{"id":116371,"date":"2026-07-17T08:15:14","date_gmt":"2026-07-17T05:15:14","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/17\/kuresel-piyasalarda-netflix-bilancosu-ve-jeopolitik-riskler-izleniyor"},"modified":"2026-07-17T08:15:14","modified_gmt":"2026-07-17T05:15:14","slug":"kuresel-piyasalarda-netflix-bilancosu-ve-jeopolitik-riskler-izleniyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/07\/17\/kuresel-piyasalarda-netflix-bilancosu-ve-jeopolitik-riskler-izleniyor\/","title":{"rendered":"K\u00fcresel piyasalarda Netflix bilan\u00e7osu ve jeopolitik riskler izleniyor"},"content":{"rendered":"<p>Ikon Menkul&#8217;\u00fcn Yurt D\u0131\u015f\u0131 Sabah B\u00fclteni yay\u0131mland\u0131. B\u00fcltende Netflix&#8217;in ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131, Orta Do\u011fu kaynakl\u0131 jeopolitik riskler, IMF&#8217;nin b\u00fcy\u00fcme beklentileri ve k\u00fcresel piyasalardaki son geli\u015fmeler de\u011ferlendirildi.<\/p>\n<p>Netflix, y\u0131l\u0131n ikinci \u00e7eyre\u011finde gelirini y\u0131ll\u0131k bazda y\u00fczde 13,4 art\u0131rarak 12,6 milyar dolara y\u00fckseltti. IKON Menkul, b\u00fcy\u00fcmede fiyat art\u0131\u015flar\u0131, reklam gelirlerindeki geni\u015fleme ve g\u00fc\u00e7l\u00fc kullan\u0131c\u0131 etkile\u015fiminin etkili oldu\u011funu belirtti.<\/p>\n<p>\u015eirketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte gelir art\u0131\u015f\u0131n\u0131n devam etmesini bekledi\u011fi, y\u0131l geneline ili\u015fkin gelir beklentisini ise 51,0-51,4 milyar dolar aral\u0131\u011f\u0131na g\u00fcncelledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Netflix&#8217;in i\u00e7erik \u00fcretim s\u00fcre\u00e7lerinde yapay zeka kullan\u0131m\u0131n\u0131 da h\u0131zland\u0131rd\u0131\u011f\u0131 ve teknolojiyi y\u00fczlerce yap\u0131mda aktif olarak kulland\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>\u0130ran, enerji altyap\u0131s\u0131n\u0131n hedef al\u0131nmas\u0131 halinde yaln\u0131zca \u00fclkenin de\u011fil, b\u00f6lgenin enerji tedarik zincirinin de olumsuz etkilenebilece\u011fi uyar\u0131s\u0131nda bulundu. Ikon Menkul, a\u00e7\u0131klaman\u0131n ABD&#8217;nin \u0130ran enerji tesisleri ve kritik altyap\u0131s\u0131na y\u00f6nelik olas\u0131 sald\u0131r\u0131 s\u00f6ylemlerine yan\u0131t niteli\u011fi ta\u015f\u0131d\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n<p>IMF, Orta Do\u011fu&#8217;daki sava\u015f\u0131n enerji fiyatlar\u0131, finansal ko\u015fullar ve ekonomik g\u00fcven \u00fczerindeki etkileri nedeniyle Euro B\u00f6lgesi&#8217;nin 2026 y\u0131l\u0131 b\u00fcy\u00fcme tahminini y\u00fczde 0,9&#8217;a \u00e7ekti.<\/p>\n<p>Artan enerji maliyetlerinin enflasyonu y\u00fckseltirken ekonomik aktiviteyi zay\u0131flatabilece\u011fine dikkat \u00e7ekilen de\u011ferlendirmede, risklerin daha d\u00fc\u015f\u00fck b\u00fcy\u00fcme ve daha y\u00fcksek enflasyon y\u00f6n\u00fcnde yo\u011funla\u015ft\u0131\u011f\u0131 kaydedildi.<\/p>\n<p>G\u00fcm\u00fc\u015f fiyatlar\u0131n\u0131n artan enflasyon ve faiz endi\u015feleriyle sert geriledi\u011fi ve Kas\u0131m 2025&#8217;ten bu yana en d\u00fc\u015f\u00fck seviyeyi g\u00f6rd\u00fc\u011f\u00fc belirtildi. Y\u00fckselen enerji fiyatlar\u0131n\u0131n merkez bankalar\u0131n\u0131n faiz indirimlerini geciktirebilece\u011fi beklentisinin de\u011ferli metallere olan talebi zay\u0131flatt\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>Amerika Birle\u015fik Devletleri (ABD)&#8217;de bekleyen konut sat\u0131\u015flar\u0131 haziran ay\u0131nda ayl\u0131k y\u00fczde 5,4 geriledi. Verinin piyasa beklentilerinin olduk\u00e7a alt\u0131nda kald\u0131\u011f\u0131 belirtilirken, y\u00fcksek mortgage faizleri ve rekor seviyelerdeki konut fiyatlar\u0131n\u0131n konut talebini bask\u0131lad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>Ikon Menkul, verinin y\u00fcksek faiz ortam\u0131n\u0131n ABD konut piyasas\u0131 \u00fczerindeki bask\u0131s\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcne ve ekonomik aktivitede so\u011fuma sinyallerinin g\u00fc\u00e7lendi\u011fine i\u015faret etti\u011fini de\u011ferlendirdi.<\/p>\n<p>Avrupa&#8217;da do\u011falgaz fiyatlar\u0131, ABD&#8217;nin \u0130ran&#8217;a y\u00f6nelik yeni sald\u0131r\u0131lar\u0131 ve H\u00fcrm\u00fcz Bo\u011faz\u0131&#8217;ndaki enerji sevkiyat\u0131na ili\u015fkin belirsizliklerin etkisiyle \u00fcst \u00fcste d\u00f6rd\u00fcnc\u00fc i\u015flem g\u00fcn\u00fcnde de y\u00fckseldi.<\/p>\n<p>Nasdaq endeksinin son \u00fc\u00e7 i\u015flem g\u00fcn\u00fcnde yakla\u015f\u0131k y\u00fczde 2,6 de\u011fer kaybetti\u011fi bildirildi. Teknoloji hisselerinde sat\u0131\u015f bask\u0131s\u0131n\u0131n belirginle\u015fti\u011fine dikkat \u00e7ekilen b\u00fcltende, jeopolitik geli\u015fmeler ve faiz beklentilerinin piyasalar\u0131n oda\u011f\u0131nda kalmaya devam etti\u011fi belirtildi.<\/p>\n<p>Ikon Menkul&#8217;\u00fcn payla\u015ft\u0131\u011f\u0131 bilgilere g\u00f6re 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde m\u00fc\u015fteri kar oran\u0131 y\u00fczde 38, zarar oran\u0131 ise y\u00fczde 62 oldu.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 17 Temmuz (Hibya) &#8211; Ikon Menkul&#8217;\u00fcn Yurt D\u0131\u015f\u0131 Sabah B\u00fclteni yay\u0131mland\u0131. B\u00fcltende Netflix&#8217;in ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131, Orta Do\u011fu kaynakl\u0131 jeopolitik riskler, IMF&#8217;nin b\u00fcy\u00fcme beklentileri ve k\u00fcresel piyasalardaki son geli\u015fmeler de\u011ferlendirildi.<\/p>\n","protected":false},"author":1,"featured_media":116372,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-116371","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/116371","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=116371"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/116371\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/116372"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=116371"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=116371"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=116371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}