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 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.

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.

Shares of Adobe Inc. ADBE, +0.01% climbed 1.9% in premarket trading Monday after the software company and design tools maker Figma said they have agreed to terminate the $20 billion merger agreement. Adobe said the companies agreed that “there is no clear path” to receive the necessary regulatory approvals from the European Commission and the U.K. Competition and Markets Authority.

Adobe to terminate $20 billion deal to buy Figma

SAN JOSE, Calif. & SAN FRANCISCO--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) and Figma announced that they have entered into a mutual agreement to terminate their previously announced merger agreement, originally announced on September 15, 2022, under which Adobe would have acquired Figma for a mix of cash and stock consideration. Although both companies continue to believe in the merits and procompetitive benefits of the combination, Adobe and Figma mutually agreed to terminate the transactio.

Adobe and Figma Mutually Agree to Terminate Merger Agreement

Adobe (NASDAQ: ADBE), the $266 billion design and marketing company's acquisition of Figma, is under increased regulatory scrutiny. As the transaction delays, there are serious doubts about whether the deal will be accepted by some of the most powerful global regulators.

Adobe's (ADBE) $20 billion Figma acquisition is in limbo

NEW YORK , Dec. 18, 2023 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Adobe Inc.. Shareholders who purchased shares of ADBE during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment.

SHAREHOLDER ALERT: The Gross Law Firm Notifies Shareholders of Adobe Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of December 19, 2023 - (NASDAQ: ADBE)

Salesforce

Adobe and Salesforce stocks have both pulled back from their all-time highs. Adobe is grappling with slower growth and regulatory challenges.

Better Cloud Stock: Adobe vs. Salesforce

Airbnb

Amazon

CrowdStrike

dLocal Ltd

Alphabet

MercadoLibre

UiPath

PayPal

Taiwan Semiconductor Manufacturing

Generative AI is a widespread theme in my 2024 picks. There are multiple stocks valued at a discount to their historical average.

Here Are My Top 10 Stocks for 2024

Adobe's Q4 earnings surpassed analysts' expectations. But its guidance for fiscal 2024 was weak and it disclosed an FTC investigation.

Where Will Adobe Stock Be in 1 Year?

Oracle

Enghouse Systems Limited (TSX:ESL) reported a jump in fourth-quarter and full-year revenue driven by the expansion of its recurring Software-as-a-Service (SaaS) revenue base.

AI efforts in focus for Oracle and Adobe's quarterly reports: earnings roundup

Apple

Advanced Micro Devices

Artificial intelligence (AI) has been the dominant trade in 2023, with no shortage of AI stocks to buy. Just about any stock linked to AI has risen over the last 12 months, from heavyweights such as Microsoft (NASDAQ: MSFT ) to smaller start-ups such as C3.ai (NYSE: AI ).

Want to Be in the AI Millionaires Club? 3 Top Stocks You Need to Own Now

Adobe Inc (NASDAQ:ADBE) has a history of providing conservative guidance for the new fiscal year, analysts at Jefferies highlighted after the creative software provider's 2024 outlook disappointed investors earlier this week.   “Expectations were high going in [to earnings] with the stock up 85% year to date and generative AI momentum building, combined with new 6% to 10% price increases,” the analysts noted.

Adobe's track record of beating conservative guidance prompts price target bump

Adobe shares drop after announcing slightly lower FY24 guidance. Price increase in Creative Cloud subscription expected to contribute to growth in FY24 and FY25. Integration of Firefly AI technology and potential acquisition of Figma face regulatory challenges.

Adobe: Price Increase In Creative Cloud Should Contribute From H2 FY24 And On

Moderna

U.S. equities were up at midday, with the Dow adding to its record high set yesterday, as rising retail sales added to enthusiasm surrounding the Federal Reserve's comments signaling rate cuts next year. The S&P 500 and Nasdaq were up as well.

Midday Movers: Moderna Soars on Vaccine Trial, Adobe Slumps on Guidance Miss

Adobe (ADBE) shares plunged over 5% in intraday trading Wednesday after reporting fiscal fourth quarter earnings that beat estimates, but its guidance missed expectations and the software company warned about potential fines from U.S. regulators.

Adobe Tumbles After Reporting Q4 Results That Beat Estimates—Here's Why

Adobe's (ADBE) fiscal fourth-quarter results benefit from the strong momentum across Creative Cloud, Document Cloud and Experience Cloud.

Adobe (ADBE) Q4 Earnings & Revenues Beat Estimates, Rise Y/Y

Shares of Adobe Inc (NYSE:ADBE) are surging today, up 6.3% at $585.21 at last glance, despite the company beating fiscal fourth-quarter earnings and revenue expectations.

Software Stock Brushing Off Upbeat Quarter

Adobe's NASDAQ: ADBE FQ4 results echoed Oracle's NASDAQ: ORCL, causing the shares to fall following the release. The primary cause for the decline is the guidance, which is favorable to shareholder value but slightly less than the analysts expected.

Adobe stumbles into another buy-the-dip opportunity

Another great quarter was not enough to push the stock higher. Is Adobe stock a buy?

Adobe Stock Drops After Earnings. Has the Artificial Intelligence (AI) Bubble Popped?

Etsy

SPDR S&P Regional Banking ETF

Here's our daily look at three charts tied to recent news-driven price moves, with key technical levels to eye.

3 Charts For Investors to Watch Thursday: Adobe, Etsy, KRE ETF

Stocks continued to move higher following the Federal Reserve's latest decision. Adobe shares fell as strong financial results weren't enough to overcome worries about future growth.

2 Big Stocks Making Big Moves Thursday

We reiterate our buy rating on Adobe. 4QFY23 results confirm our belief that ADBE is uniquely positioned to continue to grow its top line supported by Firefly adoption. While 1QFY24 and FY24 outlooks are conservative and account for the near-term macro headwinds in IT spending, we think the stock is still positioned to outperform the outlook when spending recovers.

Adobe: Uniquely Positioned To Outperform When IT Spend Recovers, Maintaining Buy

Traders might have been expecting a bigger boost to revenue in the near term from the company's artificial intelligence-powered products.

Adobe Stock Still Has Backing From Wall Street Analysts. Investors Aren't Convinced.

Adobe Inc. (NASDAQ:ADBE ) Q4 2023 Earnings Conference Call December 13, 2023 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 - Executive VP & CFO Conference Call Participants Kash Rangan - Goldman Sachs Keith Weiss - Morgan Stanley Alex Zukin - Wolfe Research Kirk Materne - Evercore ISI Karl Keirstead - UBS Brad Zelnick - Deutsche Bank Brent Thill - Jefferies Jay Vleeschhouwer - Griffin Securities Saket Kalia - Barclays Mark Moerdler - Bernstein Research Operator Good day, and welcome to the Q4 and FY 2023 Adobe Earnings Conference Call. Today's conference is being recorded.

Adobe Inc. (ADBE) Q4 2023 Earnings Call Transcript

In a Wednesday interview with CNBC's Jim Cramer, Adobe CEO Shantanu Narayen discussed his company's proposed acquisition of design software firm Figma

Adobe CEO defends Figma acquisition: 'We think it's an adjacency'

In just 10 minutes following the release of the FOMC statement this afternoon, major indices all leapt higher.

Fed Keeps Rates Steady, Infers 3 Rate Cuts in 2024

Although the revenue and EPS for Adobe (ADBE) give a sense of how its business performed in the quarter ended November 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

News for Adobe Stock (ADBE)