Oracle Financial Results - Oracle's EPS reported at $2.26, significantly beating estimates of $1.64 [1] - Revenue for the second quarter came in at 16.06%, missing the expected 16.21% [1] - Cloud revenue reported at $8 billion, slightly below the expected $8.04 billion [1] - Operating margins at 42%, in line with estimates of 42.2% [2] - Operating income for the quarter was $6.72 billion, missing estimates of $6.82 billion [2] Market Reaction - Following the earnings report, Oracle's shares experienced a negative reaction, dropping over 5% [3][8] - The significant miss in software business revenue raised concerns among investors [3] Future Outlook and Spending - Oracle plans to continue investing heavily, including purchasing GPUs from Nvidia [3][4] - There are concerns about the company's ability to generate sufficient free cash flow to cover expenses, with projections of potential negative free cash flow in upcoming quarters [5] - The remaining performance obligations (RPO) increased significantly year-over-year, reported at $523 billion, but this was noted as a poor comparison [2][6][7] Comparison with Adobe - Adobe reported a fiscal fourth quarter EPS of $5.50, beating expectations of $5.39 [10] - Adobe's revenue for the fourth quarter was reported at 6.19%, exceeding estimates of 6.11% [10] - Adobe's RPO for the fiscal fourth quarter was $22.52 billion, above the expected $22.28 billion [10] - Adobe's subscription revenue grew by 12% year-over-year, contributing to a positive report despite a tepid market reaction [12][13]

The software company expects revenue to be $25.90 billion to $26.10 billion in 2026 as it looks to expand its AI business. ...

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 ...

Core Insights - Adobe reported fourth quarter earnings of $5.50 per share, exceeding the analyst estimate of $5.39, with quarterly revenue of $6.19 billion, surpassing the Street estimate of $6.11 billion, and showing an increase from $5.61 billion in the same period last year [2][4] Financial Performance - Digital Media segment revenue reached $4.62 billion, reflecting an 11% year-over-year growth [6] - Digital Experience segment revenue was $1.52 billion, representing a 9% year-over-year growth [6] - Total Customer Group subscription revenue amounted to $5.96 billion, indicating a 12% year-over-year growth [6] - Business Professionals & Consumers subscription revenue was $1.72 billion, showing a 15% year-over-year growth [6] - Creative & Marketing Professionals subscription revenue totaled $4.25 billion, reflecting an 11% year-over-year growth [6] Future Outlook - Adobe anticipates fiscal 2026 GAAP EPS to be between $17.90 and $18.10, compared to the analyst estimate of $16.56 [4]

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 gave an outlook for revenue in the coming year that topped analysts’ estimates, suggesting that AI features are helping fuel growth of its creative software business https://t.co/2FLjiC86xx ...

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 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... ...

Group 1 - Adobe forecasts fiscal 2026 revenue and profit above Wall Street expectations, indicating strong demand for its design tools and increasing monetization of AI offerings [1][4] - The company has seen a 35% year-over-year increase in monthly active users for its freemium offerings, surpassing 70 million users [2] - Adobe's acquisition of Semrush for $1.9 billion aims to enhance marketers' understanding of brand visibility through online searches and generative AI bots [3] Group 2 - Adobe expects annual revenue between $25.90 billion and $26.10 billion, slightly above the estimated $25.87 billion [4] - The company anticipates adjusted annual earnings per share between $23.30 and $23.50, exceeding the estimate of $23.34 per share [4] - In the fourth quarter, Adobe reported revenue of $6.19 billion, surpassing estimates of $6.11 billion [5]

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