[{"data":1,"prerenderedAt":747},["ShallowReactive",2],{"content-/earnings-beats-2026-06-25":3,"all-pages-for-dir":745,"og-image-/earnings-beats-2026-06-25":746},{"id":4,"title":5,"body":6,"category":727,"description":728,"extension":729,"meta":730,"navigation":731,"ogImage":732,"path":733,"project_name":734,"published":735,"publishedAt":736,"seo":737,"stem":738,"tags":739,"todo":732,"unpublished":735,"updatedAt":732,"__hash__":744},"pages/2026-06/2026-06-26/earnings-beats-2026-06-25.md","2026年6月25日 米国決算ビート速報 - TD SYNNEX / BlackBerry / Quantum Corporation",{"type":7,"value":8,"toc":699},"minimark",[9,14,18,22,136,139,143,159,164,238,242,298,302,310,314,334,338,358,360,364,375,378,441,445,453,456,467,471,481,484,507,509,513,525,528,573,577,631,634,642,645,661,663,666,683,685,688],[10,11,13],"h1",{"id":12},"_2026年6月25日-米国決算ビート速報","2026年6月25日 米国決算ビート速報",[15,16,17],"p",{},"過去24時間（2026-06-25 リリース）で米国上場のうち、コンセンサスを5%以上ビートした銘柄を x-search で抽出した。NVDA / MU / SNDK は /check-earnings で別途取り込んでいるため除外。",[19,20,21],"h2",{"id":21},"サマリ",[23,24,25,50],"table",{},[26,27,28],"thead",{},[29,30,31,35,38,41,44,47],"tr",{},[32,33,34],"th",{},"ティッカー",[32,36,37],{},"銘柄",[32,39,40],{},"EPS surprise",[32,42,43],{},"Revenue surprise",[32,45,46],{},"株価反応",[32,48,49],{},"コメント",[51,52,53,81,109],"tbody",{},[29,54,55,62,65,70,75,78],{},[56,57,58],"td",{},[59,60,61],"strong",{},"SNX",[56,63,64],{},"TD SYNNEX",[56,66,67],{},[59,68,69],{},"+17%",[56,71,72],{},[59,73,74],{},"+16.5%",[56,76,77],{},"+3% intraday → 約-1%（margin懸念）",[56,79,80],{},"Hyve（AIインフラ製造）+117%牽引、Q3売上ガイダンス＋15.5% raise",[29,82,83,88,91,96,101,106],{},[56,84,85],{},[59,86,87],{},"BB",[56,89,90],{},"BlackBerry",[56,92,93],{},[59,94,95],{},"+33%",[56,97,98],{},[59,99,100],{},"約+9〜12%",[56,102,103],{},[59,104,105],{},"+19.72%",[56,107,108],{},"QNX（自動運転・ロボティクス）momentum、FY見通し引き上げ",[29,110,111,116,119,125,130,133],{},[56,112,113],{},[59,114,115],{},"QMCO",[56,117,118],{},"Quantum Corporation",[56,120,121,124],{},[59,122,123],{},"+30%"," (赤字幅縮小)",[56,126,127],{},[59,128,129],{},"+7.2%",[56,131,132],{},"小型ストレージ買い",[56,134,135],{},"Q1ガイダンス上限・売上レンジともコンセンサス超え",[137,138],"hr",{},[19,140,142],{"id":141},"_1-snx-td-synnex","1. SNX (TD SYNNEX)",[144,145,146,153],"ul",{},[147,148,149,152],"li",{},[59,150,151],{},"決算発表日",": 2026-06-25",[147,154,155,158],{},[59,156,157],{},"対象四半期",": Q2 FY2026",[160,161,163],"h3",{"id":162},"actual-vs-consensus","Actual vs Consensus",[23,165,166,182],{},[26,167,168],{},[29,169,170,173,176,179],{},[32,171,172],{},"メトリック",[32,174,175],{},"実績",[32,177,178],{},"コンセンサス",[32,180,181],{},"サプライズ",[51,183,184,200,224],{},[29,185,186,189,192,195],{},[56,187,188],{},"Revenue",[56,190,191],{},"$19.575B",[56,193,194],{},"~$16.8B",[56,196,197,199],{},[59,198,74],{}," (+31% YoY)",[29,201,202,205,208,219],{},[56,203,204],{},"EPS