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

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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

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Earnings data Q1 2024

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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.

Celsius Holdings

Curtiss-Wright

Last week, our time-tested methodologies served investors well in navigating the market. Check out some of our achievements from the past three months.

Take the Zacks Approach to Beat the Markets: Celsius, Adobe, Curtiss-Wright in Focus

Adobe Inc. (NASDAQ:ADBE ) Oppenheimer 26th Annual Technology, Internet & Communications Conference August 8, 2023 10:45 AM ET Company Participants Ashley Still - SVP and GM, Digital Media Jonathan Vaas - Investor Relations Conference Call Participants Brian Schwartz - Oppenheimer Brian Schwartz Greetings. I want to thank everyone who's dialed in.

Adobe Inc. (ADBE) Presents at Oppenheimer 26th Annual Technology, Internet & Communications Conference (Transcript)

Adobe Inc. ( ADBE , Financial) is a renowned name in the software industry, providing a wide range of services including content creation, document management, and digital marketing and advertising software. The company's offerings are primarily targeted towards creative professionals and marketers, enabling them to create, manage, deliver, measure, optimize, and engage with compelling content across multiple operating systems, devices, and media.

Adobe Inc. (ADBE) Stock Price Soars by Nearly 50% in the Past Three Months

Autodesk

Combining high-yield with hypergrowth is the best way to maximize long-term income. Despite the red-hot tech rally, there are still hypergrowth Ultra SWANs you can safely buy today. One is the world leader in creative content creation software, running a wide-moat subscription business with 42% free cash flow margins.

2 Of The Smartest Blue-Chip Bargains You Can Buy Today

NVIDIA

Tesla

AI mania has made Nvidia the top-performing stock of 2023, but with a P/S ratio above 40, valuation is a concern. Adobe's AI innovations have led to a fantastic year, while its stock remains under the radar.

Up 57% to 205%, Are These 3 Breakout Growth Stocks Too Hot to Buy Now?

The European Commission (EC) has confirmed that it's opening an in-depth investigation into Adobe's proposed $20 billion bid for digital design software rival Figma. The Commission said that the acquisition “may reduce competition in the global markets for the supply of interactive product design software and for digital asset creation tools.

Europe confirms in-depth probe for Adobe's $20B Figma acquisition

Lawmakers said they were concerned over the $20 billion Adobe-Figma merger's effect on the market for the supply of interactive product design and digital asset creation tools.

European Commission Opens Investigation into Adobe's Figma Acquisition

Alphabet

Oracle

Led by a massive investment in META stock, the best mutual funds drive the AI boom with bets on Tesla, Google, Broadcom and beyond.

AI Lovefest Fuels Massive Bets On Meta, Tesla, Google And Beyond

UiPath

Unity Software

Adobe's AI upgrade could be just as important as its cloud-based transformation. Unity's new AI tools could accelerate the game-development process.

3 AI Stocks That Are Screaming Buys in August

Apple

First Solar

Netflix

TransDigm

Stocks funds are buying: TSLA, GOOGL, META, NFLX, TDG, FSLR, AAPL, ADBE and TDG are among stocks funds are buying amid earnings season.

Big Money Still Buying These 9 Stocks After Huge Rally; Tesla Stock Is Among Them

Perficient

ST. LOUIS--(BUSINESS WIRE)--Perficient announces the successful implementation of an award-winning customer experience solution with Sunbelt Rentals.

Perficient and Sunbelt Rentals Increase Ecommerce Transactions with Adobe Experience Cloud Solution

Adobe recently integrated Firefly and other AI tools into Photoshop, Acrobat, Express, Photoshop, and Premiere Pro -- to the delight of shareholders.

Adobe staffers fear its AI tools could lead to job losses: report

ACM Research

Advanced Micro Devices

Entegris

Snowflake

Yum China Hlds

The Federal Reserve recently lifted interest rates to their highest level in 22 years. The fed funds target rate now sits at 5.25% to 5.5%.

7 Growth Stocks That Are Still Great Buys Even as Interest Rates Peak

Adobe has been among the top beneficiaries of the artificial intelligence boom this year.

Adobe's AI-Fueled Rally Could Keep Going for the Near Term

A Morgan Stanley analyst upped his recommendation on the storied tech sector name. He now believes it's a buy at the current price.

Why Adobe Stock Bounced More Than 3% Higher Today

Adobe Inc (NASDAQ: ADBE) has already rallied more than 50% since the start of this year but a Morgan Stanley analyst says it's not done pleasing its shareholders just yet.

Adobe stock price forecast: Morgan Stanley sees another 25% upside

Morgan Stanley analyst Keith Weiss raised his rating and target price on Adobe stock to reflect the software giant's emerging generative-artificial-intelligence tools.

Adobe Stock Is Surging. Morgan Stanley Is Upbeat on Its AI Software.

DigitalOcean Holdings

Intel

Palantir Technologies

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5 AI Stocks Poised for Growth Without Sky-High Risk

Adobe's shares have seen significant appreciation right before and after its latest earnings report. Since EPS and revenue results were in-line, it appears to be due to forward-looking bullishness. This is sensible due to the company having already delivered generative AI capabilities into the market, with the goal of continuing to do so, creating a potential tailwind ahead. My conviction in this materializing is increased due to the quality of execution we are seeing by Adobe thus far. The firm is integrating generative AI into existing customer workflows.

Adobe: Good Buy On Credible AI Value Proposition

Microsoft

Microsoft and Adobe dominate their respective niches. Cash flow and profit margin trends are excellent for both companies.

2 Best Software Stocks to Buy in 2023 and Beyond

The investigation would be the latest into the $20 billion deal, as the Department of Justice prepares an antitrust suit against the deal.

Tech Merger Crackdown? Adobe Faces EU Probe Over $20 Billion Purchase Of Figma, Report Says

Adobe's $20 billion bid for cloud-based designer platform Figma will face a full-scale EU antitrust investigation following EU regulators' preliminary review, people familiar with the matter said on Monday.

Adobe's Figma deal faces full-scale EU antitrust probe, sources say

Salesforce

PepsiCo

A modern-day investor's choice of stocks no longer depends solely on a company's earnings and balance sheet.

4 ESG Stocks With Net-Zero Emissions Target in the Spotlight

Marvell Technology

Atlassian

Zscaler

The massive market rally so far in 2023 has been driven largely by mega-cap technology companies that look like they will be the biggest winners in the artificial intelligence (AI) revolution.

5 Surprising ‘Strong Buy' Tech Stocks That Also Could End Up Huge AI Winners

QUALCOMM

It seems like we just rang in 2023, and unexpectedly, we've already found ourselves in its second half of the year. Consequently, it's time for investors to set their sights on the upcoming year, particularly directing their attention toward promising tech stocks.

News for Adobe Stock (ADBE)