{"id":43441,"date":"2022-08-25T16:14:49","date_gmt":"2022-08-25T13:14:49","guid":{"rendered":"https:\/\/mobidictum.com\/?p=43441"},"modified":"2023-03-24T20:26:55","modified_gmt":"2023-03-24T17:26:55","slug":"nvidia-ikinci-ceyrekte-beklentilerini-tutturamadi","status":"publish","type":"post","link":"https:\/\/mobidictum.com\/tr\/nvidia-ikinci-ceyrekte-beklentilerini-tutturamadi\/","title":{"rendered":"Nvidia ikinci \u00e7eyrekte hisse ba\u015f\u0131na kar ve gelir beklentilerini tutturamad\u0131"},"content":{"rendered":"\n

Donan\u0131m \u00fcreticisi Nvidia Q2 2023 kazan\u00e7lar\u0131n\u0131 bildirdi<\/strong>. \u015eirket bu \u00e7eyrekte genel gelir beklentilerini ka\u00e7\u0131rd\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Gelirdeki d\u00fc\u015f\u00fc\u015f Nvidia’n\u0131n iki hafta \u00f6nce payla\u015ft\u0131\u011f\u0131 \u00f6n kazan\u00e7 raporuyla ayn\u0131 do\u011frultuda g\u00f6r\u00fcn\u00fcyor.<\/p>\n\n\n\n

\u0130lgili: <\/strong>Nvidia GeForce Now\u2019a 1440p ve 120 FPS deste\u011fi geldi<\/a><\/p>\n\n\n\n

Beklenen gelirdeki d\u00fc\u015f\u00fc\u015f \u00e7ok b\u00fcy\u00fck; yonga \u00fcreticisinin 8,1 milyar dolar gelir elde etmesi bekleniyordu ancak bu \u00e7eyrek i\u00e7in 6,7 milyar dolar gelir bildirdi. Hisse ba\u015f\u0131na kazanc\u0131n 1,26 dolar civar\u0131nda olmas\u0131 bekleniyordu ancak Nvidia 0,51 dolar, yani tahmin edilenin yar\u0131s\u0131ndan az\u0131n\u0131 bildirdi.<\/p>\n\n\n\n

Nvidia’n\u0131n GAAP Q2 2023 \u00f6zeti a\u015fa\u011f\u0131da g\u00f6r\u00fclebilir:<\/p>\n\n\n\n

GAAP<\/strong><\/td><\/tr>
(milyon dolar, hisse ba\u015f\u0131na kazan\u00e7 hari\u00e7)<\/strong><\/td>2. \u00e7eyrek MY23<\/strong><\/td>Y\u0131ldan y\u0131la<\/td><\/tr>
Gelir<\/td>6,70 milyar dolar<\/td>%3 art\u0131\u015f<\/td><\/tr>
Br\u00fct marj<\/td>%43,5<\/td>21,3 puan d\u00fc\u015f\u00fc\u015f<\/td><\/tr>
\u0130\u015fletme giderleri<\/td>2,4 milyar dolar<\/td>%36 art\u0131\u015f<\/td><\/tr>
Faaliyet gelirleri<\/td>499 milyon dolar<\/td>%80 d\u00fc\u015f\u00fc\u015f<\/td><\/tr>
Net gelir<\/td>656 milyon dolar<\/td>%72 d\u00fc\u015f\u00fc\u015f<\/td><\/tr>
Seyreltilmi\u015f hisse ba\u015f\u0131na kar<\/td>0,26 dolar<\/td>%72 d\u00fc\u015f\u00fc\u015f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Nvidia’n\u0131n y\u0131ldan y\u0131la geliri %3 artarken net geliri %72 d\u00fc\u015ft\u00fc.<\/strong> \u015eirketin di\u011fer performans g\u00f6stergeleri de en az\u0131ndan 30 Haziran’da sona eren \u00fc\u00e7 ayl\u0131k d\u00f6nem i\u00e7in pek de parlak g\u00f6r\u00fcnm\u00fcyor. \u015eirketin GAAP d\u0131\u015f\u0131 \u00f6zeti<\/a> elbette daha olumlu bir tablo \u00e7iziyor.<\/p>\n\n\n\n

Nvidia’n\u0131n kurucusu ve CEO’su Jensen Huang<\/strong>, \u015firketin “zorlu bir makro ortamda tedarik zinciri de\u011fi\u015fimlerine”<\/em> ra\u011fmen bu zorlu d\u00f6nemi atlataca\u011f\u0131na ve daha g\u00fc\u00e7l\u00fc \u00e7\u0131kaca\u011f\u0131na inan\u0131yor.<\/p>\n\n\n\n