Diluted (Non-GAAP)",[56,206,207],{},"$4.85",[56,209,210,211,218],{},"~",[212,213,217],"code",{"className":214},[215,216],"language-math","math-inline","4.10–","4.14",[56,220,221,223],{},[59,222,69],{}," (+62% YoY)",[29,225,226,229,232,235],{},[56,227,228],{},"Gross Margin (Non-GAAP)",[56,230,231],{},"6.84%",[56,233,234],{},"n/a",[56,236,237],{},"-0.16pp QoQ (mix-driven)",[160,239,241],{"id":240},"forward-guidance-q3-会社ガイダンス-vs-street-consensus","Forward Guidance — Q3 (会社ガイダンス vs Street Consensus)",[23,243,244,258],{},[26,245,246],{},[29,247,248,250,253,256],{},[32,249,172],{},[32,251,252],{},"会社ガイダンス",[32,254,255],{},"Street",[32,257,181],{},[51,259,260,279],{},[29,261,262,264,271,273],{},[56,263,188],{},[56,265,266,270],{},[212,267,269],{"className":268},[215,216],"18.2B – ","19.0B (mid $18.6B)",[56,272,194],{},[56,274,275,278],{},[59,276,277],{},"約+10.7%"," raise",[29,280,281,283,290,293],{},[56,282,204],{},[56,284,285,289],{},[212,286,288],{"className":287},[215,216],"4.25 – ","4.75 (mid $4.50)",[56,291,292],{},"~$4.03",[56,294,295,278],{},[59,296,297],{},"約+11.7%",[160,299,301],{"id":300},"forward-guidance-fy26","Forward Guidance — FY26",[144,303,304],{},[147,305,306,307],{},"完全なFY26ガイダンス数値はx-search経由で確証が取れず（複数ポストで値が割れた）。",[59,308,309],{},"各社IR / SEC 8-Kで確認すること",[160,311,313],{"id":312},"headline","Headline",[144,315,316,322,325,328,331],{},[147,317,318,319],{},"✓ ",[59,320,321],{},"Beat-and-raise（Q3売上・EPSともStreet大幅超え）",[147,323,324],{},"✓ Hyve（AIインフラ製造）グロス billings +117% YoY、$5.5B",[147,326,327],{},"✓ 全米トップ5ハイパースケーラーすべてとプログラム稼働、100万平米のキャパシティ追加 (〜FY27)",[147,329,330],{},"✓ CEO Patrick Zammit「価格上昇による需要破壊は観測されていない」",[147,332,333],{},"✗ 粗利率は 7.00% → 6.84% に低下（低マージン・パススルー型ハイパースケーラー出荷の比率上昇）",[160,335,337],{"id":336},"source","Source",[144,339,340,351],{},[147,341,342],{},[343,344,350],"a",{"href":345,"target":346,"rel":347},"https://x.com/Enkhmanal/status/2070222642075021406","_blank",[348,349],"noopener","noreferrer","@Enkhmanal — SNX beat-and-raise detail",[147,352,353],{},[343,354,357],{"href":355,"target":346,"rel":356},"https://x.com/marketsday/status/2070127687231066464",[348,349],"@marketsday — SNX Q2 FY26 earnings summary",[137,359],{},[19,361,363],{"id":362},"_2-bb-blackberry","2. BB (BlackBerry)",[144,365,366,370],{},[147,367,368,152],{},[59,369,151],{},[147,371,372,374],{},[59,373,157],{},": Q1 FY2027",[160,376,163],{"id":377},"actual-vs-consensus-1",[23,379,380,392],{},[26,381,382],{},[29,383,384,386,388,390],{},[32,385,172],{},[32,387,175],{},[32,389,178],{},[32,391,181],{},[51,393,394,414,429],{},[29,395,396,398,405,408],{},[56,397,188],{},[56,399,400,404],{},[212,401,403],{"className":402},[215,216],"152.9M (公式IR) / ","157.3M (引用ポスト)",[56,406,407],{},"$139.8M",[56,409,410,413],{},[59,411,412],{},"+9.4%〜+12.5%"," (+26% YoY)",[29,415,416,419,422,425],{},[56,417,418],{},"EPS