Adobe Systems (ADBE) reported $6.19 billion in revenue for the quarter ended November 2025, representing a year-over-year increase of 10.5%. EPS of $5.50 for the same period compares to $4.81 a year ago.
The reported revenue represents a surprise of +1.5% over the Zacks Consensus Estimate of $6.1 billion. With the consensus EPS estimate being $5.39, the EPS surprise was +2.04%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Adobe performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Business Unit - Digital Media - Total Digital Media ARR (Annual): $19.2 billion compared to the $19.18 billion average estimate based on four analysts.
- Revenue- Digital Media: $4.62 billion versus $4.54 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +11.5% change.
- Revenue- Digital Experience: $1.52 billion compared to the $1.51 billion average estimate based on seven analysts. The reported number represents a change of +8.9% year over year.
- Revenue- Publishing and Advertising: $60 million versus $50.21 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -7.7% change.
- Revenue- Services and other: $131 million compared to the $143.27 million average estimate based on five analysts. The reported number represents a change of -18.1% year over year.
- Revenue- Subscription: $5.99 billion versus the four-analyst average estimate of $5.9 billion. The reported number represents a year-over-year change of +11.6%.
- Revenue- Products: $74 million versus the four-analyst average estimate of $63.03 million. The reported number represents a year-over-year change of -8.6%.
- Revenue- Subscription Revenue- Digital Experience: $1.41 billion versus $1.4 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.5% change.
View all Key Company Metrics for Adobe here>>>
Shares of Adobe have returned +3.3% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks Naming Top 10 Stocks for 2026
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
