ADBE Earnings Prediction
The chart below shows how ADBE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ADBE sees a +0.53% change in stock price 10 days leading up to the earnings, and a -4.51% change 10 days following the report. On the earnings day itself, the stock moves by -1.56%. This data can give you a slight idea of what to expect for the next quarter's release.
ADBE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
5.61B
11.05%
3.66%
Gross Margin
88.26%
1.91%
-0.79%
Operating Margin
34.91%
1.10%
-5.21%
Net Margin
30.02%
2.18%
-3.60%
EPS
3.79
16.98%
0.80%
No Data Available
ADBE Earnings Analysis
Adobe Inc. Corporation (ADBE.O) Earnings Conference Call
Positive
Q4 Revenue Achievement: In Q4, we achieved revenue of $5.61 billion, representing 11% year-over-year growth.
Record Digital Revenue Growth: In our digital media business, we delivered record net new ARR of $578 million, and our digital experience business achieved subscription revenue of $1.27 billion, representing 12% year-over-year growth.
Record Revenue Achievement: 2024 was a year of records for Adobe. We achieved record revenue of $21.51 billion, representing 11% year-over-year growth.
Earnings Per Share Growth: GAAP earnings per share was $12.36, and non-GAAP earnings per share was $18.42, representing 5% and 15% year-over-year growth, respectively.
RPO and Cash Position: We exited the year with $19.96 billion in RPO and cash and short-term investments of $7.89 billion.
Negative
Q4 Revenue Performance: In Q4, we achieved revenue of $5.61 billion, representing 11% year-over-year growth, which is lower than expected.
Earnings Per Share Growth: GAAP earnings per share was $12.36, and non-GAAP earnings per share was $18.42, representing only 5% and 15% year-over-year growth, respectively, indicating a slowdown in growth rates.
Digital Media Revenue Growth: The digital media segment revenue was $4.15 billion, which is only a 12% year-over-year growth, suggesting a decline in momentum compared to previous quarters.
Cash Flow Concerns: The reported cash flows from operations were $2.92 billion, which is lower than anticipated, reflecting potential liquidity concerns.
Cash Position Decline: The ending cash and short-term investments position exiting Q4 was $7.89 billion, which is a decrease from previous quarters, indicating a tightening cash position.
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ADBE Earning Call Sentiment
Adobe Inc. (ADBE) Q4 2024 Earnings Call Transcript
ADBE.O
0.74%Positive
Adobe's Q4 results show strong financial performance with 11% revenue growth and EPS growth surpassing expectations. The integration of AI and new product offerings like Firefly are driving significant customer value. Despite some supply chain and economic risks, the company's strategic initiatives and optimistic guidance for FY '25 suggest continued growth. The large share repurchase program further supports a positive outlook. The Q&A reveals management's confidence in innovation and ARR growth, reinforcing a strong positive sentiment. Given these factors, Adobe's stock is likely to experience a strong positive movement over the next two weeks.