{"id":7061,"date":"2026-04-24T00:19:35","date_gmt":"2026-04-23T20:49:35","guid":{"rendered":"https:\/\/fajr.news\/?p=7061"},"modified":"2026-04-24T00:19:35","modified_gmt":"2026-04-23T20:49:35","slug":"servicenow-orta-dogu-anlasmalarindaki-gecikmeler-nedeniyle-hisselerinde-buyuk-dusus-yasadi-2","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=7061&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>ABD merkezli teknoloji devi ServiceNow (NOW), Orta Do\u011fu&#8217;daki b\u00fcy\u00fck h\u00fck\u00fcmet anla\u015fmalar\u0131n\u0131n kapanmas\u0131ndaki gecikmelerin ilk \u00e7eyrek abonelik geliri b\u00fcy\u00fcmesini olumsuz etkiledi\u011fini duyurdu. Bu geli\u015fme \u00fczerine \u015firketin hisseleri piyasa sonras\u0131 i\u015flemlerde %12 oran\u0131nda de\u011fer kaybetti.<\/strong><\/p>\n<h2><span style=\"color:#0056b3\">Orta Do\u011fu&#8217;daki \u00c7at\u0131\u015fmalar\u0131n Etkisi<\/span><\/h2>\n<p>\u015eirket taraf\u0131ndan yap\u0131lan a\u00e7\u0131klamada, b\u00f6lgedeki devam eden \u00e7at\u0131\u015fmalar nedeniyle b\u00fcy\u00fck \u00f6l\u00e7ekli yerinde anla\u015fmalar\u0131n kapanmas\u0131ndaki gecikmelerin abonelik geliri b\u00fcy\u00fcmesinde yakla\u015f\u0131k 75 baz puanl\u0131k bir d\u00fc\u015f\u00fc\u015fe yol a\u00e7t\u0131\u011f\u0131 belirtildi. ServiceNow 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<h2><span style=\"color:#0056b3\">Yapay Zeka ve &#8220;SaaSpocalypse&#8221; Endi\u015feleri<\/span><\/h2>\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 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; (Hizmet Olarak Yaz\u0131l\u0131m K\u0131yameti) olarak adland\u0131rd\u0131\u011f\u0131 bir d\u00f6nemi tetikledi.<\/p>\n<p>Ancak Zavery, bu anlat\u0131dan endi\u015fe duymad\u0131\u011f\u0131n\u0131 belirtti. Yeni i\u015flerinin %50&#8217;sinden fazlas\u0131n\u0131n kullan\u0131c\u0131 lisanslar\u0131na ba\u011fl\u0131 olmayan, platform kullan\u0131m\u0131na dayal\u0131 fiyatland\u0131rma modellerinden geldi\u011fini vurgulad\u0131. Bu durum, \u015firketin gelir modelinin de\u011fi\u015fen pazar ko\u015fullar\u0131na uyum sa\u011flama kapasitesini g\u00f6steriyor.<\/p>\n<h2><span style=\"color:#0056b3\">Armis Sat\u0131n Al\u0131m\u0131 ve Finansal Beklentiler<\/span><\/h2>\n<p>ServiceNow&#8217;un siber g\u00fcvenlik giri\u015fimi Armis&#8217;i 7.75 milyar dolara sat\u0131n almas\u0131 da k\u0131sa vadede mali zorluklar yaratabilir. Bu sat\u0131n al\u0131m\u0131n, 2026 mali y\u0131l\u0131nda serbest nakit ak\u0131\u015f\u0131 marj\u0131n\u0131 yakla\u015f\u0131k 200 baz puan ve ikinci \u00e7eyrekte i\u015fletme marj\u0131n\u0131 yakla\u015f\u0131k 125 baz puan etkilemesi bekleniyor.<\/p>\n<p>Olumlu geli\u015fmelere bak\u0131ld\u0131\u011f\u0131nda, ServiceNow ilk \u00e7eyrekte her biri y\u0131ll\u0131k 5 milyon dolar\u0131 a\u015fan de\u011ferde 16 anla\u015fma imzalad\u0131. CEO Bill McDermott, kazan\u00e7 sonras\u0131 yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, m\u00fc\u015fterilerin yapay zeka \u00e7\u00f6z\u00fcmlerine harcamalar\u0131n\u0131 art\u0131rmas\u0131na ra\u011fmen, \u015firketin temel \u00fcr\u00fcnlerinde fiyat indirimi bask\u0131s\u0131yla kar\u015f\u0131la\u015fmad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n<p>\u015eirket, 2026 abonelik gelirinin 15.74 milyar dolar ile 15.78 milyar dolar aras\u0131nda olmas\u0131n\u0131 bekliyor. Bu, daha \u00f6nceki 15.53 milyar dolar ile 15.57 milyar dolarl\u0131k beklentinin \u00fczerinde bir revizyon. \u0130kinci \u00e7eyrek i\u00e7in \u00f6ng\u00f6r\u00fclen 3.815 milyar ila 3.820 milyar dolarl\u0131k abonelik geliri tahmini de LSEG taraf\u0131ndan derlenen verilere g\u00f6re analistlerin ortalama 3.75 milyar dolarl\u0131k tahminini a\u015ft\u0131. \u0130lk \u00e7eyrek geliri 3.77 milyar dolar ve d\u00fczeltilmi\u015f hisse ba\u015f\u0131na kazan\u00e7 97 sent olarak ger\u00e7ekle\u015ferek, s\u0131ras\u0131yla 3.74 milyar dolar ve 96 sentlik tahminleri geride b\u0131rakt\u0131.<\/p>\n<p>#ServiceNow #TeknolojiHisseleri #OrtaDo\u011fuAnla\u015fmalar\u0131 #YapayZeka #SaaSpocalypse #FinansHaberleri #AbonelikGeliri #KurumsalYaz\u0131l\u0131m #PiyasaAnalizi #NOWHisseleri<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ABD merkezli teknoloji devi ServiceNow (NOW), Orta Do\u011fu&#8217;daki b\u00fcy\u00fck h\u00fck\u00fcmet anla\u015fmalar\u0131n\u0131n kapanmas\u0131ndaki gecikmelerin ilk \u00e7eyrek abonelik geliri b\u00fcy\u00fcmesini olumsuz etkiledi\u011fini duyurdu. Bu geli\u015fme \u00fczerine \u015firketin hisseleri piyasa sonras\u0131 i\u015flemlerde %12 oran\u0131nda de\u011fer kaybetti. Orta Do\u011fu&#8217;daki \u00c7at\u0131\u015fmalar\u0131n Etkisi \u015eirket taraf\u0131ndan yap\u0131lan a\u00e7\u0131klamada, b\u00f6lgedeki devam eden \u00e7at\u0131\u015fmalar nedeniyle b\u00fcy\u00fck \u00f6l\u00e7ekli yerinde anla\u015fmalar\u0131n kapanmas\u0131ndaki gecikmelerin abonelik geliri b\u00fcy\u00fcmesinde [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":7062,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-7061","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\/7061","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=7061"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7061\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/7062"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7061"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7061"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7061"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}