Lindsey Yonish's Contributor Page
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Lindsey is a rising sophomore at the D'Amore-McKim School of Business at Northeastern University with a concentration in Finance. She currently serves as an analyst for the Northeastern University Student Value Fund, a value-centric student-run fund with $170,000 AUM. She is also a contributor on Seeking Alpha, where her work has received acclaim: She placed as a finalist in the Northeastern University Seeking Alpha Stock Pitch Competition in November 2015, and her articles have been shared by respected professionals within the investing space. Lindsey's current interests within the field are valuing global financial stocks using novel approaches, active versus passive investing techniques, and how macroeconomic policy impacts equity markets. She plans to pursue a career in equity research upon graduation.
Gutenberg Company Assignments: Adobe Systems Inc (NASDAQ:ADBE) Contributor Type: Intern, Senior Research Associate. Team: Lindsey is a member of Jacques Gerome's team at Northeastern University. |
Lindsey's Models
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Adobe Systems Inc (NASDAQ:ADBE)
Latest Update: June 21, 2016. Model Summary: This model projects future earnings based on revenue growth and margin assumptions for the company's three main segments: Digital Media, Digital Marketing, and Print & Publishing. |
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Lindsey's Articles
Adobe Should See Strong Cloud Adoption in 2Q16
One of the key takeaways from Adobe’s (NASDAQ:ADBE) 1Q16 earnings release was the outperformance of its Digital Media segment, due to better-than-expected recurring revenue growth, which achieved a record $932M. Investors should expect a strong showing in the company's 2Q16 earnings as well, with net new recurring revenues set to add about $275M in top-line QoQ growth to total Digital Media revenue for the quarter. The Digital Media segment is comprised of Adobe’s Creative Cloud and Document Cloud product offerings, which provide users with tools to create and publish content. The aforementioned growth in this area is due to migration of current users from Adobe’s standalone products to the all-inclusive Creative Cloud platform, serving new consumer segments, and offering new services and capabilities. Click here to continue reading.
One of the key takeaways from Adobe’s (NASDAQ:ADBE) 1Q16 earnings release was the outperformance of its Digital Media segment, due to better-than-expected recurring revenue growth, which achieved a record $932M. Investors should expect a strong showing in the company's 2Q16 earnings as well, with net new recurring revenues set to add about $275M in top-line QoQ growth to total Digital Media revenue for the quarter. The Digital Media segment is comprised of Adobe’s Creative Cloud and Document Cloud product offerings, which provide users with tools to create and publish content. The aforementioned growth in this area is due to migration of current users from Adobe’s standalone products to the all-inclusive Creative Cloud platform, serving new consumer segments, and offering new services and capabilities. Click here to continue reading.
Cloud-Based Products Continue to Drive Adobe's Results
Adobe Systems Inc. (NASDAQ: ADBE) had another record-breaking quarter with its 2Q16 earnings release: The company announced total revenue of $1.40B, representing 20% YoY growth. While revenue was in-line with consensus, non-GAAP EPS of $0.71 beat estimates by $0.03. Once again, the focus was on Adobe’s Digital Media segment, which exceeded customer retention targets to notch strong growth in segment ARR, or annualized recurring revenue. Overall, Digital Media revenue grew 26% YoY to a record $943M. Adobe attributed this outperformance to strong demand for its Creative Cloud and Document Cloud offerings across all market channels and geographies. Click here to continue reading.
Adobe Systems Inc. (NASDAQ: ADBE) had another record-breaking quarter with its 2Q16 earnings release: The company announced total revenue of $1.40B, representing 20% YoY growth. While revenue was in-line with consensus, non-GAAP EPS of $0.71 beat estimates by $0.03. Once again, the focus was on Adobe’s Digital Media segment, which exceeded customer retention targets to notch strong growth in segment ARR, or annualized recurring revenue. Overall, Digital Media revenue grew 26% YoY to a record $943M. Adobe attributed this outperformance to strong demand for its Creative Cloud and Document Cloud offerings across all market channels and geographies. Click here to continue reading.