盘后涨2.6%！Adobe三季度业绩超预期，AI业务年化收入突破50亿美元

Core Viewpoint - Adobe reported strong financial results for Q3, indicating successful investments in AI capabilities and exceeding market expectations [3][4]. Financial Performance - Q3 revenue reached $5.99 billion, representing an 11% year-over-year increase, surpassing analyst expectations of $5.91 billion [3][4]. - Net profit increased from $1.68 billion in the same period last year to $1.77 billion, with earnings per share rising from $3.76 to $4.18 [3][4]. AI Business Breakthrough - Annual recurring revenue (ARR) from AI-related products exceeded $5 billion, with AI priority products' ARR surpassing 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; the full-year digital media ARR growth forecast was raised to 11.3% [4]. Outlook - Full-year revenue guidance was raised to $23.65 billion to $23.70 billion, with Q4 revenue expectations set between $6.08 billion and $6.13 billion [4]. - Following the earnings report, Adobe's stock initially rose by 8% in after-hours trading but later settled at a 2.77% increase; however, the stock has declined by 21% year-to-date, underperforming the Nasdaq index's 14% gain [4].