Huang, raporda \u015fu ifadeyi payla\u015ft\u0131:<\/p>\n\n\n\n

“H\u0131zland\u0131r\u0131lm\u0131\u015f bilgi i\u015flem ve \u015firketimizin \u00f6nc\u00fc \u00e7al\u0131\u015fmas\u0131 olan yapay zeka, sekt\u00f6r\u00fc d\u00f6n\u00fc\u015f\u00fcme sokuyor. Otomotiv bir teknoloji end\u00fcstrisi haline geliyor ve bir sonraki milyar dolarl\u0131k i\u015fimiz olma yolunda ilerliyor. Yapay zeka alan\u0131ndaki ilerlemeler di\u011fer alanlarda at\u0131l\u0131mlar\u0131 h\u0131zland\u0131r\u0131rken Veri Merkezi i\u015fimizi ila\u00e7 ke\u015ffinden iklim bilimine ve hatta roboti\u011fe y\u00f6nlendiriyor. <\/em><\/p>

“Gelecek ayki GTC konferans\u0131n\u0131 sab\u0131rs\u0131zl\u0131kla bekliyorum, burada RTX’teki yeni ilerlemelerin yan\u0131 s\u0131ra AI ve internetin bir sonraki evrimi olan metaverse alan\u0131ndaki at\u0131l\u0131mlar\u0131 payla\u015faca\u011f\u0131z. Bize kat\u0131lmay\u0131 unutmay\u0131n.”<\/em><\/p><\/blockquote>\n\n\n\n

Nvidia Gaming sert bir d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131<\/h2>\n\n\n\n
\"GeForce<\/figure>\n\n\n\n

Nvidia’n\u0131n Ba\u015fkan Yard\u0131mc\u0131s\u0131 ve CFO’su Colette Kress<\/strong> \u015firketin oyun b\u00f6l\u00fcm\u00fcn\u00fcn “Ukrayna’daki sava\u015ftan dolay\u0131 Avrupa’da ya\u015fanan yumu\u015fakl\u0131k ve \u00c7in’deki COVID k\u0131s\u0131tlamalar\u0131”<\/em> nedeniyle bir d\u00fc\u015f\u00fc\u015f bekledi\u011fini s\u00f6yledi. Ayr\u0131ca oyun i\u00e7in \u00fcretilen GPU’lardaki gelir d\u00fc\u015f\u00fc\u015f\u00fcn d\u00fc\u015f\u00fcnd\u00fcklerinden \u00e7ok daha keskin oldu\u011funu ekledi.<\/p>\n\n\n\n

“D\u00fcnya genelinde makroekonomik kar\u015f\u0131t r\u00fczgarlar t\u00fcketici talebinde ani bir yava\u015flamaya neden oldu” dedi ve “Oyun kanal\u0131 ortaklar\u0131m\u0131zla kanaldaki fiyatland\u0131rmay\u0131 ayarlamak ve haz\u0131rl\u0131\u011f\u0131m\u0131z\u0131 yaparken mevcut \u00fcst d\u00fczey masa\u00fcst\u00fc GPU’lar\u0131n\u0131n yeni mimari tasar\u0131mlar\u0131n\u0131 tan\u0131tmak amac\u0131yla fiyat konumland\u0131rmas\u0131 yapmak i\u00e7in programlar uygulad\u0131k.” s\u00f6zlerini ekledi.<\/em><\/p>\n\n\n\n

Nvidia Gaming’in ikinci \u00e7eyrek geliri bir \u00f6nceki y\u0131la g\u00f6re %33 ve son \u00e7eyre\u011fe g\u00f6re %44 d\u00fc\u015f\u00fc\u015fle 2.04 milyar dolar olarak bildirildi. Nvidia’n\u0131n oyun b\u00f6l\u00fcm\u00fc bu d\u00f6nemde A Plague Tale: Requiem, Evil Dead: The Game ve F1 22’ye RTX deste\u011fi ekleyerek<\/strong> RTX destekli oyunlar\u0131n toplam\u0131n\u0131 280’den yukar\u0131ya \u00e7\u0131kard\u0131.<\/p>\n\n\n\n

\u015eirket ayr\u0131ca bulut oyun platformu GeForce Now’\u0131n oyun kitapl\u0131\u011f\u0131n\u0131 da geni\u015fletti. Platform art\u0131k 1.350’den fazla oyunu destekliyor<\/strong>.<\/p>\n\n\n\n

Nvidia’n\u0131n b\u00fcy\u00fcmesi kripto para madencileri sayesinde mi?<\/h2>\n\n\n\n
\"Bir<\/figure>\n\n\n\n

