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

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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 Q1 2021

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

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.

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Cost of revenue

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SG&A

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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 Inc. (NASDAQ:ADBE ) Q3 2024 Earnings Conference Call September 12, 2024 5:00 PM ET Company Participants Jonathan Vaas - Vice President of Investor Relations Shantanu Narayen - Chair and Chief Executive Officer David Wadhwani - President, Digital Media Business Anil Chakravarthy - President, Digital Experience Business Dan Durn - Executive Vice President and Chief Financial Officer Conference Call Participants Alex Zukin - Wolfe Research Mark Murphy - JPMorgan Keith Bachman - BMO Capital Markets Saket Kalia - Barclays Jay Vleeschhouwer - Griffin Securities Tyler Radke - Citi Brent Thill - Jefferies Operator Good day and welcome to the Q3 FY'24 Adobe Earnings Conference Call. Today's conference is being recorded.

Adobe Inc. (ADBE) Q3 2024 Earnings Call Transcript

On the path to a lower Fed funds rate next week for the first time in years, CPI, PPI and Jobless Claims numbers performed decently.

Markets Up for the Week (So Far) on Inflation and Jobs

The headline numbers for Adobe (ADBE) give insight into how the company performed in the quarter ended August 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Adobe (ADBE) Reports Q3 Earnings: What Key Metrics Have to Say

Adobe (ADBE) shares tumbled in extended trading Thursday after the company's fiscal fourth-quarter outlook fell short of analysts' expectations.

Adobe Stock Dives on Disappointing Outlook

Adobe Systems (ADBE) came out with quarterly earnings of $4.65 per share, beating the Zacks Consensus Estimate of $4.53 per share. This compares to earnings of $4.09 per share a year ago.

Adobe Systems (ADBE) Q3 Earnings and Revenues Beat Estimates

Adobe reported third-quarter results on Thursday that beat Wall Street expectations for sales and earnings. But the stock slid in extended trading on fourth-quarter guidance that came up short.

Adobe stock slips on soft fourth-quarter revenue guidance

Photoshop maker Adobe forecast fourth-quarter earnings below analysts' estimates on Thursday, signaling stiff competition and soft demand for its AI-integrated editing tools amid challenging economic conditions.

Adobe forecasts downbeat quarterly earnings on cautious tech spending

Adobe hit a revenue record in the latest quarter.

Adobe earnings report brings records, but stock falls as outlook underwhelms

The company posted revenue of $5.4 billion in in latest quarter.

Adobe Beats Forecasts for Its August Quarter

Adobe beat Wall Street's targets for its fiscal third quarter, but its guidance for the current period missed estimates. ADBE stock fell.

Adobe Stock Falls After Creative Software Firm Gives Light Guidance

Record Q3 net new Digital Media ARR of $504 million, with exiting RPO surpassing $18 billion and growing 15 percent year over year

Adobe Reports Record Revenue in Q3 Fiscal 2024

AudioEye Inc

Arista Networks

Micron Technology

A rate cut by the Fed will help mega-cap tech stocks like Micron Technology (MU), Arista Networks (ANET), Adobe (ADBE) and AudioEye (AEYE).

4 Mega-Cap Tech Stocks to Buy Ahead of Fed's September Rate Cut

UPDATE—Sept. 12, 2024: This article has been updated to reflect more recent share price information.

What You Need To Know Ahead of Adobe's Earnings Report

Adobe Inc. ADBE will release earnings results for its third quarter, after the closing bell on Thursday, Sept. 12.

Adobe Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Adobe is scheduled to report earnings after Thursday' close. The stock hit a record high of $699.54/share in 2021 and is currently trading near $580.

Earnings Preview: What To Expect From Adobe

Adobe is positioning Firefly Video as an essential part of the modern editor's toolkit—empowering creators to elevate their projects.

Adobe previews Firefly Video AI model offering high-quality generations

Adobe said the upgrade will be available in beta later this year, but you can join the waitlist now.

Adobe Firefly Will Introduce AI-Generated Videos This Year

Adobe's fiscal third-quarter results are likely to reflect solid momentum across Creative Cloud and Document Cloud.

Will Adobe's (ADBE) Q3 Earnings Gain From Digital Media?

Adobe will unveil a new generative AI-powered video creation and editing tool in a limited release later this year, the software maker said on Wednesday, as it looks to beef up its suite of applications catering to creative professionals.

Adobe to launch generative AI video creation tool later this year

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq: ADBE) previewed advancements to its generative AI video capabilities, powered by the Adobe Firefly Video Model. First previewed earlier this year, Adobe's upcoming video capabilities are designed to empower film editors and video professionals with tools to help inspire their creative vision, fill gaps in their timeline and add new elements to existing footage. The Firefly Video Model will extend Adobe's family of generative AI models, wh.

Adobe Previews Its Upcoming Firefly Video Model

ADBE's fiscal third-quarter results are likely to reflect the impacts of its strength in generative AI and positive contributions from partnerships.

Adobe Set to Post Q3 Earnings: To Buy or Not to Buy the Stock?

Apple

Autodesk

Advanced Micro Devices

Buzzfeed

Salesforce

CrowdStrike

Alphabet

HubSpot

Microsoft

NVIDIA

Palantir Technologies

Snowflake

Tesla

With AI now central to tech investing, the challenge is distinguishing companies leveraging AI from those "faking it". The Rule of 40 serves as a key metric, in my view. I see AI applications falling into three main categories—Creative Work, Data Analytics & Cybersecurity, and Automation & Robotics—with a fourth "Picks & Shovels" category for hardware providers like Nvidia. Understanding these categories helps clarify AI's business impact. Furthermore, analyzing Rule of 40 scores shows that few companies are truly excelling in monetizing AI.

Let's Talk About Investing In AI

Evaluate the expected performance of Adobe (ADBE) for the quarter ended August 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Unveiling Adobe (ADBE) Q3 Outlook: Wall Street Estimates for Key Metrics

Adobe faces significant challenges from competitors like Canva and Figma, as evolving content needs are impacting its growth and market positioning. Revenue growth has decelerated, and despite strong margins, Adobe's valuation appears inflated compared to peers like Microsoft. AI initiatives like Firefly have yet to significantly boost revenue, raising concerns about Adobe's future growth prospects.

Adobe: The Market Is Changing, And Growth Is Decelerating (Rating Downgrade)

Adobe (ADBE) is scheduled to release its fiscal third-quarter results after the bell Thursday, with investors likely watching to see whether the company can build on its momentum with artificial intelligence (AI).

News for Adobe Stock (ADBE)