Adobe今年通过将AI功能整合到软件中取得一定成效,但在2025财年的业绩指引却令市场感到失望。Adobe预计2025财年营收约234亿美元,调整后EPS在20.20-20.50美元,均不及分析师预期。
分析人士认为,尽管Adobe在应用人工智能方面投入巨大,但短期内难以实现营收和利润的实质性增长。加之美元走强影响海外收入,以及人工智能领域的激烈竞争,都将阻碍Adobe业绩的进一步增长。
特别是在视频AI产品领域,有消息称Adobe的服务发布速度落后于竞争对手OpenAI的Sora,这无疑引发了市场对Adobe人工智能转型前景的担忧。在盘后交易中,Adobe股价一度大跌9.04%。
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