Revenue segments as reported by the company.

Subscription

Products

Services and Support

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Amortization of intangibles

Acquisition termination fee

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Adobe

Adobe, Inc. engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers creative cloud services, which allow members to download and install the latest versions of products, such as Adobe Photoshop, Adobe Illustrator, Adobe Premiere Pro, Adobe Photoshop Lightroom and Adobe InDesign, as well as utilize other tools, such as Adobe Acrobat. The Digital Experience segment provides solutions, including analytics, social marketing, targeting, media optimization, digital experience management, and cross-channel campaign management, as well as premium video delivery and monetization. The Publishing and Advertising segment includes legacy products and services for eLearning solutions, technical document publishing, web application development, and high-end printing. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Adobe reports robust Q1 earnings, eyes growth through strategic initiatives

Adobe's Q1 performance reflects strong revenue growth across its key segments, with a positive outlook for FY '23.
The company's strategic strengths lie in its integrated portfolio, product-led growth approach, and competitive positioning in the market.
Challenges may arise in adapting to market dynamics, optimizing revenue streams, and balancing innovation with monetization strategies.
Opportunities exist in leveraging acquisitions, exploring new technologies like generative AI, and enhancing customer engagement through personalized experiences.

Adobe reports record Q2 revenue, raises targets for FY '23

Adobe's Q2 performance was exceptional, driven by strong demand and innovative product offerings. Despite challenges with DX Cloud and AI impact, the company is focused on driving growth through productivity and innovation. Opportunities lie in generative AI strategies, custom model creation, and strategic partnerships.

Adobe reports record Q3 earnings, focuses on AI growth

Adobe's Q3 performance reflects strong revenue growth and significant EPS increases. The company's strategic focus on creativity and digital businesses is paying off.
Advancements in generative AI offerings and Document Cloud are driving growth. Challenges include competitive pressures and monetizing AI offerings.
Opportunities lie in showcasing AI impact, further AI integration, and monetization strategies. Adobe's internal changes show a commitment to innovation and customer personalization.
Overall, Adobe's Q3 earnings call highlights a positive trajectory with a focus on leveraging AI for growth and customer engagement.

Adobe achieves record $5B revenue in Q4 2023, eyes AI innovation for growth

Adobe's Q4 2023 earnings reflect exceptional growth, strong product performance, and strategic investments in AI and customer-centric initiatives. Despite regulatory challenges and macroeconomic impacts, Adobe remains optimistic about its leadership position, market recognition, and future growth prospects.

Adobe posts strong Q1 results, focuses on AI innovation

Adobe's Q1 showcased strong revenue growth and AI-driven success, despite challenges from the Figma transaction termination. The company's focus on monetizing AI, expanding ARR, and driving innovation positions them well for future growth.

Adobe Q2 2024 Earnings: Strong Growth, AI Integration Success

Adobe's Q2 FY 2024 results demonstrated strong financial performance and strategic advancements, particularly in AI integration across its major cloud services. The company's upward revision of annual targets reflects confidence in sustained growth driven by innovative product enhancements and robust customer demand.

Adobe reports stellar Q3 earnings, drives innovation in AI solutions

Adobe's Q3 earnings call highlighted strong financial performance, innovative product offerings, and growing customer adoption of AI solutions. The company's focus on enhancing customer experience and driving creativity through new tools and services positions it well for future growth. While challenges in sustaining high growth rates exist, Adobe's strategic initiatives and market momentum present promising opportunities for continued success.

Adobe reports record revenue in Q4 2024, driven by AI innovation

Adobe's Q4 performance reflects robust revenue growth and strong momentum in Digital Experience and Digital Media segments.
The company's focus on AI innovation and expanding product offerings positions it well for future growth and market leadership.
Challenges lie in sustaining growth rates and staying competitive, but opportunities in AI, new services, and market expansion are promising.

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Cost of revenue

Gross profit

Operating expenses

SG&A

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EBITDA

Net income

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Receivables

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Net PPE

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Stockholders equity

Minority interest

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Book value per share

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Change in working capital

Cash from investing

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Change in stock

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Cash from other sources

Net change in cash

Free cash flow

Adobe, Inc. engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe stock is down after the company's lastest earnings results. Wall Street is focusing too much on Adobe's near-term guidance.

This Beaten-Down Tech Stock Is a Coiled Spring for Decades of AI-Fueled Growth

Adobe has underperformed the market so far in 2024. The stock could remain volatile as its investments in growth will take time to pay off.

3 Reasons Why Adobe Stock Could Continue to Fall, and 2 Reasons It's Still Worth Buying Now

NEW YORK CITY, NY / ACCESSWIRE / September 16, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Adobe Inc. ("Adobe" or "the Company") (NASDAQ:ADBE). Investors who purchased Adobe securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/ADBE.

Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against Adobe Inc. (ADBE) And Encourages Investors to Reach Out

Arista Networks

Fortive

NetApp

Tech stocks like Adobe (ADBE), NetApp (NTAP), Fortive Corporation (FTV) and Arista Networks (ANET) are likely to gain from the Fed's rate cut.

S&P 500 on Track to Hit New High: 4 Tech Stocks With Growth Potential

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Is Adobe (ADBE) a Buy as Wall Street Analysts Look Optimistic?

