Adobe's not a sell, folks. It's a buy.What do you do when one of the most actively followed stocks on the planet reports an earnings beat, and half the analysts who follow the stock downgrade it anyway? What do you do when that stock crashes on good news?That's the situation facing Adobe (ADBE -11.61%) investors today. The PDF company was expected to report $4.97 per share in earnings last night, on less than $5.7 billion in revenue. Adobe instead reported $5.08 per share in profit, and more than $5.7 billi ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

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Here's our initial take on Adobe's (ADBE 1.14%) financial report.Key MetricsMetricQ1 2024Q1 2025Changevs. ExpectationsRevenue$5.2 billion$5.7 billion+10%BeatAdjusted earnings per share$4.48$5.08+13%BeatOperating cash flow$1.2 billion$2.5 billion+111%n/aDigital Media ARR$15.8 billion$17.6 billion+13%n/aFocusing on Customers and AIAdobe beat analyst expectations in the first quarter, delivering 10% revenue growth and much improved operating cash-flow generation. With the creative software industry at risk of ...

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One number stood out in Adobe's earnings report: AI's annual recurring revenue.Investors are eyeing Adobe's ARR from AI as the company bets big on the technology.CEO Shantanu Narayen says Adobe plans to double its AI ARR by year-end.One number from Adobe's quarterly earnings on Wednesday caught investors' attention: annual recurring revenue from AI. At $125 million from the first quarter this year, it's a small slice of Adobe's $5.71 billion in total quarterly revenue. But analysts were quick to talk about ...

Adobe (ADBE) Q1 2025 Earnings Call March 12, 2025 05:00 PM ET Company Participants Steven Day - CFO and SVP of Digital Experience Business Unit & Corporate FinanceShantanu Narayen - Chairman & CEODavid Wadhwani - President of Digital Media BusinessAnil Chakravarthy - President of Digital Experience BusinessDan Durn - CFOBrent Thill - Tech Sector Leader, Software/Internet ResearchKash Rangan - Managing DirectorMark Murphy - Executive DirectorSaket Kalia - Managing Director Conference Call Participants Brent ...

Adobe reported strong Q1 2025 earnings, surpassing both analyst and management expectations with record revenue and cash flow.Software giant Adobe (ADBE 1.14%) reported fiscal 2025 first-quarter earnings on Wednesday, March 12, that topped analysts' consensus expectations. Q1 revenue of $5.71 billion rose 10.2% year over year and bested the estimate of $5.66 billion. Adjusted earnings per share (EPS) in Q1 stood at $5.08, outpacing the anticipated $4.97. This quarter reflected robust growth, driven by stron ...

Adobe (ADBE) Q1 2025 Earnings Call March 12, 2025 05:00 PM ET Company Participants Steven Day - CFO and SVP of Digital Experience Business Unit & Corporate FinanceShantanu Narayen - Chairman & CEODavid Wadhwani - President of Digital Media BusinessAnil Chakravarthy - President of Digital Experience BusinessDan Durn - CFOBrent Thill - Tech Sector Leader, Software/Internet ResearchKash Rangan - Managing DirectorMark Murphy - Executive DirectorSaket Kalia - Managing Director Conference Call Participants Brent ...

Exhibit 99.1 Investor Relations Contact Steve Day Adobe ir@adobe.com FOR IMMEDIATE RELEASE Adobe Delivers Record Q1 Results SAN JOSE, Calif. – March 12, 2025 – Adobe (Nasdaq:ADBE) today reported financial results for its first quarter fiscal year 2025 ended Feb. 28, 2025, reaffirming its FY2025 targets, and previewed its customer-focused strategy ahead of Adobe's Investor Meeting next week at Adobe Summit. "Adobe's success over the next decade will be driven by customer-focused innovation and new offerings ...