• Markedsvaerdi paa ~150USDmia (kurs ~350).
• Gaeld ~6 milliarder dollar.
• ~10% toplinje-vaekst i 2025.
• ~10% toplinje-vaekst i 2026; forventet.
• ROIC i omegnen af ~30%.

De har ikke lagt deres 10-K op endnu, saa de vedhaeftede figurer gaar kun frem til Q3.

Adobe Reports Record Q4 and FY2025 Revenue
https://news.adobe.com/news/2025/12/122025-q4earnings
• Exceeds target for FY2025 Digital Media ending ARR and targets FY2026 Total Adobe ending ARR to grow over 10%
• Delivers record operating cash flows of over $10 billion in FY2025

The following table summarizes Adobe's FY2026 targets:
Total revenue $25.90 billion to $26.10 billion
Total Adobe ending ARR growth 10.2% year over year
Earnings per share GAAP: $17.90 to $18.10 Non-GAAP: $23.30 to $23.50

Her link til deres earnings transcript hos YF, hvor AI blev naevnt knap 60 gange:
https://finance.yahoo.com/quote/ADBE/earnings/ADBE-Q4-2025-earnings_call-383913.html

"FY25 accomplishments and highlights include establishing ourselves within leading AI ecosystems with partnerships and integrations across AWS, Azure, Google Gemini, Humane, Microsoft Copilot, OpenAI, and others, offering unprecedented access, choice, and flexibility to customers."

Jeg har ogsaa vedhaeftet nogle figurer herfra:
https://bsky.app/profile/sergeycyw.bsky.social/post/3m7on2jq4xh2q
https://bsky.app/profile/sergeycyw.bsky.social/post/3m7phs5nccd2b
https://bsky.app/profile/sergeycyw.bsky.social/post/3m7pq4kajpf2b

Ham Sergey poster altid en masse gode figurer. Og hans figurer inkluderer Q4.