好，我们来谈谈Adobe。该股在最新季度业绩发布后承压，而这种情况一再发生。他们超出预期，股价却下跌。不管他们是否超出预期都一样。这里最新情况如何？
All right, let's talk Adobe. Those shares under pressure off the back of its latest quarterly results and this keeps happening. They beat expectations and the stock sells off. Doesn't matter uh them beating or not. What's the latest here?
好的。Adobe 的财报刚刚出来了，那我们转过去看，KG。我把数字给你。第三季度每股收益为 6.13 美元，预期为 6.08 美元，所以每股收益超出预期。第三季度营收为 67.6 亿美元，预期为 67 亿，所以这一项也略微超出预期。
我们来看一下他们的指引，我想把他们的指引过一遍。他们把财年调整后每股收益指引从之前的 2435 到 2445 上调至 2445 到 2450。所以是上调了 5 美分，但毕竟是一次上调。
营收方面，他们上调至 265.8 亿到 266.3 亿美元。这也是一个非常小的调整，但仍然是一个调整。第一季度每股收益，他们预计在 6.30 到 6.35 美元之间。这正好符合 630 的预期，也就是处于该区间低端。
他们的剩余履约义务为 221.6 亿美元。这一项低于预期，这很可能就是我们看到股价下跌的原因。我们现在下跌 1.33%。他们的人工智能优先 ARR 同比增长超过 150%。月活跃用户方面，在创意和生产力解决方案上达到 10 亿。
当然，他们的新 CEO 将于 12 月 1 日上任。他们上周宣布了这件事。市场反应不太好。华尔街原本希望来的人可能来自外部。但 Adobe 的跌幅并不大，只是小幅下跌。
All right. Well, we've got Adobe's earnings coming across right now. So, let's flip to those, KG. I'll get you the numbers here. Third quarter EPS coming in at $6.13. Estimate was looking for $6.08.
So, we've got a beat there on EPS. Revenue for their third quarter, 6.76 billion. The estimate was for 6.7, so a slight beat there as well. As we're looking at some of their guidance here, I want to walk through their guidance.
They're raising their fiscal year adjusted EPS guidance to 2445 to 2450 from a previous range of 2435 to 2445. So, a 5 cent increase, but an increase nonetheless. Revenue, they're raising to 26.58 to 26.63 billion.
That's also a very small adjustment, but still an adjustment. First quarter EPS, they're expecting to see between $6.30 and $6.35. That's right in line with the 630 estimate that's at the low end of that range.
Their remaining performance obligations, $22.16 billion. That missed the estimate, and that is likely why we're seeing this move to the downside. We're 1 and 1/3% lower right now.
Their AI first ARR grew more than 150% year-over-year. Monthly active users here, we're looking at 1 billion across creativity and productivity solutions here. And of course, they have their new CEO coming on December 1st.
They announced that last week. Did not get a great response. The street was looking for someone that was coming from the outside, perhaps. But not a huge move to the downside for Adobe. A small move.