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.

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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.

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.

Alphabet

Google and Adobe tumbled last week on OpenAI fears, despite the tech titans being viewed as big AI plays.

Google, Adobe Highlight AI Threat Even To Big Artificial Intelligence Plays. Take Note Investors.

Adobe shares tumbled after artificial intelligence startup OpenAI introduced a new text-to-video generator. ADBE stock plunged about 5% on the news.

Adobe Tumbles As OpenAI Invades Its Turf With Video Creation Tool

Advanced Micro Devices

Datadog

e.l.f. Beauty

Cloudflare

Palo Alto Networks

Super Micro Computer

The Magnificent 7 Stocks have a long history of outperforming the market. The tech stocks in this cohort have exposure to multiple high-growth industries and are at the forefront of artificial intelligence (AI).

The Next Magnificent 7 Stock? 7 Growth Plays That Investors Shouldn't Ignore

Visa

Walmart

Unsurprisingly, Microsoft (NASDAQ: MSFT ) continues to soar higher and boasts a market cap above $3 trillion. The tech giant's ascent has inspired many investors to pursue stocks that can someday reach the $1 trillion milestone.

The Next Microsoft? 3 Future Trillion-Dollar Stocks That Investors Shouldn't Ignore

Shares of technology powerhouse Adobe Inc (NASDAQ:ADBE) are 0.6% higher to trade at $605.25 this afternoon.

Software Stock's Pullback Presents Attractive Entry Point

Adobe Systems (ADBE) reachead $615.85 at the closing of the latest trading day, reflecting a +1.43% change compared to its last close.

Adobe Systems (ADBE) Rises Higher Than Market: Key Facts

Costco

Moody's

Nintendo

Procter & Gamble

Blue-chip stocks to buy offer greater stability and long-term certainty than smaller equities. These stocks are optimal for buy-and-hold investors.

7 Blue-Chip Stocks to Buy on the Dip: February 2024

Adobe Inc  (NASDAQ:ADBE) stock is down 1.1% at $628.06 at last check, but in the previous session hit a two-year high of $638.25, after long-time support at its 100-day moving average contained its January pullback to the $566 region.

Adobe Stock's Breather Could Be Short-Lived

Adobe announced its Adobe Firefly family of creative generative AI models will be available as an app on the Apple Vision Pro.

Adobe takes Firefly GenAI creator tools to Apple Vision Pro

Adobe Systems (ADBE) reachead $627.91 at the closing of the latest trading day, reflecting a +1.64% change compared to its last close.

Adobe Systems (ADBE) Beats Stock Market Upswing: What Investors Need to Know

Salesforce

In the AI space, three prominent companies stand poised to reshape the market by 2027. Each company, a titan in its domain, weaves strategies of disruption.

3 Disruptive AI Stocks That Could Dominate the Market by 2027

Amazon

Wall Street analysts spend their entire careers analyzing stocks and determining which equities have potential. Detailed research from these analysts can help investors save time and generate good returns from their portfolios.

Wall Street Favorites: 3 Growth Stocks With Strong Buy Ratings for January 2024

Oracle

Snowflake

Workday

There's a fair bit of love for software stocks on Wall Street, after the category has trounced the S&P 500 since the start of last year.

These 4 software stocks are ‘underloved.' Here's what could get them roaring.

Alibaba

Regulatory pressure on businesses in the technology sector has been increasing since last year. Rules on content moderation and payment activities appeared in the government's supervisory agenda in several countries, while President Biden's executive order on the safety and security of artificial intelligence has already been signed.

3 Tech Stocks to Sell as the Sector Faces Regulatory Headwinds

UiPath

UiPath's AI product is useful for all companies. Adobe's generative AI can be used to create images rapidly.

Millionaire Makers: 3 Artificial Intelligence (AI) Stocks to Transform Your Portfolio

Nvidia remains an AI darling, but top funds like these things about Adobe stock as it sets up another buy point.

Nvidia Goes AWOL. But Top Funds Latch Onto This AI Stock.

Chipotle

Amazon stock, Microsoft, Nvidia are among the magnificent seven stocks funds are picking. MSFT, ADBE and CMG are near buy points and are top picks too.

Amazon Stock, Chipotle And Adobe Among Mutual Fund Favorites

Dorian LPG

QUALCOMM

As investors, we are always looking to beat the market. As such, we are deeply interested in finding ways that can give us a leg up.

3 ESG Stocks to Buy as the Trend Gains Momentum in 2024

Figma will refresh equity packages for employees and offer an optional program to those who wish to leave the cloud-based designer platform with a hefty package after its deal with Adobe fell through, a person familiar with the matter said on Tuesday.

Figma to boost employee equity packages after Adobe's $20 bln deal collapses - source

Adobe's share price has increased by over 70% in the past year, driven in part by excitement over its new AI tool, Firefly. The company's vast suite of software products, subscription model, and impressive revenue growth justify its premium price. Adobe's Document Cloud is also growing twice as fast as DocuSign, despite being at a similar scale.

Adobe: Strong Growth Tailwinds Justify Premium Price

Adobe is projected to experience over 10% annual growth through 2028 due to the expanding creative class and the adoption of AI in the creative industry. More broadly, AI enhances creativity by offering new possibilities and speeding up the creative workflow, leading to greater usage of Adobe's software. Adobe's revenue streams are recurrent and significantly value-accreditive for shareholders, with Adobe generating approximately 0.35 cents in FCF on a dollar of incremental sales.

Adobe: Why AI Could Supercharge Growth

The price of this tech stock has gotten out of hand.

1 Tech Giant to Sell Like There's No Tomorrow

Microsoft

SAP SE

Shopify

Zoom Video

Microsoft and Oracle have room to grow, but the outlook is trickier for other software stocks, including Zoom and Adobe, an analyst says.

4 Software Stocks to Buy and 3 to Sell, According to an Analyst

Applied Materials

Couchbase

Fiverr

MongoDB

NVIDIA

Taiwan Semiconductor Manufacturing

Large language models aka LLMs and generative AI aka GenAI are reshaping various industries and rewriting life as we know it. Monetization of GenAI has primarily focused on B2B revenue streams, but subscription-based models and the "GPT Store" show promise for individual users. Hardware and software design, AI workflow enhancers, and applied AI opportunities are key areas to watch in the GenAI space.

The AI Trends (And Hype) For The Coming Year

Choosing between fast and secure payments is no longer a question. The choice between establishing robust fraud protection and offering a seamless customer experience has been resolved: Organizations today can have both.

News for Adobe Stock (ADBE)