Adobe's Q3 results were strong, with 11% Y/Y revenue growth and significant profitability increases, driven by AI product roll-outs in Digital Media. Despite solid performance, Adobe's Q4 revenue outlook missed analyst expectations, causing a 9% drop in share price on Friday. Adobe's subscription-based, high-margin business model ensures continued profitability and growth. All major profitability metrics point upward in the long term.

Adobe: Time To Get Greedy (Rating Upgrade)

Examine the evolution of Adobe's (ADBE) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

International Markets and Adobe (ADBE): A Deep Dive for Investors

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) announced innovations across Adobe Experience Cloud that will empower brands to unlock greater value with AI-generated content and demonstrate business impact. As organizations embrace image and copy generation tools—from Adobe Firefly to Adobe Experience Manager—to assist in the ideation and refinement of marketing assets, the need to show return-on-investment has also heightened. Brands can address this by matching AI-generated con.

Adobe Unveils Innovations in Adobe Experience Cloud for Brands to Personalize and Measure AI-generated Content

Adobe today stands at the forefront of generative AI software. The stock recently sank due to lackluster management guidance.

Can Adobe Become an AI Winner?

Shares of Adobe dropped as much as 10% on Friday.

Adobe Stock Drops on Disappointing Guidance. Wasn't Artificial Intelligence (AI) Supposed to Boost Its Business?

Oracle

The Q3 earnings season will take the spotlight when the big banks start reporting their quarterly results from October 11th onwards. However, we count the ‘official' start of the Q3 reporting cycle much earlier, when companies with fiscal quarters ending in August come out with quarterly results.

Q3 Earnings: What Can Investors Expect?

Adobe's Firefly Services are at the forefront of AI-driven innovation, now reaching a significant milestone of 12 billion generations. This achievement highlights Adobe's strategic focus on enhancing its Creative Cloud and Document Cloud platforms, showcasing how its AI technologies are reshaping content creation and document workflows with efficiency and creativity.

Adobe's Firefly AI Hits 12 Billion Generations, Previews Video Creator

Adobe (ADBE) shares plunged nearly 9% Friday amid concerns about its weaker-than-expected outlook, but analysts were bullish on the stock, suggesting the company's projections were conservative and that it could get a boost from artificial intelligence (AI) demand.

These Analysts Are Bullish on Adobe Stock Despite Its Tumble—Here's Why

Major U.S. equities indexes climbed Friday to wrap up a week of gains as recent data on inflation and the jobs market helped lift expectations that the Federal Reserve could be set for a steeper interest rate cut at its meeting next week. The S&P 500 advanced 0.5% Friday, while the Dow and the Nasdaq both closed around 0.7% higher.

S&P 500 Gains and Losses Today: Adobe Stock Drops on Underwhelming Outlook

Boeing

The main indexes closed out the day and week notably higher as excitement swirls ahead of next week's rate cut.

Stock Market Today: Stocks Rise as Fed Rate Cuts Near

ADBE's fiscal third-quarter results benefit from strength in Creative Cloud, Document Cloud and Enterprise Cloud.

Adobe Q3 Earnings Beat Estimates: Can GenAI Efforts Lift Shares?

Management's guidance for the current fiscal quarter fell short of analysts' expectations. This disparity suggests that Adobe is having trouble convincing potential customers that its new AI-powered platforms are the must-have options in their categories.

Why Adobe Stock Is Down So Much Today

U.S. stocks traded higher midway through trading, with the Dow Jones jumping over 400 points on Friday.

Dow Jumps 400 Points; Adobe Shares Plummet After Q3 Results

Revenue for Q3 2024 came in at $5.41 billion, outpacing management's guidance of $5.33 billion to $5.38 billion. GAAP diluted EPS was $3.76, surpassing the prior quarter's guidance of $3.45 to $3.50.

Adobe Q3 Earnings Beat Projections

Adobe's stock slid 9% on Friday after the company reported a lower forecast for its upcoming quarter than expected, bringing the software firm's shares down into the negative for the year despite beating estimates for earnings and revenue.

Adobe Shares Fall 9% After Lowering Outlook—Despite Beating Revenue, Earnings Estimates

Investors needn't worry about Adobe's NASDAQ: ADBE near-term price action because of the longer-term value gains derived from its quality. Adobe investors should instead focus on the bullish longer-term price action.

Adobe Stock Builds Long-Term Value: Consider Buying on the Dip

Shares of Adobe Inc ADBE tanked in early trading on Friday, even after the company reported upbeat fiscal third-quarter results.

Adobe Stock Tanks On Disappointing Q4 Guidance: Why These Analysts Say Reaction Was 'Overblown'

I reiterate a “Strong Buy” rating for Adobe Inc. stock with a fair value of $600 per share, driven by their robust AI capabilities and future growth potential. Adobe's Firefly Video Model, set to release later this year, will enable AI-powered video generation, enhancing their competitive edge in digital media. Despite weak Q4 guidance for net new digital media ARR, Adobe's AI investments in tools like Firefly and Adobe Express will drive future growth.

Adobe Q3: $550 Million In Net New ARR Growth Guidance Is Not Bad

Adobe beat analyst expectations for its Q3 results but a lower guidance has raised the question of the company's ability to turn AI investments into increased revenue.

Adobe's lowered guidance raises fears of AI bubble, echoes dot-com crash

Adobe shares fell Friday, a day after the company released third-quarter results that offered weak guidance. The company said it expects to report revenue between $5.5 billion and $5.55 billion in its fourth quarter, short of the $5.61 billion expected by analysts polled by LSEG.

News for Adobe Stock (ADBE)