Netflix, Mart 2026\u2019da sona eren \u00e7eyrekte gelirini 12,25 milyar dolara ta\u015f\u0131d\u0131. Bu, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re %16,2 art\u0131\u015f anlam\u0131na geliyor. Hisse ba\u015f\u0131na k\u00e2r (EPS: \u015firketin toplam k\u00e2r\u0131n\u0131n hisse say\u0131s\u0131na b\u00f6l\u00fcnmesiyle bulunan, hisse ba\u015f\u0131na k\u00e2rl\u0131l\u0131\u011f\u0131 g\u00f6steren \u00f6l\u00e7\u00fct) 1,23 dolar oldu; ge\u00e7en y\u0131l 0,66 dolard\u0131.<\/p>\n
Gelir, Zacks Konsens\u00fcs Tahmini\u2019nin (piyasa beklentisi; analistlerin ortalama tahmini) 12,17 milyar dolarl\u0131k seviyesinin \u00fczerinde ger\u00e7ekle\u015fti; s\u00fcrpriz oran\u0131 +%0,65. EPS de 0,76 dolarl\u0131k beklentiyi a\u015ft\u0131; EPS s\u00fcrprizi +%61,84.<\/p>\n
ABD ve Kanada\u2019da gelir 5,25 milyar dolar oldu. Bu rakam, alt\u0131 analistin ortalama 5,29 milyar dolarl\u0131k tahmininin alt\u0131nda kalsa da y\u0131ll\u0131k bazda %13,6 artt\u0131. Asya-Pasifik\u2019te gelir 1,51 milyar dolar ile 1,48 milyar dolarl\u0131k tahminin \u00fczerinde ger\u00e7ekle\u015fti; y\u0131ll\u0131k art\u0131\u015f %19,9.<\/p>\n
Latin Amerika\u2019da gelir 1,5 milyar dolara ula\u015ft\u0131; 1,48 milyar dolarl\u0131k tahminin \u00fczerinde ve y\u0131ll\u0131k bazda %18,6 art\u0131da. Avrupa, Orta Do\u011fu ve Afrika\u2019da (EMEA) gelir 4 milyar dolar oldu; 3,91 milyar dolarl\u0131k tahmini a\u015ft\u0131, y\u0131ll\u0131k art\u0131\u015f %17,4.<\/p>\n
\u00d6ne \u00e7\u0131kan ana konu, hisse ba\u015f\u0131na k\u00e2rdaki \u00e7ok g\u00fc\u00e7l\u00fc s\u00fcrpriz. Bu nedenle hissede belirgin bir yukar\u0131 hareket olas\u0131l\u0131\u011f\u0131 artm\u0131\u015f g\u00f6r\u00fcn\u00fcyor. Bilan\u00e7o sonras\u0131 d\u00f6nemde Netflix opsiyonlar\u0131ndaki ima edilen oynakl\u0131\u011f\u0131n (opsiyon fiyatlar\u0131ndan \u00e7\u0131kar\u0131lan, piyasan\u0131n bekledi\u011fi olas\u0131 dalgalanma) sert bi\u00e7imde d\u00fc\u015ft\u00fc\u011f\u00fc d\u00fc\u015f\u00fcn\u00fcl\u00fcyor; bir g\u00fcnde 80. y\u00fczdelik dilimin (ge\u00e7mi\u015fe g\u00f6re \u201cy\u00fcksek\u201d seviye) \u00fczerinden 20\u2019nin alt\u0131na inmi\u015f olabilir. Bu tablo, opsiyon primi (opsiyon sat\u0131c\u0131s\u0131n\u0131n pe\u015fin ald\u0131\u011f\u0131 \u00fccret) sat\u0131n almaktan ziyade prim sat\u0131lan stratejileri g\u00f6rece daha cazip k\u0131lar.<\/p>\n
Uluslararas\u0131 pazarlardaki g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcm, \u00f6zellikle Avrupa ve Asya-Pasifik taraf\u0131ndaki performans nedeniyle, \u201czarar-kesin alt\u0131nda\u201d put spread (out-of-the-money put spread: kullan\u0131m fiyat\u0131 mevcut fiyat\u0131n alt\u0131nda olan iki put opsiyonuyla kurulan, genelde prim toplayarak d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 s\u0131n\u0131rl\u0131 riskle pozisyon alan yap\u0131) satmay\u0131 daha rahat g\u00f6r\u00fcyoruz. Bu stratejide ama\u00e7, \u00f6n\u00fcm\u00fczdeki haftalarda hissenin sert d\u00fc\u015fmemesi \u00fczerine pozisyon almak ve prim toplamakt\u0131r. %61,84\u2019l\u00fck EPS beklenti a\u015f\u0131m\u0131, k\u0131sa vadeli olas\u0131 sat\u0131\u015flara kar\u015f\u0131 g\u00fc\u00e7l\u00fc bir olumlu alg\u0131 tamponu yarat\u0131r.<\/p>\n
