ServiceNow hisseleri, \u015firketin jeopolitik aksakl\u0131klar ve daha zay\u0131f bir marj g\u00f6r\u00fcn\u00fcm\u00fc bildirmesinin ard\u0131ndan keskin bir d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. Bu durum, beklenenden g\u00fc\u00e7l\u00fc gelir ve yapay zeka i\u015fine y\u00f6nelik iyimser tahminlere ra\u011fmen yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131n\u0131 olumsuz etkiledi.<\/p>\n
Kurumsal yaz\u0131l\u0131m firmas\u0131, Ortado\u011fu’daki devam eden \u00e7at\u0131\u015fman\u0131n \u00f6nemli anla\u015fmalar\u0131n kapan\u0131\u015f\u0131n\u0131 geciktirdi\u011fini ve \u00e7eyrek boyunca abonelik geliri b\u00fcy\u00fcmesini olumsuz etkiledi\u011fini a\u00e7\u0131klay\u0131nca hisse senedi %14’ten fazla d\u00fc\u015ft\u00fc.<\/p>\n
Gelir b\u00fcy\u00fcmesi g\u00fc\u00e7l\u00fc kalmaya devam ediyor ancak zorluklarla kar\u015f\u0131la\u015f\u0131yor.<\/p>\n
ServiceNow, y\u0131ll\u0131k bazda %22’lik \u00e7eyreklik gelir art\u0131\u015f\u0131 bildirdi; net gelir bir y\u0131l \u00f6nceki 460 milyon dolar (hisse ba\u015f\u0131na 44 sent) ile kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda hafif\u00e7e artarak 469 milyon dolara (hisse ba\u015f\u0131na 45 sent) y\u00fckseldi.<\/p>\n
Abonelik geliri 3,67 milyar dolar olarak ger\u00e7ekle\u015fti ve FactSet’in bekledi\u011fi 3,65 milyar dolar\u0131n biraz \u00fczerinde geldi.<\/p>\n
Ancak \u015firket, jeopolitik aksakl\u0131klar\u0131n performans\u0131 etkiledi\u011fini belirtti.<\/p>\n
\u015eirket a\u00e7\u0131klamas\u0131nda, \u00e7eyrekteki abonelik geliri b\u00fcy\u00fcmesinin \u201cb\u00f6lgedeki devam eden \u00e7at\u0131\u015fma nedeniyle Ortado\u011fu’daki birka\u00e7 b\u00fcy\u00fck \u015firket i\u00e7i anla\u015fman\u0131n kapan\u0131\u015f\u0131ndaki gecikmelerden yakla\u015f\u0131k 75 baz puanl\u0131k bir olumsuz etki g\u00f6rd\u00fc\u011f\u00fcn\u00fc\u201d ifade etti.<\/p>\n
G\u00f6r\u00fcn\u00fcm y\u00fckseltildi ancak temkinlilik devam ediyor.<\/p>\n
K\u0131sa vadeli aksakl\u0131klara ra\u011fmen ServiceNow, 2026 mali y\u0131l\u0131 i\u00e7in tam y\u0131l abonelik geliri tahminini \u00f6nceki 15,53 milyar ila 15,57 milyar dolar aral\u0131\u011f\u0131ndan 15,74 milyar ila 15,78 milyar dolar aral\u0131\u011f\u0131na y\u00fckseltti.<\/p>\n
CFO Gina Mastantuono CNBC’ye verdi\u011fi deme\u00e7te, \u201cTam y\u0131l tahminimiz, jeopolitik ortam\u0131n \u015fu anki ihtiyatl\u0131 bir de\u011ferlendirmesini yans\u0131t\u0131yor\u201d dedi.<\/p>\n
\u201cOrtado\u011fu’daki devam eden \u00e7at\u0131\u015fma ve bunun anla\u015fma zamanlamas\u0131 \u00fczerindeki potansiyel etkisi nedeniyle kesinlikle biraz daha fazla muhafazakarl\u0131k g\u00f6sterdim.\u201d<\/p>\n
\u015eirket ayr\u0131ca yapay zeka alan\u0131ndaki g\u00fc\u00e7l\u00fc ivmeyi de vurgulad\u0131; CEO Bill McDermott, 2026 i\u00e7in yapay zeka gelirini \u00f6nceki 1 milyar dolarl\u0131k tahminden 1,5 milyar dolara y\u00fckseltti.<\/p>\n
MarketWatch’a yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, g\u00fcncellenmi\u015f g\u00f6r\u00fcn\u00fcm\u00fcn muhafazakar olabilece\u011fini belirtti.<\/p>\n
Marj endi\u015feleri duyarl\u0131l\u0131\u011f\u0131 olumsuz etkiliyor.<\/p>\n
Ancak yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 marjlara kayd\u0131.<\/p>\n
ServiceNow \u015fimdi tam y\u0131l d\u00fczeltilmi\u015f faaliyet marj\u0131n\u0131 %32 olan \u00f6nceki hedefinden %31,5 olarak bekliyor.<\/p>\n
