AD

Adobe Inc. stock research

May 30, 2025

FY2025 Q2

Adobe (ADBE) Gross Margin — Quarter Ended May 30, 2025

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin remained stable sequentially and improved year-over-year.

Gross margin takeaway

Quarter ended May 30, 2025 · FY2025 Q2

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin remained stable sequentially and improved year-over-year.

  • The strongest observable margin driver is the sustained high gross margin, which remained unchanged from the prior quarter and improved from a year ago, indicating consistent profitability relative to revenue.
  • Compared to the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was higher, and gross margin was stable. Compared to the same quarter one year earlier, revenue and gross profit were higher, cost of revenue was higher, and gross margin improved.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

89.1%

Gross profit

$5.2B

Revenue

$5.9B

Cost of revenue

$638.0M

Quarter-over-quarter change

+0.0 pts

Year-over-year change

+0.4 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Aug 30, 2024$5.4B$4.9B$554.0M89.8%
Nov 29, 2024$5.6B$5.0B$616.0M89.0%
Feb 28, 2025$5.7B$5.1B$622.0M89.1%
May 30, 2025$5.9B$5.2B$638.0M89.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Feb 28, 2025

+0.0 pts

Year-over-year change

May 31, 2024

+0.4 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the sustained high gross margin, which remained unchanged from the prior quarter and improved from a year ago, indicating consistent profitability relative to revenue.

Compared to the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was higher, and gross margin was stable. Compared to the same quarter one year earlier, revenue and gross profit were higher, cost of revenue was higher, and gross margin improved.

Monitor the trend in cost of revenue, which increased both sequentially and year-over-year, to assess its impact on future gross margin.