[{"data":1,"prerenderedAt":191},["ShallowReactive",2],{"content-/earnings-beats-2026-06-10":3,"related-/earnings-beats-2026-06-10":141,"all-pages-for-dir":189,"og-image-/earnings-beats-2026-06-10":190},{"id":4,"title":5,"body":6,"category":125,"description":126,"extension":127,"meta":128,"navigation":129,"path":130,"project_name":131,"published":132,"publishedAt":133,"seo":134,"stem":135,"tags":136,"todo":139,"unpublished":132,"updatedAt":139,"__hash__":140},"pages/2026-06/2026-06-11/earnings-beats-2026-06-10.md","24時間決算ビートスキャン（2026-06-10）- NAVNがビート&レイズでAH+20%、ORCLは実績ビートも資金調達計画で売られる",{"type":7,"value":8,"toc":117},"minimark",[9,14,18,32,35,54,57,65,75,78,84,90,97,99,102,114],[10,11,13],"h1",{"id":12},"_24h-earnings-beat-scan2026-06-10-2026-06-11","24h Earnings Beat Scan（2026-06-10 〜 2026-06-11）",[15,16,17],"p",{},"ビート&レイズ銘柄: 1",[19,20,21],"ul",{},[22,23,24,28,29],"li",{},[25,26,27],"strong",{},"NAVN",": 1Q FY2027 売上 +7.3% ビート、通年売上ガイダンス +4.4%（vs Koyfin コンセンサス）、株価反応 ",[25,30,31],{},"+20% 前後 AH",[15,33,34],{},"実績ビートだがガイダンスはコンセンサス並み: 1",[19,36,37],{},[22,38,39,42,43,50,51],{},[25,40,41],{},"ORCL",": 4Q FY2026 EPS サプライズ +7.5%。FY2027 ガイダンスは EPS ",[44,45,49],"code",{"className":46},[47,48],"language-math","math-inline","8.05 vs コンセンサス ","8.05 でほぼ一致。$40B 資金調達計画が嫌気され ",[25,52,53],{},"AH は -5〜-12% で推移",[55,56],"hr",{},[58,59,61,64],"h2",{"id":60},"navn-navan-ビートレイズ",[62,63,27],"span",{}," Navan — ビート&レイズ",[66,67,72],"pre",{"className":68,"code":70,"language":71},[69],"language-text","[NAVN] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-10 (after close)\n  Reported: FY2027 Q1 (April quarter)\n  Post-earnings reaction: +20%前後 AH（ギャップアップ）\n\n  Actual vs Consensus:\n    Revenue                       : $220.23M vs $205.27M (+7.3%)\n    EPS Diluted (Non-GAAP)        : $0.08 vs $0.01 (+$0.07)\n    Gross Margin (Non-GAAP)       : n/a（営業マージン改善を強調）\n\n  Forward Guidance — 次四半期 2Q FY2027 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $219-221M (mid $220M) vs $213.85M (+2.9%)\n    Non-GAAP Operating Income     : $13.5-14.5M（営業マージン中点 ~6%）\n    EPS Diluted (Non-GAAP)        : n/a（会社開示なし。Koyfin consensus $0.041）\n\n  Forward Guidance — 通年 FY2027 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $907-913M (mid $910M) vs $871.71M (+4.4%)\n    Non-GAAP Operating Income     : $76-80M（営業マージン中点 ~9%）\n\n  Headline:\n    ✓ 次Q・通年とも売上ガイダンスをコンセンサス超えにレイズ\n    ✓ Usage revenue +41% YoY / Gross Booking Volume +50% YoY ($3.1B)\n    ✓ 営業マージン改善（中点 9% へ）\n\n  Source:\n    - https://x.com/MartyChargin/status/2064821212791083172\n    - https://x.com/schaeffers/status/2064821656833364089\n    - https://x.com/RichardMoglen/status/2064855709163122727\n","text",[44,73,70],{"__ignoreMap":74},"",[15,76,77],{},"旅費・経費精算プラットフォーム。