{"id":127064,"date":"2026-08-05T08:15:03","date_gmt":"2026-08-05T05:15:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/05\/amd-ikinci-ceyrekte-beklentileri-asti-ucuncu-ceyrek-ongorusunu-yukari-tasidi"},"modified":"2026-08-05T08:15:03","modified_gmt":"2026-08-05T05:15:03","slug":"amd-ikinci-ceyrekte-beklentileri-asti-ucuncu-ceyrek-ongorusunu-yukari-tasidi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/08\/05\/amd-ikinci-ceyrekte-beklentileri-asti-ucuncu-ceyrek-ongorusunu-yukari-tasidi\/","title":{"rendered":"AMD ikinci \u00e7eyrekte beklentileri a\u015ft\u0131, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek \u00f6ng\u00f6r\u00fcs\u00fcn\u00fc yukar\u0131 ta\u015f\u0131d\u0131"},"content":{"rendered":"<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"307\" data-end=\"641\">Ikon Menkul&#8217;\u00fcn yay\u0131mlad\u0131\u011f\u0131 analize g\u00f6re, AMD 2026 y\u0131l\u0131 ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131nda hem gelir hem de k\u00e2rl\u0131l\u0131k taraf\u0131nda piyasa beklentilerinin \u00fczerinde performans sergiledi. \u015eirketin g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131nda yapay zek\u00e2 ve veri merkezi talebindeki art\u0131\u015f\u0131n etkili oldu\u011fu belirtilirken, y\u0131ll\u0131k bazda rekor b\u00fcy\u00fcme kaydedildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p data-start=\"643\" data-end=\"1039\">Analizde, AMD&#8217;nin hisse ba\u015f\u0131na k\u00e2r\u0131n\u0131n (EPS) 1,66 dolar ile 1,60 dolarl\u0131k piyasa beklentisini a\u015ft\u0131\u011f\u0131 ifade edildi. \u015eirketin gelirlerinin ise 11,54 milyar dolar olarak ger\u00e7ekle\u015fti\u011fi ve 11,25 milyar dolarl\u0131k piyasa beklentisinin \u00fczerinde geldi\u011fi belirtildi. D\u00fczeltilmi\u015f faaliyet k\u00e2r\u0131n\u0131n 3,09 milyar dolar, faaliyet marj\u0131n\u0131n ise y\u00fczde 27 seviyesinde ger\u00e7ekle\u015ferek tahminleri hafif a\u015ft\u0131\u011f\u0131 kaydedildi.<\/p>\n<p data-start=\"1041\" data-end=\"1443\">\u015eirketin \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek i\u00e7in 12,7-13,3 milyar dolar aral\u0131\u011f\u0131nda gelir \u00f6ng\u00f6rd\u00fc\u011f\u00fc aktar\u0131lan analizde, 13 milyar dolar seviyesindeki orta noktan\u0131n analistlerin yakla\u015f\u0131k 12,5 milyar dolarl\u0131k beklentisinin \u00fczerinde yer ald\u0131\u011f\u0131 ifade edildi. Y\u00f6netimin, veri merkezi sat\u0131\u015flar\u0131n\u0131n y\u0131l\u0131n ikinci yar\u0131s\u0131nda h\u0131zlanaca\u011f\u0131n\u0131 \u00f6ng\u00f6rd\u00fc\u011f\u00fc ve bunun hem gelir hem de k\u00e2rl\u0131l\u0131k b\u00fcy\u00fcmesini destekleyece\u011fini belirtti\u011fi bildirildi.<\/p>\n<p data-start=\"1445\" data-end=\"1836\">\u0130kinci \u00e7eyrekte en g\u00fc\u00e7l\u00fc performans\u0131n veri merkezi segmentinden geldi\u011fi belirtilen analizde, bu segment gelirlerinin y\u0131ll\u0131k bazda y\u00fczde 107 art\u0131\u015fla 6,7 milyar dolara y\u00fckseldi\u011fi ifade edildi. B\u00fcy\u00fcmenin EPYC sunucu i\u015flemcileri ile Instinct yapay zek\u00e2 GPU&#8217;lar\u0131na y\u00f6nelik g\u00fc\u00e7l\u00fc talepten kaynakland\u0131\u011f\u0131, veri merkezi faaliyetlerinin \u00e7eyrek gelirlerinin yakla\u015f\u0131k y\u00fczde 58&#8217;ini olu\u015fturdu\u011fu aktar\u0131ld\u0131.