Snap, ilk \u00e7eyrek kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan hisselerinde yakla\u015f\u0131k %4’l\u00fck bir d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. \u015eirket, sat\u0131\u015flar i\u00e7in temkinli bir \u00f6ng\u00f6r\u00fc sunarken, \u00fcretken yapay zeka giri\u015fimi Perplexity ile olan anla\u015fmas\u0131n\u0131n sona erdi\u011fini de duyurdu.<\/p>\n
\u0130\u015fte \u015firketin Wall Street beklentilerine k\u0131yasla performans\u0131:
\n* **Hisse Ba\u015f\u0131na Kazan\u00e7:** 5 sent zarar. Bu rakam analist tahminleriyle kar\u015f\u0131la\u015ft\u0131r\u0131lamaz.
\n* **Gelir:** 1,53 milyar dolar (LSEG’e g\u00f6re beklenen 1,53 milyar dolar ile ayn\u0131).
\n* **K\u00fcresel G\u00fcnl\u00fck Aktif Kullan\u0131c\u0131 Say\u0131s\u0131:** 483 milyon (StreetAccount’a g\u00f6re beklenen 475,6 milyonun \u00fczerinde).
\n* **K\u00fcresel Kullan\u0131c\u0131 Ba\u015f\u0131na Ortalama Gelir (ARPU):** 3,17 dolar (StreetAccount’a g\u00f6re beklenen 3,20 dolar\u0131n alt\u0131nda).<\/p>\n
Snap’in ilk \u00e7eyrek sat\u0131\u015flar\u0131 y\u0131ll\u0131k bazda %12 artarken, net zarar\u0131 89 milyon dolara geriledi. Bu, bir \u00f6nceki y\u0131lki 139,6 milyon dolarl\u0131k zarara k\u0131yasla %36’l\u0131k bir daralmay\u0131 temsil ediyor.<\/p>\n
\u015eirket, yat\u0131r\u0131mc\u0131lara g\u00f6nderdi\u011fi mektupta, ilk \u00e7eyrekte “Kuzey Amerika’daki b\u00fcy\u00fck reklamverenlerin reklam b\u00fcy\u00fcmesi i\u00e7in bir engel olmaya devam etti\u011fini” belirtti. \u015eirket bu sonu\u00e7tan “memnun olmasa da”, i\u015fin bu k\u0131sm\u0131nda “cesaret verici i\u015faretler g\u00f6rmeye ba\u015flad\u0131\u011f\u0131n\u0131” ifade etti.<\/p>\n
K\u00fcresel g\u00fcnl\u00fck aktif kullan\u0131c\u0131 say\u0131s\u0131 (DAU) y\u0131ll\u0131k bazda %5 artt\u0131. \u015eirket bu art\u0131\u015f\u0131, Lenses dijital filtreleri ve Snap Haritas\u0131 \u00f6zelli\u011fi gibi yeni \u00fcr\u00fcn g\u00fcncellemelerine ba\u011flad\u0131. \u015eirket \u015eubat ay\u0131nda, pazarlama harcamalar\u0131n\u0131n azalmas\u0131 ve Avustralya’n\u0131n sosyal medya asgari ya\u015f yasas\u0131n\u0131n etkisiyle k\u00fcresel DAU’nun \u00e7eyreklik bazda 3 milyon azald\u0131\u011f\u0131n\u0131 belirtmi\u015fti.<\/p>\n
Snap CEO’su Evan Spiegel yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, “\u0130lk \u00e7eyrekte g\u00fcnl\u00fck aktif kullan\u0131c\u0131 say\u0131s\u0131nda b\u00fcy\u00fcmeye geri d\u00f6nd\u00fck, gelir b\u00fcy\u00fcmesini h\u0131zland\u0131rd\u0131k, marjlar\u0131 geni\u015flettik ve g\u00fc\u00e7l\u00fc serbest nakit ak\u0131\u015f\u0131 sa\u011flad\u0131k” dedi.<\/p>\n
Snap, ikinci \u00e7eyrek sat\u0131\u015flar\u0131n\u0131n 1,52 milyar ila 1,55 milyar dolar aral\u0131\u011f\u0131nda olaca\u011f\u0131n\u0131 tahmin ediyor. Bu aral\u0131\u011f\u0131n orta noktas\u0131, analistlerin 1,54 milyar dolarl\u0131k tahminleriyle kabaca uyumlu.<\/p>\n
\u015eirket, yat\u0131r\u0131mc\u0131 mektubunda, sat\u0131\u015f \u00f6ng\u00f6r\u00fcs\u00fcn\u00fcn “Perplexity’den herhangi bir katk\u0131 varsaymad\u0131\u011f\u0131n\u0131, zira ilk \u00e7eyrekte ili\u015fkiyi dostane bir \u015fekilde sonland\u0131rd\u0131klar\u0131n\u0131” belirtti. Bu, \u00fcretken yapay zeka giri\u015fimiyle Kas\u0131m ay\u0131nda duyurulan 400 milyon dolarl\u0131k anla\u015fmaya at\u0131fta bulunuyor. Snap hisseleri, \u015firketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek kazan\u00e7lar\u0131n\u0131n bir par\u00e7as\u0131 olarak Perplexity anla\u015fmas\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan %15 s\u0131\u00e7ram\u0131\u015f ve o d\u00f6nemde “Ortakl\u0131ktan elde edilecek gelirin 2026’da katk\u0131da bulunmaya ba\u015flamas\u0131 bekleniyor” denmi\u015fti.<\/p>\n