EPS・売上ともに大幅ビートし、次四半期・通年の両方で売上ガイダンスを引き上げた。ガイダンスのビート幅自体は +2.9%／+4.4% と 5% にわずかに届かないが、実績売上 +7.3% との組み合わせで明確なビート&レイズ。",[58,79,81,83],{"id":80},"orcl-oracle-実績ビートガイダンスはコンセンサス並み",[62,82,41],{}," Oracle — 実績ビート／ガイダンスはコンセンサス並み",[66,85,88],{"className":86,"code":87,"language":71},[69],"[ORCL] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-10 (after close)\n  Reported: FY2026 Q4\n  Post-earnings reaction: -5〜-12% AH（乱高下）\n\n  Actual vs Consensus:\n    Revenue                       : $19.2B vs $19.09B (+0.6%)\n    EPS Diluted (Non-GAAP)        : $2.11 vs $1.96 (+7.5%)\n    Adj. Operating Income         : $8.6B vs $8.25B (+4.2%)\n    RPO (backlog)                 : $638B（前年比大幅増）\n\n  Forward Guidance — 通年 FY2027 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : ~$90B vs $88.54B (+1.6%)\n    EPS Diluted (Non-GAAP)        : $8.05 vs $8.05 (±0.0%)\n\n  Headline:\n    ✓ EPS +7.5% サプライズ、クラウド売上 $9.9B（インフラ +93% との集計も）\n    ✓ RPO $638B の積み上がり（プリセールド・クラウド）\n    ✗ FY2027 に ~$40B の資金調達計画（負債＋株式）を発表。capex 拡大とマージン低下懸念で売られた\n\n  Source:\n    - https://x.com/StockMKTNewz/status/2064802096621248956\n    - https://x.com/earnings_guy/status/2064801123525910757\n    - https://x.com/SiliconANGLE/status/2064859591767142600\n",[44,89,87],{"__ignoreMap":74},[15,91,92,93,96],{},"実績は EPS +7.5% の明確なビートだが、FY2027 ガイダンスは Koyfin コンセンサスとほぼ一致（EPS ±0.0%、売上 +1.6%）でレイズとは言えない。むしろ $40B 資金調達計画と capex 拡大が嫌気され、巨大な RPO 残高というポジティブを資金繰り懸念が打ち消した形。",[25,94,95],{},"「実績ビート ≠ ビート&レイズ」の典型例","。",[55,98],{},[58,100,101],{"id":101},"除外メモ",[19,103,104,111],{},[22,105,106,107,110],{},"NVDA / MU / SNDK は ",[44,108,109],{},"/check-earnings"," の別ルートで取り込み済みのため対象外",[22,112,113],{},"同窓のその他銘柄（SFIX, OXM, ACB 等）は 5% 以上の明確なガイダンスビートの言及が確認できず除外",[15,115,116],{},"注: 数値は X 投稿での言及範囲を集約したもの。確定値は各社 IR の決算リリース本文で確認すること。",{"title":74,"searchDepth":118,"depth":118,"links":119},2,[120,122,124],{"id":60,"depth":118,"text":121},"NAVN Navan — ビート&レイズ",{"id":80,"depth":118,"text":123},"ORCL Oracle — 実績ビート／ガイダンスはコンセンサス並み",{"id":101,"depth":118,"text":101},"dev","2026-06-10引け後の米国決算から、コンセンサスを5%以上上回った銘柄をXサーチで抽出。