[{"data":1,"prerenderedAt":790},["ShallowReactive",2],{"content-/earnings-beats-2026-05-28":3,"all-pages-for-dir":788,"og-image-/earnings-beats-2026-05-28":789},{"id":4,"title":5,"body":6,"category":770,"description":771,"extension":772,"meta":773,"navigation":774,"ogImage":775,"path":776,"project_name":777,"published":778,"publishedAt":779,"seo":780,"stem":781,"tags":782,"todo":775,"unpublished":778,"updatedAt":775,"__hash__":787},"pages/2026-05/2026-05-29/earnings-beats-2026-05-28.md","2026-05-28 引け後の米国決算ビート速報 — DELL が Q2 売上ガイダンスをコンセンサスの +27% にレイズ、MDB は FY27 を上方修正",{"type":7,"value":8,"toc":749},"minimark",[9,14,31,38,41,45,130,133,135,139,164,169,235,239,350,354,375,379,404,406,410,428,431,501,504,555,558,577,580,601,603,606,609,685,688,690,693,720,723,730,746],[10,11,13],"h1",{"id":12},"_2026-05-28-引け後の米国決算ビート速報","2026-05-28 引け後の米国決算ビート速報",[15,16,17,21,22,26,27,30],"p",{},[18,19,20],"code",{},"earnings-beat-scan"," スキルで 2026-05-28 引け後の決算発表分から、",[23,24,25],"strong",{},"ガイダンスがコンセンサスを +5% 以上上回った銘柄","を抽出した結果のメモ。NVDA / MU / SNDK は ",[18,28,29],{},"/check-earnings"," の別ルートでカバーしているので除外している。",[15,32,33,34,37],{},"発表日ゲート（Earnings Whispers @eWhispers の 2026-05-28 引け後カレンダー）で ",[23,35,36],{},"stale な過去決算の継続言及は除外","している（PLTR 事故の再発防止）。",[39,40],"hr",{},[42,43,44],"h2",{"id":44},"サマリ",[46,47,48,70],"table",{},[49,50,51],"thead",{},[52,53,54,58,61,64,67],"tr",{},[55,56,57],"th",{},"Ticker",[55,59,60],{},"種別",[55,62,63],{},"Q+1 売上ガイダンス vs Est.",[55,65,66],{},"株価反応 (AH)",[55,68,69],{},"備考",[71,72,73,108],"tbody",{},[52,74,75,81,84,95,100],{},[76,77,78],"td",{},[23,79,80],{},"DELL",[76,82,83],{},"ビート&レイズ",[76,85,86],{},[23,87,88,94],{},[18,89,93],{"className":90},[91,92],"language-math","math-inline","44.0-45.0B vs ","34.97B (+27.3%)",[76,96,97],{},[23,98,99],{},"+30〜38%",[76,101,102,103,107],{},"AI サーバー売上 ",[18,104,106],{"className":105},[91,92],"60B 見通し（前回 ","50B からレイズ）",[52,109,110,115,117,124,127],{},[76,111,112],{},[23,113,114],{},"MDB",[76,116,83],{},[76,118,119,123],{},[18,120,122],{"className":121},[91,92],"729-734M vs ","699.65M (+4.6%)",[76,125,126],{},"+20〜22%（初動 -17% から反転）",[76,128,129],{},"FY27 売上ガイダンスをレイズ、RPO +88% YoY",[15,131,132],{},"「ガイダンス未確認だが EPS / 売上が大幅ビート」: 0 件\n「除外（ガイダンスが弱含み）」: ESTC（Elastic、Q ガイダンス減速懸念で AH -9%）",[39,134],{},[42,136,138],{"id":137},"dell-dell-technologies","DELL (Dell Technologies)",[140,141,142,149,155],"ul",{},[143,144,145,148],"li",{},[23,146,147],{},"発表日",": 2026-05-28（引け後）",[143,150,151,154],{},[23,152,153],{},"報告四半期",": FY2027 Q1",[143,156,157,160,161],{},[23,158,159],{},"株価反応",": ",[23,162,163],{},"+30〜38% AH",[165,166,168],"h3",{"id":167},"actual-vs-consensus","Actual vs Consensus",[46,170,171,187],{},[49,172,173],{},[52,174,175,178,181,184],{},[55,176,177],{},"指標",[55,179,180],{},"実績",[55,182,183],{},"コンセンサス",[55,185,186],{},"サプライズ率",[71,188,189,205,221],{},[52,190,191,194,197,200],{},[76,192,193],{},"Revenue",[76,195,196],{},"$43.84B",[76,198,199],{},"~$35.42B",[76,201,202],{},[23,203,204],{},"+23.8%",[52,206,207,210,213,216],{},[76,208,209],{},"EPS