ADBE has out delivered its FY2025 targets, as observed in the robust FQ3'25 performance metrics, the increased subscriptions, and the higher GenAI consumption trends. Their increased push into the education sector across "students, faculty and staff" also locks them into the creative ecosystem before their eventual transition to working professionals. ADBE's AI-enabled offerings have been adopted by Dentsu as well, the largest advertising agency group in Japan and the fifth-largest in the world.
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Oracle surged to new highs on major contract wins, signaling strong future growth despite recent earnings miss. AI and tech stocks like AVGO and NBIS rallied on large customer acquisitions, while ADBE lagged due to monetization concerns.
ADBE tops fiscal Q3 estimates with 14% EPS growth, $5.99B revenue, and upbeat guidance as shares climb.
U.S. stocks traded mixed this morning, with the Dow Jones index falling more than 50 points on Friday.
Adobe continues double-digit growth in Q3, beating estimates and upping guidance. Revenue share from subscriptions increased to 97% in Q3. The Business & Consumers segment continues to outgrow the Creative & Marketing audience, leading to a welcome diversification. With its professional clientele reach, Adobe establishes itself as an AI single point of contact, even including third-party tools from Google or Open AI.
In the "bad news is good news" set-up we've grown accustomed to over the past year-plus, both of these metrics souring can only mean one thing: lower interest rates.
Although the revenue and EPS for Adobe (ADBE) give a sense of how its business performed in the quarter ended August 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Adobe Inc (NASDAQ:ADBE) is gearing up for its fiscal third-quarter earnings report , due out after the close tomorrow, September 11.
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The expectation is for Q3 earnings to increase by +5.1% from the same period last year on +6% higher revenues. This would follow earnings growth rates of +12.4% and +12.3% in 2025 Q2 and Q1, respectively.
Adobe's subscription revenues jump 11.5% to $5.64B, with Acrobat and Express driving user growth past 700M monthly actives.