Colette Kress ayr\u0131ca kripto piyasas\u0131n\u0131n Nvidia’n\u0131n performans\u0131n\u0131 nas\u0131l etkiledi\u011fi hakk\u0131nda da yorum yapt\u0131 ve “Kripto paran\u0131n Oyun talebine zamanla azalan bir katk\u0131 yapmas\u0131n\u0131 bekliyorduk”<\/em> dedi. Deneyimli i\u015f adam\u0131, \u201cKripto para \u00e7ak\u0131lmalar\u0131n\u0131n d\u00fc\u015f\u00fc\u015fe ne \u00f6l\u00e7\u00fcde katk\u0131da bulundu\u011funu do\u011fru bir \u015fekilde \u00f6l\u00e7emiyoruz\u201d<\/em> diye ekledi.<\/p>\n\n\n\n

Nvidia GPU’lar\u0131n Ethereum kripto madencileri taraf\u0131ndan kripto para madencili\u011findeki verimlilikleri nedeniyle tercih edildi\u011fi biliniyor<\/strong>. Ancak yonga \u00fcreticisi bu madencilerin Nvidia’n\u0131n finansal performans\u0131 \u00fczerinde ne kadar piyasa etkisi oldu\u011funa dair \u00f6nemli bir veri payla\u015fmad\u0131.<\/p>\n\n\n\n

Kress ayr\u0131ca \u015fu yorumlar\u0131 payla\u015ft\u0131:<\/p>\n\n\n\n

“Kripto para piyasas\u0131ndaki hareketlilik \u2013 kripto para fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015fler ile i\u015f kan\u0131t\u0131 veya hisse kan\u0131t\u0131 gibi i\u015flem do\u011frulama y\u00f6ntemindeki de\u011fi\u015fiklikler\u2013 ge\u00e7mi\u015fte etkiledi\u011fi gibi gelecekte de \u00fcr\u00fcnlerimize olan talebi ve do\u011fru bir \u015fekilde tahmin y\u00fcr\u00fctme yetene\u011fimizi etkileyebilir.”<\/em><\/p>\n\n\n\n

Nvidia’n\u0131n Q3 2023 tahminleri<\/h2>\n\n\n\n

\u00c7ip \u00fcreticisi \u00f6n\u00fcm\u00fczdeki \u00e7eyrek i\u00e7in tahminlerini payla\u015ft\u0131; Nvidia, 2023’\u00fcn \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde yakla\u015f\u0131k 5,9 milyar dolar kazanmay\u0131 \u00f6ng\u00f6r\u00fcyor. Rapora g\u00f6re Nvidia’n\u0131n “GAAP ve GAAP d\u0131\u015f\u0131 br\u00fct kar marjlar\u0131n\u0131n %62.4 ve %65,0 olmas\u0131 bekleniyor.”<\/em><\/p>\n\n\n\n

Donan\u0131m devi yakla\u015f\u0131k 2,59 milyar dolar GAAP<\/strong> veya 1,82 milyar dolar GAAP d\u0131\u015f\u0131<\/strong> i\u015fletme giderleri olmas\u0131n\u0131 bekliyor.<\/p>\n\n\n\n

\n\t\n\t\tSONRAK\u0130: TEMMUZ 2022’DE AVRUPA’DAK\u0130 OYUN SATI\u015eLARI %38 D\u00dc\u015e\u00dc\u015eTE\"Take-Two-Interactive-games-NBA-2K22-Michael-de-Santa-of-GTA-V-and-Harry-Potter-split-into-three-images\"<\/a><\/span>\n\t<\/span>\n<\/h2>\n","protected":false},"excerpt":{"rendered":"Hayal k\u0131r\u0131kl\u0131\u011f\u0131 yaratan sonu\u00e7lar donan\u0131m \u00fcreticisinin iki hafta \u00f6nce yay\u0131nlanan \u00f6n kazan\u00e7 raporuyla ayn\u0131 do\u011frultuda.\n","protected":false},"author":54,"featured_media":43361,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8879],"tags":[],"class_list":{"0":"post-43441","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-raporlar","8":"cs-entry","9":"cs-video-wrap"},"_links":{"self":[{"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/posts\/43441","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/users\/54"}],"replies":[{"embeddable":true,"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/comments?post=43441"}],"version-history":[{"count":3,"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/posts\/43441\/revisions"}],"predecessor-version":[{"id":151777,"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/posts\/43441\/revisions\/151777"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/media\/43361"}],"wp:attachment":[{"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/media?parent=43441"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/categories?post=43441"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mobidictum.com\/tr\/wp-json\/wp\/v2\/tags?post=43441"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}