Exclusive: Google, Apple CEOs in talks on patent issues [REUTERS]

One possible scenario under consideration could be a truce involving disputes over basic features and functions in Google’s Android mobile software, one source said. But it was unclear whether Page and Cook were discussing a broad settlement of the various disputes between the two companies, most of which involve the burgeoning mobile computing area, or are focused on a more limited set of issues.

Workday files for a $400 million IPO [ALLTHINGSD]

Workday, the fast-growing cloud software company, has filed for a $400 million IPO, a public debut that will likely become one of the most-watched tech offerings in the pipeline. … Over the past three years, the company’s revenue has skyrocketed, increasing 400 percent to $134.4 million. And in the first six months of 2012 it has already booked $119.5 million in revenues.

Netflix CEO Reed Hastings response to HBO Nordic: It’s on! [GIGAOM]

HBO had announced earlier Thursday that it was going to bring its programming to Denmark, Sweden, Norway and Finland this fall. The network will be available via pay TV subscriptions, but viewers will also be able to subscribe to a stand-alone Internet-only plan – something that HBO has long ruled out for U.S. consumers. HBO Nordic will cost less than €10 (about $12.50).

Analysts lower their expectations for Facebook revenue by $1 billion for 2012 [VENTUREBEAT]

In yet another financial PR blow, Facebook’s revenue estimates from analysts at eMarketer have dropped to around $5 billion for 2012. Previously, the firm forecast revenues of $6 billion for the year.

In battle with Amazon, Walmart unveils Polaris, a semantic search engine for products [TECHCRUNCH]

Walmart is today unveiling a new search engine named “Polaris” which now powers Walmart.com, as well as the company’s mobile web and mobile apps, and offers a 10%-15% increased likelihood that a customer will complete their purchase, the company claims.