Diluted",[56,420,421],{},"$0.04",[56,423,424],{},"$0.03",[56,426,427],{},[59,428,95],{},[29,430,431,434,436,438],{},[56,432,433],{},"Adj. EBITDA",[56,435,234],{},[56,437,234],{},[56,439,440],{},"+144% YoY",[160,442,444],{"id":443},"forward-guidance-fy27","Forward Guidance — FY27",[144,446,447,450],{},[147,448,449],{},"通年ガイダンスを raise（具体的数値は引用ポストで完全には統一されていない）",[147,451,452],{},"QNX（自動運転・ロボティクス向けOS）と Secure Communications の両方が内部ガイダンスを上回って着地",[160,454,313],{"id":455},"headline-1",[144,457,458,461,464],{},[147,459,460],{},"✓ EPS / Revenue ともに beat",[147,462,463],{},"✓ FY 通年ガイダンスを引き上げ",[147,465,466],{},"✓ QNX が AI / IoT / 自動運転モメンタムで再評価される文脈",[160,468,470],{"id":469},"after-hours-株価反応","After-hours / 株価反応",[144,472,473,478],{},[147,474,475,477],{},[59,476,105],{}," 終値で $10.32",[147,479,480],{},"高出来高で consolidation ブレイクアウト",[160,482,337],{"id":483},"source-1",[144,485,486,493,500],{},[147,487,488],{},[343,489,492],{"href":490,"target":346,"rel":491},"https://x.com/algofinixai/status/2070240254397915487",[348,349],"@algofinixai — BB EPS / Revenue beat detail",[147,494,495],{},[343,496,499],{"href":497,"target":346,"rel":498},"https://x.com/marketwirenews/status/2070256884423045149",[348,349],"@marketwirenews — BB stock +19.72% close",[147,501,502],{},[343,503,506],{"href":504,"target":346,"rel":505},"https://x.com/monty_investor/status/2070251067330420933",[348,349],"@monty_investor — BB top mover context",[137,508],{},[19,510,512],{"id":511},"_3-qmco-quantum-corporation","3. QMCO (Quantum Corporation)",[144,514,515,520],{},[147,516,517,519],{},[59,518,151],{},": 2026-06-25 (after the close)",[147,521,522,524],{},[59,523,157],{},": Q4 FY2026",[160,526,163],{"id":527},"actual-vs-consensus-2",[23,529,530,542],{},[26,531,532],{},[29,533,534,536,538,540],{},[32,535,172],{},[32,537,175],{},[32,539,178],{},[32,541,181],{},[51,543,544,558],{},[29,545,546,548,551,554],{},[56,547,188],{},[56,549,550],{},"$78.0M",[56,552,553],{},"$72.75M",[56,555,556],{},[59,557,129],{},[29,559,560,563,566,569],{},[56,561,562],{},"Adj. EPS",[56,564,565],{},"-$0.21",[56,567,568],{},"-$0.30",[56,570,571,124],{},[59,572,123],{},[160,574,576],{"id":575},"forward-guidance-q1-fy27","Forward Guidance — Q1 FY27",[23,578,579,591],{},[26,580,581],{},[29,582,583,585,587,589],{},[32,584,172],{},[32,586,252],{},[32,588,255],{},[32,590,181],{},[51,592,593,613],{},[29,594,595,597,604,607],{},[56,596,188],{},[56,598,599,603],{},[212,600,602],{"className":601},[215,216],"73M – ","77M (mid $75M)",[56,605,606],{},"$71.5M",[56,608,609,612],{},[59,610,611],{},"+4.9%"," raise（mid基準）",[29,614,615,617,625,628],{},[56,616,562],{},[56,618,619,620,624],{},"-",[212,621,623],{"className":622},[215,216],"0.25 – -","0.05",[56,626,627],{},"-$0.23",[56,629,630],{},"レンジ上端は大幅 