Adobe在周三公布的上财季业绩显示，营收和盈利均好于预期。但对于即将到来的下财季，Adobe给出较为保守的业绩指引，引发投资者对公司人工智能收入前景的担忧。
具体来看，Adobe上财季营收同比增长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。尤其是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%,远低于预期。
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。其增长放缓且低于预期,意味着人工智能相关工具短期内难以为营收做出较大贡献,引发投资者对公司人工智能创收前景的担忧。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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