文章核心观点 - Adobe公司的收益和收入超过了分析师的预期 [2][3] - Adobe公司的数字媒体业务(包括创意云订阅)的新增年度经常性收入超过预期 [6] - Adobe公司的AI技术在产品中的应用为公司带来了更多客户和为现有用户创造更多价值 [4][5] - 与同行业其他公司相比,Adobe公司的业绩表现较为亮眼 [6][7][8] - 分析师对Adobe公司的未来前景持乐观态度 [9][10][11] 公司业务表现 - Adobe公司的收益和收入均超过了分析师的预期 [2][3] - 公司的数字媒体业务(包括创意云订阅)的新增年度经常性收入超过预期 [6] - 公司的AI技术在产品中的应用为公司带来了更多客户和为现有用户创造更多价值 [4][5] 行业表现对比 - Adobe公司的业绩表现较为亮眼,与同行业其他公司相比有较大对比 [6][7][8] - 分析师对Adobe公司的未来前景持乐观态度 [9][10][11]

文章核心观点 - 公司2024财年第二季度非GAAP每股收益和总营收均超Zacks共识预期 各业务板块表现良好 运营和财务状况稳定 并给出了未来业绩指引 [1] 财务业绩 整体业绩 - 2024财年第二季度非GAAP每股收益4.48美元 超Zacks共识预期2.05% 同比提升14.6% [1] - 总营收53.1亿美元 超Zacks共识预期的52.8亿美元 报告基础上同比增长10% 固定汇率基础上同比增长11% [1] 营收分类 - 订阅收入50.6亿美元 占总营收95.3% 同比增长12% [2] - 产品收入1.04亿美元 占总营收2% 同比下降20% [2] - 服务及其他收入1.45亿美元 占总营收2.7% 同比下降14.2% [2] 各业务板块营收 - 数字媒体业务营收39.1亿美元 同比增长11% 超Zacks共识预期的37.9亿美元 年化经常性收入（ARR）增至162.5亿美元 净新增ARR为4.87亿美元 [3] - 创意云业务营收31.3亿美元 同比增长10% 超Zacks共识预期的30.6亿美元 创意ARR为131.1亿美元 [4] - 文档云业务营收7.82亿美元 同比增长19% 超共识预期的7.26亿美元 文档云ARR为31.5亿美元 [5] - 数字体验业务营收13.3亿美元 同比增长9% 超共识预期的12.8亿美元 体验云订阅收入12亿美元 同比增长13% [6] 运营情况 - 毛利率88.7% 同比扩大60个基点 [7] - 运营费用28.3亿美元 同比增长7.9% 占总营收比例同比收缩120个基点至53.2% [7] - 调整后运营利润率47.6% 同比扩大60个基点 [8] 资产负债表与现金流 - 截至2024年5月31日 现金及短期投资余额81亿美元 高于2024年3月1日的68亿美元 [8] - 贸易应收款16亿美元 低于2024财年第一季度的21亿美元 [8] - 2024财年第二季度末长期债务41.3亿美元 高于第一季度末的21.4亿美元 [8] - 本季度运营现金流19.4亿美元 上一季度为12亿美元 本财年第二季度回购460万股 [8] 业绩指引 2024财年第三季度 - 预计总营收在53.3 - 53.8亿美元之间 Zacks共识预期为53.9亿美元 [9] - 预计数字媒体业务营收在39.5 - 39.8亿美元之间 [9] - 预计数字体验业务营收在13.25 - 13.45亿美元之间 [9] - 预计数字媒体业务净新增ARR为4.6亿美元 [9] - 预计数字体验业务订阅收入在12 - 12.2亿美元之间 [9] - 预计非GAAP每股收益在4.5 - 4.55美元之间 共识预期为4.46美元 [9] 2024财年 - 预计总营收在214 - 215亿美元之间 Zacks共识预期为214.2亿美元 [9] - 预计数字媒体业务营收在158 - 158.5亿美元之间 [10] - 预计数字体验业务营收在53.25 - 53.75亿美元之间 [10] - 预计数字媒体业务净新增ARR为19.5亿美元 [10] - 预计数字体验业务订阅收入在47.75 - 48.25亿美元之间 [10] - 预计非GAAP每股收益在18 - 18.2美元之间 共识预期为17.96美元 [10] Zacks评级与相关股票 - 公司目前Zacks评级为3（持有） [11] - 科技板块中排名较好的股票有Arista Networks、Badger Meter和Dropbox 目前Zacks评级均为1（强力买入） [11] - Arista Networks年初至今股价上涨30.6% 长期盈利增长率预计为15.68% [11] - Badger Meter年初至今股价上涨27% 长期盈利增长率预计为15.57% [11] - Dropbox年初至今股价下跌22.6% 长期盈利增长率预计为11.44% [11]

Most of the smoke has cleared for this week. Not only vital Consumer Price Index (CPI) and Producer Price Index (PPI) data and a new Federal Open Market Committee (FOMC) meeting have come and gone, but so have post-earnings season quarterly reports from companies like Broadcom (AVGO) and Adobe (ADBE) . Results have come in about as well as could be reasonably expected, yet we’ve continued the market bifurcation: up on the Nasdaq and (by extension) the S&P 500, down on the Dow and small-cap Russell 2000.The ...

