Adobe公布了2024财年第四季度业绩，虽然本季度调整后的EPS和营收均超出市场预期,但公司对2025财年业绩指引令市场感到失望。
公司预计2025财年营收在233亿至235.5亿美元之间，上限低于分析师预期的238亿美元。公司预计2025财年每股收益在20.20至20.50美元之间，上限也略低于分析师预期的20.52美元。
Adobe以其为创意专业人士开发的软件而闻名,最近试图在自己的产品中添加AI功能。但有分析认为,其AI视频产品的推出速度明显落后于OpenAI等公司的相关服务。加之美元走强将影响海外营收,激烈的行业竞争等因素,都可能阻碍Adobe通过整合AI实现业绩快速增长。
因此,Adobe令人失望的业绩指引加剧了市场对该公司可能受到新兴AI初创公司冲击的担忧。在盘后交易中,Adobe股价一度大跌超过9%。
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