Thursday, November 5, 2026 · Morning edition
A Prime partner switch, different signals from chip licensing and design software, and two leadership and media decisions to watch.
NextCommerce
Amazon taps Uber Eats as Prime keeps the dinner checkout
Amazon replaced Grubhub with Uber Eats as its U.S. Prime restaurant-delivery partner while retaining orders inside Amazon’s website and app. The delivery-fee waiver applies to qualifying orders of $25 or more; service fees still apply.
Why it matters: Amazon keeps the purchasing interface while changing the delivery network, separating control of the customer experience from the provider behind it.
NextTech
Arm revenue grows 27% as licensing outpaces royalties
Arm reported fiscal second-quarter revenue of $1.443 billion, up 27%. License and other revenue rose 50%, compared with 8% royalty growth. GAAP operating income increased even as net income declined.
Why it matters: Licensing agreements and royalties capture different stages of chip demand, so one growth rate cannot stand in for the other.
NextDesign
Figma raises outlook as quarterly revenue climbs 43%
Figma raised its annual revenue forecast to $1.497 billion to $1.499 billion after third-quarter revenue grew 43% to $391.4 million. The design software company still reported a $119.2 million GAAP operating loss.
Why it matters: The results show continued spending on design software, while accounting losses qualify the picture of rapid expansion.
NextEnt
U.K. orders public-interest review of Sky’s ITV deal
Britain ordered a public-interest review of Sky’s proposed acquisition of ITV’s broadcasting and streaming business. The competition authority and Ofcom must report by Jan. 27, 2027; the deal has not closed.
Why it matters: The proposed combination’s advertising reach, streaming scale and news ownership remain subject to regulatory scrutiny.
NextWork
HP names Emma Walmsley CEO in January leadership shift
HP appointed former GSK chief Emma Walmsley as CEO effective Jan. 4, 2027. Interim CEO Bruce Broussard will become board chair the same day, succeeding Chip Bergh.
Why it matters: The paired CEO-and-chair handoff places leadership continuity alongside HP’s stated push to grow its AI-enabled device businesses.
Prepared by the NextNow News Desk. Browse recent editions.