文章核心观点 - 软件公司Adobe的股价在财报超预期后大涨14% [1][2] - 分析师认为Adobe投资者处于"失望的低谷",但Q2业绩超预期令投资者情绪好转 [3][4] - 分析师预期Adobe下半年业绩将受益于人工智能(AI)应用,但增速与上半年相当,未见明显加速 [5][6] - 总的来说,Adobe业务仍然强劲,但投资者不应过度期望增长会大幅加快 [7] 根据目录分类总结 财务业绩 - Adobe Q2营收为53.1亿美元,同比增长10%,超过管理层指引 [2] - Adobe Q2每股收益为3.49美元,超出预期 [2] 投资者情绪 - 分析师认为Adobe投资者处于"失望的低谷",但Q2业绩超预期令投资者情绪好转 [3][4] 未来展望 - 分析师预期Adobe下半年业绩将受益于人工智能(AI)应用,但增速与上半年相当,未见明显加速 [5][6] - 总的来说,Adobe业务仍然强劲,但投资者不应过度期望增长会大幅加快 [7]

Loading...Loading...Shares of Adobe Inc ADBEwere climbing in early trading on Friday, with the company reported upbeat quarterly results.The results came amid an exciting earnings season. Here are six analyst takeaways.BMO Capital Markets analyst Keith Bachman maintained an Outperform rating, while raising the price target from $525 to $580.KeyBanc analyst Jackson Ader reiterated an Underweight rating, while lifting the price target from $445 to $450.Bank of America Securities analyst Brad Sills reaffirmed ...

Friday, June 14th, 2024Most of the smoke has cleared for this week. Not only vital Consumer Price Index (CPI) and Producer Price Index (PPI) data and a new Federal Open Market Committee (FOMC) meeting have come and gone, but so have post-earnings season quarterly reports from companies like Broadcom (AVGO) and Adobe (ADBE) . Results have come in about as well as could be reasonably expected, yet we’ve continued the market bifurcation: up on the Nasdaq and (by extension) the S&P 500, down on the Dow and smal ...

The price correction in Adobe NASDAQ: ADBE stock experienced over the past two quarters was not unwarranted. The company’s AI prospects aside, the results were solid but failed to show the boost seen in other prominent AI players, including NVIDIA NASDAQ: NVDA, Micron NASDAQ: MU, Microsoft NASDAQ: MSFT, Meta NASDAQ: META, Alphabet NASDAQ: GOOGL and Oracle NYSE: ORCL. However, the company’s quality and value to investors never wavered, leading to a buying opportunity still in play. Adobe TodayADBEAdobe$523.9 ...

David Tran I upgraded Adobe Inc. (NASDAQ:ADBE) to "Strong Buy" in my previous article published in March 2024. I argued that AI is not an enemy, but an ally. The company released its Q2 result on June 13th after the bell, delivering 11% revenue growth and 15% EPS growth. Adobe has been investing in AI training for its Firefly platform, and applying it to its flagship solutions including Photoshop, Illustrator, Lightroom and Premiere. I continue to trust Adobe is well positioned to capture the growth in ...

Adobe Inc (NASDAQ:ADBE) reported fiscal second-quarter earnings and revenue that beat expectations. The company also raised its annual revenue forecast thanks to strong demand for its artificial intelligence (AI) editing tools. At last glance, ADBE is up 14.7% to trade at $525.96.In response, J.P. Morgan Securities upgraded the security to "overweight" from "neutral," and raised its price objective to $580 and $570. Six other analysts lifted their price targets as well. Coming into today, 23 of 32 firms in ...

ToplineAdobe shares soared Friday morning after the company beat earnings expectations, a sign the company’s approach to artificial intelligence could be working for the creative software giant amid fears generative AI could cause widespread disruption for many industries.Adobe beat earnings expectations, partly due to the success of its AI products. SOPA Images/LightRocket via Getty Images Key FactsShares for Adobe (ADBE) rose roughly 14% to $523 in premarket trading Friday morning. The jump comes after t ...