Diluted (Non-GAAP)",[76,211,212],{},"$4.86",[76,214,215],{},"~$2.94",[76,217,218],{},[23,219,220],{},"+65.3%",[52,222,223,226,229,232],{},[76,224,225],{},"AI-Optimized Servers Revenue",[76,227,228],{},"$16.13B",[76,230,231],{},"—",[76,233,234],{},"単四半期で過去最高",[165,236,238],{"id":237},"forward-guidance-vs-consensus","Forward Guidance (vs Consensus)",[46,240,241,254],{},[49,242,243],{},[52,244,245,247,250,252],{},[55,246,177],{},[55,248,249],{},"ガイダンス",[55,251,183],{},[55,253,186],{},[71,255,256,283,299,319,335],{},[52,257,258,263,272,277],{},[76,259,260],{},[23,261,262],{},"Revenue (Q2 FY2027)",[76,264,265],{},[23,266,267,271],{},[18,268,270],{"className":269},[91,92],"44.0-45.0B（中点 ","44.5B）",[76,273,274],{},[23,275,276],{},"$34.97B",[76,278,279,282],{},[23,280,281],{},"+27.3%"," ← 最重要",[52,284,285,288,291,294],{},[76,286,287],{},"EPS Diluted (Q2 Non-GAAP)",[76,289,290],{},"$4.80",[76,292,293],{},"$2.98",[76,295,296],{},[23,297,298],{},"+61.1%",[52,300,301,304,311,314],{},[76,302,303],{},"Revenue (FY2027 通期)",[76,305,306,310],{},[18,307,309],{"className":308},[91,92],"165-169B（中点 ","167B）",[76,312,313],{},"$142.5B",[76,315,316],{},[23,317,318],{},"+17.2%",[52,320,321,324,327,330],{},[76,322,323],{},"EPS Diluted (FY2027 Non-GAAP)",[76,325,326],{},"$17.90",[76,328,329],{},"$13.10",[76,331,332],{},[23,333,334],{},"+36.6%",[52,336,337,339,346,348],{},[76,338,225],{},[76,340,341,342,107],{},"**~",[18,343,345],{"className":344},[91,92],"60B**（前回 ~",[76,347,231],{},[76,349,231],{},[165,351,353],{"id":352},"headline","Headline",[140,355,356,362,369],{},[143,357,358,361],{},[23,359,360],{},"ガイダンスをラインアップ全体でレイズ","。AI サーバー / インフラ需要の急拡大が主因",[143,363,364,365,368],{},"AI 受注 / バックログが",[23,366,367],{},"過去最高","水準と複数アカウントが言及",[143,370,371,374],{},[23,372,373],{},"Q2 売上ガイダンスの中点が市場予想を +27% 超えるという乖離","は、半導体・AI 関連大型株のレイズとしても異例の幅",[165,376,378],{"id":377},"source","Source",[140,380,381,390,397],{},[143,382,383,384],{},"@eWhispers の 2026-05-28 引け後カレンダー: ",[385,386,387],"a",{"href":387,"rel":388},"https://x.com/eWhispers/status/2060008644842766359",[389],"nofollow",[143,391,392,393],{},"@StockMKTNewz による速報詳細: ",[385,394,395],{"href":395,"rel":396},"https://x.com/StockMKTNewz/status/2060114108520034442",[389],[143,398,399,400],{},"@LessIsMoreTrdr による AH 株価言及: ",[385,401,402],{"href":402,"rel":403},"https://x.com/LessIsMoreTrdr/status/2060147800407445596",[389],[39,405],{},[42,407,409],{"id":408},"mdb-mongodb","MDB (MongoDB)",[140,411,412,416,420],{},[143,413,414,148],{},[23,415,147],{},[143,417,418,154],{},[23,419,153],{},[143,421,422,160,424,427],{},[23,423,159],{},[23,425,426],{},"+20〜22% AH","（初動 -17% から反転）",[165,429,168],{"id":430},"actual-vs-consensus-1",[46,432,433,445],{},[49,434,435],{},[52,436,437,439,441,443],{},[55,438,177],{},[55,440,180],{},[55,442,183],{},[55,444,186],{},[71,446,447,460,475,488],{},[52,448,449,451,454,457],{},[76,450,193],{},[76,452,453],{},"$687.6M",[76,455,456],{},"$663.8M",[76,458,459],{},"+3.6%",[52,461,462,464,467,470],{},[76,463,209],{},[76,465,466],{},"$1.32",[76,468,469],{},"$1.18",[76,471,472],{},[23,473,474],{},"+11.9%",[52,476,477,480,483,485],{},[76,478,479],{},"Atlas Revenue",[76,481,482],{},"+29% YoY",[76,484,231],{},[76,486,487],{},"売上の ~75% を占める",[52,489,490,493,496,498],{},[76,491,492],{},"RPO",[76,494,495],{},"+88% YoY",[76,497,231],{},[76,499,500],{},"将来可視性の強い指標",[165,502,238],{"id":503},"forward-guidance-vs-consensus-1",[46,505,506,519],{},[49,507,508],{},[52,509,510,512,514,517],{},[55,511,177],{},[55,513,249],{},[55,515,516],{},"コンセンサス / 前回",[55,518,186],{},[71,520,521,540],{},[52,522,523,525,532,535],{},[76,524,262],{},[76,526,527,531],{},[18,528,530],{"className":529},[91,92],"729-734M（中点 ","731.5M）",[76,533,534],{},"$699.65M",[76,536,537],{},[23,538,539],{},"+4.6%",[52,541,542,544,549,552],{},[76,543,303],{},[76,545,546],{},[23,547,548],{},"$2.92-2.96B",[76,550,551],{},"前回会社ガイダンス $2.86-2.90B",[76,553,554],{},"レイズ",[165,556,353],{"id":557},"headline-1",[140,559,560,565,568,574],{},[143,561,562],{},[23,563,564],{},"FY27 通期売上ガイダンスを前回会社ガイダンス比でレイズ",[143,566,567],{},"Atlas（マネージドクラウド）が売上の 75% を占め、+29% YoY で成長継続",[143,569,570,573],{},[23,571,572],{},"RPO（Remaining Performance Obligation）+88% YoY"," が AI / エンタープライズ需要の将来可視性を裏付け",[143,575,576],{},"初動の -17% は「EPS ビート率が直近トレンド対比で小ぶり」との解釈、その後ガイダンスレイズが意識されて +20% に反転",[165,578,378],{"id":579},"source-1",[140,581,582,587,594],{},[143,583,383,584],{},[385,585,387],{"href":387,"rel":586},[389],[143,588,589,590],{},"@earnings_guy による速報: ",[385,591,592],{"href":592,"rel":593},"https://x.com/earnings_guy/status/2060090108259229792",[389],[143,595,596,597],{},"@lidokidz による詳細整理: ",[385,598,599],{"href":599,"rel":600},"https://x.com/lidokidz/status/2060141455398826476",[389],[39,602],{},[42,604,605],{"id":605},"除外メモ",[15,607,608],{},"同じ 2026-05-28 引け後 cohort（@eWhispers の同カレンダーに含まれる銘柄）のうち、本基準を満たさず除外したもの:",[46,610,611,620],{},[49,612,613],{},[52,614,615,617],{},[55,616,57],{},[55,618,619],{},"除外理由",[71,621,622,638,648,674],{},[52,623,624,630],{},[76,625,626,629],{},[23,627,628],{},"ESTC"," (Elastic)",[76,631,632,633,637],{},"EPS +9% ビート（",[18,634,636],{"className":635},[91,92],"0.61 vs ","0.56）だが売上サプライズ ~+1% にとどまり、ガイダンスが減速懸念で AH -9%",[52,639,640,645],{},[76,641,642],{},[23,643,644],{},"COST",[76,646,647],{},"EPS インライン、ガイダンスレイズが軽微",[52,649,650,671],{},[76,651,652,655,656,655,659,655,662,655,665,655,668],{},[23,653,654],{},"PATH"," / ",[23,657,658],{},"GAP",[23,660,661],{},"AEO",[23,663,664],{},"PD",[23,666,667],{},"S",[23,669,670],{},"NTAP",[76,672,673],{},"EPS ビートはあるが「ガイダンス +5% 