[{"data":1,"prerenderedAt":735},["ShallowReactive",2],{"content-/earnings-beats-2026-06-04":3,"all-pages-for-dir":733,"og-image-/earnings-beats-2026-06-04":734},{"id":4,"title":5,"body":6,"category":714,"description":715,"extension":716,"meta":717,"navigation":718,"path":719,"project_name":720,"published":721,"publishedAt":722,"seo":723,"stem":724,"tags":725,"todo":731,"unpublished":721,"updatedAt":731,"__hash__":732},"pages/2026-06/2026-06-05/earnings-beats-2026-06-04.md","決算ビートスキャン 2026-06-04 — RBRK(Rubrik)が真のビート&レイズ、IOT(Samsara)は実績強いがガイダンス上振れ控えめでAH下げ",{"type":7,"value":8,"toc":691},"minimark",[9,14,23,27,95,102,108,111,118,140,145,221,225,284,288,376,380,394,398,438,440,446,462,465,536,539,593,596,599,616,619,654,656,659,685,688],[10,11,13],"h1",{"id":12},"決算ビートスキャン-2026-06-04","決算ビートスキャン 2026-06-04",[15,16,17,18,22],"p",{},"過去24時間（2026-06-04 AMC〜2026-06-05 BMO）に米国で決算発表した銘柄のうち、ガイダンスがアナリストコンセンサスを5%以上上回ったものを x-search で洗い出し、Koyfin の estimates と突合した。NVDA / MU / SNDK は ",[19,20,21],"code",{},"/check-earnings"," で別ルート取り込み済みのため除外。",[24,25,26],"h2",{"id":26},"サマリ",[28,29,30,52],"table",{},[31,32,33],"thead",{},[34,35,36,40,43,46,49],"tr",{},[37,38,39],"th",{},"Ticker",[37,41,42],{},"種別",[37,44,45],{},"次Q ガイダンス vs Koyfin",[37,47,48],{},"通年ガイダンス vs Koyfin",[37,50,51],{},"AH反応",[53,54,55,76],"tbody",{},[34,56,57,64,67,70,73],{},[58,59,60],"td",{},[61,62,63],"strong",{},"RBRK",[58,65,66],{},"真のビート&レイズ",[58,68,69],{},"売上 +3.4% / EPS（黒字化レベル）",[58,71,72],{},"売上 +2.2% / EPS +73%",[58,74,75],{},"+2〜3%",[34,77,78,83,86,89,92],{},[58,79,80],{},[61,81,82],{},"IOT",[58,84,85],{},"実績ビート / ガイダンス微増",[58,87,88],{},"（Q別ガイダンスなし）",[58,90,91],{},"売上 +1.9% / EPS +4.5%",[58,93,94],{},"-4〜5%",[15,96,97,98,101],{},"ビート&レイズ銘柄: ",[61,99,100],{},"1","（RBRK）",[15,103,104,105,107],{},"実績は強いがガイダンス上振れ控えめ: ",[61,106,100],{},"（IOT）",[109,110],"hr",{},[24,112,114,117],{"id":113},"rbrk-rubrik-真のビートレイズ",[115,116,63],"span",{}," Rubrik — 真のビート&レイズ",[119,120,121,128,134],"ul",{},[122,123,124,127],"li",{},[61,125,126],{},"Release date",": 2026-06-04 (AMC)",[122,129,130,133],{},[61,131,132],{},"Reported",": FY2027 Q1（4月期）",[122,135,136,139],{},[61,137,138],{},"Post-earnings reaction",": +2〜3% AH（マイルド）",[141,142,144],"h3",{"id":143},"actual-vs-consensus-fy2027-q1","Actual vs Consensus (FY2027 Q1)",[28,146,147,163],{},[31,148,149],{},[34,150,151,154,157,160],{},[37,152,153],{},"Metric",[37,155,156],{},"Actual",[37,158,159],{},"Koyfin Consensus",[37,161,162],{},"Surprise",[53,164,165,181,195,209],{},[34,166,167,170,173,176],{},[58,168,169],{},"Revenue",[58,171,172],{},"$387.07M",[58,174,175],{},"$366.32M",[58,177,178],{},[61,179,180],{},"+5.66%",[34,182,183,186,189,192],{},[58,184,185],{},"EPS Diluted (Non-GAAP)",[58,187,188],{},"$0.16",[58,190,191],{},"-$0.028",[58,193,194],{},"黒字転換（surprise率不適切）",[34,196,197,200,203,206],{},[58,198,199],{},"Subscription ARR",[58,201,202],{},"$1.57B (+32% YoY)",[58,204,205],{},"n/a",[58,207,208],{},"—",[34,210,211,214,217,219],{},[58,212,213],{},"FCF",[58,215,216],{},"$73.6M (+121% YoY, FCFマージン 19%)",[58,218,205],{},[58,220,208],{},[141,222,224],{"id":223},"forward-guidance-次四半期-fy2027-q2-会社ガイダンス-vs-koyfin-consensus","Forward Guidance — 次四半期 (FY2027 Q2) (会社ガイダンス vs Koyfin Consensus)",[28,226,227,241],{},[31,228,229],{},[34,230,231,233,236,239],{},[37,232,153],{},[37,234,235],{},"会社ガイダンス",[37,237,238],{},"Koyfin fq1",[37,240,162],{},[53,242,243,264],{},[34,244,245,247,256,259],{},[58,246,169],{},[58,248,249,255],{},[19,250,254],{"className":251},[252,253],"language-math","math-inline","395-397M (mid ","396M)",[58,257,258],{},"$382.83M",[58,260,261],{},[61,262,263],{},"+3.43%",[34,265,266,268,275,278],{},[58,267,185],{},[58,269,270,274],{},[19,271,273],{"className":272},[252,253],"0.03-0.05 (mid ","0.04)",[58,276,277],{},"$0.0155",[58,279,280,283],{},[61,281,282],{},"+158%","（絶対値は +$0.025）",[141,285,287],{"id":286},"forward-guidance-通年-fy2027-会社ガイダンス-vs-koyfin-consensus","Forward Guidance — 通年 (FY2027) (会社ガイダンス vs Koyfin Consensus)",[28,289,290,304],{},[31,291,292],{},[34,293,294,296,299,302],{},[37,295,153],{},[37,297,298],{},"会社ガイダンス（更新後）",[37,300,301],{},"Koyfin fy0",[37,303,162],{},[53,305,306,325,344,360],{},[34,307,308,310,317,320],{},[58,309,169],{},[58,311,312,316],{},[19,313,315],{"className":314},[252,253],"1,638-1,648M (mid ","1,643M)",[58,318,319],{},"$1,607.71M",[58,321,322],{},[61,323,324],{},"+2.20%",[34,326,327,329,336,339],{},[58,328,185],{},[58,330,331,335],{},[19,332,334],{"className":333},[252,253],"0.25-0.35 (mid ","0.30)",[58,337,338],{},"$0.173",[58,340,341],{},[61,342,343],{},"+73.3%",[34,345,346,348,355,357],{},[58,347,199],{},[58,349,350,354],{},[19,351,353],{"className":352},[252,253],"1,854-1,862M (前回 ","1,829-1,839M)",[58,356,205],{},[58,358,359],{},"前回ガイドから +25M レイズ",[34,361,362,364,371,373],{},[58,363,213],{},[58,365,366,370],{},[19,367,369],{"className":368},[252,253],"293-303M (前回 ","265-275M)",[58,372,205],{},[58,374,375],{},"前回ガイドから +28M レイズ（+10%）",[141,377,379],{"id":378},"headline","Headline",[119,381,382,385,388,391],{},[122,383,384],{},"✓ 通期FY27ガイダンスを全項目で上方修正（Revenue / EPS / Subscription ARR / FCF）",[122,386,387],{},"✓ Non-GAAP gross margin 83% で堅調",[122,389,390],{},"✓ Enterprise customers > $100k ARR が +24%、NRR ≈ 120%",[122,392,393],{},"✓ AI/security platform (Agent Cloud, Anthropic/Google Gemini integrations) の取り込み",[141,395,397],{"id":396},"source","Source",[119,399,400,414,422,430],{},[122,401,402,409,410,413],{},[403,404,408],"a",{"href":405,"rel":406},"https://x.com/earnings_guy/status/2062626850799558956",[407],"nofollow","@earnings_guy",": ",[19,411,412],{},"$RBRK (Rubrik) #earnings are out"," — 評価は double beat + ~3% AH",[122,415,416,421],{},[403,417,420],{"href":418,"rel":419},"https://x.com/schaeffers/status/2062644561521119385",[407],"@schaeffers",": \"One