Adobe遭遇股价重挫,主要是公司第四财季业绩指引不达预期,引发投资者对其人工智能转型能否产生收入的质疑。
Adobe在上季财报中展现出亮眼的业绩表现,第三财季营收同比增长11%至54.1亿美元,超过分析师预期;非GAAP调整后每股收益也同比增长13.7%至4.65美元,高于预期。
但公司对第四季度营收指引区间为55亿至55.5亿美元,低于分析师预期的56亿美元。其中,主营业务数字媒体净新年度经常性收入(ARR)在第四季度预计将同比下降3.3%,也未达到市场预期。
数字媒体净新ARR被视为衡量Adobe新创意软件业务的关键指标,增长放缓且低于预期,意味着公司人工智能工具短期内难以为营收做出贡献,引发投资者对公司AI创收前景的担忧。分析师呼吁,Adobe需要采取措施来证明其AI工具能够产生收入,从而消除市场顾虑。
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