As you can see (see after hours), things didn’t go so well during the Q1 conference call (AND it wasn’t in Breeze – booo). However, there was record revenue and strong demand across product lines. One downside seems to be that the merger is costing Adobe more than expected. Overall, it was a pretty interesting conference call (or as interesting as they can be). I know I said no numbers, but I’ll give you a quick run down of the revenue for the business units:
- Creative Solutions – 379.6 million (Solid demand for new bundles)
- Knowledge Worker Solutions – 168.8 million (Good quarter for Breeze)
- Enterprise and Developer Solutions – 45 million (Record quarter for LiveCycle, new customers for Flex and ColdFusion)
- Mobile and Device Solutions – 8.6 million (revenue down)
- Others – 53.5 million
Shantanu mentioned that Flash Media Server is seeing “strong adoption” and he also described Breeze as an “exciting opportunity” which only reinforces how important Adobe sees the multimedia space as being. As far as Flex it seems they’re very excited about it, and they’re expecting it to ship in June (I wasn’t sure that I’d heard a date before). He also described Flash/Flex and AJAX as “complementary technologies” and the Flex/AJAX bridge got a mention.
The mobile space continues to expand (although revenue is not) and they announced that there are 1 million people using FlashCast. I think all of them are in Asia 
. They also announced phone deals with LG and another company (I can’t remember which)
It’s always a good reminder for me to look at how much more the Creative Solutions business unit makes compared to my favorite, the Enterprise and Developer Solutions. CS and Studio continue to be the cash cows for Adobe, but it will be interesting to see how that changes when Flex 2 is released (I assume Flex Builder will be in the E&D unit).
The press release is here [PDF] and I assume a copy of the call will be post on the investor relations site.
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