Google has been moderating and removing employees’ internal election-related conversations, CNBC has learned.
Ahead of Tuesday’s U.S. elections, Google executives warned employees to keep political opinions and statements away from a popular internal discussion forum called Memegen, according to correspondence viewed by CNBC. Despite the warnings, employees continued posting memes related to the election and criticizing the company’s policies on Tuesday.
The most recent leadership guidance shows the company is taking expanded action to temper internal political discussions. Google CEO Sundar Pichai on Monday sent a memo reminding employees that people turn to the company’s services for “high-quality and reliable information.” That includes through the company’s Google Search, Google News and YouTube services.
“Whomever the voters entrust, let’s remember the role we play at work, through the products we build and as a business: to be a trusted source of information to people of every background and belief,” Pichai wrote. “We will and must maintain that.”
As one of the most important tech leaders in the U.S., Pichai himself has been pulled into the broader political discussions of late. Republican nominee Donald Trump claimed to have multiple phone calls with Pichai in recent weeks.
Google has been cracking down on internal conversations since 2019 when the company introduced a policy barring employees from making statements that “insult, demean, or humiliate” their colleagues. The rules also discouraged employees from engaging in a “raging debate over politics or the latest news story.”
That policy signaled a significant culture shift for the company. Some employees pushed back against the restrictions, saying they were too broad, and in 2020, the company said it was expanding its internal content moderation practices, requiring employees to more actively moderate internal discussions, CNBC found at the time.
Since 2021, Google has dealt with internal dissent regarding Project Nimbus, which is a $1.2 billion joint contract with Amazon to provide the Israeli government and military with cloud computing and AI services. Google briefly shut down an internal message board this March after employees posted comments about the company’s Nimbus contract.
In a 2019 settlement, the U.S. National Labor Board ordered Google to post a list of employee rights at its headquarters that included the right to discuss workplace conditions. That came after a former Google employee filed a complaint alleging that the company restricted free speech and fired him for expressing conservative views, which Google refuted.
The company declined to comment.
Banning political discussions
Google announced more updates to its Memegen guidelines in September that included broadening the forum’s restrictions against political discussions, according to internal documents viewed by CNBC. The company also said it would ban employees from the platform if they violate policies three times, and Google said that it would also also use artificial intelligence technology to better detect violative content.
“Memegen will no longer allow posting of personal political opinions, including national policy/events, geopolitical content (eg, international relations, military conflicts, economic actions, territorial disputes, and other international affairs unrelated to Google), or sharing related news with or without commentary,” one document said.
Political debates have driven the “vast majority” of content removals, one document of the expanded policies said.
“Memegen isn’t a place for personal political opinions or statements,” reads a yellow banner that Google recently added at the top of Memegen, according to images viewed by CNBC.
One employee wrote that Google’s internal community management team, or ICMT, took down their meme, which they didn’t feel was violative. Many memes viewed by CNBC included messages such as “sending support” and “encouragement” to fellow employees. Others poked fun at the company’s expanded policy and the ICMT.
“This meme is a political statement please report to ICMT immediately,” one meme said. Another read: “Make Election Day a holiday to give ICMT a break.” Another meme just said “aaaaaaaa” overlaid on a black void.
Read Google CEO Sundar Pichai’s full memo to employees below
Hi Googlers, Tomorrow is election day here and many in the U.S. will be heading to the polls to vote for everything from school board to judges to the Congress and President.
Teams across Google and YouTube have been working hard to make sure our platforms provide voters with high-quality and reliable information, just as we’ve done for so many other elections around the world — in fact, dozens of countries have held major, hotly contested elections this year, from France to India to the UK to Mexico and many more, with well over a billion people casting votes in 2024.
We should be proud of our work, and also of our teams’ efforts to keep campaigns secure, to deliver accurate information on where and how to vote, and to provide digital advertising solutions to campaigns. Thanks to everyone working around the clock on these efforts throughout the campaign season and as votes are tallied.
As with other elections, the outcome will be a major topic of conversation in living rooms and other places around the world. And of course, the outcome will have important consequences. Whomever the voters entrust, let’s remember the role we play at work, through the products we build and as a business: to be a trusted source of information to people of every background and belief. We will and must maintain that. In that spirit, it’s important that everyone continue to follow our Community Guidelines and Personal Political Activity Policy.
Beyond election day, our work to organize the world’s information and make it universally accessible and useful will continue. Al has given us a profound opportunity to make progress on that mission, build great products and partnerships, drive innovation, and make significant contributions to national and local economies. Our company is at its best when we’re focused on that.
The cybersecurity software provider said it expects fiscal first-quarter earnings to range between 64 cents and 66 cents per share, versus the average Factset estimate of 95 cents. CrowdStrike is projecting earnings for the year to range between $3.33 and $3.45 per share, excluding items. That fell short $4.42 expected by analysts polled by LSEG.
For the fiscal fourth quarter, CrowdStrike posted a net loss of $92.3 billion, or 37 cents per share, versus net income of $53.7 million, or 22 cents per share, in the year-ago period. The company also reported $21 million in costs from incident-related expenses and $49.9 million of tax expenses connected to acquisitions.
The company also said it anticipates another $73 million in expenses for the first quarter resulting from its July update that spurred a global information technology outage, grounded flights and disrupted businesses. CrowdStrike projects an additional $43 million in costs due to some deal packages offered in its wake.
