{"id":6741,"date":"2026-04-23T16:49:39","date_gmt":"2026-04-23T13:19:39","guid":{"rendered":"https:\/\/fajr.news\/?p=6741"},"modified":"2026-04-23T16:49:39","modified_gmt":"2026-04-23T13:19:39","slug":"servicenow-orta-dogu-anlasmalarindaki-gecikmeler-nedeniyle-hisselerinde-buyuk-dusus-yasadi","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=6741&lang=tr","title":{"rendered":"ServiceNow Orta Do\u011fu Anla\u015fmalar\u0131ndaki Gecikmeler Nedeniyle Hisselerinde B\u00fcy\u00fck D\u00fc\u015f\u00fc\u015f Ya\u015fad\u0131"},"content":{"rendered":"<p><strong>22 Nisan<\/strong> \u2014 K\u00fcresel teknoloji devi ServiceNow, \u00c7ar\u015famba g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Orta Do\u011fu&#8217;daki baz\u0131 b\u00fcy\u00fck h\u00fck\u00fcmet anla\u015fmalar\u0131n\u0131n kapanmas\u0131ndaki gecikmelerin ilk \u00e7eyrek abonelik gelir b\u00fcy\u00fcmesini olumsuz etkiledi\u011fini ve bu durumun hisselerinin piyasa sonras\u0131 i\u015flemlerde <strong>y\u00fczde 12<\/strong> oran\u0131nda d\u00fc\u015fmesine neden oldu\u011funu duyurdu.<\/p>\n<p>\u015eirket, devam eden b\u00f6lgesel \u00e7at\u0131\u015fmalar nedeniyle b\u00f6lgedeki baz\u0131 b\u00fcy\u00fck \u015firket i\u00e7i anla\u015fmalar\u0131n kapanmas\u0131ndaki gecikmelerin abonelik gelir b\u00fcy\u00fcmesinde yakla\u015f\u0131k <strong>75 baz puanl\u0131k<\/strong> bir d\u00fc\u015f\u00fc\u015fe yol a\u00e7t\u0131\u011f\u0131n\u0131 belirtti. Bu durum, k\u00fcresel ekonomideki belirsizliklerin ve b\u00f6lgesel istikrars\u0131zl\u0131\u011f\u0131n uluslararas\u0131 \u015firketler \u00fczerindeki etkisini bir kez daha g\u00f6zler \u00f6n\u00fcne serdi.<\/p>\n<p>Operasyon Direkt\u00f6r\u00fc Amit Zavery, Reuters&#8217;a yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, bu anla\u015fmalar\u0131n y\u0131l boyunca kapanmas\u0131n\u0131n beklendi\u011fini ifade etti. Zavery, &#8220;Bu \u00e7at\u0131\u015fmalar\u0131n ne zaman \u00e7\u00f6z\u00fclece\u011fini bilmiyoruz, ancak bu m\u00fc\u015fterilerle \u00e7al\u0131\u015fmaya devam ediyoruz,&#8221; \u015feklinde konu\u015ftu.<\/p>\n<p>ServiceNow, sekt\u00f6rdeki di\u011fer firmalar gibi, yapay zeka ara\u00e7lar\u0131n\u0131n kurumsal m\u00fc\u015fterileri geleneksel yaz\u0131l\u0131mlardan uzakla\u015ft\u0131rabilece\u011fi ve \u00fcr\u00fcnleri taraf\u0131ndan daha \u00f6nce yap\u0131lan baz\u0131 g\u00f6revleri otomatikle\u015ftirebilece\u011fi y\u00f6n\u00fcndeki yat\u0131r\u0131mc\u0131 endi\u015feleriyle de kar\u015f\u0131 kar\u015f\u0131ya. Anthropic ve OpenAI gibi \u015firketlerin geli\u015ftirdi\u011fi geli\u015fmi\u015f kodlama ara\u00e7lar\u0131, son aylarda yaz\u0131l\u0131m hisselerinde bir sat\u0131\u015f dalgas\u0131na yol a\u00e7arak Wall Street&#8217;in &#8220;SaaSpocalypse&#8221; olarak adland\u0131rd\u0131\u011f\u0131, hizmet olarak yaz\u0131l\u0131m (SaaS) \u015firketleri etraf\u0131ndaki karamsarl\u0131\u011f\u0131 yans\u0131tan bir d\u00f6nemi ba\u015flatt\u0131.<\/p>\n<p>Zavery, yeni i\u015flerinin <strong>y\u00fczde 50&#8217;sinden fazlas\u0131n\u0131n<\/strong> koltuk bazl\u0131 olmayan fiyatland\u0131rma modellerinden geldi\u011fini, yani gelirin kullan\u0131c\u0131 lisanslar\u0131ndan ziyade platform kullan\u0131m\u0131na ba\u011fl\u0131 oldu\u011funu belirterek, &#8220;Bu anlat\u0131 hakk\u0131nda endi\u015feli de\u011filim,&#8221; dedi. Bu a\u00e7\u0131klama, \u015firketin de\u011fi\u015fen pazar ko\u015fullar\u0131na uyum sa\u011flama \u00e7abas\u0131n\u0131 g\u00f6steriyor.