NAVNは売上+7.3%ビートに通年ガイダンス+4.4%のレイズ、ORCLはEPS+7.5%ビートながらFY27ガイダンスはコンセンサス並み。","md",{},true,"/earnings-beats-2026-06-10","financial-data",false,"2026-06-11T00:00:00.000Z",{"title":5,"description":126},"2026-06/2026-06-11/earnings-beats-2026-06-10",[137,138,27,41],"決算","決算ビート",null,"YGw8b6Zp6tBwpAnxoksnU120GDe1TSzykiqHRFzliv0",[142,151,161,172,180],{"title":143,"description":144,"path":145,"tags":146,"publishedAt":150,"updatedAt":139},"24h Earnings Beat Scan — 2026-06-09〜06-10（CASY が EPS +31.6% / CBRL は赤字予想から黒字転換でガイダンス引き上げ）","過去24時間に決算発表した米国上場企業のうち、コンセンサスを5%以上上回った銘柄のスキャン結果。Casey's General Stores が EPS +31.6%・売上 +5.3% の大幅ビート、Cracker Barrel は赤字予想を覆す黒字でFY26ガイダンスを引き上げ AH +12%。","/earnings-beats-2026-06-09",[137,138,147,148,149],"CASY","CBRL","earnings","2026-06-10T00:00:00.000Z",{"title":152,"description":153,"path":154,"tags":155,"publishedAt":160,"updatedAt":139},"24h Earnings Beat Scan — 2026-06-08〜06-09（DLTH が EPS +48.8% / 売上 +5.2% / EBITDA ガイダンス +7%）","過去24時間に米国で決算発表した銘柄のうち、ガイダンスまたは EPS / 売上がアナリストコンセンサスを 5% 以上上回ったもの。NVDA / MU / SNDK は別途取り込み済みのため除外。今回は DLTH（Duluth Holdings）が条件を満たした。","/earnings-beats-2026-06-08",[137,138,156,157,158,159],"earnings-beat","DLTH","duluth-holdings","BMO","2026-06-09T00:00:00.000Z",{"title":162,"description":163,"path":164,"tags":165,"publishedAt":171,"updatedAt":139},"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","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。","/earnings-beats-2026-06-04",[137,138,166,167,168,169,170],"RBRK","Rubrik","IOT","Samsara","earnings-beat-scan","2026-06-05T00:00:00.000Z",{"title":173,"description":174,"path":175,"tags":176,"publishedAt":179,"updatedAt":139},"決算ビートスキャン 2026-06-03 — Five Below(FIVE)がビート&レイズ、それでもAHは下落","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。FIVE(Five Below)が実績ビート＋ガイダンス上方修正の真のビート&レイズ。AVGO/CRWD/VEEV/Macy'sは基準未達で除外。","/earnings-beats-2026-06-03",[137,138,177,178,170],"FIVE","Five Below","2026-06-04T00:00:00.000Z",{"title":181,"description":182,"path":183,"tags":184,"publishedAt":188,"updatedAt":139},"24時間決算ビートスキャン（2026-06-02発表）— PANW・GTLB・ULTAがビート&レイズ","2026-06-02の引け後に決算発表した米国銘柄のうち、ガイダンスやEPSがコンセンサスを5%以上上回った銘柄をXサーチで抽出。PANW・GTLB・ULTAの3銘柄がビート&レイズ。","/earnings-beats-2026-06-02",[137,138,185,186,187],"PANW","GTLB","ULTA","2026-06-03T00:00:00.000Z",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-10.png?v=2026-06-11T00%3A00%3A00.000Z&title=24%E6%99%82%E9%96%93%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%EF%BC%882026-06-10%EF%BC%89-%20NAVN%E3%81%8C%E3%83%93%E3%83%BC%E3%83%88%26%E3%83%AC%E3%82%A4%E3%82%BA%E3%81%A7AH%2B20%25%E3%80%81ORCL%E3%81%AF%E5%AE%9F%E7%B8%BE%E3%83%93%E3%83%BC%E3%83%88%E3%82%82%E8%B3%87%E9%87%91%E8%AA%BF%E9%81%94%E8%A8%88%E7%94%BB%E3%81%A7%E5%A3%B2%E3%82%89%E3%82%8C%E3%82%8B&author=Kei%20Komatsu&sig=208f1b2ee7c7875d",1781213456063]