undefined | Modelo maker Constellation Brands withdraws 2028 guidance due to uncertainty

Modelo maker Constellation Brands withdrew its previously issued fiscal‑2028 outlook, citing lingering uncertainty as consumers navigate a rapidly evolving macro‑environment. The company said demand across its beer, wine and spirits categories remained “subdued” for most of the year, though it noted encouraging momentum in the fourth quarter. The announcement also confirmed that Nicholas Fink will assume the role of CEO on April 13.

Despite the soft demand backdrop, Constellation Brands beat Wall Street expectations for both quarterly earnings and revenue. Adjusted earnings came in at $1.90 per share versus the $1.72 expected, and revenue reached $1.92 billion, slightly above the $1.88 billion forecast. Net income for the quarter was $224.7 million, a turnaround from a $370.6 million loss a year earlier, driven largely by continued growth in its beer business.

Looking ahead, the company projected adjusted earnings of $11.20‑$11.90 for fiscal 2027, below analysts’ estimate of $12.36 per share. Management emphasized a disciplined focus on controllable factors amid a dynamic operating environment and noted that consumer spending on alcohol has become more deliberate as economic uncertainty persists. Shares slipped modestly in extended trading following the outlook withdrawal.

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#constellationbrands #modelo #beer #earnings #revenue

Chubby (@kimmonismus)

OpenAI가 2026년 광고 매출 25억 달러, 2030년 최대 1000억 달러를 목표로 한다는 전망이 나왔다. 주간 사용자 27.5억 명을 전제로 챗봇의 구매 의도를 활용해 광고 사업을 본격 확대할 계획으로 보인다.

https://x.com/kimmonismus/status/2042203130268668212

#openai #ads #revenue #chatgpt #business

Deedy (@deedydas)

Anthropic의 연간 매출(run rate) 규모가 300억 달러를 넘었고, 올해 초 대비 4개월 만에 3.3배 성장했다는 내용이다. AI 모델/플랫폼 사업의 급성장과 시장 내 영향력을 보여주는 중요한 비즈니스 소식이다.

https://x.com/deedydas/status/2041274905304699057

#anthropic #ai #revenue #llm #startup

Anthropic (@AnthropicAI)

Anthropic의 Claude 관련 수요가 빠르게 증가하며 연간 매출 실행률(run-rate revenue)이 300억 달러를 넘어섰다는 내용이다. 2025년 말 90억 달러에서 크게 늘어난 수치로, 앞서 발표된 대규모 TPU 협력이 Claude 확장에 필요한 컴퓨팅을 뒷받침한다.

https://x.com/AnthropicAI/status/2041275563466502560

#anthropic #claude #revenue #tpu #ai

“This account of Altman’s time at #YCombinator is based on discussions with several Y.C. founders and partners, in addition to contemporaneous materials, all of which indicate that the parting was not entirely mutual. On one occasion, Graham told Y.C. colleagues that, prior to his removal, “Sam had been lying to us all the time.”

YC founders deceived …

““Guys, I’ve had enough,” Musk replied. “Either go do something on your own or continue with OpenAI as a nonprofit”—otherwise “I’m just being a fool who is essentially providing free funding for you to create a startup.” He quit, acrimoniously, five months later.”

Mini Oligarchs ripping off Oligarchs …

“Carroll Wainwright, another researcher, said that they were part of a “continual slide toward emphasizing #products over #safety.” After the release of #GPT-4, Leike e-mailed members of the board. “OpenAI has been going off the rails on its mission,” he wrote. “We are prioritizing the product and #revenue above all else, followed by AI capabilities, research and scaling, with alignment and safety coming third.” He continued, “Other companies like Google are learning that they should deploy faster and ignore safety problems.”

Profit over safety …

This “ #Altman / #OpenAI / #AI meets #Startups and AI Engineers” story by #RonanFarrow and #AndrewMarantz in the #NewYorker is everything you expect from USA tech and #SiliconValley these days.

#AI / #finance / #pathology <https://www.newyorker.com/magazine/2026/04/13/sam-altman-may-control-our-future-can-he-be-trusted > (paywall) / <https://archive.md/a2vqW> / <https://news.ycombinator.com/item?id=47659135>

#russia’s #oil tax #revenue in March dropped by nearly half compared to a year earlier, highlighting the #kremlin’s financial strain just before the #US #war on #Iran delivered a boost to #moscow’s earnings.

https://www.bloomberg.com/news/articles/2026-04-03/russia-s-oil-revenues-halved-in-march-before-iran-war-boost