Revenue segments as reported by the company.

Subscription

Products

Services and Support

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

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

Amortization of intangibles

Acquisition termination fee

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Year over year growth in Revenue and Operating Expenses.

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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

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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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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's FY2024 saw strong financial performance with revenue up 11%, adjusted EBIT up 16%, and adjusted EPS up 25%. Yet, the stock price dropped 27% over the past year. The disruption from AI-driven text-to-image/video tools impacts the lower-end segment of the content creation market, but Adobe's position in the high-end market remains resilient due to customization needs. AI integration in Adobe's core products in Document Cloud, including AI Assistant and Generative Summary, entrenches its dominant market position and competitive advantage.

Adobe: Will Text-To-Image Disrupt Adobe's Business Model?

SAN DIEGO, Dec. 20, 2024 (GLOBE NEWSWIRE) -- DiCello Levitt LLP announces that it is investigating whether Adobe, Inc. (“Adobe” or the “Company”) (NASDAQ: ADBE) violated the federal securities laws, issued false and/or misleading statements, and/or failed to disclose information required to be disclosed to investors.

INVESTIGATION ALERT (NASDAQ: ADBE): DiCello Levitt LLP Is Investigating Investor Claims Against Adobe, Inc. and Encourages ADBE Investors with Losses to Contact the Firm

Adobe, trading at 21.6x forward earnings, trades inline with the S&P 500 despite better growth and a superior business model. Microsoft and Salesforce trade at over 30x forward earnings, despite similar growth expectations for all three names in 2025. Adobe's Q4 results were solid with 11% YoY revenue growth, record Digital Media ARR, and strong EPS growth, despite market concerns. 2025 guidance was slightly below expectations, but Adobe's recurring revenue, pricing power, and AI advancements support continued growth and potential upside.

Adobe: Our Top Idea For 2025 Now Trading At A 30% Discount To SaaS Peers

ADBE shares are benefiting from strong demand for its creative products and expanding clientele amid increasing competition and stretched valuation.

Adobe Stock Slips 20% in a Week: Should You Brace for a Tough 2025?

With just a few weeks left in the year, the tech sector is shaping up to, once again, beat the S&P 500 (^GSPC -0.39%) largely thanks to gains from Nvidia and Broadcom in the semiconductor industry. The software industry also makes up a large share of the tech sector but has enjoyed mixed results on the year.

Down 22%, Here's How Adobe Could Follow in Salesforce's Footsteps to Become a Strong Buy in 2025

Fluence Energy

GXO Logistics

This has been a phenomenal year for the broader indexes. But there are still plenty of opportunities for scooping up shares of out-of-favor stocks at compelling valuations.

3 Growth Stocks Down 21%, 22%, and 28% to Buy in December

Adobe (ADBE) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Adobe Inc. (ADBE) is Attracting Investor Attention: Here is What You Should Know

Adobe stock has seen a 15% fall in a week after the company reported its Q4 results for fiscal 2024. Although the top and bottom-line figures were ahead of the street estimates, its fiscal 2025 guidance was underwhelming.

Why Is Adobe Stock Down 15%?

Many tech stocks had epic runs in 2023 and have sustained the momentum this year. But not Adobe (ADBE -0.89%).

Down Over 13% in a Single Day, Is This Megacap Growth Stock Worth Buying in December?

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

Unlocking Adobe (ADBE) International Revenues: Trends, Surprises, and Prospects

Palantir Technologies

Year to date, shares of Palantir Technologies (PLTR -2.65%) have soared by 326% while shares of Adobe (ADBE -0.64%) have tanked by 20%. However, picking a stock based largely on its recent performance is a strategy fraught with risks.

Better Artificial Intelligence Stock: Palantir or Adobe

MongoDB

What goes up must come down — and after three straight weeks of rallies, the CE 100 wound up snapping a long streak of wins, declining 2.2% in the penultimate “full” week of trading for 2024. All pillars lost ground.

CE 100 Index Gives Up 2.2% as MongoDB and Adobe Slip on Earnings

Despite posting record revenue to close out its fiscal year ended Nov. 29, shares of Adobe (ADBE -1.88%) were sinking as investors were disappointed with the company's guidance. Adobe has been at the forefront of generative artificial intelligence (AI) with both its Creative Cloud suite of products that includes Photoshop, and with its Document Cloud business featuring Acrobat.

Adobe Shares Sink Despite Record Revenue. Should Investors Buy the Stock on the Dip?

Adobe stock has continued to disappoint as its AI growth inflection has yet to demonstrate its full potential. Management's underwhelming guidance suggests patience is needed as Adobe navigates near-term monetization headwinds. Adobe's solidly profitable business model and relative attractiveness underscore my conviction in its bullish thesis.

