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Jason Helfstein
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Analyst says Meta needs 115 million Muse subscribers for $28 billion revenue, unlikely
Oppenheimer internet analyst Jason Helfstein estimates Meta Platforms would require roughly 115 million paying Muse subscribers at $20 per month to generate about $27.5‑$28 billion in annual AI‑agent revenue. He…
2 sources247wallst.comcryptobriefing.com -
Meta Shares Dip Amid Exec Sales and Skeptical Analysts
Meta's shares fell nearly 1%, closing at $640 in pre-market trading. CPO Christopher Cox sold 20,000 shares for about $13 million on September 9 through a Rule 10b5-1 plan. COO Javier Olivan and CAO Aaron Anderson also…
1 sourceblockonomi.com
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Analyst says Meta needs 115 million Muse subscribers for $28 billion revenue, unlikely (20 September 2026).