Adobe Inc. (NASDAQ:ADBE) Q4 2022 Earnings Conference Call December 15, 2022 5:00 PM ET Company Participants Jonathan Vaas - VP, IR Shantanu Narayen - Chairman and CEO David Wadhwani - President, Digital Media Anil Chakravarthy - President, Digital Experience Dan Durn - EVP and CFO Conference Call Participants Mark Moerdler - Bernstein Research Brad Sills - Bank of America Sterling Auty - SVB MoffettNathanson Brad Zelnick - Deutsche Bank Mark Murphy - JPMorgan Jay Vleeschhouwer - Griffin Securities Derrick W ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 2, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-15175 ADOBE INC. (Exact name of registrant as specified in its charter) _____________________ ...

Adobe Inc. (NASDAQ:ADBE) Q3 2022 Earnings Conference Call September 15, 2022 10:00 AM ET Company Participants Jonathan Vaas - VP, Investor Relations Shantanu Narayen - Chairman and CEO David Wadhwani - President, Digital Media Anil Chakravarthy - President, Digital Experience Dan Durn - EVP and CFO Conference Call Participants Kash Rangan - Goldman Sachs Brad Zelnick - Deutsche Bank Alex Zukin - Wolfe Research Brent Thill - Jefferies Keith Weiss - Morgan Stanley Brad Sills - Bank of America Securities Jay V ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 3, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-15175 ADOBE INC. (Exact name of registrant as specified in its charter) __________________________ ...

Adobe Inc. (NASDAQ:ADBE) Q2 2022 Earnings Conference Call June 16, 2022 5:00 PM ET Company Participants Jonathan Vaas - Investor Relations Shantanu Narayen - Chairman and Chief Executive Officer David Wadhwani - President, Digital Media Anil Chakravarthy - President, Digital Experience Dan Durn - Executive Vice President and Chief Financial Officer Conference Call Participants Kirk Materne - Evercore ISI Brent Thill - Jefferies Brad Sills - Bank of America Alex Zukin - Wolfe Research Saket Kalia - Barclays ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 4, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-15175 ADOBE INC. (Exact name of registrant as specified in its charter) _________________________ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________ FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 3, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-15175 ADOBE INC. (Exact name of registrant as specified in its charter) _____________________________ Del ...

业绩总结 - Adobe在2021财年第三季度实现收入39.4亿美元，同比增长22%[5] - 数字媒体业务收入达到28.7亿美元，同比增长23%[6] - 数字媒体年化经常性收入（ARR）增长至116.7亿美元[25] - 创意云收入为23.7亿美元，同比增长21%[9] - 文档云收入为4.93亿美元，同比增长31%[12] - 数字体验收入为9.85亿美元，同比增长26%[15] - GAAP每股收益为2.52美元，非GAAP每股收益为3.11美元[23] - Q3的有效税率为14.5%（GAAP基础），16%（非GAAP基础）[32] 用户数据 - 创意云新增ARR为3.48亿美元[26] - 文档云新增ARR为1.07亿美元[28] - 数字体验订阅收入为8.64亿美元，同比增长29%[29] 现金流与财务状况 - 现金流来自运营的金额为14.2亿美元[24] - 截至第三季度，递延收入（RPO）为126.3亿美元，同比增长22%[33] - Q3的现金及短期投资为61.6亿美元[33] - Q3的贸易应收账款天数为36天，较去年同期的37天有所改善[33] 股票回购与未来展望 - Adobe在第三季度回购约170万股股票，耗资10亿美元[24] - Q4预计总收入约为40.7亿美元，数字媒体部门收入预计同比增长约20%[34] - 数字体验部门收入预计同比增长约22%，订阅收入预计增长约26%[34] - Q4的GAAP每股收益预计约为2.52美元，非GAAP每股收益预计约为3.18美元[34] 外部市场影响 - 美国消费者在2021年1月至8月期间的电子商务支出超过5410亿美元，同比增长58%[15] - Q3因外汇影响，收入增加1000万美元（环比）和8000万美元（同比）[31]

业绩总结 - Adobe在2021财年第二季度实现收入38.4亿美元，同比增长23%[7] - 数字媒体业务收入达到27.9亿美元，同比增长25%[9] - 数字体验收入为9.38亿美元，同比增长21%[30] - GAAP每股收益为2.32美元，非GAAP每股收益为3.03美元[30] - 运营现金流创纪录为19.9亿美元[30] - 合同履行义务（RPO）为122.3亿美元，同比增长23%[42] - 现金及短期投资为57.7亿美元[42] 用户数据 - 数字媒体年化经常性收入（ARR）新增5.18亿美元，总ARR达到112.1亿美元[9] - 创意云的ARR新增4.05亿美元，收入为23.2亿美元，同比增长24%[12] - 文档云的ARR新增1.13亿美元，收入为4.69亿美元，同比增长30%[15] - 数字体验订阅收入为8.17亿美元，同比增长25%[30] - Adobe在企业市场的Acrobat产品年增长超过60%[16] 市场展望与需求 - Adobe在全球范围内的客户获取和市场需求持续增长，特别是在EMEA和亚太地区[12] - Adobe Summit在4月吸引了2000万次观看，显示出客户体验管理的强烈需求[21] - Adobe Experience Platform在第二季度的预订增长显著，相关服务的业务总额超过1亿美元[22] 新产品与技术研发 - 数字媒体部门收入为27.9亿美元，同比增长25%[30] - 第二季度文档云收入为4.69亿美元，同比增长30%[34]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 28, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-15175 ADOBE INC. (Exact name of registrant as specified in its charter) _______________________ ...