Adobe Inc. (ADBE)
Adobe dominates creative and document software through subscription products such as Photoshop, Premiere, and Acrobat. Its Firefly generative-AI tools are being woven throughout its Creative Cloud suite.
Information Technology stock comparison
ADBE vs ORCL: which business are you actually underwriting?
Compare Adobe Inc. with Oracle Corporation using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Same SIC
- Shared themes
- 2
- Updated
- 2026-06-22
ADBE vs ORCL: quick comparison
| Company fact | ADBE | ORCL |
|---|---|---|
| Company | Adobe Inc. | Oracle Corporation |
| Exchange | NASDAQ | NYSE |
| Headquarters | San Jose, California | Austin, Texas |
| Founded | 1982 | 1977 |
| SEC industry | Services-Prepackaged Software | Services-Prepackaged Software |
| Fiscal year-end | November 27 | May 31 |
| Latest annual filing | 10-K · 2026-01-15 | 10-K · 2026-06-22 |
How the businesses differ
Oracle Corporation (ORCL)
Oracle runs one of the world's most widely used database platforms and has pivoted aggressively into cloud infrastructure and applications. Its cloud regions have become a favored home for large AI training workloads.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. ADBE is classified by the SEC as Services-Prepackaged Software, while ORCL is classified as Services-Prepackaged Software. The matching industry code strengthens the peer comparison, although product mix can still differ materially.
Which thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study ADBE when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study ORCL when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Shared research themes
Artificial intelligenceUS markets
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.ADBE's fiscal year ends November 27, while ORCL's ends May 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House Clerk snapshot contains 0matched transaction rows for ADBEand 0 for ORCL. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
ADBE primary filings
ORCL primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
ADBE vs ORCL FAQs
Are ADBE and ORCL direct competitors?
Adobe Inc. and Oracle Corporation share the SEC industry classification “Services-Prepackaged Software.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Which is better, ADBE or ORCL?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this ADBE vs ORCL comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. Use a regulated broker or licensed quote provider for current prices, then use the primary filings here to test the business thesis.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-08-10. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-08-10. Independent educational research; not investment advice.
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