Adobe (ADBE) Q2 2025 Earnings – Full Coverage скачать в хорошем качестве

Adobe (ADBE) Q2 2025 Earnings – Full Coverage

Adobe (NASDAQ: ADBE) reported Q2 2025 revenue of USD 5.87B (+11% YoY) and non-GAAP EPS of USD 5.06 (+13% YoY). Join CEO Shantanu Narayen, Presidents David Wadhwani and Anil Chakravarthy, and CFO Dan Durn for insights on creative software, AI innovation, Q2 earnings, and Firefly growth! Explore Digital Media and Experience Cloud momentum. ⏱️ Timestamps: 00:00 – Introduction by Operator 00:18 – Steve Day, Interim IR: Opening Remarks 01:49 – Shantanu Narayen, CEO: Q2 Highlights and AI Strategy 05:22 – Shantanu: Firefly and Digital Experience Growth 10:26 – David Wadhwani, Digital Media: Business Performance 16:48 – David: Firefly App and Creative Cloud Updates 19:06 – Anil Chakravarthy, Digital Experience: Experience Cloud Results 22:19 – Anil: GenStudio and AEP Innovations 25:42 – Dan Durn, CFO: Financial Overview and Guidance 35:14 – Q&A: Acrobat and Express Integration 38:18 – Q&A: Adobe Stock and AI Safety 46:27 – Q&A: Creative Cloud Pro Pricing Impact 📈 Investment Sentiment: POSITIVE – Strong AI-driven growth and raised FY25 guidance signal robust momentum. 📐 Suggested Allocation: 1–2% of a diversified portfolio, with 5–10% cash for volatility. 📢 Disclaimer: This video includes segments from Adobe’s Q2 2025 earnings call, used for educational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by Adobe is implied. All rights remain with Adobe. For details, visit [https://www.adobe.com/investor-relati...](https://www.adobe.com/investor-relati.... For inquiries, contact [email protected]. 💬 Comment below: What’s your view on Adobe’s AI strategy and Firefly adoption? 👉 Subscribe for more earnings insights! 👉 Follow us: https://x.com/Fyfull2 👉 More analysis: [Q2 2025 Earnings Playlist]