Core Viewpoint - Adobe's strong quarterly revenue forecast indicates that the company's investments in artificial intelligence (AI) capabilities are paying off [1] Financial Performance - In Q3, Adobe reported revenue of $5.99 billion, a year-over-year increase of 11%, exceeding analyst expectations of $5.91 billion [4] - Adjusted earnings per share (EPS) were $5.31, higher than the expected $5.18 [4] - Net profit increased from $1.68 billion in the same quarter last year to $1.77 billion, with EPS rising from $3.76 to $4.18 [4] AI Business Breakthrough - Annual recurring revenue (ARR) from AI-related products surpassed $5 billion, with AI-first products' ARR exceeding the year-end target of $250 million [4] Business Growth - Digital media business grew by 12% year-over-year to $4.46 billion, with ARR reaching $18.6 billion [4] - The company raised its full-year digital media ARR growth forecast to 11.3% [4] Outlook - Adobe raised its full-year revenue guidance to $23.65 billion to $23.70 billion, with Q4 revenue expectations set at $6.08 billion to $6.13 billion [4]
Adobe三季度业绩超预期,AI业务年化收入突破50亿美元
Hua Er Jie Jian Wen·2025-09-11 21:43