Min Choi (@minchoi)

Anthropic이 8000억 달러 기업가치의 VC 투자 제안을 거절하고 있으며, 매출이 3월 말 기준 300억 달러로 급증했다는 소식이다. 전년/전기 대비 급격한 성장과 함께 유력 AI 기업의 사업 확장세를 보여준다.

https://x.com/minchoi/status/2044522967363682677

#anthropic #ai #funding #startup #revenue

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