2Q FY27 Results
- AI 서버 신규수주 $60.9B (Prev. $24.4B)
- AI 서버 수주잔고 $95B (Prev. $51B)
- 매출 $47.0B (est. $44.5B)
- GPM 21.1% (est. 17.3%)
- OPM 12.6% (est. 9.7%)
- EPS $6.34 (est. $4.92)
- OCF $2.23B (est. $5.16B)
3Q FY27 Guidance
- 매출 $49.0B (est. $41.4B)
- EPS $6.50 (est. $4.46)
FY27 Guidance
- 매출 $167B → $192B (est. $173B)
- AI 서버 매출 $60B → $74B
- EPS $17.90 → $25.50 (est. $18.86)
After +6%