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 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

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Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

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.

Adobe reports record revenue in Q4 2024, driven by AI innovation

Adobe's Q4 performance reflects robust revenue growth and strong momentum in Digital Experience and Digital Media segments.
The company's focus on AI innovation and expanding product offerings positions it well for future growth and market leadership.
Challenges lie in sustaining growth rates and staying competitive, but opportunities in AI, new services, and market expansion are promising.

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.

Broadcom

General Motors

Wall Street's robust companies potentially offer strong returns for retirement portfolios. Such retirement stocks have a history of consistent performance and strategic positioning in their respective industries, making them attractive options for those seeking to secure their financial future.

3 Retirement Stocks to Make Your Golden Years Gleam

Autodesk

Baidu

Bristol-Myers

Corpay Inc

Global Payments

Medifast

Whether investors refer to them as undervalued or hidden gems, underappreciated stocks are always worth considering. Investors have made fortunes, large and small, by identifying underappreciated shares and investing their capital.

7 Underappreciated Stocks With 25% Return Potential in 2024

ARM Holdings PLC

ServiceNow

QUALCOMM

This article is an excerpt from the InvestorPlace Digest newsletter. To get news like this delivered straight to your inbox, click here.

The AI Dominators: 5 Stocks That Could Become the Next Trillion-Dollar Plays

Advanced Micro Devices

Amazon

Arista Networks

Alphabet

MongoDB

Microsoft

NVIDIA

Many investors may be confused or concerned their favorite software stock is not seeing the AI benefits through revenue growth. There are three tiers to the AI software revenue funnel, and while the first tier may be obvious, the others are less so. Companies like Adobe and MongoDB are either starting to see the funnel reach them or are still waiting for AI's software transformation to shine its light on them.

When Will The AI Revolution Recognize Your Favorite AI Software Stock?

To bolster generative AI capabilities, Adobe ADBE unveiled Generative Remove in Adobe Lightroom. This Firefly-backed powerful tool helps remove unwanted objects from any photo in a single click in a non-destructive manner.

Adobe (ADBE) Boosts Generative AI Offerings With Latest Move

Shopify

Zscaler

Adobe incorporates AI into its software products to help users generate the images, text, and video that they need. Zscaler is riding the tailwinds of digitalization and operates a platform to help customers detect threats and secure their websites.

Got $1,000? 3 Top Growth Stocks to Buy That Could Double Your Money

Salesforce

The cloud computing boom may have lost a bit of its luster as an investing theme since the glorious rise of generative artificial intelligence (gen AI). Undoubtedly, we've all gotten used to all the benefits of connecting to the cloud (or a remote data center).

3 Cloud Computing Stocks to Buy Now: May 2024

Adobe (ADBE) unveils Adobe Express for Enterprise in a bid to boost its content creation capabilities with generative AI.

Adobe's (ADBE) New Move Aids Content Creation for Enterprises

First American Financial

Freeport-McMoRan

Littelfuse

Marvell Technology

Micron Technology

NextEra Energy

SYNNEX

Vistra Energy

Walgreens

Hedge funds started cutting their stakes in the Magnificent Seven in the first quarter of 2024 and investing in broader artificial intelligence stocks instead, a new Goldman Sachs analysis shows.

Hedge funds cut stakes in Magnificent Seven to invest in broader AI boom

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) announced the new Adobe Express for Enterprise, which will empower businesses to accelerate marketing content creation and extend easy, on-brand content production to communications, sales and other business users. Adobe Express for Enterprise is powered by Adobe Firefly Image Model 3, which provides stunning and photorealistic outputs, speed from prompts to generations and is designed to be commercially safe. The new advances includ.

