Axios

Stock for Google's parent company, Alphabet, was up nearly 4% in after-hours trading Tuesday after the company reported that it beat Wall Street expectations for total revenue.

Yes, but: Despite beating expectations on revenue, the company still reported a slowed advertising growth rate compared to last quarter, due to the decline of the ad market caused by the coronavirus. Google makes the vast majority of its total revenue from ads.

As people continue to stay home amid the coronavirus pandemic, leadership at Uber is discussing potentially laying off as much as 20% of the company's workforce, according to The Information. The company's chief technology officer, Thuan Pham, has also recently resigned, Uber confirms.

The big picture: Though Uber's food delivery business is experiencing a boom as restaurants seek to remain afloat, much of its ride-hailing business has dissipated — dipping 60–70% in Seattle during the height of the city's outbreak, for example.

Uber looks like it's playing hardball again — this time in a conflict with the city of San Francisco over food delivery fees.

What's happening: In response to an order from the San Francisco mayor capping the fees delivery services can charges restaurants, Uber's food delivery business announced Friday it would no longer serve residents of the city's Treasure Island neighborhood, saying it's no longer able to finance those operations.

Smartphone sales could take an especially strong hit this year as people cut spending and travel less and focus scarce resources on other types of technology.

Why it matters: Smartphones provide a huge chunk of industry revenue because hundreds of millions are sold each year. It's a key business not just for phonemakers like Apple and Samsung, but also for component suppliers like Corning and chipmakers like Qualcomm.

Ben Horowitz of venture capital firm Andreessen Horowitz will not stand for re-election to Lyft's board of directors, the company disclosed Monday.

Why it matters: Horowitz joined the board in 2016 to replace a fellow Andreessen Horowitz partner who stepped back. The VC firm was one of the earliest investors in Lyft.

The company has not announced a nominee to replace Horowitz yet.

Google is in talks to acquire D2iQ, an enterprise cloud software company formerly known as Mesosphere, Axios has learned from a source close to the situation.

Pricing: Expectations are that D2iQ would be valued north of the $250 million that D2iQ has raised from venture capitalists, but less than the $775 million valuation it received via its Series D round in 2018.

A nonprofit organized by the founder of recruiting software firm Jibe has launched AllClear, a new website where people across the U.S. can find information about nearby coronavirus testing.

The big picture: AllClear is one of many tech industry responses to the pandemic. Others have designed services to deliver food to healthcare workers and apps to support small businesses.

As Google, Facebook, Apple, Amazon and Microsoft all report their first set of pandemic-era earnings this week, the industry will get a clearer fix on just how much pain the falling-out between the U.S. and China will inflict.

The big picture: For decades, tech's leaders have bet big on China as a manufacturing hub, supply chain provider and, increasingly, a lucrative market — but trade frictions, national-security tensions and now coronavirus blame games are imperiling that partnership.