CrowdStrike 2027年度第2四半期決算
Net New ARRが51％増へ急加速。Falcon FlexとAIセキュリティが成長を牽引し、通期見通しを再度上方修正。一方、株式報酬は売上高の約27％、Q3売上成長率は23～24％へ減速
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Micron FY26 Q2 決算
🔎決算内容 ⭕️売上高：238.6億ドル（前年同期比196%増）。市場予想の191.9億ドル〜200.7億ドルを大幅に上回る ⭕️EPS：12.20ドル。市場予想の8.79ドル〜8.80ドルを大きく上回る 📝主要ハイライト
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