Updated
Updated · Sherwood News · Jun 11
Adobe Beats Q2 on $6.62 Billion Revenue as CFO Dan Durn Exits Next Week
Updated
Updated · Sherwood News · Jun 11

Adobe Beats Q2 on $6.62 Billion Revenue as CFO Dan Durn Exits Next Week

3 articles · Updated · Sherwood News · Jun 11

Summary

  • Adobe posted fiscal Q2 revenue of $6.62 billion and adjusted EPS of $5.96, topping analyst estimates of $6.45 billion and $5.82.
  • The company also raised full-year revenue and non-GAAP EPS guidance, with CEO Shantanu Narayen citing strong AI-driven demand across customer groups.
  • Dan Durn will step down as CFO next week to pursue another opportunity, adding to leadership turnover after Adobe said last quarter that Narayen would leave once a successor is appointed.
  • Shares still fell 5.5% after hours as investors remain focused on AI pressure on Adobe's core design business; the stock is down nearly 50% over 12 months despite a $25 billion buyback announced in April.

Insights

With record profits and strong guidance, why is Wall Street suddenly abandoning Adobe's stock?
Is Adobe's creative software empire secretly vulnerable to a new wave of cheaper AI rivals?