🔴🇹🇷 MSFT Analist Toplantısı Analizi 2026/6

What this episode covers

Verilen kaynaklara göre, Microsoft'un 2026 mali yılı ikinci çeyrek raporları (2025 takvim yılı sonunu kapsayan) için temel vurgular ve blog özeti aşağıdadır:2025 Finansal Raporlarından Önemli Başlıklar (Key Highlights from the 2025 Financial Reports)Türkçe:Microsoft Bulut Geliri: İlk kez 50 milyar doları aşarak yıllık bazda %26 artış gösterdi.Toplam Gelir: Şirketin toplam geliri 81,3 milyar dolara ulaştı (yıllık %17 artış).Azure Büyümesi: Azure ve diğer bulut hizmetleri gelirleri %39 oranında güçlü bir büyüme kaydetti.Yapay Zeka (AI) Genişlemesi: Yapay zeka iş kolu, şirketin onlarca yılda inşa edilen en büyük bayiliklerinden bazılarından daha büyük bir ölçeğe ulaştı.Copilot Benimsenmesi: Microsoft 365 Copilot, yıllık bazda %160 artışla 15 milyon ücretli koltuğa ulaştı.Sermaye Harcamaları (CapEx): Büyük ölçüde GPU ve CPU gibi yapay zeka altyapısına yönelik yatırımlarla 37,5 milyar dolar olarak gerçekleşti.Windows 11: Windows 11 kullanıcı sayısı 1 milyar barajını aşarak yıllık %45 artış gösterdi.

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How long is this episode of Market Risk TR?

This episode is 18 minutes long.

When was this Market Risk TR episode published?

This episode was published on January 30, 2026.

What is this episode about?

Verilen kaynaklara göre, Microsoft'un 2026 mali yılı ikinci çeyrek raporları (2025 takvim yılı sonunu kapsayan) için temel vurgular ve blog özeti aşağıdadır:2025 Finansal Raporlarından Önemli Başlıklar (Key Highlights from the 2025 Financial...

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