of the more impressive software reports this earnings season. Revenue accelerated 39% Y/Y, guidance moved higher across the board, free cash flow remains strong\"",[122,423,424,429],{},[403,425,428],{"href":426,"rel":427},"https://x.com/semordnilap0704/status/2062650572143296672",[407],"@semordnilap0704",": 通期FY27ガイダンス全項目上方修正の詳細",[122,431,432,437],{},[403,433,436],{"href":434,"rel":435},"https://x.com/eWhispers/status/2062555110077592015",[407],"@eWhispers",": June 4 AMC 発表のカレンダー",[109,439],{},[24,441,443,445],{"id":442},"iot-samsara-実績ビート-ガイダンス微増ah下げ",[115,444,82],{}," Samsara — 実績ビート / ガイダンス微増・AH下げ",[119,447,448,452,457],{},[122,449,450,127],{},[61,451,126],{},[122,453,454,456],{},[61,455,132],{},": FY2027 Q1",[122,458,459,461],{},[61,460,138],{},": -4〜5% AH（AI期待の織り込み済み）",[141,463,144],{"id":464},"actual-vs-consensus-fy2027-q1-1",[28,466,467,479],{},[31,468,469],{},[34,470,471,473,475,477],{},[37,472,153],{},[37,474,156],{},[37,476,159],{},[37,478,162],{},[53,480,481,496,511,524],{},[34,482,483,485,488,491],{},[58,484,169],{},[58,486,487],{},"$478.8M (+31% YoY)",[58,489,490],{},"$455.17M",[58,492,493],{},[61,494,495],{},"+5.18%",[34,497,498,500,503,506],{},[58,499,185],{},[58,501,502],{},"$0.17",[58,504,505],{},"$0.130",[58,507,508],{},[61,509,510],{},"+30.6%",[34,512,513,516,519,521],{},[58,514,515],{},"EPS Diluted (GAAP)",[58,517,518],{},"$0.08（3期連続黒字）",[58,520,191],{},[58,522,523],{},"黒字転換",[34,525,526,529,532,534],{},[58,527,528],{},"Ending ARR",[58,530,531],{},"$1.99B (+30% YoY)",[58,533,205],{},[58,535,208],{},[141,537,287],{"id":538},"forward-guidance-通年-fy2027-会社ガイダンス-vs-koyfin-consensus-1",[28,540,541,553],{},[31,542,543],{},[34,544,545,547,549,551],{},[37,546,153],{},[37,548,235],{},[37,550,301],{},[37,552,162],{},[53,554,555,574],{},[34,556,557,559,566,569],{},[58,558,169],{},[58,560,561,565],{},[19,562,564],{"className":563},[252,253],"2,005-2,013M (mid ","2,009M)",[58,567,568],{},"$1,971.23M",[58,570,571],{},[61,572,573],{},"+1.92%",[34,575,576,578,585,588],{},[58,577,185],{},[58,579,580,584],{},[19,581,583],{"className":582},[252,253],"0.70-0.72 (mid ","0.71)",[58,586,587],{},"$0.679",[58,589,590],{},[61,591,592],{},"+4.54%",[15,594,595],{},"四半期別のガイダンスは公表されたポストから確認できず（IR本文要確認）。",[141,597,379],{"id":598},"headline-1",[119,600,601,604,607,610,613],{},[122,602,603],{},"✓ 実績は売上・EPS とも明確にビート",[122,605,606],{},"✓ ARR $2B 接近、+30% 成長維持",[122,608,609],{},"✓ GAAP も3期連続黒字",[122,611,612],{},"✗ 通年ガイダンス上振れが Koyfin コンセンサス比 +2〜5% に留まり、AI期待の織り込みを超えられず",[122,614,615],{},"✗ AH は -4〜5%",[141,617,397],{"id":618},"source-1",[119,620,621,630,638,646],{},[122,622,623,409,627],{},[403,624,408],{"href":625,"rel":626},"https://x.com/earnings_guy/status/2062628132922835389",[407],[19,628,629],{},"$IOT (Samsara) #earnings are out",[122,631,632,637],{},[403,633,636],{"href":634,"rel":635},"https://x.com/FintwitAi/status/2062642593607929902",[407],"@FintwitAi",": Q1 EPS/Revenue ビート + 通年ガイドの内訳",[122,639,640,645],{},[403,641,644],{"href":642,"rel":643},"https://x.com/EconoDecode/status/2062647209250959769",[407],"@EconoDecode",": 「ARR+30%・複数指標で予想超。