売上962億ドル・EPS120%増の裏側 | 2026年8月26日 / NVIDIA Corporation / Q2 FY27決算発表 episode artwork

EPISODE · Aug 26, 2026 · 4 MIN

売上962億ドル・EPS120%増の裏側 | 2026年8月26日 / NVIDIA Corporation / Q2 FY27決算発表

from Nakajima Quant Desk - Japanese

NVIDIA(NVDA)の2027年度第2四半期決算を徹底解説。 📊 売上高962億ドル(前年比106%増)、データセンター890億ドル(117%増)、Non-GAAP EPS 2.22ドル(120%増)と過去最高を更新。 💡 一方でQ3ガイダンスの粗利益率は74.0%と今期実績75.0%から低下見通し。営業キャッシュフローも前四半期の503億ドルから241億ドルへ急減。 ⚠️ OpenAI向けオハイオ州データセンターでは最大1050億ドルの保証債務も発生。 成長の勢いと財務リスクの両面をデータで検証します。 ▶️ YouTube本編動画: https://youtu.be/RaFQ-nZePns

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売上962億ドル・EPS120%増の裏側 | 2026年8月26日 / NVIDIA Corporation / Q2 FY27決算発表

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