12H·

Adobe Q3’25 Earnings Highlights

$ADBE (+1.23%)

🔹 Revenue: $5.99B (Est. $5.91B) 🟢; UP +11% YoY

🔹 EPS (Non-GAAP): $5.31 (Est. $5.18) 🟢

🔹 RPO: $20.44B; UP +13% YoY

Q4 Guidance:

🔹 EPS: $5.35–$5.40 (Est. $5.34) 🟢

🔹 Revenue: $6.075–$6.125B (Est. $6.09B) 🟢

🔹 Digital Media: $4.53-$4.56B (Est. $4.51B) 🟢

🔹 FY25 Revenue Target Raised: $23.65–$23.70B

🔹 Digital Media ARR Growth: 11.3% YoY

Segments:

🔹 Digital Media Revenue: $4.46B; UP +12% YoY

🔹 Digital Experience Revenue: $1.48B; UP +9% YoY

Other Metrics:

🔹 Cash Flow from Ops: $2.20B

🔹 Share Repurchases: ~8M shares

CEO / CFO Quotes:

🔸 “AI-influenced ARR surpassed $5B and AI-first ARR beat our $250M target.” — CEO Shantanu Narayen

🔸 “We’re raising FY25 revenue and EPS targets on strong execution.” — CFO Dan Durn

3 Comments

fund_commander123@fund_commander123

11H

The figures look really great again 👍

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Al@agdolp

11H

@fund_commander123 and nobody's ever interested :D It'll be interesting to see if anything else happens. I'm also totally convinced.

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Konstantin@Konstantin85

@agdolp Yes, you sometimes have that with shares for years. The market is primarily missing the monetization of AI tools like Firefly and whether Adobe is making money with them. So the pure beat in the numbers doesn't seem to be as important as monetization at the moment. But what is not yet can still become and so many negative things are now priced in. It's been an interesting bet for me since yesterday with 15 shares. Just let it run for now.

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