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Adobe (GB:0R2Y)
LSE:0R2Y
Earnings Data
Report Date
Sep 10, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
5.18Last Year’s EPS
4.65Same Quarter Last Year
Moderate Buy
Based on 27 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Jun 13, 2025
|% Change Since: -4.57%
|Next Earnings Date:Sep 10, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a largely positive sentiment, highlighting strong financial performance, successful adoption of AI and digital media products, and significant growth in new markets. While there are challenges related to AI monetization and competitive pressures, Adobe's strategic initiatives and product innovations position the company well for continued growth.Company Guidance
During the second quarter fiscal year 2025 earnings call, Adobe provided a robust financial outlook, reporting a record revenue of $5.87 billion, an 11% year-over-year increase. The GAAP earnings per share stood at $3.94, while non-GAAP earnings per share were $5.06, reflecting a 13% increase from the previous year. Adobe's Digital Media segment achieved revenue of $4.35 billion, with Digital Media Annualized Recurring Revenue (ARR) reaching $18.09 billion, marking a 12.1% year-over-year growth. The Digital Experience segment contributed $1.46 billion in revenue, with subscription revenue growing 11% year-over-year. Adobe also highlighted its progress in AI-driven initiatives with an AI-influenced ARR already in the billions, and its AI direct ARR is projected to surpass $250 million by the end of fiscal 2025. Additionally, Adobe's Creative Cloud and Firefly offerings have been instrumental in expanding its user base, with Firefly app subscriptions doubling and its time subscribers growing by 30% quarter over quarter. The company raised its full-year revenue target to $23.5 to $23.6 billion, with expectations for Digital Media segment revenue between $17.45 and $17.5 billion and Digital Experience segment revenue of $5.8 to $5.9 billion.Record Revenue Growth and Financial Performance
Adobe delivered record revenue of $5.87 billion in Q2 FY 2025, representing 11% year-over-year growth. GAAP earnings per share was $3.94 and non-GAAP earnings per share was $5.06, a 13% year-over-year growth.
Digital Media Segment Success
Digital Media achieved revenue of $4.35 billion, growing 12% year over year. Digital Media ending ARR reached $18.09 billion, a 12.1% year-over-year increase.
AI and Innovation Driving Growth
Adobe's AI-influenced ARR is contributing billions, with AI book of business tracking ahead of the $250 million ending ARR target. Firefly app subscribers grew 30% quarter over quarter.
Digital Experience Segment Achievement
Experience Cloud achieved revenue of $1.46 billion, with subscription revenue growing 11% year over year.
Strong Adoption of Generative AI Features
Generative AI features like Firefly and Acrobat AI Assistant saw significant growth, with over 24 billion cumulative generations and 3x year-over-year growth in AI Assistant MAU.
Expansion and Adoption in New Markets
Adobe added 8,000 new businesses to Express in Q2, and over 35,000 new businesses year-over-year, including partnerships with major companies like Microsoft, ServiceNow, and Intuit.
GB:0R2Y Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0R2Y Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 13, 2025 | $393.08 | $399.20 | +1.56% |
Mar 12, 2025 | $437.94 | $378.83 | -13.50% |
Dec 11, 2024 | $549.68 | $475.14 | -13.56% |
Sep 12, 2024 | $583.12 | $535.30 | -8.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Adobe (GB:0R2Y) report earnings?
Adobe (GB:0R2Y) is schdueled to report earning on Sep 10, 2025, TBA Not Confirmed.
What is Adobe (GB:0R2Y) earnings time?
Adobe (GB:0R2Y) earnings time is at Sep 10, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Adobe stock?
The P/E ratio of Adobe is N/A.
What is GB:0R2Y EPS forecast?
GB:0R2Y EPS forecast for the fiscal quarter 2025 (Q3) is 5.18.