beat（mid基準では同水準）",[160,632,313],{"id":633},"headline-2",[144,635,636,639],{},[147,637,638],{},"✓ Top / Bottom 両方 beat + ガイダンス raise",[147,640,641],{},"✓ 小型ストレージ銘柄のローテーション買い文脈",[160,643,337],{"id":644},"source-2",[144,646,647,654],{},[147,648,649],{},[343,650,653],{"href":651,"target":346,"rel":652},"https://x.com/CHItrader/status/2070245734876668164",[348,349],"@CHItrader — QMCO Q4 FY26 detail",[147,655,656],{},[343,657,660],{"href":658,"target":346,"rel":659},"https://x.com/MaharajTrading/status/2070250675464757674",[348,349],"@MaharajTrading — Small cap storage rotation",[137,662],{},[19,664,665],{"id":665},"除外メモ",[144,667,668,674,680],{},[147,669,670,673],{},[59,671,672],{},"NVDA / MU / SNDK",": /check-earnings で別ルート取り込み済みのため除外",[147,675,676,679],{},[59,677,678],{},"FDX / FDXF / APOG / AYI / MKC / DRI",": 確認したが「5%以上のEPSビート＋意味のあるガイダンス引き上げ」を窓内で同時に満たすものは確認できず",[147,681,682],{},"2026-06-26 発表分: 該当する確認済み銘柄なし",[137,684],{},[19,686,687],{"id":687},"注意",[144,689,690,696],{},[147,691,692,693],{},"数値は x-search の Grok 要約と引用 X 投稿に基づく速報値。",[59,694,695],{},"確定値は必ず各社の決算リリース本文・SEC EDGAR 8-K で確認すること",[147,697,698],{},"Hyve の +117% グロス billings は SNX の AI インフラ追い風を象徴。マージン圧迫との両立がトレード判断の論点",{"title":700,"searchDepth":701,"depth":701,"links":702},"",2,[703,704,712,719,725,726],{"id":21,"depth":701,"text":21},{"id":141,"depth":701,"text":142,"children":705},[706,708,709,710,711],{"id":162,"depth":707,"text":163},3,{"id":240,"depth":707,"text":241},{"id":300,"depth":707,"text":301},{"id":312,"depth":707,"text":313},{"id":336,"depth":707,"text":337},{"id":362,"depth":701,"text":363,"children":713},[714,715,716,717,718],{"id":377,"depth":707,"text":163},{"id":443,"depth":707,"text":444},{"id":455,"depth":707,"text":313},{"id":469,"depth":707,"text":470},{"id":483,"depth":707,"text":337},{"id":511,"depth":701,"text":512,"children":720},[721,722,723,724],{"id":527,"depth":707,"text":163},{"id":575,"depth":707,"text":576},{"id":633,"depth":707,"text":313},{"id":644,"depth":707,"text":337},{"id":665,"depth":701,"text":665},{"id":687,"depth":701,"text":687},"dev","2026年6月25日に米国上場で決算発表しコンセンサスを大幅にビートした銘柄を x-search で抽出。SNX (TD SYNNEX) はAIインフラ駆動で売上+31%・EPS+62%、BB (BlackBerry) はQNX牽引で株価+19.7%、QMCO (Quantum) もbeat & raise。","md",{},true,null,"/earnings-beats-2026-06-25","financial-data",false,"2026-06-26T00:00:00.000Z",{"title":5,"description":728},"2026-06/2026-06-26/earnings-beats-2026-06-25",[740,741,61,64,87,90,115,118,742,743],"決算","決算ビート","AI インフラ","Hyve","Jal6B3E27IDo3RfmtpvtRo8Iu1r4jbTbrhk2CggAn1o",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-25.png?v=2026-06-26T00%3A00%3A00.000Z&title=2026%E5%B9%B46%E6%9C%8825%E6%97%A5%20%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-%20TD%20SYNNEX%20%2F%20BlackBerry%20%2F%20Quantum%20Corporation&author=Kei%20Komatsu&sig=27cda7b88180b290",1782445067096]