Verizon Communications, Mart 2026\u2019da sona eren \u00e7eyrekte gelirini y\u0131ll\u0131k bazda (ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re) %2,9 art\u0131rarak 34,44 milyar dolara \u00e7\u0131kard\u0131. Hisse ba\u015f\u0131na k\u00e2r (EPS: \u015firket k\u00e2r\u0131n\u0131n hisse say\u0131s\u0131na b\u00f6l\u00fcnmesiyle bulunan g\u00f6sterge) 1,28 dolar oldu; ge\u00e7en y\u0131l ayn\u0131 d\u00f6nemde 1,19 dolard\u0131. <\/p>\n
Gelir, Zacks Konsens\u00fcs Tahmini (analistlerin ortak beklentisi) olan 35,03 milyar dolar\u0131n %1,7 alt\u0131nda kald\u0131. EPS ise konsens\u00fcs beklentisi olan 1,22 dolar\u0131n %5,2 \u00fczerinde ger\u00e7ekle\u015fti. <\/p>\n
T\u00fcketici faaliyet gelirleri (\u015firketin t\u00fcketici biriminden elde etti\u011fi gelir) 26,45 milyar dolar oldu; be\u015f analistin ortalama tahmini 26,75 milyar dolard\u0131. T\u00fcketici gelirleri y\u0131ll\u0131k bazda %3,3 artt\u0131. Kurumsal faaliyet gelirleri (i\u015fletmelere y\u00f6nelik birimden gelir) 7,42 milyar dolar ile 7,33 milyar dolarl\u0131k tahminin \u00fczerinde geldi; y\u0131ll\u0131k bazda %1,8 y\u00fckseldi. <\/p>\n
T\u00fcketici kablosuz cihaz geliri (telefon\/cihaz sat\u0131\u015f\u0131 gelirleri) 4,82 milyar dolar oldu; 4,79 milyar dolarl\u0131k tahmine yak\u0131n seyretti ve y\u0131ll\u0131k bazda %6,4 artt\u0131. T\u00fcketici \u201cdi\u011fer\u201d geliri 2,45 milyar dolar ile 1,04 milyar dolarl\u0131k tahminin \u00e7ok \u00fczerinde ger\u00e7ekle\u015fti; y\u0131ll\u0131k bazda %140,1 y\u00fckseldi. <\/p>\n
Hizmet gelirleri ve di\u011fer kalemler toplam\u0131 (abonelik\/hizmet kaynakl\u0131 gelirler ve di\u011fer gelirler) 28,76 milyar dolar oldu; 29,26 milyar dolarl\u0131k tahminin alt\u0131nda kald\u0131 ve y\u0131ll\u0131k bazda %2,4 artt\u0131. Kablosuz cihaz gelirleri 5,68 milyar dolar ile 5,93 milyar dolarl\u0131k tahminin alt\u0131nda kald\u0131; y\u0131ll\u0131k bazda %5,2 y\u00fckseldi. <\/p>\n
Kurumsal faaliyet k\u00e2r\u0131 (operating income: finansman ve vergi \u00f6ncesi, ana faaliyetlerden k\u00e2r) 884 milyon dolar oldu; tahmin 753,86 milyon dolard\u0131. T\u00fcketici faaliyet k\u00e2r\u0131 7,71 milyar dolar ile 7,65 milyar dolarl\u0131k tahminin \u00fczerinde ger\u00e7ekle\u015fti. <\/p>\n
Bug\u00fcn, 28 Nisan 2026 itibar\u0131yla Verizon\u2019un son \u00e7eyrek sonu\u00e7lar\u0131 karma bir tablo \u00e7iziyor. \u015eirket gelir beklentisini %1,7 ile ka\u00e7\u0131r\u0131rken, hisse ba\u015f\u0131na k\u00e2rda beklentiyi %5,2 a\u015fmas\u0131 dikkat \u00e7ekti. Bu g\u00f6r\u00fcn\u00fcm, sat\u0131\u015flar zay\u0131f kalsa da k\u00e2rl\u0131l\u0131\u011f\u0131n (maliyet kontrol\u00fc veya daha y\u00fcksek marj) beklenenden iyi oldu\u011funa i\u015faret ediyor. <\/p>\n
