Earnings summaries and quarterly performance for ADOBE.
Executive leadership at ADOBE.
Shantanu Narayen
Detailed
Chief Executive Officer
CEO
AC
Anil Chakravarthy
Detailed
President, Digital Experience Business
DD
Daniel Durn
Detailed
Chief Financial Officer and Executive Vice President, Finance, Technology, Security and Operations
DW
David Wadhwani
Detailed
President, Digital Media Business
SB
Scott Belsky
Detailed
Chief Strategy Officer and Executive Vice President, Design and Emerging Products
Board of directors at ADOBE.
AB
Amy Banse
Detailed
Director
CA
Cristiano Amon
Detailed
Director
DR
Daniel Rosensweig
Detailed
Director
DR
David Ricks
Detailed
Director
DP
Dheeraj Pandey
Detailed
Director
FC
Frank Calderoni
Detailed
Lead Director
KO
Kathleen Oberg
Detailed
Director
LD
Laura Desmond
Detailed
Director
MB
Melanie Boulden
Detailed
Director
SN
Spencer Neumann
Detailed
Director
Research analysts who have asked questions during ADOBE earnings calls.
Keith Weiss
Morgan Stanley
7 questions for ADBE
Also covers: APPN, BILL, CHKP +19 more
MM
Mark Murphy
JPMorgan Chase & Co.
6 questions for ADBE
Also covers: AKAM, CFLT, CRM +23 more
Saket Kalia
Barclays Capital
6 questions for ADBE
Also covers: ADSK, ALRM, CCCS +24 more
MT
Michael Turrin
Wells Fargo
5 questions for ADBE
Also covers: ADSK, CFLT, CRWV +29 more
TR
Tyler Radke
Citigroup Inc.
5 questions for ADBE
Also covers: ADSK, AMPL, ANSS +22 more
AZ
Alex Zukin
Wolfe Research LLC
4 questions for ADBE
Also covers: ASAN, CFLT, DAY +25 more
BS
Bradley Sills
Bank of America
4 questions for ADBE
Also covers: BILL, CRM, CRWV +14 more
AZ
Aleksandr Zukin
Wolfe Research
3 questions for ADBE
Also covers: DAY, DOCU, FIG +20 more
BZ
Brad Zelnick
Credit Suisse
3 questions for ADBE
Also covers: CFLT, CHKP, CLBT +20 more
Brent Thill
Jefferies
3 questions for ADBE
Also covers: AMZN, ASAN, CHGG +26 more
JV
Jay Vleeschhouwer
Griffin Securities, Inc.
3 questions for ADBE
Also covers: ADSK, BSY, CDNS +2 more
JJ
John Jansworder
Jefferies LLC
3 questions for ADBE
Keith Bachman
BMO Capital Markets
3 questions for ADBE
Also covers: ACN, CHKP, CRWD +16 more
MM
Mark Moerdler
Bernstein Research
2 questions for ADBE
Also covers: MSFT, ORCL, SAP
SK
S. Kirk Materne
Evercore ISI
2 questions for ADBE
Also covers: AVPT, BLKB, CCCS +16 more
Brent Bracelin
Piper Sandler Companies
1 question for ADBE
Also covers: AMPL, ASAN, BASE +20 more
IY
Ivan Yi
Wolfe Research, LLC
1 question for ADBE
Also covers: KNF, MLM, VMC +1 more
JR
Jake Roberge
William Blair & Company, L.L.C
1 question for ADBE
Also covers: APPN, ARCT, BL +13 more
Kash Rangan
Goldman Sachs
1 question for ADBE
Also covers: CRM, CRWV, DDOG +18 more
KR
Kasthuri Rangan
Goldman Sachs
1 question for ADBE
Also covers: BASE, CFLT, CRM +21 more
Matthew Swanson
RBC Capital Markets
1 question for ADBE
Also covers: DV, IBM, MGNI +7 more
SC
Shelley Cohen
Bernstein
1 question for ADBE
Recent press releases and 8-K filings for ADBE.
Adobe partners with Runway on next-gen AI video
ADBE
New Projects/Investments
- Adobe announced a multi-year strategic partnership with Runway to integrate Runway’s generative video technology into Adobe’s creative tools.
- Under the agreement, Adobe is Runway’s preferred API creativity partner, granting Adobe customers exclusive early access to Runway’s Gen-4.5 model in Adobe Firefly.
- The companies will co-develop specialized AI video capabilities that will be embedded across Adobe applications, including Firefly, Premiere, and After Effects.
