{"id":17025,"date":"2026-09-10T23:21:04","date_gmt":"2026-09-10T20:21:04","guid":{"rendered":"https:\/\/fxknews.com\/?p=17025"},"modified":"2026-09-11T01:31:41","modified_gmt":"2026-09-10T22:31:41","slug":"17025","status":"publish","type":"post","link":"https:\/\/fxknews.com\/?p=17025","title":{"rendered":"Oracle 1.\u00c7eyrek Bilan\u00e7osunu A\u00e7\u0131klad\u0131"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Gelir: <strong>19,3 milyar dolar<\/strong>, 19,14 milyar dolarl\u0131k beklentiyi a\u015ft\u0131 \ud83d\udfe2<\/li>\n\n\n\n<li>D\u00fczeltilmi\u015f EPS: <strong>1,92 dolar<\/strong>, 1,74 dolarl\u0131k beklentiyi a\u015ft\u0131 \ud83d\udfe2<\/li>\n\n\n\n<li>RPO: <strong>664 milyar dolar<\/strong> (+209 milyar dolar y\u0131ll\u0131k)<\/li>\n\n\n\n<li>Bulut altyap\u0131 geliri: <strong>7,4 milyar dolar<\/strong> (+%121 y\u0131ll\u0131k)<\/li>\n\n\n\n<li>Bulut uygulamalar\u0131 geliri: <strong>4,2 milyar dolar<\/strong> (+%10 y\u0131ll\u0131k)<\/li>\n\n\n\n<li>GAAP d\u0131\u015f\u0131 faaliyet marj\u0131: <strong>%42<\/strong><\/li>\n\n\n\n<li>Serbest nakit ak\u0131\u015f\u0131: <strong>-5,4 milyar dolar<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2026 Mali Y\u0131l Beklentisi:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Gelir: <strong>En az 90 milyar dolar<\/strong>, 89,79 milyar dolarl\u0131k beklentinin \u00fczerinde \ud83d\udfe2<\/li>\n\n\n\n<li>D\u00fczeltilmi\u015f EPS: <strong>8,10 dolar<\/strong>, 8,07 dolarl\u0131k beklentinin \u00fczerinde \ud83d\udfe2<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. \u00c7eyrek Beklentisi:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>D\u00fczeltilmi\u015f EPS: <strong>1,85\u20131,93 dolar<\/strong>, 1,89 dolarl\u0131k beklentiyle uyumlu \ud83d\udfe1<\/li>\n\n\n\n<li>Gelir b\u00fcy\u00fcmesi: <strong>%30\u201334<\/strong> (USD\/sabit kur)<\/li>\n\n\n\n<li>Bulut geliri b\u00fcy\u00fcmesi: <strong>%65\u201371<\/strong> (USD), <strong>%64\u201370<\/strong> (sabit kur)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00d6nemli G\u00fcncellemeler:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Yapay zek\u00e2 bulut s\u00f6zle\u015fmeleri: 1. \u00e7eyrekte <strong>30 milyar dolar\u0131n \u00fczerinde<\/strong> s\u00f6zle\u015fme imzaland\u0131 ve RPO <strong>664 milyar dolara<\/strong> y\u00fckseldi.<\/li>\n\n\n\n<li>ATM hisse sat\u0131\u015f program\u0131: Komisyonlar \u00f6ncesinde <strong>20 milyar dolarl\u0131k adi hisse<\/strong> sat\u0131ld\u0131.<\/li>\n<\/ul>\n\n\n<p style=\"border-left:4px solid #3b82f6;padding:14px 16px;border-radius:6px;color:#cbd5e1;font-weight:normal;line-height:1.6\">\ud83d\udca1 <strong style=\"color:#93c5fd\">Bilgi Notu:<\/strong> RPO, \u015firketin ileride teslim etmesi beklenen ve hen\u00fcz gelire d\u00f6n\u00fc\u015fmemi\u015f s\u00f6zle\u015fmelerinin toplam\u0131n\u0131 ifade eder; yani gelece\u011fe d\u00f6n\u00fck bir i\u015f hacmi g\u00f6stergesidir. Serbest nakit ak\u0131\u015f\u0131 ise \u015firketin operasyonlar\u0131ndan elde etti\u011fi paradan yat\u0131r\u0131m harcamalar\u0131 \u00e7\u0131kar\u0131ld\u0131ktan sonra elde kalan tutard\u0131r; negatif olmas\u0131, o d\u00f6nemde kasadan net para \u00e7\u0131k\u0131\u015f\u0131 oldu\u011funu g\u00f6sterir.<\/p>\n<p style=\"border-left:4px solid #eab308;padding:14px 16px;border-radius:6px;color:#cbd5e1;font-weight:normal;line-height:1.6\">\ud83d\udcca <strong style=\"color:#fde047\">Piyasa Etkisi:<\/strong> Sonu\u00e7lar ve \u00f6zellikle bulut ile yapay zek\u00e2 s\u00f6zle\u015fmelerindeki g\u00fc\u00e7l\u00fc art\u0131\u015f, \u015firketin b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc destekledi\u011fi i\u00e7in hisse \u00fczerinde olumlu alg\u0131 yaratabilir. Ancak serbest nakit ak\u0131\u015f\u0131ndaki zay\u0131fl\u0131k ve b\u00fcy\u00fck hisse sat\u0131\u015f\u0131, k\u0131sa vadede bask\u0131 olu\u015fturarak y\u00fckseli\u015fi s\u0131n\u0131rlayabilir.<\/p>","protected":false},"excerpt":{"rendered":"<p>2026 Mali Y\u0131l Beklentisi: 2. \u00c7eyrek Beklentisi: \u00d6nemli G\u00fcncellemeler: \ud83d\udca1 Bilgi Notu: RPO, \u015firketin ileride teslim etmesi beklenen ve hen\u00fcz<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"","footnotes":""},"categories":[8],"tags":[29,340],"class_list":["post-17025","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-hisse","tag-oracle"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/17025","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=17025"}],"version-history":[{"count":3,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/17025\/revisions"}],"predecessor-version":[{"id":17066,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/17025\/revisions\/17066"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=17025"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=17025"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=17025"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}