-E-S-H-ID.com

slash tech brew.

I know tech earnings week always sort of sneaks up on me, but who decided that three of the biggies would all report on the same day this time?

We're talking meta, Alphabet, and Microsoft, and let's do it like this.

Everybody basically did well. Meta's Alphabet, and Microsoft, and let's do it like this. Everybody basically did well.

Meta's revenue was up 26%, Alphabet's revenue up 16%, and Microsoft's up 18%. But of those three,

the street apparently didn't like Meta's report for reasons we can get into in a second.

All the stocks are mixed this morning, but Meta is really taking it on the chin down more than 10% as I write this. So what's $100 billion in market cap,

give or take? Let's take it in reverse order. Microsoft's Open AI investment actually resulted in a

$3.1 billion hit to Q1 net income for reasons I was not able to ascertain.

...