New Adobe Express for Enterprise Makes It Easy to Accelerate On-Brand Content Creation and Production Across Teams

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Adobe (Nasdaq:ADBE) unveiled Generative Remove in Adobe Lightroom, bringing the magic of Adobe Firefly directly into everyday photo editing workflows across Lightroom mobile, web and desktop surfaces. Generative Remove is Lightroom's most powerful remove tool yet, giving everyone the power to remove unwanted objects from any photo non-destructively in a single click by intelligently matching the removed area with pixel perfect generations for high-quali.

Adobe Unveils Firefly-Powered Generative Remove in Lightroom for Fast and Easy AI-Editing Across Surfaces

Akamai Technologies

ASML Hld

GlobalFoundries

Palo Alto Networks

While the innovation ecosystem has rightfully commanded much of the attention on Wall Street, investors may want to consider profitable tech stocks. As circumstances become more challenging, it's the substantive enterprises that may last for the long haul.

Tech's Lean, Mean Profit Machines: 7 Streamlined Stocks Ready to Roar

Adobe's financial results have been strong, especially considering the large scale, with double-digit top-line growth and robust profit margins. The company has a strong net cash balance sheet and is directing free cash flow toward share repurchases.

Adobe: Generative AI Fears Create An Opportunity (Ratings Upgrade)

Snowflake

We live in a fast-paced modern world, and cloud computing and AI have become vital for every business in any sector. The use and demand for both innovations continue to grow, and investors holding cloud computing stocks have also been enjoying their gains.

3 Top Cloud Computing Stocks to Invest In Before It's Too Late

Apple

PepsiCo

Warren Buffett's favorite stock is worth picking up.  Adobe is committed to enhancing its suite of products with AI features.

3 No-Brainer Nasdaq-100 Stocks to Buy in May

After remote work skyrocketed, it is not hard to imagine the demand for cloud computing jumped. With companies racing to have the top cloud software and companies spending big to keep their business up to date, there is no better time for investors to tune in.

The 3 Best Cloud Computing Stocks to Buy in May 2024

Adobe (ADBE) announced on Wednesday that Acrobat AI Assistant is available for individual users and enterprise customers, which could help the company better compete with big tech in the artificial intelligence (AI) race.

Adobe's Acrobat AI Assistant Is Available and Could Help Company Compete

SAN JOSE, Calif.--(BUSINESS WIRE)--Adobe Revolutionizes Workplace Productivity with Launch of Acrobat AI Assistant for the Enterprise.

Adobe Revolutionizes Workplace Productivity with Launch of Acrobat AI Assistant for the Enterprise

Starbucks

As the stock market starts to pick up where it left off before running into April turbulence, value investors should be willing to give undervalued Nasdaq stocks a look. Some are cheaper after the latest round of earnings season, which was met with mixed results across the board.

3 Nasdaq Darlings With Hidden Upside Potential

Intel

Artificial intelligence continues to be a major driver of the stock market. Expectations are that AI will eventually touch every aspect of our lives, opening up a huge new area of the tech sector.

Stock Market Crash Warning: Don't Get Caught Holding These 3 AI Stocks.

C3.ai

Asana

Datadog

iShares North American Tech-Software ETF

PagerDuty

Palantir Technologies

Atlassian

Workday

Microsoft stock has gained 5% in 2024 but the IGV software index is down 3%, after falling 7% in April. The bellwether index soared 59% last year amid AI hype.

Why April Brought Grief To Software Stocks As IGV Index Tumbles

Adobe Systems (ADBE) concluded the recent trading session at $477.56, signifying a +0.87% move from its prior day's close.

Adobe Systems (ADBE) Increases Yet Falls Behind Market: What Investors Need to Know

Tesla

Warner Bros Discovery Inc

Technology stocks had a great run in 2023. This year, not so much.

3 Tech Stocks That Could Be Heading Six-Feet Under

Unity Software

Adobe's growth is slowing and it faces some existential challenges. Qualcomm faces a deeper-than-expected cyclical slowdown.

Why I Sold These 3 Tech Stocks in 2024

News for Adobe Stock (ADBE)