#ADBE Adobe (NASDAQ:ADBE): FQ2 Non-GAAP EPS of $3.03 beats by | InvestingAsHobby.Ru - Книга "Инвестиции как хобби - в поисках Грааля" "Разработка гибкой стратегии инвестирования"

#ADBE Adobe (NASDAQ:ADBE): FQ2 Non-GAAP EPS of $3.03 beats by $0.21; GAAP EPS of $2.32 beats by $0.22.

Revenue of $3.84B (+22.7% Y/Y) beats by $110M.
Digital Media segment revenue was $2.79B, which represents 25% Y/Y growth.


Creative revenue grew to $2.32B, representing 24% Y/Y growth.
Document Cloud revenue was $469B, representing 30% Y/Y growth.
Digital Media ARR increased $518M Q/Q to $11.21 billion exiting the quarter.


Adobe repurchased ~2.1M shares during the quarter.


Q3 Guidance: Total revenue ~$3.88B vs. consensus of $3.83B; Digital Media segment revenue ~22% Y/Y growth; Digital Media annualized recurring revenue ~$440M of net new ARR; Digital Experience segment revenue ~21% Y/Y growth; Digital Experience subscription revenue ~25% Y/Y growth; EPS of GAAP: ~$2.27 Non-GAAP: ~$3.00 vs. consensus of $2.90. - Остаётся в портфеле.