WSJ Tech News Briefing: Detailed Summary

Episode: TNB Tech Minute: Apple Watch Gets Blood Oxygen Feature Back
Release Date: August 14, 2025
Host: Julie Chang
Publisher: The Wall Street Journal

1. Apple Restores Blood Oxygen Feature on Apple Watch

Timestamp: [00:10]

Overview:
Apple has reinstated the blood oxygen monitoring feature, known as pulse oximetry, on select Apple Watch models after a two-year hiatus. This move comes following a resolution in a patent dispute with Masimo, a medical technology company.

Key Points:

• Feature Restoration: The blood oxygen feature is being reintroduced to Apple Watch Series 9, Series 10, and the Apple Watch Ultra via a forthcoming software update. This update is scheduled to be released later on the day of the podcast.

• Patent Dispute Resolution: The feature was previously removed due to a patent conflict with Masimo. Apple cited a recent U.S. customs ruling as the enabling factor for bringing back the feature.

• Company Statement: "Users of some models of The Watch Series 9 and 10, as well as the Ultra, will be able to use the redesigned feature with a software update being pushed later today," stated Apple in their official release.

• Masimo's Response: As of the podcast's recording, Masimo had not responded to requests for comment regarding the reinstatement.

Implications:
The return of the blood oxygen feature enhances the Apple Watch's health monitoring capabilities, potentially strengthening its position in the competitive wearables market. This update underscores Apple's commitment to integrating advanced health features into their devices, despite previous legal challenges.

2. Klarna Experiences Significant Revenue Growth

Timestamp: [01:55]

Overview:
Klarna, a prominent player in the "buy now, pay later" (BNPL) sector, reported a substantial increase in second-quarter revenue, driven by accelerated momentum in its largest market, the United States.

Key Points:

• Revenue Growth: Klarna's revenue surged to $823 million in Q2, marking an increase from $682 million the previous year. Notably, last year's figures were inflated due to the sale of Klarna Checkout, their online payment solution.

• Merchant Expansion: The company successfully added 202,000 merchants over the past year, indicating robust growth and increased market penetration.

• Strategic Partnerships: Klarna is expanding its market footprint through strategic alliances with major retailers and financial institutions, including Walmart, eBay, and JPMorgan. These partnerships are expected to drive further revenue growth and enhance Klarna's service offerings.

Company Statement:
"The Swedish financial services company has strategically partnered with industry giants to bolster its presence and continue its upward trajectory in the competitive BNPL landscape."

Implications:
Klarna's impressive revenue growth illustrates the growing consumer preference for flexible payment options. By expanding its merchant base and forming key partnerships, Klarna is well-positioned to capitalize on the increasing adoption of BNPL services, particularly in the U.S. market.

3. Tencent's AI Investments Yield Financial Success

Timestamp: [02:30]

Overview:
Chinese tech conglomerate Tencent has reported accelerated revenue growth in the second quarter, attributing its success to strategic investments in artificial intelligence (AI). Citi analysts highlighted the effectiveness of Tencent's focus on high-margin revenue streams and disciplined AI spending.

Key Points:

• Revenue Drivers: Tencent's revenue growth is primarily supported by high-margin segments such as domestic gaming and video accounts. These areas have shown substantial profitability, contributing significantly to overall financial performance.

• AI Investments: The company's targeted investments in AI have not only enhanced operational efficiencies but also driven innovation within its gaming division. AI technologies are being leveraged to improve game development, user experience, and competitive advantage.

• Analyst Insights: "Tencent's disciplined spending on AI and focus on high-margin revenue streams have enabled continued profit growth," noted Citi analysts in their research report. They emphasized that Tencent's gaming business is among the first to benefit from AI integration, leading to enhanced product offerings and increased user engagement.

Implications:
Tencent's success underscores the pivotal role of AI in driving growth within the tech industry. By investing strategically in AI and focusing on profitable business segments, Tencent is not only reinforcing its market leadership but also setting a benchmark for other tech companies aiming to harness AI for sustained financial performance.

Conclusion

This episode of the WSJ Tech News Briefing provided insightful updates on significant developments in the tech industry. From Apple's reinstatement of a crucial health feature in its smartwatch lineup to Klarna's remarkable revenue growth in the BNPL sector, and Tencent's strategic AI investments paying off, listeners were offered a comprehensive overview of current trends and strategic moves shaping the technology landscape.

For those interested in a more in-depth analysis of these topics and other emerging tech stories, tuning into future episodes of the Tech News Briefing podcast is highly recommended.