{"id":87087,"date":"2026-07-23T19:30:00","date_gmt":"2026-07-23T16:30:00","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=87087"},"modified":"2026-07-23T15:32:20","modified_gmt":"2026-07-23T12:32:20","slug":"tesla-rekor-gelire-ragmen-ekside-kaldi","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/tesla-rekor-gelire-ragmen-ekside-kaldi\/","title":{"rendered":"Tesla Rekor Gelire Ra\u011fmen Ekside Kald\u0131"},"content":{"rendered":"\n

ABD’li elektrikli otomobil \u00fcreticisi Tesla, 2026 y\u0131l\u0131n\u0131n nisan-haziran d\u00f6nemini kapsayan ikinci \u00e7eyrek bilan\u00e7osunu a\u00e7\u0131klad\u0131. Son iki y\u0131lda ya\u015fad\u0131\u011f\u0131 talep d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn ard\u0131ndan toparlanma s\u00fcrecini s\u00fcrd\u00fcren \u015firket, gelir taraf\u0131nda beklentileri a\u015farken k\u00e2rl\u0131l\u0131kta piyasa tahminlerinin gerisinde kald\u0131. Bilan\u00e7onun ard\u0131ndan \u015firketin hisseleri seans sonras\u0131 i\u015flemlerde yakla\u015f\u0131k y\u00fczde 4 de\u011fer kaybetti.<\/p>\n\n\n\n

Gelir Y\u00fczde 26 Artt\u0131 K\u00e2r Beklentileri Kar\u015f\u0131layamad\u0131<\/h2>\n\n\n\n

\u015eirketin toplam geliri 30 Haziran’da sona eren \u00e7eyrekte y\u0131ll\u0131k bazda y\u00fczde 26 art\u0131\u015fla 28,2 milyar dolara ula\u015ft\u0131; ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde bu rakam 22,5 milyar dolar seviyesindeydi. B\u00f6ylece \u015firket son on iki ayl\u0131k d\u00f6nemde ilk kez 100 milyar dolar\u0131n \u00fczerinde gelire ula\u015fm\u0131\u015f oldu.<\/p>\n\n\n\n

Net k\u00e2r cephesinde ise tablo farkl\u0131. Ge\u00e7en y\u0131l\u0131n ikinci \u00e7eyre\u011finde 1,17 milyar dolar olan net k\u00e2r, bu d\u00f6nemde y\u00fczde 5 azalarak 1,11 milyar dolara geriledi. D\u00fczeltilmi\u015f hisse ba\u015f\u0131na k\u00e2r da 40 sentten 33 sente inerek piyasa beklentisi olan 51 sentin belirgin \u015fekilde alt\u0131nda kald\u0131.<\/p>\n\n\n\n

Gelir kalemlerine bak\u0131ld\u0131\u011f\u0131nda otomotiv gelirleri y\u00fczde 23 art\u0131\u015fla 20,5 milyar dolara, enerji \u00fcretimi ve depolama gelirleri 3,1 milyar dolara, servis ve di\u011fer hizmet gelirleri ise y\u00fczde 50 art\u0131\u015fla 4,58 milyar dolara y\u00fckseldi. Buna kar\u015f\u0131n br\u00fct k\u00e2r marj\u0131 y\u00fczde 16,8’e gerileyerek tahminlerin alt\u0131nda kald\u0131. Ortalama ara\u00e7 sat\u0131\u015f fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f ve d\u00fczenleyici kredi gelirlerindeki azalma, marjlardaki gerilemenin ba\u015fl\u0131ca nedenleri olarak g\u00f6steriliyor.<\/p>\n\n\n\n

\"Elon<\/figure>\n\n\n\n

Teslimatlar Y\u00fczde 25 B\u00fcy\u00fcd\u00fc<\/h2>\n\n\n\n

\u015eirket, ikinci \u00e7eyrekte 451 bin 758 ara\u00e7 \u00fcretirken k\u00fcresel teslimatlar\u0131n\u0131 y\u0131ll\u0131k bazda y\u00fczde 25 art\u0131\u015fla 480 bin 126 adede \u00e7\u0131kard\u0131. Teksas’taki Gigafactory’de Cybercab \u00fcretim haz\u0131rl\u0131klar\u0131 s\u00fcrerken, Nevada’daki tesiste Tesla Semi \u00fcretiminin y\u0131l\u0131n ilerleyen d\u00f6neminde planland\u0131\u011f\u0131 gibi devam etmesi bekleniyor. Fremont fabrikas\u0131nda ise dikkat \u00e7ekici bir d\u00f6n\u00fc\u015f\u00fcm ya\u015fan\u0131yor: Model S ve Model X \u00fcretim hatlar\u0131n\u0131n yerini, insans\u0131 robot Optimus’un \u00fcretim hatlar\u0131 al\u0131yor.<\/p>\n\n\n\n

