Revenue segments as reported by the company.

Subscription

Products

Services and Support

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Amortization of intangibles

Acquisition termination fee

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Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

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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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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.

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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 had a pretty good start to 2023, but it looks as if growth will remain sluggish this year. Profit margins don't appear to be readily rebounding due to various competitive and inflationary pressures.

A Bull Market Might Be Starting -- But Is It Time to Buy Adobe Stock Again?

NVIDIA

Alphabet

Google, Adobe and Nvidia led the way this week in artificial intelligence-related news for AI stocks, along with former President Donald Trump. The post AI Stocks: In Case You Missed It On Trump, Bard, Adobe, Nvidia appeared first on Investor's Business Daily.

AI Stocks: In Case You Missed It On Trump, Bard, Adobe, Nvidia

Snowflake

Snowflake's usage-based model presents some risks if the economy tanks. Adobe isn't growing nearly as fast as Snowflake, but it is profitable.

Thinking About Buying Snowflake Stock? Take a Look at This Software Stock Instead.

Adobe (ADBE) bolsters Experience Cloud offerings with the introduction of Adobe Firely.

Adobe (ADBE) Unveils Firefly, Boosts Generative AI Efforts

The Firefly tools begin with image creation and font styling but will spread to Photoshop, Illustrator and other software.

Adobe Says Its New Generative AI Will Help Creative Pros, Not Hurt Them

BlackBerry

WATERLOO, ON , March 23, 2023 /PRNewswire/ -- BlackBerry Limited (NYSE: BB; TSX: BB) and Adobe (Nasdaq: ADBE) today announced that they have partnered to deliver a secure forms solution for mobile.  The software solution, which combines BlackBerry® UEM and Adobe Experience Manager Forms, is designed for popular mobile device platforms, and meets the rigorous security standards required by regulated industries.

BlackBerry and Adobe Partner to Deliver Secure Forms with Electronic Signatures on Mobile

We could see some Adobe stock price increases if the platform is as popular as investors think it will be.

Adobe Announces Generative AI ‘Firefly' Program And Wall Street Flocks Like Moth To A Flame

LAS VEGAS & MILAN--(BUSINESS WIRE)--Today, at Adobe Summit – the world's largest Digital Experience Conference – Prada Group and Adobe (Nasdaq:ADBE) announced an enhanced partnership to enable real-time personalization and increase revenue, elevating the global luxury group's customer experiences across all digital and physical retail properties. The partnership spans Prada Group's range of brands, including Prada, Miu Miu, Church's, Car Shoe, Pasticceria Marchesi and Luna Rossa.

Prada Group Partners With Adobe to Reimagine In-store and Digital Experiences in Real Time

LAS VEGAS--(BUSINESS WIRE)--Today, at Adobe Summit – the world's largest Digital Experience Conference – Adobe (Nasdaq:ADBE) announced that General Motors (GM) has selected Adobe Experience Cloud to deliver one-to-one personalized interactions at scale for millions of its customers.

General Motors Selects Adobe Experience Cloud to Deliver Real-Time Customer Engagement and Personalized EV Journeys

NVIDIA Corporation NVDA and Adobe Inc. ADBE disclosed a new partnership to unlock the power of generative AI.

NVIDIA Being Supercharged By AI Future And Options Traders Betting On Stock Heading Higher - NVIDIA (NASDAQ:NVDA), Adobe (NASDAQ:ADBE)

Broadcom

Cisco Systems

Hewlett Packard

Oracle

The most important technology trend for 2023? Artifical intelligence.

These tech giants should profit from helping companies use AI to cut costs and automate

Adobe Inc. (NASDAQ:ADBE ) Summit 2023 - Financial Analyst Q&A Conference March 21, 2023 2:30 PM ET Company Participants Jonathan Vaas - VP, IR Shantanu Narayen - Chairman and CEO Dan Durn - EVP and CFO Anil Chakravarthy - President, Digital Experience David Wadhwani - President, Digital Media Conference Call Participants Brian Schwartz - Oppenheimer Karl Keirstead - UBS Kash Rangan - Goldman Sachs & Co. Brad Zelnick - Deutsche Bank Mark Murphy - JP Morgan Jay Vleeschhouwer - Griffin Securities Mark Moerdler - Sanford C. Bernstein & Co. Brent Bracelin - Piper Sandler Saket Kalia - Barclays Kirk Materne - Evercore Jonathan Vaas Okay.