The outage has also weighed on free cash flow margins, which CrowdStrike said on a conference call with analysts Tuesday it expects to return to 30% or more in fiscal 2027.
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Many on Wall Street expect headwinds from the July issue to start abating in the new fiscal year, with Bernstein’s Peter Weed expecting a pick up in CrowdStrike net retention rate in the new fiscal year.
“Although FY26 guidance marked a conservative start to the year, in our view, we expect management is setting the stage for a return to a beat-and-raise cadence we saw before the outage,” wrote JPMorgan’s Brian Essex.
CrowdStrike’s disappointing guidance offset better-than-expected fiscal fourth-quarter results. The company posted adjusted earnings of $1.03 per share on $1.06 billion in revenue and said that revenue grew 25% from a year ago.
Founder and CEO George Kurtz called the company a “comeback story” on the conference call.
“I’m extremely proud of the engagement we’ve had with customers, partners, prospects in the market navigating a year that tested CrowdStrike,” he said. “Q4 showcases the fruits of our labors, giving me strong conviction in our AI-native, single platform, excellent execution, and accelerating market opportunity.”
A sign is posted in front of a One Medical office on July 21, 2022 in San Rafael, California.
Justin Sullivan | Getty Images
One Medical CEO Trent Green will step down from the Amazon-owned primary care provider after less than two years in the role.
Green is leaving One Medical to become CEO of National Research Corp., or NRC Health, a provider of health-care analytics and other services, the company said in a release Tuesday. He’ll start there on June 1.
Under Green, One Medical expanded into new geographic markets and opened more offices. It also integrated further into Amazon, with the company adding medical services to its Prime membership program.
Amazon confirmed Green’s departure in a statement.
“After nearly three years with Amazon One Medical, CEO Trent Green has decided to leave the company,” an Amazon spokesperson said in a statement. “We are grateful to Trent for his many contributions and wish him well on his next endeavor.”
Neil Lindsay, who leads Amazon Health Services, said in a memo to employees on Tuesday that Green is moving back to his home state of Nebraska for the new role. Green’s last day at Amazon will be April 4.
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“Trent has helped One Medical solidify its position as an incredible place for providers to deliver — and patients to turn to (and return for) — high-quality, human-centered care,” Lindsay wrote in the memo, which was obtained by CNBC.
The deal for One Medical is the third-largest acquisition in Amazon’s history, behind its 2017 purchase of Whole Foods for $13.7 billion and its $8.45 billion deal for MGM Studios in 2021.
Amazon acquired One Medical as part of a deepening push into the health-care market. The company scooped up online pharmacy PillPack in 2018 for about $750 million, before launching its own offering.
Apple on Wednesday announced new MacBook Air models that update the company’s bestselling laptop with a faster M4 chip and an upgraded videoconferencing camera.
The computers also got a $100 price cut in the U.S., despite tariffs by President Donald Trump that took effect on Tuesday that experts have said could cause the price of electronics to rise.
The 13-inch MacBook Air starts at $999, and the larger, 15-inch model starts at $1,099. Users can pay more for memory and storage upgrades.
Although it has the same design as last year’s MacBook Air, the new computer will also be available in a fresh sky blue color, and it now supports multiple external monitors. The new MacBook Air goes on sale March 12.
The MacBook Air is one of Apple’s most critical products. Mac sales rose 15% in the December quarter to just under $9 billion in sales. The company attributed that increase to higher sales of laptops even though overall Mac sales, which also include desktop models, are still down from the company’s fiscal 2022. That was a period when computer sales were elevated as a result of people needing laptops for work or school during the pandemic.
Apple’s MacBook Air announcement caps off a flurry of new product releases by the company over the past few weeks.
In addition to the new laptops, Apple on Wednesday announced a high-end Mac Studio desktop with a chip that can run advanced AI. The company also upgraded its iPad Air with an M4 chip on Tuesday, and last month, it announced the low-cost iPhone 16e.
The Mac Studio has more processing power and is designed for people who work on computer graphics, audio or video production or artificial intelligence. It’s not cheap — the computer starts at $1,999, and more powerful configurations can cost nearly $9,000.
Apple’s new Mac Studio costs $1999 or more.
Apple
Prices watched closely
The MacBook Air price cut comes as Apple’s U.S. pricing is being closely watched by both Apple customers and investors to see what the iPhone maker does in response to the Trump administration’s tariffs.
Apple’s announcement signals that the company isn’t jacking up prices yet.
The new iPad Airs announced this week didn’t see any price change and still start at $599. However, the iPhone 16e costs $599, and it replaced the older low-cost model from 2022 that started at $429.
Analysts at Bank of America Securities last month forecast that PC makers including Apple would likely try to pass increased costs onto buyers. Rival Acer already announced price increases on laptops last month due to U.S. tariffs.
“Tariffs on imported PCs act like a tax that PC vendors largely pass to end customers,” the BofA analysts wrote.
The majority of Apple’s products are made in China and could be affected by two sets of 10% tariffs Trump placed on Chinese imports. Apple’s operations and third-largest market could be affected by Chinese retaliation.
Apple CEO Tim Cook met with Trump at the White House last month. After the meeting, Trump said that Apple “doesn’t want to be in the tariffs.” Cook told investors in January that Apple is “monitoring the situation.”
Apple has expanded its supply chain in recent years. Some Macs are now assembled in Malaysia or Vietnam, production locations which would avoid Chinese import duties. Apple didn’t say where the new MacBook Airs are assembled.