Dev Yat\u0131r\u0131mlar Nakit Ak\u0131\u015f\u0131n\u0131 Eksiye \u00c7evirdi<\/h2>\n\n\n\n

Yapay zeka, robotik ve \u00fcretim altyap\u0131s\u0131na a\u011f\u0131rl\u0131k veren \u015firketin sermaye harcamalar\u0131, y\u0131ll\u0131k y\u00fczde 142 art\u0131\u015fla 5,79 milyar dolara ula\u015ft\u0131. Bu tablonun sonucunda serbest nakit ak\u0131\u015f\u0131 1,1 milyar dolar negatif ger\u00e7ekle\u015fti; yani i\u015fletme gelirleri, yap\u0131lan devasa harcamalar\u0131 kar\u015f\u0131lamaya yetmedi. Faaliyet giderleri de robotaksi ve Optimus projelerine yap\u0131lan yat\u0131r\u0131mlar\u0131n etkisiyle y\u00fczde 47 artarak 4,35 milyar dolara \u00e7\u0131kt\u0131. Faaliyet marj\u0131, ge\u00e7en y\u0131lki y\u00fczde 4,1 seviyesinden y\u00fczde 1,4’e indi.<\/p>\n\n\n\n

\"Tesla<\/figure>\n\n\n\n

Odak Robotaksi ve Optimus’ta<\/h2>\n\n\n\n

CEO Elon Musk \u015firketin oda\u011f\u0131n\u0131 geleneksel ara\u00e7 sat\u0131\u015flar\u0131ndan s\u00fcr\u00fcc\u00fcs\u00fcz Robotaxi, Cybercab ve Optimus projelerine kayd\u0131rmay\u0131 s\u00fcrd\u00fcrd\u00fcklerini vurgulad\u0131. Robotaksi operasyonlar\u0131 Orlando ve Tampa’da ba\u015flat\u0131lm\u0131\u015f olsa da sahadaki ara\u00e7 say\u0131s\u0131 \u015fimdilik s\u0131n\u0131rl\u0131. Tam otonom s\u00fcr\u00fc\u015f sistemi FSD’nin abone say\u0131s\u0131 ise y\u0131ll\u0131k y\u00fczde 56 art\u0131\u015fla 1,48 milyona ula\u015ft\u0131 ve yaz\u0131l\u0131m\u0131n v14 Lite s\u00fcr\u00fcm\u00fc kullan\u0131c\u0131lara sunuldu.<\/p>\n\n\n\n

\u00d6te yandan otonom s\u00fcr\u00fc\u015f taraf\u0131nda endi\u015fe yaratan bir veri de mevcut: May\u0131s 2026 itibar\u0131yla Autopilot ve FSD sistemlerinin dahil oldu\u011fu 207 kaza rapor edildi.<\/p>\n\n\n\n

\u00c7inli elektrikli ara\u00e7 \u00fcreticileriyle artan rekabete ve y\u00fckselen maliyetlere ra\u011fmen yapay zeka, batarya, \u00e7ip \u00fcretimi ve otonom s\u00fcr\u00fc\u015f alanlar\u0131ndaki yat\u0131r\u0131mlar\u0131n\u0131 h\u0131zland\u0131rmay\u0131 planlayan \u015firket, faaliyet giderlerinin 2026 ve sonras\u0131nda da artmaya devam edece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n","protected":false},"excerpt":{"rendered":"

ABD’li elektrikli otomobil \u00fcreticisi Tesla, 2026 y\u0131l\u0131n\u0131n nisan-haziran d\u00f6nemini kapsayan ikinci \u00e7eyrek bilan\u00e7osunu a\u00e7\u0131klad\u0131. Son iki y\u0131lda ya\u015fad\u0131\u011f\u0131 talep d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn ard\u0131ndan toparlanma s\u00fcrecini s\u00fcrd\u00fcren \u015firket, gelir taraf\u0131nda beklentileri a\u015farken k\u00e2rl\u0131l\u0131kta piyasa tahminlerinin gerisinde kald\u0131. Bilan\u00e7onun ard\u0131ndan \u015firketin hisseleri seans sonras\u0131 i\u015flemlerde yakla\u015f\u0131k y\u00fczde 4 de\u011fer kaybetti. Gelir Y\u00fczde 26 Artt\u0131 K\u00e2r Beklentileri Kar\u015f\u0131layamad\u0131 \u015eirketin toplam […]<\/p>\n","protected":false},"author":72,"featured_media":87088,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11906,1],"tags":[70],"class_list":["post-87087","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-araba","category-teknoloji","tag-tesla"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/87087","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/users\/72"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=87087"}],"version-history":[{"count":2,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/87087\/revisions"}],"predecessor-version":[{"id":87092,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/87087\/revisions\/87092"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/87088"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=87087"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=87087"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=87087"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}