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

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EBITDA

Net income

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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 (ADBE) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Strength Seen in Adobe (ADBE): Can Its 6.0% Jump Turn into More Strength?

UBS analysts have increased their 12-month target price on shares of Adobe Inc from $370 to $440 on Monday, saying that after speaking with customers and other checks to gauge the artificial intelligence (AI) impact they conclude that the company's Firefly AI art generator is likely to end up as a net positive for the software provider.   “In our view much of (the stock's) out-performance (Adobe shares are up 24% over the last two weeks) has been driven by a reversal of AI concerns (from an “AI loser” to AI being neutral if not a tailwind for Adobe),” the analysts wrote.

Adobe stock receives target price boost as company sheds “AI loser” label

Baidu

Deere & Company

Artificial intelligence (AI) stocks are all the rage so far in 2023. The trend kicked off with ChatGPT and billions of dollars have since flowed into the AI space and into these stocks.

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Microsoft

NVIDIA

Generative AI could automate 300 million full-time jobs.

Generative AI $7 Trillion Ecosystem: Invest In Nvidia, Microsoft, Adobe And More

Salesforce

Adobe and Salesforce both expect to generate slower sales growth this year. But Adobe continues to expand as Salesforce aggressively cuts costs.

Better Buy: Adobe vs. Salesforce

Mastercard

ASML Hld

Broadcom

JPMorgan Chase & Co

Netflix

A few stocks recently eclipsed the $1 trillion mark. A couple more attained $2 trillion valuations.

7 Stocks That Could Be the Next $500 Billion-Dollar Companies

C3.ai

Alphabet

ServiceNow

From the Cannes Film Festival on the French Riviera to a Senate subcommittee in Washington, D.C., and from a Hollywood back-lot summit to a Silicon Valley conference on the future of TV, one topic is on the lips of filmmakers, writers, novelists, musicians and other artists.

AI is going to change the way entertainment is made. Will it be for better or worse?

On the company's earnings call, CEO Jensen Huang may have pointed to two good AI plays.

2 Stocks to Play the AI Boom, From Nvidia CEO's Earnings Call Remarks

Adobe has a clear AI pitch to its customers.

Photoshop Is Getting Artificial Intelligence -- Why That's a Big Deal for Adobe

Apple

Accenture Plc

Advanced Micro Devices

Amazon

Arista Networks

EPAM Systems

Intel

Coca-Cola

Palantir Technologies

Snowflake

Atlassian

Zoom Video

Amid hype over artificial intelligence and ChatGPT, the best AI stocks generate sales or get a strategic edge from the fast maturing technology. And, they hold big data.

AI Stocks To Watch As Big Tech Braces For Artificial Intelligence Regulation

Photoshop is about to look a little different.

Adobe is adding an AI-powered image generator to Photoshop

Adobe has added generative AI to Photoshop, its market-leading image-editing software. ADBE stock has gotten a lift lately from AI news.

Adobe Leans Further Into Generative AI. Here's What's In Store For Its Market-Leading Photoshop App

Company says Adobe Firefly is a ‘co-pilot' to graphic design rather than a replacement for humans

Adobe to integrate AI into Photoshop amid fears of job losses and mass faking of images

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) unveiled Generative Fill in Photoshop, bringing Adobe Firefly generative AI capabilities directly into design workflows. The new Firefly-powered Generative Fill is the world's first co-pilot in creative and design workflows, giving users a magical new way to work by easily adding, extending or removing content from images non-destructively in seconds using simple text prompts. This beta release of Photoshop is Adobe's first Creative.

Adobe Unveils Future of Creative Cloud With Generative AI as a Creative Co-Pilot in Photoshop

Adobe Inc. (NASDAQ:ADBE ) MoffettNathanson's Inaugural Technology, Media, and Telecom Conference May 18, 2023 11:00 AM ET Company Participants Scott Belsky - Chief Strategy Officer and EVP, Design & Emerging Products Conference Call Participants Sterling Auty - MoffettNathanson Sterling Auty We're all set. All right.

Adobe Inc. (ADBE) Presents at MoffettNathanson's Inaugural Technology, Media, and Telecom Conference (Transcript)

Not all AI companies are created equal. Alphabet and Adobe offer flexible AI tools that are at home in data centers and smartphones alike.

2 AI Stocks I Love, and 1 I Don't

Impinj

ON Semiconductor

Visa

Signs continue to point to continued growth opportunities across a wide swath of tech stocks. Recently, the tech-heavy Nasdaq exchange has often been observed to outperform more balanced exchanges like the Dow on down days.

7 Top Tech Stocks to Watch for Growth Opportunities

Airbnb

MercadoLibre

Novo Nordisk

Tesla

Waste Management

Growth Companies often come attached to a high level of risk for investors, particularly when high growth expectations are priced into the stock price. In today's article, I will provide you with 10 growth companies that I consider to be appealing for investors.

10 Attractive Growth Stocks For May 2023

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) showcased the incredible momentum of Adobe Firefly including a new integration with Bard by Google and the expansion of the Content Authenticity Initiative. In the first month since Adobe's Firefly beta launch, creators made it one of the company's most successful betas ever and generated more than 70 million images with capabilities such as text-to-image, vector re-coloring and text effects, with more coming in the weeks ahead. Adob.

Adobe Firefly Delivers Creator-Focused, Commercially Viable Generative AI to Millions

Bard, Google's answer to OpenAI's ChatGPT, is getting new generative AI capabilities courtesy of Adobe. Adobe announced today that Firefly, its recently introduced collection of AI models for generating media content, is coming to Bard alongside Adobe's free graphic design tool, Adobe Express.

Google partners with Adobe to bring art generation to Bard

ADBE is looking for AI to help drive growth as it introduces generative AI models. Its deal for Figma could be a nice driver, but looks unlikely to gain approval.

Adobe: Attractively Priced, Looking Towards AI To Boost Growth

How much an investor can expect from an investment here depends very much on the future P/E ratio of the share. According to Fastgraphs, if the P/E ratio were 18 in 2025, the expected return would be only 1.5%. If it were 23, about 13% annually could be expected.

Adobe: An Analysis Of GAAP Earnings, SBCs, And Expected Returns

Autodesk

Bank of America

CME Group

Cheniere Energy Partners

Corteva Inc

Harley-Davidson

Keysight

Lam Research

Microchip Technology

Monolithic Power Systems

Norfolk Southern

Northern Trust

Pfizer

Polaris

Charles Schwab

Tradeweb Markets

U.S. Bancorp

Veeva Systems

Wells Fargo

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.

U.S. Wide-Moat Stocks On Sale - The May 2023 Heat Map

News for Adobe Stock (ADBE)