Izinzuzo ze-Adobe (ADBE) Q1 2023

I-Adobe amasheya akhuphuke ngo-5% ekuhwebeni okunwetshiwe ngoLwesithathu ngemuva kokuthi umenzi wesoftware ememezele imiphumela yekota yokuqala yezimali engaphezulu kwezilinganiso ze-Wall Street futhi yaphakamisa isibikezelo sayo sonyaka ogcwele.

Nansi indlela inkampani yenze ngayo:

• Izinzuzo: U-$3.80 ngesabelo ngasinye, esilungisiwe, vs. $3.68 ngesheya njengoba kulindelekile ngabahlaziyi, ngokusho kwe-Refinitiv.
• Imali engenayo: $4.66 billion, vs. $4.62 billion njengoba kulindelwe abahlaziyi, ngokusho kweRefinitiv.

Imali engenayo inyuke ngo-9% unyaka nonyaka ngekota ephele ngoMashi 3, ngokusho kwe- isitatimende. Imali engenayo ephelele yehle kancane yaya ku-$1.25 billion.

Ingxenye yenkampani ye-Digital Media, ehlanganisa inqwaba yesoftware yokuklama i-Creative Cloud, ikhiqize imali eyizigidi eziyizinkulungwane ezingu-3.4, ikhuphuke ngo-9% kusukela ngonyaka nangaphezulu kwesivumelwano esiyizigidi eziyizinkulungwane ezingu-3.36 phakathi kwabahlaziyi abavotwe yi-StreetAccount.

Ingxenye ye-Adobe’s Digital Experience, ehlanganisa isofthiwe yokumaketha ye-Marketo, inikele ngemali eyizigidi eziyizinkulungwane ezingu-1.18, ngaphezu nje kwesivumelwano se-StreetAccount esingu-$1.17 billion.

Ngekota yesibili, i-Adobe ilindele ukuthola inzuzo ngesabelo ngasinye sika-$3.75 kuya ku-$3.80 ngendlela elungisiwe kanye namaRandi ayizigidi eziyizinkulungwane ezingu-4.75 kuya ku-$4.78 emali engenayo. Abahlaziyi abahlolwe ngabakwa-Refinitiv bebelindele u-$3.76 ngesheya ngalinye emalini engenile elungisiwe kanye nenzuzo engu-$4.76 billion.

I-Adobe ikhuphule isibikezelo sayo senzuzo yonyaka wezimali ka-2023, futhi manje ibona u-$15.30 kuya ku-$15.60 emalini eholwayo elungisiwe ngesheya ngalinye, nesamba semali eyizigidi eziyizinkulungwane ezingu-1.7 emalini engenayo ephindelelayo yonyaka evela ku-Digital Media. NgoZibandlela i-Adobe ithe ibibheka u-$15.15 kuya ku-$15.45 emalini eshintshiwe ngesheya ngalinye unyaka ogcwele, namaRandi ayizigidi eziyizinkulungwane ezingu-1.65 ku-Net-new Digital Media ARR. Abahlaziyi abavotwe yi-Refinitiv bebefuna u-$15.31 emalini eholwayo elungisiwe ngesheya ngalinye.

Okunye okuthengiwe kwakamuva kuthela izithelo kwa-Adobe. Inkampani ithola amaklayenti evidiyo akhona ukuthi akhokhele i-Frame.io, ithuluzi lokubuyekeza nokugunyaza amavidiyo eyawathola ngo-$1.24 billion ngo-2021, kusho uDan Durn, isikhulu sezezimali se-Adobe, ocingweni lwengqungquthela nabahlaziyi.

Futhi ngekota i-Adobe yehlule “izimbangi zomkhiqizo owodwa” ezigabeni ezifana nezibalo nokuphathwa kokuqukethwe kwamanye amadili, kusho u-Anil Chakravarthy, umongameli wophiko lwe-Digital Experience.

Phakathi nekota, Microsoft wathi kunjalo ishumeka injini ye-Adobe’s Acrobat PDF ku-Edge, isiphequluli esizenzakalelayo phakathi Windows 10 no-11, kanye ne-Adobe kusho ibizibandakanya nabalawuli e-US, UK kanye ne-EU ekuthengeni kwayo okusalindile okungamaRandi ayizigidi eziyizinkulungwane ezingama-20 yokuqalisa isoftware yokuklama i-Figma. “Sisiqedile isigaba sokutholwa kwesicelo sesibili se-US DOJ futhi silungiselele izinyathelo ezilandelayo, noma ngabe lokho kuwukuvunyelwa noma inselele,” kusho isikhulu se-Adobe uShantanu Narayen ocingweni lwengqungquthela.

Ngaphandle kokuhamba kwangemva kwamahora, amasheya e-Adobe ehle ngo-1% kuze kube manje kulo nyaka, kanti inkomba ye-S&P 500 ikhuphuke ngo-1%.

BUKA: I-Adobe yinkampani esiye sayithanda isikhathi eside, kusho uBill Nygren wakwa-Oakmark.