Adobe Inc. (ADBE) Summit 2023 - Financial Analyst Q&A Conference (Transcript)

Two Silicon Valley companies on Tuesday announced new tools that use artificial intelligence to generate images while tackling some of the thorniest legal issues surrounding the technology: copyrights and payments.

Adobe, Nvidia AI imagery systems aim to resolve copyright questions

Software firm Adobe on Tuesday unveiled generative artificial intelligence services for creative professionals and marketers. The post Adobe Dives Into Generative AI Market With New Offerings appeared first on Investor's Business Daily.

Adobe Dives Into Generative AI Market With New Offerings

LAS VEGAS--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) and NVIDIA, longstanding R&D partners, announced a new partnership to unlock the power of generative AI to further advance creative workflows. Adobe and NVIDIA will co-develop a new generation of advanced generative AI models with a focus on deep integration into applications the world's leading creators and marketers use.

Adobe and NVIDIA Partner to Unlock the Power of Generative AI

Cardinal Health

Tapestry

The vast majority of Adobe's revenue comes from subscriptions, making this a fairly stable business to invest in right now. Tapestry's high-end apparel and accessories cater to affluent customers who may be less affected by inflation.

3 Inflation-Resistant Businesses That Recently Raised Guidance

Adobe Inc. has waded into generative AI with Firefly, a “co-pilot” that leverages the company's software tools to create original content.

Adobe enters AI fray with Firefly

Adobe entered the A.I. race with Firefly, a family of models the company says it'll integrate into existing products to help users work efficiently and freely.

Adobe launches Firefly generative A.I. that lets you type to edit images

Adobe launched the enterprise tier of its creative application Adobe Express today at the company's Adobe Summit event. The enterprise subscription will also let organizations access Adobe Firefly — the company's newly launched generative AI tools.

Adobe Express launches an enterprise tier with generative AI tools

LAS VEGAS--(BUSINESS WIRE)--Today, at Adobe Summit – the world's largest Digital Experience Conference – Adobe (Nasdaq:ADBE) announced generative AI innovations across Adobe Experience Cloud that will redefine how businesses deliver customer experiences. For more than a decade, Adobe has delivered hundreds of intelligent capabilities through Adobe Sensei within its enterprise applications to enable customers to work and collaborate in new ways.

Adobe Announces New Sensei GenAI Services to Reimagine End-to-End Marketing Workflows

LAS VEGAS--(BUSINESS WIRE)--Today, at Adobe Summit – the world's largest Digital Experience Conference – Adobe (Nasdaq:ADBE) announced new innovations in Adobe Real-Time Customer Data Platform (Real-Time CDP), which now delivers over 600 billion predictive insights annually based on real-time customer profiles.

World's Leading Customer Data Platform Adobe Real-Time CDP Debuts Industry-First Innovations

Accenture Plc

NEW YORK & SAN JOSE, Calif.--(BUSINESS WIRE)--Accenture (NYSE: ACN) and Adobe (Nasdaq: ADBE) are collaborating to help enterprise marketers unlock the value of their content supply chains. The companies have developed new services that help marketers more effectively create and deliver content using Adobe's integrated Content Supply Chain solution, fueling personalized customer experiences at scale.

Accenture and Adobe Unlock Content Supply Chain Value to Help Enterprise Brands Cut Costs, Increase Efficiencies and Drive Growth

LAS VEGAS--(BUSINESS WIRE)--Today, at Adobe Summit – the world's largest Digital Experience Conference – Adobe (Nasdaq:ADBE) unveiled new Adobe Product Analytics in Adobe Experience Cloud. The new application reimagines the product analytics category by unifying customer journey insights across marketing and product.

Adobe Redefines Product Analytics Category by Unifying Customer Journey Insights across Marketing and Product

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) introduced Firefly, a new family of creative generative AI models, first focused on the generation of images and text effects. Firefly will bring even more precision, power, speed and ease directly into Creative Cloud, Document Cloud, Experience Cloud and Adobe Express workflows where content is created and modified. Firefly will be part of a series of new Adobe Sensei generative AI services across Adobe's clouds.

Adobe Unveils Firefly, a Family of new Creative Generative AI

LAS VEGAS--(BUSINESS WIRE)--Today, at Adobe Summit 2023 – the world's largest Digital Experience Conference – Adobe (Nasdaq:ADBE) announced new innovations in Adobe Experience Manager (AEM), the industry-leading content and digital asset management system, spanning experience creation, publishing and analytics.

News for Adobe Stock (ADBE)