Benzer bir tablo 2025 4. \u00e7eyrek bilan\u00e7osu sonras\u0131 da g\u00f6r\u00fclm\u00fc\u015ft\u00fc; g\u00fc\u00e7l\u00fc sonu\u00e7lar bir aydan uzun s\u00fcren y\u00fckseli\u015fi desteklemi\u015f, hisse yakla\u015f\u0131k %15 artm\u0131\u015ft\u0131. Geni\u015f piyasa da destekleyici: NASDAQ 100 son 30 g\u00fcnde yakla\u015f\u0131k %4 y\u00fckseldi. Bu, olumlu haber ak\u0131\u015f\u0131 olan b\u00fcy\u00fcme hisseleri i\u00e7in daha elveri\u015fli bir ortam anlam\u0131na gelir. Ge\u00e7mi\u015f veriler, bilan\u00e7o sonras\u0131 ilk g\u00fc\u00e7lenmenin \u00e7o\u011fu zaman birka\u00e7 hafta s\u00fcrebilen bir ivmeye d\u00f6n\u00fc\u015febildi\u011fini g\u00f6steriyor.<\/p>\n
Buna kar\u015f\u0131l\u0131k, \u015firketin en olgun pazar\u0131 olan ABD ve Kanada\u2019da gelirin beklentinin hafif alt\u0131nda kalmas\u0131 not edilmeli. Bu, i\u00e7 pazarda b\u00fcy\u00fcmenin doyuma yakla\u015fabilece\u011fine i\u015faret eder; ge\u00e7mi\u015fte de y\u00fckseli\u015fleri s\u0131n\u0131rlayan temel kayg\u0131lardan biri buydu. Bu veri, temkinli duru\u015f i\u00e7in ba\u015fl\u0131ca gerek\u00e7e olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
ABD-Kanada gelirindeki yava\u015flama, 2025 ortas\u0131nda benzer endi\u015felerin ya\u015fand\u0131\u011f\u0131 bir d\u00f6nemi hat\u0131rlat\u0131yor: genel bilan\u00e7o pozitif olsa bile hisse yakla\u015f\u0131k iki ay boyunca dar bir bantta hareket etmi\u015fti. Bu ge\u00e7mi\u015f \u00f6rnek, genel resim g\u00fc\u00e7l\u00fc g\u00f6r\u00fcnse de yat\u0131r\u0131mc\u0131lar\u0131n \u201ci\u00e7 pazarda doygunluk\u201d temas\u0131na odaklanmas\u0131 halinde hissenin yeni zirveleri a\u015fmakta zorlanabilece\u011fine i\u015faret ediyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Netflix\u2019ten bilan\u00e7o s\u00fcrprizi: Gelir 12,25 milyar $ (+%16,2), EPS 1,23 $ ile beklentiyi %61,8 a\u015ft\u0131. Uluslararas\u0131 gelir g\u00fc\u00e7l\u00fc; ABD-Kanada hafif zay\u0131f. Oynakl\u0131k d\u00fc\u015f\u00fcnce prim sat\u0131\u015f\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-44866","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44866","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=44866"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44866\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44866"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44866"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44866"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}