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.

Adobe stock fell Friday on news that the U.S. Department of Justice plans to block the software giant's $20 billion acquisition of Figma. The post Adobe Stock Falls As Feds Move To Block $20 Billion Figma Purchase appeared first on Investor's Business Daily.

Adobe Stock Falls As Feds Move To Block $20 Billion Figma Purchase

Adobe last fall announced a $20 billion deal for design software company Figma. But a report says the U.S. government plans to object on antitrust grounds.

Adobe Stock Slides on Report DOJ Plans Suit to Block Deal for Figma

The DOJ is reportedly getting ready to file suit to block the $20 billion Adobe-Figma deal announced last year on the grounds it is anti-competitive. Bloomberg first reported the story yesterday afternoon.

DOJ suit could represent significant stumbling block for $20B Adobe-Figma deal

Adobe (NASDAQ: ADBE ) stock is falling on Friday on reports that the U.S. may stand in the way of its $20 billion Figma acquisition. According to these reports, people close to the matter claim that the U.S. Justice Department is preparing an antitrust lawsuit that it will file against Adobe to stop the deal.

Adobe (ADBE) Stock Sinks as U.S. Reportedly Plans to Block Figma Acquisition

According to a Bloomberg report , Adobe Systems Incorporated's (NASDAQ:ADBE) $20 billion acquisition of Figma will be blocked by the U.S. Justice Department.

Adobe Stock Pressured by Looming DOJ Challenge

Salesforce

iShares North American Tech-Software ETF

Microsoft

Oracle

Sumo Logic

Look for private equity firms to keep on targeting software companies in 2023, though rising interest rates could get in the way of some deals for software stocks. The post Why Software Stocks Are Looking Tasty To Private Equity Firms appeared first on Investor's Business Daily.

Why Software Stocks Are Looking Tasty To Private Equity Firms

Antitrust regulators are said to be concerned that the deal would reduce options for professional web designers.

Adobe's $20B Deal for Figma Reportedly Faces DOJ Opposition

The U.S. Justice Department is preparing an antitrust lawsuit to block software maker Adobe Inc's $20 billion bid for cloud-based designer platform Figma, Bloomberg News reported on Thursday, citing people familiar with the matter.

U.S. preparing antitrust suit to block Adobe plan to buy Figma -Bloomberg News

Figma represents a growth vector and a way for Adobe to enhance existing assets for handling images and videos. But there are competition questions.

Adobe slips on report saying DOJ plans suit to block $20 billion Figma deal

Adobe Inc. ADBE, -0.49% shares dropped in the extended session Thursday following a report that the Department of Justice was preparing to block the company's $20 billion acquisition of Figma. Adobe shares fell more than 5% after hours, adding to a 0.5% regular session decline to close at $347.02.

Adobe stock drops on report DoJ will seek to block Figma deal

QUALCOMM

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) announced a collaboration with Qualcomm Incorporated (Nasdaq:QCOM) to help fuel its digital strategy and that of its affiliated companies. Qualcomm will adopt Adobe Experience Cloud including Adobe Experience Platform (AEP) to deepen customer relationships and accelerate growth through highly personalized business-to-business (B2B) marketing.

Qualcomm Selects Adobe To Deepen Customer Relationships With Real-Time Personalization

Adobe Inc said on Thursday it had signed a deal with semiconductor Qualcomm Inc as a customer for its cloud-based marketing software.

Adobe signs chip supplier Qualcomm for marketing tech software

Apple

AbbVie

Accenture Plc

Agree Realty

Automatic Data Processing

Amgen

Amazon

Air Products and Chemicals

Ares Capital

Alexandria Real Estate Equities

ASML Hld

AvalonBay Communities

Broadcom

Booz Allen Hamilton Hld

Brookfield Asset Management

Blackrock Inc

Bristol-Myers

Brookfield Corp

Broadridge Financial

British American Tobacco

Blackstone Group

Carrier Global

Crown Castle International

Comcast

My dividend income rose by 9.56% on a y/y basis during January. My portfolio's value rose by approximately 6.9%.

Nicholas Ward's Dividend Growth Portfolio: January 2023 Review

Adobe continues to compound away since the last time I wrote about the company. The company maintains a massive moat in its creative business while expanding via acquisition in the Experience Cloud.

Adobe: A Compounder That May Beat The Market

Despite brand power and high-profit margins, ADBE stock has fallen 50% from highs. Adobe continues to generate double-digit topline growth and reward shareholders with share repurchases.

Adobe: 45% Net Margins, Robust Growth Amidst Tech Recovery

The European Commission will “assess” Adobe Inc.'s ADBE, -0.44% planned $20 billion deal for Figma, according to a Wednesday release. “In particular, the transaction threatens to significantly affect competition in the market for interactive product design and whiteboarding software,” the European Commission said in its release.

EU regulators to ‘assess' Adobe deal for Figma

CrowdStrike

Splunk

Here we pick four software stocks - CRWD, SPLK, ADBE and CRM - that are likely to pull off a beat this earnings season.

4 Software Stocks Poised to Top Estimates This Earnings Season

The European Commission said on Wednesday it would assess Adobe Inc's proposed $20 billion buyout of cloud-based designer platform Figma.

EU regulators to assess Adobe's proposed takeover of Figma

Adobe's proposed plan to snap up digital design rival Figma for $5 billion has attracted the attentions of the European Commission (EC), which announced today that the proposed merger “threatens to significantly affect competition in the market for interactive product design and whiteboarding software.

Europe to ‘assess' Adobe's proposed $20B Figma acquisition on competition grounds

Coursera

Alphabet

PayPal

With the pandemic forcing a dramatic shift in the predominantly white-collar labor market, investors may want to adjust their stocks to buy to accommodate the future of work. As McKinsey & Company pointed out, innovations such as artificial intelligence and automation may bolster productivity.

7 “Future of Work” Stocks to Buy for a Remote World

Abbott Labs

Autodesk

Aflac

Applied Materials

Advanced Micro Devices

Activision Blizzard

AutoZone

Caterpillar

Constellation Energy Corp

Cigna

CME Group

Copart

Cintas Corp

Deere & Company

Dollar General

Domino's Pizza

Elevance Health Inc

FactSet Research Systems

Fair Isaac

Three companies have been removed from my watchlist and added to the active portfolio. I added four new companies to my watchlist.

Compounders And Dividends: February 2023 Watch List Update

SAN JOSE, Calif. & REDMOND, Wash.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) and Microsoft Corp. (Nasdaq: MSFT) have taken the next step in their commitment to transform the future of digital work and life by bringing Adobe Acrobat's PDF capabilities to more than 1.4 billion Microsoft Windows users in Microsoft Edge.

Adobe and Microsoft Bring Industry-Leading Acrobat PDF Experience to 1.4 Billion Windows Users Through Microsoft Edge

News for Adobe Stock (ADBE)