Adobe's Better-Than-Expected Quarterly Results Show AI Is Further Strengthening Its Creative Software Dominance
Adobe's Better-Than-Expected Quarterly Results Show AI Is Further Strengthening Its Creative Software Dominance
On Thursday, Adobe Inc (NASDAQ:ADBE) topped expectations on earnings and revenue with its fiscal second quarter results, along with lifting the full-year guidance.
週四，Adobe Inc (納斯達克: ADBE)在其財政第二季度業績發佈中超過預期，營收和收益均有所增長，並提高了全年的預期指引。
AI-fueled Fiscal Second Quarter Highlights
人工智能加速的財政第二季度亮點
For the quarter ended on May 31st, Adobe reported revenue grew 10% YoY to $5.31 billion, surpassing LSEG's estimate of $5.29 billion. The design software maker reported adjusted earnings of $4.48, also surpassing LSEG's estimate of $4.39.
到5月31日的季度結束，Adobe的營收同比增長了10%至53.1億美元，超過了倫敦證券交易所的預估值52.9億美元。該設計軟件製造商報告的調整後每股收益爲4.48美元，也超過了倫敦證券交易所的預估值4.39美元。
Net-new annualized recurring revenue for the Digital Media business that cover Creative Cloud subscriptions amounted to $487 million as Creative Cloud subscribers upgraded their plans to access company's generative AI model and use its capabilities to enhance their creative work.
數字媒體業務的全新年化重複營業收入涵蓋了創建雲訂閱服務，合計達4.87億美元，這些訂閱用戶升級了他們的計劃，以訪問該公司的生成式人工智能模型並使用其功能來提高創意工作的質量。
Fiscal Third Quarter Outlook
財政第三季度展望
For the current quarter, Adobe guided for adjusted earnings per share in the range between $4.50 and $4.55 on a revenue range between $5.33 billion and $5.38 billion.
對於目前的季度，Adobe指導調整後每股收益在4.50美元到4.55美元之間，營收範圍在53.3億美元至53.8億美元之間。
A lifted fiscal 2024 full year outlook
提高的2024財年預期
Adobe bumped both the top and bottom line forecast it gave in March as it now expects full year adjusted earnings per share between $18.00 and $18.20 on revenue in the range between $21.40 billion and $21.50 billion.
Adobe在3月份提高了全年利潤預期，現在預計調整後的每股收益在18.00美元至18.20美元之間，收入範圍在214億美元至215億美元之間。
Adobe is content with the adoption of AI functionality and its early monetization across its flagship offerings.
Adobe對旗艦產品的人工智能功能採用和早期變現吸收比較滿意。
the media software maker is enjoying robust demand for its suit of generative AI digital media products, and Adobe CEO Shantanu Narayen noted that the company hadn't seen any noticeable changes to the economy, unlike its software peers that have recently trimmed their full-year guidance due to concerns over uncertain economic outlook and fears of enterprise AI interest having an expiration date. Adobe, who still only has competitors theoretically, but not practically, is not showing any signs of slowing down as it continues to dominate the creative software and digital marketing with its Creative Cloud that revolutionized digital creativity for design professional. Canva stepped up its competitive game in March by acquiring Affinity, but it is the regulators that mainly succeeded to wound Adobe. Last year, Adobe got investigated by the FTC for making its subscriptions too difficult to cancel. Shortly after, regulators discouraged Adobe from acquiring Stigma, the design software company. But, based on its results, being regulator-bruised did not harm Adobe's creative software dominance field and undoubtedly, many software companies can only wish to be in its place.
這個媒體軟件製造商正在享受對其生成式人工智能數字媒體產品套裝的強勁需求，Adobe首席執行官Shantanu Narayen指出，與其軟件同行最近因擔心不確定的經濟前景和企業人工智能興趣到期而裁減全年指引相比，該公司沒有看到任何明顯的經濟變化。Adobe仍然只是理論上，但不是實際上的競爭對手，在其創意軟件和數字營銷領域繼續主導創意雲，該創意云爲設計專業人士改變了數碼創意的方式。Canva在3月份通過收購Affinity加強了其競爭力，但主要成功傷害了Adobe的監管機構。去年，FTC調查了Adobe使其訂閱服務取消太困難的問題。不久之後，監管機構阻止Adobe收購設計軟件公司Stigma。但是，基於其業績，即使受到監管機構的傷害，未損害Adobe在創意軟件支配領域的能力，毫無疑問，許多軟件公司都希望身處其位置。
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