$ADBE (-0,3%)
🔹 Adj. EPS: $5.08 (Est. $4.97) 🟢
🔹 Revenue: $5.71B (Est. $5.66B) 🟢 +10% YoY
Q2'25 Guidance
🔹 Revenue: $5.77B - $5.82B (Est. $5.80B) 😑
🔹 Adj. EPS: $4.95 - $5.00 (Est. $5.00) 😑
FY25 Guidance (Reaffirmed)
🔹 Revenue: $23.3B - $23.55B (Est. $23.51B) 😑
🔹 Adj. EPS: $20.20 - $20.50 (Est. $20.39) 🟢
Segment Performance
🔹 Digital Media Revenue: $4.23B (+11% YoY)
🔹 Digital Media ARR: $17.63B (+12.6% YoY)
🔹 Digital Experience Revenue: $1.41B (+10% YoY)
🔹 Digital Experience Subscription Revenue: $1.30B (+11% YoY)
🔹 New AI-First Innovations Generated $125M in ARR
Other Metrics:
🔹 Operating Income: $2.72B (Est. $2.66B) 🟢
🔹 Adj. Net Income: $2.22B (Est. $2.19B) 🟢
🔹 Operating Cash Flow: $2.48B (Record High)
Key Developments & Management Commentary
🔹 CEO Shantanu Narayen: "Adobe is well-positioned to capitalize on the acceleration of the creative economy driven by AI."
🔹 CFO Dan Durn: "Our AI-first innovations and strong cash flow will drive long-term growth and market share gains."
🔹 Share Buyback: Repurchased 7M shares in Q1