2024年9月12日,软件巨头Adobe公司在发布财报后股价大跌。该公司9月12日公布了截至8月底的第三季度财报,营收和盈利均超出了分析师预期。但是,Adobe对第四季度的业绩预期则较为保守。
具体来看,尽管Adobe第三季度营收同比增长11%至54.1亿美元,创下公司历史新高;非GAAP调整后每股收益也同比增长13.7%至4.65美元,但该公司第四季度营收指引区间为55亿至55.5亿美元,低于分析师预期的56亿美元。尤其是公司主营业务数字媒体净新年度经常性收入(ARR)在第四季度预计将同比下降3.3%,远低于分析师预期下滑1.4%。
Adobe的第四季度业绩指引未能达到华尔街预期,引发投资者对于公司人工智能(AI)创收前景的担忧。分析师指出,数字媒体净新ARR是衡量Adobe新创意软件业务的关键指标,其增长放缓程度超预期意味着AI工具短期内难以为公司营收做出较大贡献。因此,Adobe股价在盘后交易中一度大跌超过10%,暴跌体现了投资者对公司AI创收前景的失望情绪。
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