Categories AlphaGraphs, Earnings, Technology

Adobe stock drops on Q4 earnings miss and weak guidance; revenues beat

Shares of Adobe Systems (ADBE) slipped Thursday after the software solutions provider reported weaker than expected earnings for the fourth quarter, despite a marked increase in revenues. Investor sentiment was also dampened by the company’s unimpressive guidance for the first quarter and fiscal 2019.

Adobe Systems fourth quarter 2018 Earnings InfographicAdjusted earnings jumped 45% year-on-year to $1.83 per share but missed the consensus estimate of Wall Street analysts. Reported profit was $678.2 million or $1.37 per share, sharply higher than $501.5 million or $1.00 per share recorded in the fourth quarter of 2017.

Revenues of the San Jose, California-based firm climbed 23% to $2.46 billion in the fourth quarter, beating estimates. The company closed the acquisition of Marketo during the quarter, which contributed significantly to the overall performance. The topline growth was broad-based, with both the key business segments – Digital Media and Digital Experience – and all the geographical segments registering double-digit growth.

The topline growth was broad-based, with the key business segments and all the geographical segments registering double-digit growth

“In 2018 we made significant investments across our product portfolio, entered new markets, and made strategic acquisitions which we believe will fuel continued top and bottom-line performance,” said CEO Shantanu Narayen.

During the October quarter, the management repurchased around 1.6 million shares, returning $397 million of cash to stockholders.

Adobe to buy Marketo, defying Salesforce dominance

For the first quarter of 2019, Adobe expects adjusted and unadjusted earnings of $1.60 per share and $1.14 per share, respectively, on revenues of $2.54 billion. It is looking for revenues of $11.15 billion and adjusted earnings of $7.75 per share in fiscal 2019. Full-year unadjusted earnings are estimated to be $5.54 per share. Meanwhile, the outlook fell short of analysts’ forecast.

Adobe’s stock, which was one of the top gainers in the recent tech rally, hit an all-time high in October. The shares closed Thursday’s regular trading session higher but dropped in the after-hours following the earnings report.

 

Listen to publicly listed companies’ earnings conference calls along with the edited closed caption text

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