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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

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 (NASDAQ: ADBE ) stock is trending on social media and business news websites, and it is rallying about 15%. The software maker delivered beat-and-raise fiscal second-quarter results yesterday after the market closed.

Will AI Demand Make Adobe (ADBE) Stock the Next Nvidia?

Adobe shares soared Friday morning after the company beat earnings expectations, a sign the company's approach to artificial intelligence could be working for the creative software giant amid fears generative AI could cause widespread disruption for many industries.

Adobe Soars In Premarket As AI Strategy Starts Paying Off

Adobe Inc. ADBE posted upbeat results for its second quarter and also issued a strong forecast.

These Analysts Boost Their Forecasts On Adobe After Upbeat Earnings

The software sector has disappointed this earnings season and Adobe has been hit by doubts over its AI tools. Some of those worries now look to have been dispelled.

Adobe's Traction in AI Is Good News for Software Stocks

Adobe Inc. faced its share of doubters heading into earnings, but the report came as a welcome relief.

How Adobe quieted the doubters to send its stock cruising after earnings

Adobe shares soared 14% before the bell on Friday after the Photoshop-maker raised its annual revenue forecast as more customers turned to its AI-powered editing tools.

Adobe surges as AI optimism fuels annual revenue forecast

GameStop

The market could pause in the final trading session of the week following its record run, facilitated by tamer-than-expected inflation data. The major index futures were moderately lower in early trading.

US Stocks To End Record-Clinching Week On Subdued Note, GameStop Slides, Adobe Soars: Fed Speeches And More To Watch Heading Into Friday

Adobe reported strong Q2 earnings, beating estimates, and raising future guidance. ADBE's effective AI monetization strategy showcased strong Document Cloud growth, which will continue to accelerate. The Company's focus on integrating AI across its entire stack will drive steady double-digit compounding and operating leverage.

Adobe: Very Compelling AI Monetization In Q2 (Rating Upgrade)

Why Are Shares of Adobe Stock Soaring After Earnings?

Adobe reported Q2 revenue of $5.31 billion, with a 15% year-over-year increase in non-GAAP earnings per share. Adobe stock jumps 15% premarket on a strong outlook. Concerns about AI disrupting Adobe's products.

Adobe Q2 Earnings: Picture-Perfect Priced In

Adobe Inc (NASDAQ:ADBE) shares rose by 17% in after-hours trading following better-than-expected earnings and revenue and increased its full-year guidance driven by its investment in artificial intelligence. David Wadhwani, president of Adobe's Digital Media business, said he had been pleased with the adoption of AI functionality within products such as the best-selling Creative Cloud along with early monetisation of innovations.

Adobe jumps 17% after hours as AI starts to drive outperformance

Adobe (ADBE) shares surged nearly 15% in extended trading on Thursday after the software maker reported earnings that topped Wall Street's estimates and lifted its full-year earnings and sales guidance amid robust demand for its suit of generative artificial intelligence (AI) digital media products.

Adobe Stock Jumps 15% After AI-Fueled Earnings Beat—Watch This Key Level

Adobe Inc. (NASDAQ:ADBE ) Q2 2024 Earnings Conference Call June 13, 2024 5:00 PM ET Company Participants Jonathan Vaas - VP of IR Shantanu Narayen - Chair & CEO David Wadhwani - President of Digital Media Anil Chakravarthy - President of Digital Experience Dan Durn - EVP & CFO Conference Call Participants Mark Moerdler - Bernstein Research Aleksandr Zukin - Wolfe Research Saket Kalia - Barclays Brent Thill - Jefferies Gregg Moskowitz - Mizuho Keith Weiss - Morgan Stanley Bradley Sills - Bank of America Brad Zelnick - Deutsche Bank Kash Rangan - Goldman Sachs Jacob Roberge - William Blair Operator Good day, and welcome to the Q2 FY 2024 Adobe Earnings Conference Call. Today's conference is being recorded.

Adobe Inc. (ADBE) Q2 2024 Earnings Call Transcript

Although the revenue and EPS for Adobe (ADBE) give a sense of how its business performed in the quarter ended May 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Adobe (ADBE) Reports Q2 Earnings: What Key Metrics Have to Say

Adobe's Digital Experiences grew an impressive +9% year over year, with notable earnings upgrades for next quarter and full year.

Markets Close Mixed; Adobe Beats in Q2, Jumps +14%

Adobe Systems (ADBE) came out with quarterly earnings of $4.48 per share, beating the Zacks Consensus Estimate of $4.39 per share. This compares to earnings of $3.91 per share a year ago.

Adobe Systems (ADBE) Tops Q2 Earnings and Revenue Estimates

Adobe topped analyst estimates for its fiscal second quarter and raised its outlook for the full year. Adobe stock surged in extended trading.

Adobe Stock Surges As Digital Media Software Firm Tops Q2 Estimates

Adobe Inc (NASDAQ:ADBE) reported second-quarter earnings for 2024 that exceeded Wall Street expectations, driving its shares up by 14.7% in afterhours trading. The software giant posted an adjusted earnings per share of $4.48, surpassing the consensus estimate of $4.39.

Adobe 2Q earnings beat expectations, shares surge afterhours

Adobe surpassed expectations on earnings and revenue. The stock jumped in extended trading.

Adobe shares soar 15% on better-than-expected results

Adobe Inc (NASDAQ: ADBE) is trading up in extended hours on Thursday after reporting market-beating financial results for its second quarter. This is a developing story.

Adobe reports a strong Q2 and issues upbeat guidance

Photoshop maker Adobe beat Wall Street expectations for second-quarter revenue on Thursday as more businesses and consumers take to its artificial intelligence-powered editing tools amid signs of an easing economy.

Adobe beats quarterly revenue estimates

SAN JOSE, Calif.--(BUSINESS WIRE)--Adobe (Nasdaq:ADBE) today reported financial results for its second quarter fiscal year 2024 ended May 31, 2024. “Adobe achieved record revenue of $5.31 billion driven by strong growth across Creative Cloud, Document Cloud and Experience Cloud,” said Shantanu Narayen, chair and CEO, Adobe. “Our highly differentiated approach to AI and innovative product delivery are attracting an expanding universe of customers and providing more value to existing users.” “Ado.

Adobe Reports Record Revenue in Q2 Fiscal 2024

Accenture Plc

Baidu

It has been less than two years since ChatGPT 3.5's release opened the capital floodgates for AI. Yet, in that short period, Nvidia (NASDAQ: NVDA ) briefly surpassed Apple's (NASDAQ: AAPL ) market cap of $3 trillion, having increased its valuation by 643% since November 2022.

3 AI Stocks to Buy That Are Actually Churning Out Revenue

Broadcom

Signet Jewelers

With U.S. stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:

Stocks To Watch On Thursday: Adobe, Broadcom, Signet Jewelers And More

Adobe's (ADBE) strength in the Digital Media segment, driven by solid momentum across Creative Cloud and Document Cloud, is likely to get reflected in its fiscal second-quarter results.

News for Adobe Stock (ADBE)