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 Q1 2022

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Earnings data Q1 2023

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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

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Current liabilities

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Income tax payable

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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

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Cash from financing

Change in stock

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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's huge fall from its highs and continued decline is looking more and more like a buying opportunity. ADBE trades 51% from its highs at $330 a share, down from $678 per share last November.

Buy Adobe (ADBE) Stock Down 50% For Long-Term Upside?

Autodesk

Procore Technologies

It may be wise to pick up these stocks before 2022 ends.

3 Stocks Primed to Break Out in 2023

Apple

General Mills

Stanley Black & Decker

Value Line

Jeff Auxier (Trades, Portfolio), founder and CEO of Auxier Asset Management, disclosed in a 13F regulatory filing that its top sells during the third quarter included a reduction in its Apple Inc. ( AAPL , Financial) holding and the closure of its positions in General Mills Inc. ( GIS , Financial), Value Line Inc. ( VALU , Financial), Stanley Black & Decker Inc. ( SWK , Financial) and Adobe Inc. ( ADBE , Financial).

Jeff Auxier's Top 5 Sells of the 3rd Quarter

Design-software startup Canva is attempting to convince businesses that its products offer better value.

Adobe Challenger Bets Economic Downturn Will Propel Sales

Amazon

Salesforce

Alphabet

Microsoft

Netflix

ServiceNow

Tesla

Workday

CNBC's Jim Cramer on Tuesday named hammered tech stocks that he believes can make a comeback after the Federal Reserve finishes tightening the economy.

Jim Cramer says these 10 tech and software stocks can make a comeback

Walgreens

The bearishness surrounding these stocks might not last for long.

2 Beaten-Down Stocks That Could Recover in 2023

Many high-profile names have split their stock this year. Is Adobe next?

Stock Split Watch: Is Adobe Next?

Chipotle

Starbucks

These three stocks have the potential to multiply your investment by five times during this decade.

3 Stocks That Could Turn $20,000 Into $100,000 by 2030

Cisco Systems

Enphase Energy

Intel

JPMorgan Chase & Co

Procter & Gamble

Taiwan Semiconductor Manufacturing

Visa

John Overdeck is the co-founder of Two Sigma Advisers, a New York-based data-driven hedge fund.

These Are John Overdeck's Top 10 Holdings

Adobe stock is down more than 45% over the last year, and the risk/return profile is finally attractive. The stock was punished by the fall of tech stocks from nosebleed valuations and the massive price tag to acquire Figma.

Adobe: 3 Reasons To Like Figma Acquisition And Why I Own It For The First Time

We are bullish on Adobe based on our belief that the company's capitalization on its cloud platforms will boost top-line growth. We expect Adobe to see significant demand tailwinds in its Creative Cloud, Document Cloud, and Adobe Experience Cloud products as global digitalization intensifies.

Adobe: The Global Shift To Cloud Computing Is Underway, Buy

Datadog

Cloudflare

Okta

QUALCOMM

Twilio

Discounted tech stocks to buy are plenty. The great tech wreck of 2022 is in stark contrast to the easy gains investors enjoyed between 2020-2021.

7 Tech Stocks to Buy at a Multi-Year Discount

MercadoLibre

These companies are trading well below their regular valuations, so now is the time to buy.

3 Top Buys for November

The software company is optimistic about 2023 but could face an antitrust probe of its latest acquisition.

Why Adobe Rose 15.7% in October

The Justice Department is preparing an investigation of Adobe Inc.'s ADBE, -4.12% $20 billion acquisition of Figma, a collaborative web application for interface design, according to a report Thursday in Politico, citing people familiar with the matter and access to a document. Justice officials have issued civil investigative demands requesting information on the deal, Politico reported.

Justice Department is prepping probe of Adobe's $20 billion acquisition of Figma: report

Adobe Inc.'s ADBE, -4.68% plans to purchase fellow creative-software company Figma have drawn the attention of regulators at the Department of Justice, according to reports from late Wednesday. Politico reported that the Justice Department was planning to open an in-depth investigation of the $20 billion deal, citing four unnamed sources.

Adobe's $20 billion Figma merger reportedly facing DOJ scrutiny

Are these the best software stocks to buy this month?

3 Software Stocks To Watch In November 2022

The U.S. Department of Justice is preparing to open an investigation into Adobe Inc's $20 billion takeover of Figma, Politico reported on Wednesday, citing four people with knowledge of the matter and a document it viewed.

U.S. DOJ preparing to probe Adobe's $20 bln Figma deal - Politico

DoubleVerify Holdings

iShares North American Tech-Software ETF

Paycom Software

Paylocity Hlds

Software growth stocks are still looking for a catalyst as the sector lags the S&P 500. Guidance for 2023 will be key for software stocks.

Software Growth Stocks: How 2023 Guidance Plays Out Will Be Key

Abbott Labs

Accenture Plc

Mastercard

Stan C. Moss is CEO at the investment management firm Polen Capital, one of the largest hedge funds based on assets under management.

These Are Stan Moss' Top 10 Holdings

David Wadhwani has spent more than a decade of his career at Adobe and just spearheaded the company's biggest deal ever, lifting his internal profile.

After leading $20 billion Figma deal, Adobe's David Wadhwani is in prime spot to be next CEO

The bear market has hit these software stocks hard, but the downturn has created rare buying opportunities for investors.

2 Once-in-a-Decade Buying Opportunities in an S&P 500 and Nasdaq Bear Market

Allianz SE

British American Tobacco

Kilroy Realty

New Linde PLC

Siemens AG

The bond market now believes a recession is a near 100% certainty in 2023. Earnings are likely to decline, and stocks are likely to fall 20% to 25% more. High-yield world-beater blue chips with the best risk management on earth are a great choice to help you sleep well at night in the coming economic downturn.

The 10 Lowest Risk High-Yield Blue Chips For This Recession

Applied Materials

Lam Research

NVIDIA

NXP Semiconductors

Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend.

The 7 Best Tech Stocks to Buy in November

Adobe's stock is up +12.37% since my September 25 buy thesis. I'm a profit-centric quantitative analyst. A 10% or higher gain in a month's time is a take-profit incentive.

News for Adobe Stock (ADBE)