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13.06.2025

💰Отчет Adobe за 2 квартал, опубликованный вчера на постмаркете

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🔹 Adj EPS: $5.06 (Est. $4.98) 🟢
🔹 Revenue: $5.87B (Est. $5.80B) 🟢; UP +11% YoY
🔹 RPO: $19.69B

Other Q2 Metrics:
🔹 Adjusted Operating Income: $2.67B
🔹 Adjusted Net Income: $2.17B
🔹 Operating Cash Flow: $2.19B
🔹 Shares Repurchased: ~8.6M during Q2

Q3 Guidance:
🔹 Revenue: $5.875B–$5.925B (Est. $5.877B) 🟡
🔹 Adjusted EPS: $5.15–$5.20 (Est. $5.10) 🟢

Q3 Segment Performance:
🔹 Digital Media Revenue: $4.35B; UP +11% YoY
🔹 Digital Media ARR: $18.09B; UP +12.1% YoY
🔹 Digital Experience Revenue: $1.46B; UP +10% YoY
🔹 Digital Experience Subscription Revenue: $1.33B; UP +11% YoY

FY Guidance (Raised):
🔹 Revenue: $23.5B–$23.6B (Est. $23.455B) 🟢
🔹 Adjusted EPS: $20.50–$20.70 (Est. $20.36) 🟢
🔹 Digital Media ARR Growth: +11% YoY

#adbe

Для обсуждения переходи в чат t.me/USstocksnews_chat