Adobe Inc. (NASDAQ:ADBE) is one of the best value stocks in Goldman Sachs’ portfolio. The company is facing increasing scrutiny over the monetization of its generative AI capabilities, which have fallen short of the expectations of some analysts. Adobe’s investments in these capabilities were expected to boost its Digital Media ARR growth. However, the results have been slower than anticipated, as Adobe continues to prioritize broader adoption. Due to the slower monetization and lack of near-term catalysts ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article mysel ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article mysel ...

Pavlo Gonchar | SOPA Images | Lightrocket | Getty ImagesAnthropic is stepping up its global enterprise ambitions.The $183 billion artificial intelligence startup has grown its business customer base from under 1,000 to more than 300,000 in just two years, as demand for Claude's models accelerates across industries and regions.On Friday, the company announced it will triple its international workforce and expand its applied AI team fivefold in 2025, as it scales beyond the U.S. and intensifies competition wi ...

Adobe Inc. (NASDAQ:ADBE) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 11, Adobe Inc. (NASDAQ:ADBE) announced that its AI innovation adoption is accelerating as top enterprises embrace the company’s AI tools to transform the way they work. Some of the biggest brands have been using Adobe Inc.’s (NASDAQ:ADBE) AI-powered offerings like Firefly and GenStudio to launch campaigns faster and reach new audiences. These AI-powered innovations allow enterprises to utilize generative AI ...

According to a report from CNBC, companies are increasingly spending on agentic AI without fully understanding its capabilities. However, technology leaders must change this trend if they want to avoid wasting future investments. “It’s not surprising that many organizations are still trying to figure out what agentic AI really is. Agentic AI has a buzz about it that many in the market want to capitalize on, and we’ve seen an incredible rebranding of anything related to generative AI presented as ‘agentic AI ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equities strongly rebounded in the second quarter following a turbulent first quarter. The fund’s Institutional Class shares returned 19.52% in the quarter, compared to a 23.18% return for the MSCI World Information Technology Index-Net. In addition, you can check the fund’s top 5 holdings for it ...

Have you evaluated the performance of Adobe Systems' (ADBE) international operations during the quarter that concluded in August 2025? Considering the extensive worldwide presence of this software maker, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and tr ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly.Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.Top 5 Upgrades: Scotiabank upgraded OpenText ( OTEX) to Outperform from Sector Perform with a price target of $50, up from $35. The firm cites increased conviction” in the c ...

收入和利润（同比环比） - 总收入为59.88亿美元，同比增长11%[164] - 总收入在三个月期间增长11%至59.88亿美元，九个月期间增长11%至175.75亿美元[170] - 净收入为17.7亿美元，同比增长5%[167] - 运营现金流为68.7亿美元，同比增长34%[167] 各业务线表现 - Digital Media ARR达到185.9亿美元，同比增长11.7%[148] - Digital Media收入为44.6亿美元，同比增长12%[148] - Digital Media部门收入三个月增长12%至44.59亿美元，九个月增长11%至130.31亿美元[170] - Digital Experience收入为14.8亿美元，同比增长9%[150] - Digital Experience部门收入三个月增长9%至14.76亿美元，九个月增长9%至43.47亿美元[170] - 订阅收入为57.91亿美元，同比增长12%[164] - 订阅收入三个月增长12%至57.91亿美元，九个月增长12%至169.15亿美元[171] 各地区表现 - 美洲地区收入三个月增长10%至35.55亿美元，占收入59%[174] - EMEA地区收入三个月增长13%至15.86亿美元，占收入27%[174] - 外汇影响三个月净增加收入4300万美元，九个月净减少收入5500万美元[175] 成本和费用（同比环比） - 收入成本为6.42亿美元，同比增长16%[167] - 营业费用为31.7亿美元，同比增长11%[167] - 订阅成本三个月增长23%至5.1亿美元，占收入9%[176] - 研发费用三个月增长6%至10.88亿美元，占收入18%[181] - 销售和营销费用三个月增长15%至16.39亿美元，占收入27%[181] 税务相关 - 公司第三季度所得税准备金为4.15亿美元，同比增长16%；九个月累计所得税准备金为11.96亿美元，同比增长13%[196] - 第三季度有效税率从去年同期的18%上升至19%；九个月有效税率从去年同期的22%下降至18%[196] - 公司递延所得税资产估值准备金达8.05亿美元，主要与某些州税收抵免和资本损失结转相关[199] - 未确认税务利益总额为7.15亿美元，若获确认将使有效税率减少5.42亿美元[204] 现金流和资本结构 - 公司现金及现金等价物从去年11月的76.13亿美元降至49.82亿美元，减少26.31亿美元[213] - 九个月经营活动产生现金流68.71亿美元，投资活动使用现金流10.41亿美元，融资活动使用现金流85.05亿美元[213] - 公司拥有15亿美元循环信贷额度，截至8月29日未提取任何款项[221] - 高级票据未偿还总额为61.5亿美元，账面净值为62亿美元[223] - 股票回购计划授权250亿美元，已完成81亿美元回购，剩余84亿美元授权额度[225] 合同与承诺 - 剩余履约义务为204.4亿美元，同比增长13%[167] - 公司新增13亿美元采购承诺，期限至2029年12月[224] 利率与市场风险 - 公司通过利率互换将27亿美元固定利率高级票据转换为浮动利率[229] - 利率互换基于SOFR OIS加固定基点的浮动利率机制[229] - 利率风险敞口仅限于27亿美元的对冲固定利率债务[229] - 市场利率即时50个基点的变动不会对经营结果产生重大影响[229] - 截至2025年8月29日的九个月内市场风险敞口无其他重大变化[230]