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Biz / Investment
Why Anthropic Wants to Delay Its IPO: The Calculation of Growth and Capital Behind the November Timeline
Reports have surfaced that Anthropic's expected IPO timing has shifted from October to November. It is important to distinguish between official schedule changes by the company and shifts in market expectations. Official funding details show room for choosing the IPO timing, but do not equate to cash balances. Annualized revenue and long-term computing contracts must be read by separating timeframes and execution conditions. Korean companies need a perspective that looks at AI suppliers' capital strategies and contract dependencies together.
박소유 Editor · 10/07/2026
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Biz / Investment
Tesla's 13.7GWh Storage Deployment: Connecting Scale to Supply Chain Returns
박소유 Editor · 10/06/2026
Biz / Investment
Accenture's $22.17 Billion in Bookings: What Customers Should Look For in Contracts
박소유 Editor · 10/05/2026
Biz / Investment
How to Read Costco’s Earnings: Dissecting an 11.2% Revenue Increase
박소유 Editor · 09/30/2026
Biz / Investment
General Mills' Earnings Flat on Revenue, but Why It Is Betting on Product Innovation
박소유 Editor · 09/30/2026
Biz / Investment
H&M's Profit Margin Rises to 10.6%: What Strength Remains After the One-Off Effects?
H&M's operating profit margin for the third quarter of fiscal 2026 included a one-off effect of about 1.6 percentage points. We analyze the conditions for repeatable profitability by reading sales currencies and inventory locations separately.
강지혜 Editor · 09/27/2026
Biz / Investment
Why CMA CGM Wants FedEx's Logistics Business: A Supply Chain Deal Where Expansion Meets Focus
CMA CGM's agreement to acquire FedEx Supply Chain represents a transaction where the strategies of network expansion and business focus intersect. The conditions of supply chain integration are analyzed by dividing them into ownership transfer and non-exclusive cooperation.
이지영 Editor · 09/24/2026
Biz / Investment
Why Shipping Giant Maersk Teamed Up with a Delivery Platform: The Connection Strategy for North American E-Commerce Logistics
This article examines transport network accessibility, order-specific selection rules, exception handling, and total logistics costs through the North American delivery integration between Maersk and Shipstore.
박소유 Editor · 09/17/2026
Biz / Investment
The Opportunities Revealed by IKEA's Expanded Used Furniture Take-Back: Where Profitability is Decided in the Resale Business
Using the expansion of Ingka Group's FY25 used product take-back program as a starting point, this article analyzes the cost structure of acquisition, inspection, storage, and resale. It outlines the differences between direct purchase and transaction brokerage, as well as the gaps between collection volume and sales performance.
KBR경영연구소 · 09/16/2026
Biz / Investment
From 44% to 70%: How a Single Remark from NVIDIA Upended the AI Infrastructure Landscape
Nvidia reported fiscal Q2 2027 revenue of $96.221 billion (+106%) and data center revenue of $89.0 billion (+117%), beating both market consensus and its own guidance. CFO Colette Kress provided a preliminary outlook for fiscal 2028 revenue growth of approximately 70% during the earnings call—not an official formal guidance, but an unusual statement far exceeding the existing analyst consensus of 44-45%. The company explained that 70% is a figure reflecting supply constraints, and customer demand forecasts point to roughly double that level. Gross margins were guided down to 71-72% in Q4—with the direct cause being memory costs rather than competition, interpreted as a sign of strengthened pricing power for Samsung Electronics and SK Hynix. AWS plans to deploy 2 million additional GPUs from 2027 to 2028 (this quarter to fiscal Q2 2029), and order backlogs for South Korea's three major power equipment makers have exceeded 36 trillion won, though the $500 billion capital financing platform with six financial institutions is still in the promotion stage prior to final contracts amid an ongoing circular financing debate.
류현진 선임기자 · 08/29/2026