<\/p>\n<p data-start=\"1838\" data-end=\"2139\">\u0130stemci ve oyun segmenti gelirlerinin y\u00fczde 6 art\u0131\u015fla 3,8 milyar dolara y\u00fckseldi\u011fi belirtilirken, oyun gelirlerinin yar\u0131 \u00f6zel \u00e7ip sat\u0131\u015flar\u0131ndaki zay\u0131fl\u0131k nedeniyle y\u0131ll\u0131k bazda y\u00fczde 31 geriledi\u011fi kaydedildi. G\u00f6m\u00fcl\u00fc sistemler segmentinin ise y\u00fczde 19 b\u00fcy\u00fcyerek 977 milyon dolara ula\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n<p data-start=\"2141\" data-end=\"2657\">Analizde, AMD \u00dcst Y\u00f6neticisi (CEO) Lisa Su&#8217;nun de\u011ferlendirmelerine de yer verildi. Su&#8217;nun, \u015firketin y\u0131l\u0131n ikinci yar\u0131s\u0131na g\u00fc\u00e7l\u00fc bir ivmeyle girdi\u011fini, EPYC i\u015flemcilere y\u00f6nelik talebin h\u0131zland\u0131\u011f\u0131n\u0131, Instinct yapay zek\u00e2 \u00e7\u00f6z\u00fcmlerinin yayg\u0131nla\u015ft\u0131\u011f\u0131n\u0131 ve yeni Helios platformunun devreye al\u0131nmaya ba\u015flad\u0131\u011f\u0131n\u0131 belirtti\u011fi aktar\u0131ld\u0131. Su&#8217;nun ayr\u0131ca yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131n t\u00fcm pazarlarda bilgi i\u015flem talebini art\u0131rmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc ve AMD&#8217;nin bu b\u00fcy\u00fcmeden \u00f6nemli pay alabilecek konumda bulundu\u011funu vurgulad\u0131\u011f\u0131 ifade edildi.<\/p>\n<p data-start=\"2659\" data-end=\"3058\" data-is-last-node=\"\" data-is-only-node=\"\">\u00d6te yandan analizde, g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar ve yukar\u0131 y\u00f6nl\u00fc \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek beklentilerine ra\u011fmen AMD hisselerinin bilan\u00e7o sonras\u0131 i\u015flemlerde geriledi\u011fi belirtildi. Piyasa yorumlar\u0131nda, yapay zek\u00e2 temal\u0131 hisselerde y\u00fckselen beklentiler ve son d\u00f6nemde ya\u015fanan g\u00fc\u00e7l\u00fc fiyat performans\u0131n\u0131n ard\u0131ndan yat\u0131r\u0131mc\u0131lar\u0131n k\u00e2r realizasyonuna y\u00f6nelmesinin bu harekette etkili oldu\u011funun de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 5 A\u011fustos (Hibya) &#8211; Ikon Menkul, AMD&#8217;nin 2026 y\u0131l\u0131 ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131nda gelir ve k\u00e2rl\u0131l\u0131kta piyasa beklentilerini a\u015ft\u0131\u011f\u0131n\u0131, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek gelir beklentisinin de analist tahminlerinin \u00fczerinde ger\u00e7ekle\u015fti\u011fini bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":127065,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-127064","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127064","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=127064"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127064\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127065"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127064"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127064"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127064"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}