종목/ADBE
Adobe Inc.
Second quarter FY2026 targets:
Assumptions: non-GAAP operating margin ~44.5%, GAAP tax rate ~22.5%, non-GAAP tax rate ~18.0%, diluted share count ~402 million. Adobe는 FY2026 targets를 재확인함.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Adobe Inc. operates as a technology company worldwide. The Digital Media segment offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content. This segment serves photographers, video editors, graphic and experience designers, game developers, content creators, students, marketers, business owners, knowledge workers, and consumers. The Digital Experience segment provides an integrated platform; and products, services, and solutions that enable brands and businesses to create, manage, execute, measure, monetize, and optimize customer experiences from analytics to commerce. This segment serves marketers, advertisers, agencies, publishers, merchandisers, merchants, web analysts, data scientists, developers, and executives across the C-suite. The Publishing and Advertising segment offers e-learning, technical document publishing, web conferencing, document and forms platform, web application development, printing, and Adobe Advertising solutions. It also provides consulting, training, customer management, technical support, and learning services. The company offers its solutions to enterprise customers, and businesses and consumers; and licenses its products to end-user customers through app stores and website at adobe.com. It markets and distributes its products through distributors, retailers, software developers, mobile app stores, systems integrators, independent software vendors, value-added resellers, and original equipment and hardware manufacturers. The company also provides an online visibility management and content marketing software-as-a-service platform. The company has a strategic alliance with HUMAIN for the development of generative AI models and AI-powered applications. The company was formerly known as Adobe Systems Incorporated and changed its name to Adobe Inc. in October 2018. Adobe Inc. was founded in 1982 and is headquartered in San Jose, California.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 3월 1일 (일) | 2026 Q1 | $5.87 | $6.06 | +3.2% | $6.40B | — |
| 12월 1일 (월) | 2025 Q4 | $5.40 | $5.50 | +1.9% | $6.19B | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
실적은 구독·ARR 성장과 기록적 영업현금흐름을 동반한 견조한 ‘비즈니스 모멘텀’으로 시장에 대체로 긍정적으로 받아들여질 가능성이 큽니다. 제시된 분기 가이던스도 안정적 범위를 제시하고 있어 단기적 호재로 해석될 여지가 높습니다. 다만 CEO 전환 관련 불확실성은 향후 주가 변동성 요인으로 남아있습니다.
| 9월 1일 (월) | 2025 Q3 | $5.18 | $5.31 | +2.5% | $5.99B | — |
| 6월 1일 (일) | 2025 Q2 | $4.97 | $5.06 | +1.7% | $5.87B | — |