- Entry
- $246.94
- Now
- $275.00 +11.4%
- Target
- —
- Score
- —
Earnings just dropped, and it was (mostly) more of the same from Adobe. Whether you think that's a good thing or a bad thing is basically a Rorschach test that shows where you stand on the "Adobe is/isn't getting disrupted" debate. ​ Revenues grew 13%, or roughly 8-9% if you strip out currency fluctuations and the contributions from the Semrush acquisition. Not jaw-dropping, but certainly not bad. Margins were pretty much in-line, but GAAP margins took a write-down on an …
— ORIGINAL POST ·
Adobe is now flirting with single digit SBC adjusted FCF multiples
· r/ValueInvesting
· Jun 11, 2026