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Adobe(ADBE) - 2025 Q4 - Earnings Call Presentation
2025-12-11 06:00
业绩总结 - Adobe在2025财年实现创纪录的收入为237.7亿美元,同比增长11%[67] - FY25每股收益(GAAP)为16.70美元,同比增长35%[68] - FY25运营现金流创纪录为100.3亿美元[69] - Q4总收入为61.9亿美元,同比增长10%[72] 用户数据 - 数字媒体在第四季度的收入为46.2亿美元,全年收入为176.5亿美元,均同比增长11%[23][70] - 数字媒体的年末经常性收入(ARR)为192亿美元,同比增长11.5%[24] - 在第四季度,Adobe的全球记录交易额超过100万美元的订单,客户中年收入超过1000万美元的数量同比增长超过25%[22] 新产品和新技术研发 - Adobe Experience Platform及其原生应用的订阅收入同比增长超过40%[54] - 生成性AI流量在2025年假日季节增长了760%[55] - Acrobat和Reader中的AI功能使用量同比增长超过4倍[31] - Firefly应用的首次订阅量在季度间增长了2倍[38] - Adobe的生成性信用消费在创意云、Firefly和Express中同比增长约3倍[44] 市场扩张和并购 - 宣布以约19亿美元收购Semrush,预计在FY26上半年完成[88] - FY26目标总收入为259亿美元至261亿美元[94] 数字体验 - 数字体验在第四季度的收入为15.2亿美元,同比增长9%,全年收入为58.6亿美元[51][70]
Creative Software Leader Adobe Tops Q4 Targets, Moves The Chains
Investors· 2025-12-11 05:54
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EARNINGS ALERT: ORCL & ADBE
Youtube· 2025-12-11 05:50
We've got Oracle numbers just coming across right now. EPS coming in at $2.26%. That is a significant beat over the estimates calling for a $164.As far as their revenue for the second quarter coming in at 16.06%, that is a miss for the 16.21% that was expected here. Uh cloud revenue, this is their is plus SAS. That's 8 billion even.It was expected to be 8.04%. Uh so they are missing on that as well. just a slight miss.Their operating margins coming in at 42%, estimates calling for 42.2%. So, I'll call that ...
Adobe Expects Double-Digit Recurring Revenue Growth Next Year
WSJ· 2025-12-11 05:38
The software company expects revenue to be $25.90 billion to $26.10 billion in 2026 as it looks to expand its AI business. ...
Adobe beats Q4 estimates, sees steady growth amid AI push
Proactiveinvestors NA· 2025-12-11 05:37
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Adobe Reports Better-Than-Expected Q4 Earnings: Details
Benzinga· 2025-12-11 05:28
Adobe, Inc. (NASDAQ:ADBE) stock held steady in Wednesday's extended trading after the company released its fourth quarter earnings report. Here's a look at the key figures from the quarter. ADBE stock is moving. Watch the price action here.The Details: Adobe reported quarterly earnings of $5.50 per share, which beat the analyst estimate of $5.39.Quarterly revenue came in at $6.19 billion, which beat the Street estimate of $6.11 billion, up from revenue of $5.61 billion from the same period last year.Read Ne ...
财报公布后,Adobe股价在盘后交易中微跌,最新报342美元,跌幅0.2%。
新浪财经· 2025-12-11 05:25
来源:滚动播报 财报公布后,Adobe股价在盘后交易中微跌,最新报342美元,跌幅0.2%。 ...
Adobe第四财季营收61.9亿美元,同比增长10%
每日经济新闻· 2025-12-11 05:22
每经AI快讯,12月11日消息,Adobe第四财季营收61.9亿美元,同比增长10%;调整后每股收益为5.50 美元,上年同期4.81美元。公司预计2026财年营收259亿-261亿美元。 ...
Adobe forecasts annual revenue above estimates
Reuters· 2025-12-11 05:11
Adobe forecast fiscal 2026 revenue above Wall Street expectations on Wednesday, signaling strong demand for the Photoshop maker's design tools and increasing monetization for its artificial intelligen... ...
Adobe sees upbeat annual results on AI, design software strength
Yahoo Finance· 2025-12-11 05:10
By Zaheer Kachwala Dec 10 (Reuters) - Adobe forecast fiscal 2026 revenue and profit above Wall Street expectations on Wednesday, signaling strong demand ​for the Photoshop maker's design tools and increasing monetization for ‌its artificial intelligence offerings. Since the launch of ChatGPT in 2022, Adobe has made heavy bets ‌on generative AI with its Firefly tool, which can be integrated across the company's Creative Cloud suite to create images and videos, in an attempt to draw users in. While Adobe ...