๐ผ๐๐ค๐๐ ๐ง๐๐ก๐๐๐จ๐๐ ๐๐๐ง๐ฃ๐๐ฃ๐๐จ ๐ฌ๐๐ฉ๐ ๐จ๐ฉ๐ง๐ค๐ฃ๐ ๐๐ง๐ค๐ฌ๐ฉ๐, ๐๐ช๐ฉ ๐๐ฉ๐จ ๐จ๐ฉ๐ค๐๐ ๐๐๐ ๐๐ฃ ๐ช๐ฃ๐๐ญ๐ฅ๐๐๐ฉ๐๐ ๐ง๐๐๐๐ฉ๐๐ค๐ฃ. ๐๐
๐ฏ๐๐ช๐จ๐ฉ๐๐๐ฃ๐๐ ๐๐ง๐ค๐ฌ๐ฉ๐ ๐๐ฃ๐ ๐๐๐๐ค๐ง๐ ๐๐ง๐ค๐๐๐ฉ๐จ.
Adobe announced its Q3 2025 results, exceeding market expectations with record revenues of $5.99 billion, a 10% increase from the previous year. The company demonstrated a remarkable capacity for growth, driven by its strong position in the creative and digital experience software sectors.
Earnings per share (non-GAAP) reached $5.31, marking a 14% year-over-year increase. These solid numbers confirm that Adobe's strategy is working, generating significant profits and an operating cash flow of $2.20 billion for the quarter. The company used cash for its investing activities, suggesting it is confident in its long-term prospects and is reinvesting profits to expand its business.
Repurchase of common stock In Q3: The company entered into a share repurchase agreement totaling $2.50 billion, with $8.40 billion remaining of the $25 billion authorization granted in March 2024.
๐ค๐ผ๐ง๐ฉ๐๐๐๐๐๐๐ก ๐๐ฃ๐ฉ๐๐ก๐ก๐๐๐๐ฃ๐๐ ๐๐จ ๐ฉ๐๐ ๐๐ฃ๐๐๐ฃ๐ ๐ค๐ ๐๐ง๐ค๐ฌ๐ฉ๐
Artificial intelligence is not just a buzzword for Adobeโit's the real engine of its growth. The company has integrated AI into its core applications like Photoshop, Illustrator, and Premiere Pro, creating a more powerful and accessible product suite. AI has influenced over $5 billion in annual recurring revenue (ARR), surpassing forecasts and demonstrating that customers are willing to pay for tools that make their work faster and more productive. Products like Acrobat AI Assistant and the Creative Cloud Pro offering are driving a strong increase in subscriptions and usage.
๐๐๐ง๐ ๐๐ฉ ๐๐๐๐๐ฉ๐๐ค๐ฃ: ๐๐๐ฎ ๐ฟ๐๐ ๐ฉ๐๐ ๐๐ฉ๐ค๐๐ ๐๐ก๐๐๐?๐
Despite the excellent results, Adobe's stock experienced a significant decline after the earnings release, dropping to a 52-week low. This apparent contradiction can be explained by concerns among analysts and investors who fear that the rise of AI could, in the long term, have a negative impact on Adobe. For example, it could make it easier to create content without using Adobe's expensive software, or it could be due to competition from new "AI-first" companies.
UBS analysis reduced the price target to $375.00, maintaining a "Neutral" rating.
However, these fears are not supported by the current financial data.
The balance sheet analysis clearly shows that AI is not hurting Adobe; on the contrary, it's driving robust growth and generating monetization that has exceeded all expectations. In the short to medium term, the narrative of an AI threat doesn't translate into a negative impact on revenue or profits. The sharp drop in the stock price, therefore, appears to be an excessive and speculative reaction, based on future fears rather than the company's solid current performance.
โ๐๐๐๐ฉ ๐๐ค ๐ฎ๐ค๐ช ๐ฉ๐๐๐ฃ๐ ๐๐๐ค๐ช๐ฉ ๐ผ๐๐ค๐๐?
๐๐๐๐ซ๐ ๐ฎ๐ค๐ช๐ง ๐๐ค๐ข๐ข๐๐ฃ๐ฉ ๐๐๐ง๐ ๐๐ฃ๐ ๐๐ค๐ฃ'๐ฉ ๐๐ค๐ง๐๐๐ฉ ๐ฉ๐ค ๐๐ค๐ฅ๐ฎ ๐ข๐ฎ ๐ฅ๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค!๐
Disclaimer: All information contained herein should not be interpreted as investment advice, nor as a recommendation or invitation to buy or sell any financial instrument. Any reference to past or future performance should not be considered a reliable indicator of potential future results.
$ADBE (Adobe Systems Inc)$SPX500$NSDQ100... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Wed Nov 12 2025 18:51:31 GMT+0000 (Coordinated Universal Time)
