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← @pascualinvest

$ADBE

BEARISH2026-09-10
Price around the call
↓ 2026-09-10
By horizon✓ hit-7.6%
1d
✗ +5.7%
5d
✓ -1.2%
21d
✓ -7.6%
Original post
Facundo Pascual · 2026-09-10

$ADBE acaba de reportar y deja la misma paradoja que en junio: ganó en todo lo que el titular mide y el after se pregunta cómo reaccionar. ¿Qué Pasó? Revenue récord US$6.760 millones, +13% interanual (+12% cc), arriba de la guía 6,67–6,72 y del consenso ~6,70. EPS GAAP US$4,62. No-GAAP US$6,13 contra guía 6,05–6,10 y street ~6,09.Suscripción US$6.560 millones (+14%). BP&C US$1.910 millones (+16%). Creative & Marketing US$4.650 millones (+13%). Cash flow US$2.520 millones. Recompraron 9,5 millones de acciones. El dato que cotiza: ARR de salida US$27.500 millones (venía 27.100). Interanual +11,2%. En Q2 era +12,5%. La guía de ARR del año sigue en 10,2%. No la subieron. RPO US$22.160 millones contra 22.270 hace tres meses. El año lo retocaron para arriba por un milímetro: revenue 26.57

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