以上のレイズ」基準を満たさず",[52,675,676,679],{},[76,677,678],{},"NVDA / MU / SNDK",[76,680,681,682,684],{},"除外対象（",[18,683,29],{}," 別ルートで取り込み済み）",[15,686,687],{},"2026-05-29（金）発表分は中小型・寄り前中心で、本基準（ガイダンス +5% 以上のレイズ + EPS or 売上 +5% ビート）を満たす銘柄なし。",[39,689],{},[42,691,692],{"id":692},"取得方法",[140,694,695,704,714],{},[143,696,697,700,701,703],{},[23,698,699],{},"ツール",": xAI Grok（X 投稿の集約）via ",[18,702,20],{}," スキル",[143,705,706,709,710,713],{},[23,707,708],{},"対象期間",": 投稿期間 2026-05-28〜2026-05-29、ただし",[23,711,712],{},"発表日ゲート","で実際の決算発表日が同期間内のものに絞り込み",[143,715,716,719],{},[23,717,718],{},"優先アカウント",": @eWhispers / @earnings_guy / @StockMKTNewz / @WOLF_Financial 等",[42,721,722],{"id":722},"注意",[15,724,725,726,729],{},"数値は X 投稿での言及範囲を集約したもの。",[23,727,728],{},"確定値は各社 IR の決算リリース本文で別途確認すること",":",[140,731,732,739],{},[143,733,734,735],{},"DELL: ",[385,736,737],{"href":737,"rel":738},"https://investors.dell.com/",[389],[143,740,741,742],{},"MDB: ",[385,743,744],{"href":744,"rel":745},"https://investors.mongodb.com/",[389],[15,747,748],{},"ポストでも数字が割れる場合があり、特にコンセンサス値はソース（FactSet / Bloomberg / Visible Alpha）で差が出る。本記事の数値は「最も多く引用されていた値」を採用している。",{"title":750,"searchDepth":751,"depth":751,"links":752},"",2,[753,754,761,767,768,769],{"id":44,"depth":751,"text":44},{"id":137,"depth":751,"text":138,"children":755},[756,758,759,760],{"id":167,"depth":757,"text":168},3,{"id":237,"depth":757,"text":238},{"id":352,"depth":757,"text":353},{"id":377,"depth":757,"text":378},{"id":408,"depth":751,"text":409,"children":762},[763,764,765,766],{"id":430,"depth":757,"text":168},{"id":503,"depth":757,"text":238},{"id":557,"depth":757,"text":353},{"id":579,"depth":757,"text":378},{"id":605,"depth":751,"text":605},{"id":692,"depth":751,"text":692},{"id":722,"depth":751,"text":722},"dev","Earnings Whispers のカレンダーで 2026-05-28 引け後発表が確定した銘柄群のうち、ガイダンスがコンセンサスを 5% 以上上回ったものを抽出。DELL は Q2 売上 $44-45B vs $34.97B est（+27%）と AI サーバー売上 $60B 見通しで AH +30%超。MDB は FY27 売上を $2.92-2.96B にレイズして AH +20%。発表日ゲートで stale 言及は除外している。","md",{},true,null,"/earnings-beats-2026-05-28","financial-data",false,"2026-05-29T00:00:00.000Z",{"title":5,"description":771},"2026-05/2026-05-29/earnings-beats-2026-05-28",[783,784,80,785,786,183,249],"決算","決算ビート","MongoDB","AI","x5yCGIctEe3eucGqRQahWK58l5YsIxajEM6DRdg4Aws",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-05-28.png?v=2026-05-29T00%3A00%3A00.000Z&title=2026-05-28%20%E5%BC%95%E3%81%91%E5%BE%8C%E3%81%AE%E7%B1%B3%E5%9B%BD%E6%B1%BA%E7%AE%97%E3%83%93%E3%83%BC%E3%83%88%E9%80%9F%E5%A0%B1%20%E2%80%94%20DELL%20%E3%81%8C%20Q2%20%E5%A3%B2%E4%B8%8A%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%E3%82%92%E3%82%B3%E3%83%B3%E3%82%BB%E3%83%B3%E3%82%B5%E3%82%B9%E3%81%AE%20%2B27%25%20%E3%81%AB%E3%83%AC%E3%82%A4%E3%82%BA%E3%80%81MDB%20%E3%81%AF%20FY27%20%E3%82%92%E4%B8%8A%E6%96%B9%E4%BF%AE%E6%AD%A3&author=Kei%20Komatsu&sig=9da194c5ac8e17e2",1782528844609]