Adobe Expected to Post 1Q Revenue, Profit Increase — Earnings Preview

By Denny Jacob

Adobe is scheduled to report its first-quarter results Thursday after the market closes. Here’s what you need to know.

NET INCOME: The software maker is expected to post $1.54 billion in net income, up from $1.25 billion a year earlier, according to FactSet.

REVENUE: The San Jose, Calif.-based company is expected to post $5.14 billion in revenue for the quarter ended March 1, compared with $4.66 billion in the prior-year period, according to FactSet. Adobe previously forecast revenue between $5.1 billion and $5.15 billion.

ADJUSTED EARNINGS: Stripping out one-time items, earnings are expected to come in at $4.38 a share, according to FactSet.

The stock price declined about 6.8% during the quarter and recently traded at $580.39.

WHAT TO WATCH

— Look for fresh details from Adobe following its scrapped $20 billion bid for collaboration-software company Figma. News of the abandoned deal came a few days after its fourth-quarter results in mid-December. Adobe and Figma at the time said they mutually agreed to terminate the cash-and-stock transaction because they couldn’t see a clear path to receiving regulatory approval from the European Commission and the U.K. Competition and Markets Authority.

— Another topic that almost certainly will come up is generative artificial intelligence and the latest efforts on that front from Adobe. The company has released a new app in beta with generative AI and new mobile editing capabilities. The rollout comes as other platforms, such as text-to-video creation tool Sora from OpenAI and image creation tool Dall-E, pose a competitive threat though are relatively new in their life cycle.

Write to Denny Jacob at Denny.Jacob@WSJ.com

Scroll to Top