<\/p>\n<p>\u015eirketin siber g\u00fcvenlik giri\u015fimi Armis&#8217;i <strong>7,75 milyar dolar<\/strong> kar\u015f\u0131l\u0131\u011f\u0131nda sat\u0131n almas\u0131 da 2026 mali y\u0131l\u0131nda k\u0131sa vadeli zorluklar yaratabilir. Bu sat\u0131n alma, y\u0131l i\u00e7in serbest nakit ak\u0131\u015f\u0131 marj\u0131n\u0131 yakla\u015f\u0131k <strong>200 baz puan<\/strong>, ikinci \u00e7eyrekte ise faaliyet marj\u0131n\u0131 yakla\u015f\u0131k <strong>125 baz puan<\/strong> etkileyecek.<\/p>\n<p>\u0130lk \u00e7eyrekte ServiceNow, her biri y\u0131ll\u0131k de\u011feri <strong>5 milyon dolar\u0131<\/strong> a\u015fan <strong>16 anla\u015fma<\/strong> imzalad\u0131. CEO Bill McDermott, kazan\u00e7 sonras\u0131 yapt\u0131\u011f\u0131 g\u00f6r\u00fc\u015fmede, m\u00fc\u015fterilerin yapay zeka \u00e7\u00f6z\u00fcmlerine harcamalar\u0131n\u0131 art\u0131rmas\u0131na ra\u011fmen, \u015firketin temel \u00fcr\u00fcnlerinde fiyatlar\u0131 d\u00fc\u015f\u00fcrmesi y\u00f6n\u00fcnde bir bask\u0131yla kar\u015f\u0131la\u015fmad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n<p>ServiceNow, 2026 abonelik gelirinin <strong>15,74 milyar dolar<\/strong> ile <strong>15,78 milyar dolar<\/strong> aras\u0131nda olmas\u0131n\u0131 bekliyor; bu, daha \u00f6nceki 15,53 milyar dolar ile 15,57 milyar dolarl\u0131k beklentisinin \u00fczerinde. \u0130kinci \u00e7eyrek i\u00e7in <strong>3,815 milyar dolar<\/strong> ile <strong>3,820 milyar dolar<\/strong> aras\u0131ndaki abonelik geliri tahmini de LSEG taraf\u0131ndan derlenen verilere g\u00f6re analistlerin ortalama 3,75 milyar dolarl\u0131k tahminini a\u015ft\u0131.<\/p>\n<p>\u0130lk \u00e7eyrek geliri <strong>3,77 milyar dolar<\/strong> ve d\u00fczeltilmi\u015f hisse ba\u015f\u0131na kazan\u00e7 <strong>97 sent<\/strong> olarak ger\u00e7ekle\u015ferek, s\u0131ras\u0131yla 3,74 milyar dolar ve 96 sentlik tahminleri geride b\u0131rakt\u0131.<\/p>\n<p>#ServiceNow #Teknoloji #HisseSenedi #OrtaDo\u011fu #YapayZeka #Finans #SaaS #Yat\u0131r\u0131m #Gelir #KurumsalYaz\u0131l\u0131m<\/p>\n","protected":false},"excerpt":{"rendered":"<p>22 Nisan \u2014 K\u00fcresel teknoloji devi ServiceNow, \u00c7ar\u015famba g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Orta Do\u011fu&#8217;daki baz\u0131 b\u00fcy\u00fck h\u00fck\u00fcmet anla\u015fmalar\u0131n\u0131n kapanmas\u0131ndaki gecikmelerin ilk \u00e7eyrek abonelik gelir b\u00fcy\u00fcmesini olumsuz etkiledi\u011fini ve bu durumun hisselerinin piyasa sonras\u0131 i\u015flemlerde y\u00fczde 12 oran\u0131nda d\u00fc\u015fmesine neden oldu\u011funu duyurdu. \u015eirket, devam eden b\u00f6lgesel \u00e7at\u0131\u015fmalar nedeniyle b\u00f6lgedeki baz\u0131 b\u00fcy\u00fck \u015firket i\u00e7i anla\u015fmalar\u0131n kapanmas\u0131ndaki gecikmelerin abonelik [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":6742,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-6741","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\/6741","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=6741"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/6741\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/6742"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6741"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6741"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6741"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}