Adobe: Why You Should Catch This Falling Knife

Despite strong Q4 and FY24 results, ADBE's stock dropped due to conservative FY25 guidance, creating a buying opportunity with a 29% upside potential. Monetizing Generative Credits and launching the Firefly Video Model are crucial for ADBE's growth; delays could hinder the company's AI-driven revenue potential. Document Cloud's AI tools drove 17% y/y revenue growth, showcasing the importance of AI in ADBE's product suite and future growth.

Adobe Q4 Earnings: Firefly Video Model And Generative Credits Must Be 2025's Priorities

ADBE remains the market leader in Application Development and Graphic SaaS markets, as observed in its ability to increasingly monetize existing users and grow new adoptions. The management's lower than expected FY2025 guidance may be attributed to a sandbagging strategy, as observed in the top/ bottom-line beats over eight consecutive quarters. While the aggressive share repurchases may have impacted its balance sheet health, ADBE remains profitable enough to do so, with it also directly being accretive to its adj EPS growth.

Adobe's Unloved Status Triggers Rich Capital Appreciation Prospects

Apple

AbbVie

Abbott Labs

Accenture Plc

Automatic Data Processing

Amgen

Amazon

Air Products and Chemicals

Broadcom

Boeing

Booking Hlds

Caterpillar

Colgate-Palmolive

Comcast

Chipotle

ConocoPhillips

Costco

Salesforce

Cisco Systems

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Chevron

DuPont de Nemours

Deere & Company

Danaher

Concentrate on a select few high-conviction stocks across different sectors to avoid "diworsification" and maximize returns, inspired by Charlie Munger and Warren Buffett. Utilize Joel Greenblatt's "Magic Formula" and James O'Shaughnessy's methodologies to screen stocks based on earnings yield and return on total capital. Exclude overly regulated sectors like Utilities, Financials, and REITs to focus on sectors with higher growth potential and less regulatory constraints.

Best Way To Invest $100,000: Build An 8-Stock Portfolio For Growth And Value

Adobe's stock dropped 13% post-earnings as strong Digital Media ARR and backlog growth in 4Q FY2024 were offset by weaker-than-expected revenue guidance for FY2025. Revenue growth continues to show YoY deceleration, despite strong demand for GenAI-related products. The margin outlook remains healthy, though there are no clear signs of expansion.

Adobe: Strong Q4 Bookings Growth Signals Resilient Demand (Rating Upgrade)

Major U.S. equities indexes moved lower Thursday after the Producer Price Index report showed an unanticipated uptick in wholesale inflation during November.

S&P 500 Gains and Losses Today: Adobe Stock Falls as Guidance Blurs AI Outlook

Adobe reported an 11% constant revenue growth and 13% adj. EPS growth in Q4 FY24, with a lower-than-expected guidance for FY25. I believe the broad availability of Firefly Video Model in early 2025, and the upcoming higher-priced Firefly subscription, could potentially accelerate its revenue growth. Adobe is guiding for around 8.8% revenue growth and around 10.2% adjusted EPS growth for FY25, slightly lower than the market expectations.

Adobe Q4: Higher-Priced Firefly Subscription Could Be Coming

Adobe shares tumbled after the software vendor issued revenue guidance that fell short of analysts' estimates. Adobe said it expects revenue for the fiscal first quarter of $5.63 billion to $5.68 billion.

Adobe shares plunge 13% on disappointing revenue guidance

I'm initiating Adobe with a buy after a 12% sell-off post-Q4 so far because I see an opportunity in the market's not-so-optimistic outlook on the business and its AI monetization. Adobe didn't guide too well for two quarters in a row compared to Mr. Market's expectations, and I think the company is more likely to outperform expectations in 2025. I believe Adobe's focus on quality and usability over immediate profits in AI will play off big time down the road.

Adobe: Panic Will Pass - Initiating With A Buy

Riot Blockchain

Major US equity averages fell on Thursday as investors assessed a hotter-than-expected producer price index reading for November.  At the time of writing, the Dow Jones Industrial Average was down 0.2%, and the Nasdaq Composite was also 0.2% lower.

Dow, S&P 500 slip as investors assess hot producer price index; Adobe plunges, while Riot Platform jumps

Adobe (ADBE) shares dropped Thursday after the company's results the day before came with an underwhelming revenue outlook, but analysts still have largely bullish, if tempered, expectations for artificial intelligence (AI) monetization by the company.

Why Analysts Can't Quit Adobe Even After Disappointing Revenue Guidance

U.S. stocks traded lower midway through trading, with the Dow Jones index falling by 0.2% on Thursday.

News for Adobe Stock (ADBE)