Added to YB: 2025-03-17
Pitch date: 2025-03-13
ADBE [neutral]
Adobe Inc.
-6.14%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
Adobe Inc. operates as a technology company worldwide. Its Digital Media segment offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content; Document Cloud, a cloud-based document services platform; and Creative Cloud, a subscription service that allows subscribers to use its creative products and applications (apps) integrated with cloud-delivered services across various surfaces and platforms.
Market Cap
$143.6B
Pitch Price
$379.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.88
P/E
20.55
EV/Sales
6.05
Sector
Software
Category
growth
Adobe Q1 2025 Earnings Analysis
ADBE (earnings update): Rev $5.71B (+10.3% YoY), EPS $5.08 (+2.2% est). GM 89.1%, OM 37.9%, NM 31.7%. FCF 43%. RPO $19.69B (+12%). Digital Media ARR $17.63B (+11.8%). $125M new AI ARR. 1,400+ custom AI models. Risks: Net New ARR -19.4%, R&D/Rev -0.2pp, CAC +13.3mo. Q2 guide in-line.
Read full article (7 min)