Motorola Solutions, Inc. (MSI) is locked in a fight at the FCC with three Chinese equipment companies -- Hytera Communications, Hikvision USA and Dahua Technology USA -- on whether gear from suppliers on the FCC’s “covered list” of companies deemed to pose a security risk should be barred from being authorized for use in the U.S. MSI executives spoke with aides to Chairwoman Jessica Rosenworcel and Commissioners Brendan Carr and Nathan Simington.

A looser content moderation approach at Twitter under Elon Musk's ownership risks turning it into a fringe, extremist platform like 4chan, House Judiciary Committee Chairman Jerry Nadler, D-N.Y., told us Thursday. “I’m concerned with what he’s rumored or said to believe” in terms of moderation, said Nadler: “That means you’re going to have all this disinformation on Twitter that wouldn’t have been previously allowed. That would concern me.” The Judiciary Committee will have to “wait and see” whether action is necessary, he said.

Onsemi is “fully cognizant of potential risks” from inflation, higher interest rates and the “ongoing geopolitical tensions,” and it's "monitoring the business environment diligently,” said CEO Hassane El-Khoury on an earnings call Monday for fiscal Q1 ended April 1.

Fewer Americans are moving, creating broadband woes for big cable, said three cable providers in their quarterly earnings reports. Charter Communications and Alitice cited fewer people moving as a big challenge for adding subscribers. Comcast also pointed last week to fewer people moving as an issue with its slowing broadband growth (see 2204280004).

Roku hardware revenue plunged 19% in Q1 to $86.8 million as higher component pricing and shipping and logistics costs curbed TV sales, said Chief Financial Officer Steve Louden on a Thursday earnings call. TV unit sales are below pre-COVID-19 pandemic levels, creating “a headwind” for the industry, he said.

Lockdowns in Shanghai and the war in Ukraine demonstrate “that the world needs more resilient and more geographically balanced semiconductor manufacturing,” said Intel CEO Pat Gelsinger on an earnings call Thursday for fiscal Q1 ended April 2. The chip shortage cost the U.S. economy $240 billion last year, “and we expect the industry will continue to see challenges until at least 2024 in areas like foundry capacity and tool availability,” he said.

Top U.S.-based Huawei executives said Friday that they're hopeful the Biden administration will be open to revisiting sanctions against the company, in a virtual briefing for reporters.

Amazon shares hit a 52-week low Friday at $2,432.50 before rebounding somewhat later in the day after the company's Thursday Q2 guidance was below analysts’ expectations. Amazon forecast net sales will grow 3%-7% over Q2 2021 to $116 billion-$121 billion, with operating income ranging from a $1 billion loss to $3 billion. Shares closed 14% lower Friday at $2,485.63.

After reporting record Q2 FY ’22 revenue, Apple CEO Tim Cook warned on a Thursday earnings call of continued COVID-19-related supply constraints and silicon shortages that are expected to dent June quarter revenue by $4 billion-$8 billion. That’s “substantially larger” than the company experienced in the March quarter, and the impact will be across most categories, he said. The company didn’t give June quarter revenue guidance.

“Continued traction” with top smartphone OEMs Samsung, Xiaomi, Oppo, Vivo and Honor drove Qualcomm’s handset revenue 56% higher to $6.3 billion in fiscal Q2 ended March 27, said CEO Cristiano Amon on an earnings call Wednesday. The stock closed 9.7%% higher Thursday at $148.19.