Benchmark analisti Yi Fu Lee’ye g\u00f6re, \u015firketin ikinci \u00e7eyrek marj tahmini olan %26,5 de Wall Street’in %30,1’lik beklentilerinin alt\u0131nda kald\u0131 ve bu fark\u0131n son sat\u0131n almalar\u0131n entegrasyon maliyetleriyle ba\u011flant\u0131l\u0131 olabilece\u011fini \u00f6ne s\u00fcrd\u00fc.<\/p>\n
Daha zay\u0131f marj g\u00f6r\u00fcn\u00fcm\u00fc, \u015firketin aksi takdirde sa\u011flam olan sonu\u00e7lar\u0131n\u0131 ve yapay zeka b\u00fcy\u00fcme anlat\u0131s\u0131n\u0131 g\u00f6lgede b\u0131rakarak yaz\u0131l\u0131m hisselerinde daha geni\u015f bir sat\u0131\u015f dalgas\u0131n\u0131 tetikledi.<\/p>\n
Akran bask\u0131s\u0131 sekt\u00f6rdeki tedirginli\u011fi art\u0131r\u0131yor.<\/p>\n
Salesforce hisseleri, sonu\u00e7lar\u0131n ard\u0131ndan %5’ten fazla d\u00fc\u015ferek sekt\u00f6rdeki b\u00fcy\u00fcme ve karl\u0131l\u0131kla ilgili daha geni\u015f endi\u015feleri yans\u0131tt\u0131.<\/p>\n
Bu arada IBM de yaz\u0131l\u0131m b\u00f6l\u00fcm\u00fcnde yava\u015flayan gelir b\u00fcy\u00fcmesi bildirdi, hisselerini d\u00fc\u015f\u00fcrd\u00fc ve yapay zeka ara\u00e7lar\u0131ndan kaynaklanan rekabet bask\u0131lar\u0131na ili\u015fkin yat\u0131r\u0131mc\u0131 endi\u015felerini peki\u015ftirdi.<\/p>\n
J.P.Morgan analistleri, \u201cServiceNow ve di\u011fer yaz\u0131l\u0131m hisselerinin \u015fiddetli sat\u0131\u015f dalgas\u0131 ortas\u0131nda zaten bir miktar yava\u015flamay\u0131 fiyatlad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnebiliriz, ancak yat\u0131r\u0131mc\u0131lar yapay zeka bozulmas\u0131 korkular\u0131 ve oynakl\u0131k nedeniyle tedirgin\u201d dedi.<\/p>\n
Jeopolitik belirsizlik, marj bask\u0131s\u0131 ve geli\u015fen yapay zeka dinamiklerinin birle\u015fik etkisi, \u015firketler sa\u011flam \u00fcst d\u00fczey b\u00fcy\u00fcme g\u00f6stermeye devam etse bile yat\u0131r\u0131mc\u0131lar\u0131 temkinli tutuyor.<\/p>\n
#ServiceNow #HisseSenedi #Ortado\u011fu\u00c7at\u0131\u015fmas\u0131 #JeopolitikRisk #YapayZeka #TeknolojiHisseleri #Yaz\u0131l\u0131mSekt\u00f6r\u00fc #PiyasaAnalizi #FinansHaberleri #Ekonomi<\/p>\n","protected":false},"excerpt":{"rendered":"
ServiceNow hisseleri, \u015firketin jeopolitik aksakl\u0131klar ve daha zay\u0131f bir marj g\u00f6r\u00fcn\u00fcm\u00fc bildirmesinin ard\u0131ndan keskin bir d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. Bu durum, beklenenden g\u00fc\u00e7l\u00fc gelir ve yapay zeka i\u015fine y\u00f6nelik iyimser tahminlere ra\u011fmen yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131n\u0131 olumsuz etkiledi. Kurumsal yaz\u0131l\u0131m firmas\u0131, Ortado\u011fu’daki devam eden \u00e7at\u0131\u015fman\u0131n \u00f6nemli anla\u015fmalar\u0131n kapan\u0131\u015f\u0131n\u0131 geciktirdi\u011fini ve \u00e7eyrek boyunca abonelik geliri b\u00fcy\u00fcmesini olumsuz etkiledi\u011fini a\u00e7\u0131klay\u0131nca hisse […]<\/p>\n","protected":false},"author":2,"featured_media":7082,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-7081","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\/7081","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=7081"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7081\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/7082"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7081"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7081"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}