Detaya inildi\u011finde, toplam gelirdeki sapman\u0131n t\u00fcketici taraf\u0131ndaki zay\u0131fl\u0131ktan kaynakland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor; bu segment analist tahminlerinin alt\u0131nda kald\u0131. Ayr\u0131ca kritik \u201chizmet gelirleri\u201d kalemi de beklentiyi kar\u015f\u0131lamad\u0131. Bu durum, abone art\u0131\u015f\u0131 veya abone ba\u015f\u0131na ortalama gelir (ARPU: kullan\u0131c\u0131 ba\u015f\u0131na ortalama gelir) taraf\u0131nda soru i\u015faretleri do\u011furuyor; \u015firketin uzun vadeli sa\u011fl\u0131\u011f\u0131 a\u00e7\u0131s\u0131ndan izlenen temel g\u00f6stergeler bunlar. <\/p>\n
Bu sonu\u00e7lar, sekt\u00f6rde rekabetin artt\u0131\u011f\u0131na dair verilerle de uyumlu. 2026 ilk \u00e7eyre\u011finde T-Mobile, beklenenden 50 bin fazla fatural\u0131 (postpaid: ayl\u0131k fatura ile \u00f6denen) telefon abonesi kazand\u0131; bu da pazar pay\u0131 bask\u0131s\u0131n\u0131 art\u0131r\u0131yor. 2025\u2019te hem T-Mobile hem de AT&T\u2019nin agresif cihaz kampanyalar\u0131n\u0131 h\u0131zland\u0131rd\u0131\u011f\u0131 g\u00f6r\u00fclm\u00fc\u015ft\u00fc. Bu e\u011filim, Verizon\u2019un hizmet geliri taban\u0131n\u0131 b\u00fcy\u00fctmesini zorla\u015ft\u0131r\u0131yor; ana i\u015f kolu \u00fczerindeki bask\u0131 \u00f6nemli bir risk. <\/p>\n
\u00d6te yandan \u015firket, k\u00e2rl\u0131l\u0131k taraf\u0131n\u0131 iyi y\u00f6netti. Hem t\u00fcketici hem de kurumsal birimde faaliyet k\u00e2r\u0131n\u0131n tahminleri a\u015fmas\u0131 bunu g\u00f6steriyor. \u201cT\u00fcketici-di\u011fer\u201d gelirindeki y\u0131ll\u0131k %140,1\u2019lik s\u0131\u00e7rama ve tahminlerin yakla\u015f\u0131k 1,4 milyar dolar \u00fczerinde gelmesi ola\u011fand\u0131\u015f\u0131 bir durum. Bu art\u0131\u015f\u0131n EPS s\u00fcrprizine g\u00fc\u00e7l\u00fc katk\u0131 verdi\u011fi anla\u015f\u0131l\u0131yor. Ancak bunun kal\u0131c\u0131 bir gelir kayna\u011f\u0131 m\u0131 yoksa tek seferlik bir etki mi oldu\u011fu netle\u015fmeden, bu kalemin s\u00fcrd\u00fcr\u00fclebilirli\u011fi konusunda temkinli olmak gerekiyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Verizon\u2019da k\u00e2r s\u00fcrprizi, gelir hayal k\u0131r\u0131kl\u0131\u011f\u0131: Mart 2026 \u00e7eyre\u011finde sat\u0131\u015f %2,9 art\u0131\u015fla 34,44 mlr $; beklenti %1,7 alt\u0131nda. EPS 1,28$ ile %5,2 a\u015ft\u0131; t\u00fcketici\/hizmet gelirleri zay\u0131f, \u201cdi\u011fer\u201d gelir %140 s\u0131\u00e7rad\u0131.<\/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-45629","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\/45629","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=45629"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45629\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}