1Q FY27 Results
- 매출 $19.35B (est. $19.13B)
- GPM 61.0% (est. 62.3%)
- OPM 42.1% (est. 40.8%)
- EPS $1.92 (est. $1.74)
- Net Debt $88.3B (Prev. $97.6B)
- OCF $23.1B (est. $7.2B)
- CAPEX $28.5B (est. $19.2B)
2Q FY27 Guidance
- 매출 YoY 30~34% (est. 32%)
- 클라우드 매출 YoY 65~71% (Prev. 62%)
- EPS $1.85~$1.93 (est. $1.89)
FY27 Guidance
- 매출 ≥$90B (est. $89.4B) [상향]
- EPS $8.05 → $8.10 (est. $8.06)
- CAPEX $90~95B (est. $86.7B) [유지]
After +4.2%