財報前瞻 | Adobe遠跑輸於大盤
Adobe(ADBE.US)將於北京時間3月16日晨間報告最新季度業績。華爾街預計Adobe的營收將達46.2億美元,每股盈利將爲3.68美元,去年同期營收爲42.6億美元,每股收益爲3.37美元。
該公司的表現令人印象深刻,第四財季的收益強勁,其中收入達到創紀錄的45.3億美元,比分析師預期高出近3000萬美元。與此同時,Adobe最近還宣佈以創紀錄的200億美元收購Figma。Figma是一家軟件公司,以具有前瞻性和協作性的設計平臺而聞名,曾被視爲Adobe在創意應用程序市場上的強大競爭對手。
Adobe董事長兼首席執行官Shantanu Narayen表示:“Adobe的偉大之處一直根植於我們通過有機創新和無機收購創造新類別並提供尖端技術的能力。Adobe和Figma的結合是革命性的,將加速我們的協作創意願景。”正如在前幾年所做的那樣,Adobe將一個主要競爭對手從市場上帶走,並將其納入自己的保護傘下。從有機的角度來看,該公司繼續受益於強勁的新用戶加入和訂閱收入。管理層繼續以戰略眼光看待其長期策略。週三,市場將關注這筆交易將如何影響未來幾個季度的盈虧。
不過,Adobe的股票在熊市調整中受到了衝擊,儘管該公司受益於大規模的長期數字化趨勢,這一趨勢預計將在未來兩年保持火熱。過去六個月,Adobe股價下跌了15%,落後於標普500指數3.66%的跌幅。在過去12個月裏,該公司股價下跌了25%,而標普500指數下跌了8%。
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