AI期待＆地合い逆風が重なった決算」",[122,647,648,653],{},[403,649,652],{"href":650,"rel":651},"https://x.com/TheTranscript_/status/2062642248815100211",[407],"@TheTranscript_",": CEOコメント \"approaching $2B in ARR with 30% growth\"、AHは -5%",[109,655],{},[24,657,658],{"id":658},"除外メモ",[119,660,661,667,673,679],{},[122,662,663,666],{},[61,664,665],{},"LULU",": EPS 微ビート（~0.6%）+ ガイダンスカット + 大幅 AH 下げ。ビート&レイズに該当せず除外",[122,668,669,672],{},[61,670,671],{},"DOCU",": EPS ビート（~10-25%）あるも、ガイダンスはほぼ横ばい（\"meaningfully raised\" でない）。AHは売り。除外",[122,674,675,678],{},[61,676,677],{},"PL (Planet Labs)",": 売上サプライズが +4.5% で 5% 閾値ぎりぎり未達、AH -3%。ボーダーケースとして除外",[122,680,681,684],{},[61,682,683],{},"COO"," ほか calendar 銘柄: 明確な ≥5% サプライズ + ガイダンス上振れの定量データが取れず除外",[24,686,687],{"id":687},"注意",[15,689,690],{},"数値は X 投稿（@eWhispers / @earnings_guy / @schaeffers / @FintwitAi / @EconoDecode / @TheTranscript_ など）での言及範囲を集約。Koyfin コンセンサスは 2026-06-05 snapshot。確定値は各社 IR の決算リリース本文で確認すること。",{"title":692,"searchDepth":693,"depth":693,"links":694},"",2,[695,696,705,712,713],{"id":26,"depth":693,"text":26},{"id":113,"depth":693,"text":697,"children":698},"RBRK Rubrik — 真のビート&レイズ",[699,701,702,703,704],{"id":143,"depth":700,"text":144},3,{"id":223,"depth":700,"text":224},{"id":286,"depth":700,"text":287},{"id":378,"depth":700,"text":379},{"id":396,"depth":700,"text":397},{"id":442,"depth":693,"text":706,"children":707},"IOT Samsara — 実績ビート / ガイダンス微増・AH下げ",[708,709,710,711],{"id":464,"depth":700,"text":144},{"id":538,"depth":700,"text":287},{"id":598,"depth":700,"text":379},{"id":618,"depth":700,"text":397},{"id":658,"depth":693,"text":658},{"id":687,"depth":693,"text":687},"dev","過去24時間に米国で決算発表した銘柄のうち、ガイダンスがコンセンサスを5%以上上回ったものをx-searchで洗い出し、Koyfinコンセンサスと突合。RBRKは通年EPSガイダンスがKoyfinコンセンサスを+73%、通年売上を+2.2%上回る真のビート&レイズ。IOTは実績ビートも通年ガイダンス上振れは控えめでAH下げ。","md",{},true,"/earnings-beats-2026-06-04","financial-data",false,"2026-06-05T00:00:00.000Z",{"title":5,"description":715},"2026-06/2026-06-05/earnings-beats-2026-06-04",[726,727,63,728,82,729,730],"決算","決算ビート","Rubrik","Samsara","earnings-beat-scan",null,"pQHsJFKEgKiWtE_hEn09lPNrTJyuIfM-CQT-hSXGd0A",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-04.png?v=2026-06-05T00%3A00%3A00.000Z&title=%E6%B1%BA%E7%AE%97%E3%83%93%E3%83%BC%E3%83%88%E3%82%B9%E3%82%AD%E3%83%A3%E3%83%B3%202026-06-04%20%E2%80%94%20RBRK(Rubrik)%E3%81%8C%E7%9C%9F%E3%81%AE%E3%83%93%E3%83%BC%E3%83%88%26%E3%83%AC%E3%82%A4%E3%82%BA%E3%80%81IOT(Samsara)%E3%81%AF%E5%AE%9F%E7%B8%BE%E5%BC%B7%E3%81%84%E3%81%8C%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%E4%B8%8A%E6%8C%AF%E3%82%8C%E6%8E%A7%E3%81%88%E3%82%81%E3%81%A7AH%E4%B8%8B%E3%81%92&author=Kei%20Komatsu&sig=abd7c4a2e1128e81",1780619854934]