Adobe challenges Shopify, adds PayPal payment services to e-commerce platform(어도비 쇼피파이에 도전장, 페이팔 결제 서비스를 이커머스 플랫폼에 추가)
- Adobe will add payment services powered by the PayPal Commerce Platform to its merchant e-commerce platform Adobe Commerce.
- Adobe와 Paypal 협업 소식.
- Shopify에게 위협이 될까?
- Magento의 마켓쉐어1.1%(https://chudovo.com/why-is-magento-platform-popular-for-ecommerce-websites/).
- 어쨌든 승자는 페이팔?
Adobe shares fall despite strong results and outlook
- Adobe (NASDAQ:ADBE) shares fell almost 4% Wednesday despite the digital and creative-content software developer’s better-than-expected quarterly earnings results.
- Oppenheimer analyst Brian Schwartz said in a research note that Adobe’s results were strong, but the company did see a hint of weakness in annual recurring revenue, which shows how much sales the Adobe will get based on its subscriptions. Schwartz noted that Adobe’s annual recurring revenue of $455 million was less than what it reported in the second quarter.
Adobe – Listen To The Jazz, There May Be A Secret Message
- Adobe reported excellent FY Q3 2021 Results; revenues of $3.94B (up 22% YoY) and GAAP EPS of $2.52 (beat by $0.23, up 28% YoY).
어도비 Q3 2021 어닝스 발표(실적 우수), 매출 39.4억 달러(YoY 22% 증가) 및 GAAP EPS 2.52$(YoY 28% 증가한, 예상치 0.23$ 상회). - The stock price swooned in an aftermarket overreaction by -4%.
그럼에도 불구하고 -4% 하락. - The company continues to perform incredibly well and is strengthening its Competitive Advantages.
- The most contentious topic – Valuation – is being misinterpreted by the investment community as the company remains at worst, fairly valued.
출처:
- Adobe challenges Shopify, adds PayPal payment services to e-commerce platform
- Adobe Announces Payment Services for Adobe Commerce
- Adobe shares fall despite strong results and outlook
- Adobe – Listen To The Jazz, There May Be A Secret Message
어도비의 시장 입지와 매출 증가세는 상당히 강력하다고 판단됨.
또한 시장 리더의 포지션을 계속해서 유지하며 지속적으로 혁신, 발전하는 기업이라 장기투자에 적합해 보임.