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10-QPeriod: Q3 FY2008

ADOBE INC. Quarterly Report for Q3 Ended Aug 29, 2008

Filed October 2, 2008For Securities:ADBE

Summary

Adobe Systems Inc. reported solid revenue growth in the nine months ended August 29, 2008, with total revenue increasing by 19% year-over-year. This growth was driven by strong performance across several segments, including Knowledge Worker Solutions (up 14%), Enterprise Solutions (up 27%), Mobile and Device Solutions (up 66%), and Platform (up 69%). While the Creative Solutions segment experienced a revenue decline of 10% for the quarter due to product release timing, it saw an 18% increase over the nine-month period. The company also managed its expenses effectively, with operating income increasing by 30% year-over-year for the nine-month period, demonstrating improved profitability. Financially, Adobe maintained a strong liquidity position with over $2 billion in cash, cash equivalents, and short-term investments. The company actively managed its capital through significant share repurchase programs, which impacted cash flow from financing activities. Despite some headwinds such as a slight decrease in Creative Solutions revenue for the quarter and increased R&D and S&M expenses, Adobe's overall financial health appears robust, supported by consistent revenue growth and a focus on expanding its product offerings in key markets.

Financial Statements
Beta
Revenue$887.26M
Cost of Revenue$110.85M
Gross Profit$776.41M
Operating Expenses$556.94M
Operating Income$219.47M
Interest Expense$2.39M
Net Income$191.61M
EPS (Basic)$0.36
EPS (Diluted)$0.35
Shares Outstanding (Basic)531.06M
Shares Outstanding (Diluted)541.31M

Key Highlights

  • 1Total revenue increased by 19% year-over-year for the nine months ended August 29, 2008, reaching $2.66 billion.
  • 2Operating income saw a significant increase of 30% year-over-year for the nine-month period, reaching $755 million.
  • 3Knowledge Worker Solutions and Enterprise Solutions segments showed strong double-digit revenue growth (14% and 27% respectively) for the nine months.
  • 4Mobile and Device Solutions and Platform segments experienced substantial revenue growth (66% and 69% respectively) for the nine months, indicating success in newer markets.
  • 5The company maintained a healthy liquidity position with $2.0 billion in cash, cash equivalents, and short-term investments as of August 29, 2008.
  • 6Significant share repurchases were executed, with $747.7 million used for financing activities in the nine months ended August 29, 2008.

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