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

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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

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

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Earnings data Q3 2023

Earnings data Q4 2023

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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.

Salesforce

CrowdStrike

Datadog

GitLab

monday.com

Cloudflare

ServiceNow

Palantir Technologies

Shopify

Snowflake

Atlassian

Veeva Systems

Workday

Zoom Video

Zscaler

SaaS companies have strong growth potential in an ever-expanding TAM. The SaaS business model is unique and has a host of key operating and financial metrics to analyze. Certain metrics, such as Rule of 40, are key in determining a company's success rate.

Screening For The Best SaaS Companies

Oracle

Adobe Inc ADBE and Oracle Corp ORCL were named top technology picks for July by Mizuho on Wednesday. Cerity Partners' Jim Lebenthal maintains positions in both stocks as he believes both will continue to benefit from the AI boom.

Adobe, Oracle Named Top Tech Picks For July: Why This Investor Expects The AI Momentum To Continue

Adobe beat earnings and raised guidance. The results were enough to quell investor fears over the disruptive potential of AI on Adobe's business.

Why Adobe Rallied 25% in June

Autodesk

QUALCOMM

The Metaverse is one of the fastest-growing industries in the world. The metaverse market size is expected to grow to $803.1 billion at a 39.68% CAGR.

The 3 Best Metaverse Stocks to Buy in July 2024

Unity Software

As we enter July 2024, augmented reality (AR) stocks are catching the eyes of forward-thinking investors looking to tap into the next technological revolution. AR technology has been developing quietly in the background.

The 3 Best Augmented Reality Stocks to Buy in July 2024

Amazon

Social media is a fast growing market that Goldman Sachs expects to double to $480 billion by 2027. To take advantage of this trend, many invest in the obvious social media stocks like Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) or Meta (NASDAQ: META ).

3 Social Media Stocks You Can Retire On

Uber

As the third quarter kicks off, analysts at Deutsche Bank are feeling especially upbeat about shares of Adobe Inc. and Uber Technologies Inc.

Why Adobe and Uber are newly named top stock picks at Deutsche Bank

FedEx

Marathon Petroleum

When investors consider the main ways to get their money back from an investment and a reasonable return on that initial investment, the average retail investor thinks of two main approaches. First is the classic ‘buy low and sell high' approach, which means someone sold stock at a profit and created a taxable event for those capital gains.

3 Recent Stock Buybacks: Adobe, Marathon, and FedEx Lead the Way

3 Social Media Stocks That Could Make Your Grandchildren Rich

Palo Alto Networks

Although there's no specific catalyst, cloud-based software providers making outsized moves today.

3 Software Stocks on Cloud 9 Today

LOS ANGELES--(BUSINESS WIRE)--Audiostock, Japan's premier music licensing company, has collaborated with Adobe to begin providing music via Audiostock add-on for Express.

Audiostock Collaborates with Adobe to Launch Music Provision via Audiostock add-on for Adobe Express

Lululemon Athletica

WillScot Mobile Mini

In the ongoing landscape of surging stock prices and dizzying market highs, it's easy to feel like you've missed the boat on growth stocks. The result of a broad market rally in recent months has catapulted most quality growth stocks to hefty valuations.

You've Been Warned! 3 Growth Stocks to Buy Now or Regret Forever.

Tencent Holdings Limited

When we think of social media influencers, we think of silly teenagers dancing on ByteDance's TikTok. However, the industry is becoming significant, and social media is leading to a $1.2 trillion market of e-commerce that leverages attention and influence.

3 Undervalued Social Media Stocks to Snap Up Now

Alphabet

Machine learning stocks are doing well in 2024, led by the astronomical 145% growth of Nvidia (NASDAQ: NVDA ), but there are other opportunities to explore apart from Nvidia in the machine-learning market, with a potential size of $79.3 billion in 2024 and 36% growth between 2024 and 2030, reaching $503.4 billion by 2030. North America is the biggest market for machine learning, thanks in part to the country's favorable policy trends.

Treasure Hunt: 3 Machine Learning Stocks Wall Street Hasn't Discovered Yet

LVMH Moet Hennessy Louis Vuitton

Visa

Stock market performance in H1 was strong, driven by steady earnings growth and a resilient US economy. The S&P 500 is near all-time high with tech-heavy companies leading returns, while Dow Jones lags behind. Q2 earnings will determine H2 investor appetite, with sky-high expectations, it's time for caution.

Top 4 Stocks To Buy For H2 2024

NVIDIA

Tesla

The trade in technology stocks is growing volatile. The shares of microchip and semiconductor companies, which had led the market higher in this year's first half, are selling off as we near the end of June.

3 Tech Stocks to Buy on the Dip: June 2024

Microsoft

Western Digital

OpenAI has already changed the tech industry in big ways. Indeed, this technology has even started to impact blue-collar sectors after ChatGPT came out.

3 Stocks to Buy Before This OpenAI Project Shocks Wall Street

The creator economy is an ecosystem surrounding content creators on platforms like YouTube and TikTok, who monetize their content through sponsorships, affiliate marketing, subscription models, merchandise sales and more. It's a burgeoning new industry caused by the rapid rise in digital media consumption and the various monetization methods made possible in recent years.

The 3 Best Stocks to Profit From the Trillion-Dollar Creator Economy

Adobe reported solid quarterly results, helped by early AI monetization efforts. The Document Cloud business was a standout performer in the quarter.

Adobe Shares Surge as Revenue Climbs. Is It Too Late to Buy the Stock?

Palantir uses artificial intelligence in its software to assist organizations in integrating their data and operations. Meta Platforms is a social media giant that is utilizing artificial intelligence in its WhatsApp, Instagram, and Facebook products.

3 Artificial Intelligence Stocks to Buy and Hold for Great Long-Term Potential

MicroStrategy Incorporated

Micron Technology

Certain stocks have seen big moves higher this year. Some of those stocks have risen based on better-than-expected financial results.

The Hype Trap: 3 Overblown Stocks to Escape Before It's Too Late

Adobe's AI products saw massive demand last quarter. Alphabet has been preparing for this AI wave for a while.

2 Artificial Intelligence (AI) Stocks I'd Buy Over Nvidia Right Now

Apple

Caterpillar

Are you looking for stocks to buy for buyback boosts? On June 11, General Motors (NYSE: GM ) announced a new $6 billion stock buyback program.

3 Stocks Ready to Rev Up Returns With Buyback Boosts Like GM

Investors reacted positively to Adobe's second-quarter earnings report. The company continues to roll out new AI tools across its products ecosystem.

Adobe Stock: Buy, Sell, or Hold?

ADBE's second-quarter performance exceeded expectations with impressive revenue and EPS growth, leading to raised guidance for FY24. The company's AI tools, including Firefly and Adobe Express, are driving growth in Document Cloud and setting the foundation for AI-driven marketing. Despite regulatory challenges and competition, ADBE's strong performance and demand for AI tools support a bullish outlook, with a price target upgrade.

News for Adobe Stock (ADBE)