View Full Version : Adobe's Candy Coated Earnings Report

06-24-2013, 10:28 AM
Might be starting to crash and burn...


06-24-2013, 11:34 AM
Annualized Recurring Revenue (ARR), as in Arrr, go **** yerself, it's the Cloud way or the highway!

06-24-2013, 03:53 PM
Good find Shrox - thanks!

06-24-2013, 05:15 PM
Well, even Adobe's CEO decided to get rid of half his Adobe stock a month before he introduced CC only. If even he doesn't trust the CC model to succeed 100%, who would?

Ryan Roye
06-24-2013, 05:35 PM
It's still a bit too early to tell: remember the subscription-based deal will naturally yield lower income because they aren't getting their usual "lump-sum" they would get via perpetual licensing. Another 6 months will reveal a bit more about how the user experience impact affects their product decisions.

06-24-2013, 05:57 PM
Yeah, this seems like a hit job really or at least a non-biased review. This has already been talked about on other articles. Revenue is down because they're not getting lump sum on usual licensing. In the long run, their numbers look like they will be up with growing subscribers. But yes, too early to tell on either front.