Tech haber b\u00fclteni Sources, Snap’in Perplexity ile olan anla\u015fmas\u0131n\u0131n \u00e7\u00f6kt\u00fc\u011f\u00fcn\u00fc ilk bildiren kaynak olmu\u015ftu.<\/p>\n
Snap ayr\u0131ca mektupta, ikinci \u00e7eyrek gelir \u00f6ng\u00f6r\u00fcs\u00fcn\u00fcn “Orta Do\u011fu b\u00f6lgesindeki i\u015fletme ortam\u0131n\u0131n, Mart ve Nisan aylar\u0131nda ya\u015fad\u0131\u011f\u0131m\u0131z olumsuzluklar\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fcne g\u00f6re tutarl\u0131 kalaca\u011f\u0131n\u0131 varsayd\u0131\u011f\u0131n\u0131” belirtti. Ancak Snap, “b\u00f6lgedeki jeopolitik durumun seyrinin belirsiz oldu\u011fu” konusunda uyard\u0131.<\/p>\n
\u015eirket Nisan ay\u0131nda, i\u015f g\u00fcc\u00fcn\u00fcn yakla\u015f\u0131k %16’s\u0131n\u0131 i\u015ften \u00e7\u0131karaca\u011f\u0131n\u0131 ve 300 a\u00e7\u0131k pozisyon i\u00e7in art\u0131k i\u015fe al\u0131m yapmayaca\u011f\u0131n\u0131, ayn\u0131 zamanda “yapay zeka odakl\u0131 bir d\u00f6n\u00fc\u015f\u00fcme” daha fazla y\u00f6nelece\u011fini a\u00e7\u0131klam\u0131\u015ft\u0131.<\/p>\n
Pinterest, Pazartesi g\u00fcn\u00fc en son \u00fc\u00e7 ayl\u0131k kazan\u00e7lar\u0131n\u0131 bildirdi ve hem gelir hem de kar beklentilerini a\u015ft\u0131. Ancak \u015firketin finans \u015fefi Julia Donnelly, analistlere, Ba\u015fkan Donald Trump’\u0131n sert tarifelerinin y\u00fck\u00fcn\u00fc \u00e7eken “b\u00fcy\u00fck perakendecilerin b\u00fcy\u00fcme i\u00e7in bir engel olmaya devam etti\u011fini” s\u00f6yledi.<\/p>\n
Reddit ise ge\u00e7en Per\u015fembe g\u00fcn\u00fc ilk \u00e7eyrek kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131. Bu d\u00f6nemde gelir y\u0131ll\u0131k bazda %69 artarak 663 milyon dolara y\u00fckseldi. CEO Steve Huffman, analistlere bunun, sat\u0131\u015f b\u00fcy\u00fcmesinin %60’\u0131n \u00fczerinde oldu\u011fu art arda yedinci \u00e7eyrek oldu\u011funu s\u00f6yledi.<\/p>\n
Meta ve Alphabet de ge\u00e7en \u00c7ar\u015famba g\u00fcn\u00fc en son \u00fc\u00e7 ayl\u0131k kazan\u00e7lar\u0131n\u0131 bildirdi ve her ikisi de sat\u0131\u015f beklentilerini a\u015ft\u0131. Her iki \u00e7evrimi\u00e7i reklamc\u0131l\u0131k devi de bu y\u0131l yapay zeka ile ilgili altyap\u0131ya harcamalar\u0131 art\u0131rmay\u0131 planlad\u0131klar\u0131n\u0131 belirtirken, yat\u0131r\u0131mc\u0131lar Alphabet’e daha olumlu tepki verdi; Alphabet’in hisseleri y\u00fckselirken Meta’n\u0131nki d\u00fc\u015ft\u00fc.<\/p>\n
#Snap #Snapchat #PerplexityAI #OrtaDo\u011fu #JeopolitikDurum #TeknolojiHaberleri #Kazan\u00e7Raporu #YapayZeka #SosyalMedya #EvanSpiegel<\/p>\n","protected":false},"excerpt":{"rendered":"
Snap, ilk \u00e7eyrek kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan hisselerinde yakla\u015f\u0131k %4’l\u00fck bir d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. \u015eirket, sat\u0131\u015flar i\u00e7in temkinli bir \u00f6ng\u00f6r\u00fc sunarken, \u00fcretken yapay zeka giri\u015fimi Perplexity ile olan anla\u015fmas\u0131n\u0131n sona erdi\u011fini de duyurdu. \u0130\u015fte \u015firketin Wall Street beklentilerine k\u0131yasla performans\u0131: * **Hisse Ba\u015f\u0131na Kazan\u00e7:** 5 sent zarar. Bu rakam analist tahminleriyle kar\u015f\u0131la\u015ft\u0131r\u0131lamaz. * **Gelir:** 1,53 milyar dolar […]<\/p>\n","protected":false},"author":2,"featured_media":19971,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-19970","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/19970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=19970"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/19970\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/19971"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=19970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=19970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=19970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}