Adobe(US:ADBE) The Motley Fool·2025-09-12 23:06Core Viewpoint - Adobe's third-quarter results for fiscal 2025 did not meet the high expectations of some investors, despite the company's significant investment in artificial intelligence [2][6]. Financial Performance - Adobe reported record revenue of just under $6 billion for the third quarter, which is only 1% higher than the same quarter in 2024 [3]. - The non-GAAP net income increased by 8%, reaching nearly $2.3 billion, or $5.31 per share [3]. - Both revenue and adjusted net income figures exceeded consensus analyst estimates, with revenue projected at $5.91 billion and adjusted profitability at $5.18 per share [5]. AI Integration - The company highlighted its use of artificial intelligence across a wide range of products, suggesting that AI is contributing to its growth [6]. - Investors may have anticipated stronger growth due to the potential of AI, given its prominent mention in the earnings release [6]. Future Guidance - Adobe provided updated guidance for the fourth quarter and the entirety of 2025, expecting revenue between just under $6.08 billion and nearly $6.13 billion, with adjusted net income of $5.35-$5.40 per share [7]. - The consensus estimates for the fourth quarter are $6.09 billion in revenue and $5.34 per share in adjusted net income [7].