- Runway’s Gen-4.5 is now available in Adobe Firefly, and Firefly Pro subscribers have unlimited generations until December 22.
4 days ago
Adobe reports Q4 FY2025 results
ADBE
Earnings
Guidance Update
M&A
- Adobe reported Q4 FY2025 revenue of $6.19 billion (+10% Y/Y) and GAAP EPS of $4.45 / Non-GAAP EPS of $5.50.
- Digital Media revenue reached $4.62 billion (+11% Y/Y) and Digital Experience revenue was $1.52 billion (+9% Y/Y), with subscription revenue of $1.41 billion (+11% Y/Y).
- For FY2025, Adobe delivered record revenue of $23.77 billion (+11% Y/Y), GAAP EPS of $16.70 and Non-GAAP EPS of $20.94.
- Adobe’s FY2026 targets include total revenue of $25.90–26.10 billion, GAAP EPS of $17.90–18.10 and Non-GAAP EPS of $23.30–23.50, with ending ARR growth of 10.2%.
- Announced intent to acquire Semrush for approximately $1.9 billion in cash, expected to close in H1 FY2026 with negligible first-year EPS impact.
Dec 10, 2025, 10:00 PM
Adobe reports Q4 and FY25 results
ADBE
Earnings
Share Buyback
M&A
- Record FY25 revenue of $23.77 billion (+11% YoY) and non-GAAP EPS of $20.94, with Q4 revenue of $6.19 billion (+10%) and non-GAAP EPS of $5.50.
- Digital Media revenue of $4.62 billion in Q4 (+11% YoY) and $17.65 billion for FY25, with ending ARR of $19.2 billion (+11.5%).
- Accelerating AI adoption: generative credit consumption up 3x QoQ and AI-influenced ARR now exceeds one-third of total ARR; key launches include Firefly, Acrobat AI Assistant, Express AI Assistant, and Firefly Foundry.
- Executed nearly $12 billion in share repurchases (reducing shares outstanding by >6%) with $5.9 billion remaining; announced intent to acquire Semrush to expand brand visibility and audience reach.
Dec 10, 2025, 10:00 PM
Adobe reports Q4 FY25 results and FY26 guidance
ADBE
Earnings
Guidance Update
M&A
- In Q4 FY25, Adobe delivered $6.19 billion revenue (+10% y/y) and $5.50 non-GAAP EPS (+14% y/y).
- For FY25, the company achieved $23.77 billion revenue (+11% y/y), $20.94 non-GAAP EPS (+14% y/y), and generated $10.03 billion in operating cash flows, while repurchasing nearly $12 billion of stock.
- Digital Media revenue in Q4 was $4.62 billion (+11% y/y) and Digital Experience revenue was $1.52 billion (+9% y/y); FY25 ending ARR totaled $25.2 billion (+11.5% y/y).
- Adobe’s FY26 targets include $25.9–26.1 billion revenue, ~10.2% total ARR growth, and $23.30–23.50 non-GAAP EPS; Q1 guidance calls for $6.25–6.30 billion revenue and $5.85–5.90 non-GAAP EPS.
- The company announced an intent to acquire Semrush for ~$1.9 billion in cash, expected to close in H1 FY26 with negligible first-year EPS impact and accretive thereafter.
Dec 10, 2025, 10:00 PM
Adobe reports Q4 2025 financial results
ADBE
Earnings
Guidance Update
M&A
- In Q4 FY25, Adobe reported total revenue of $6.19 billion (+10% YoY), with Digital Media revenue of $4.62 billion (+11% YoY) and Digital Experience revenue of $1.52 billion (+9% YoY), and non-GAAP EPS of $5.50 (+14% YoY).
- For FY25, Adobe delivered record revenue of $23.77 billion (+11% YoY) and non-GAAP EPS of $20.94, generated $10 billion in operating cash flow, and achieved ending ARR of $25.2 billion (+11.5%).
- AI-influenced and AI-first offerings now drive over one-third of Adobe’s ARR, and generative AI credit consumption tripled quarter-over-quarter, reflecting accelerated adoption of Firefly, Creative Cloud, Express, and Acrobat AI features.
- For FY26, Adobe targets revenue of $25.9–$26.1 billion (+9–10% YoY), total ARR book growth of 10.2%, and non-GAAP EPS of $23.30–$23.50, with Q1 guidance of $6.25–$6.30 billion revenue and $5.85–$5.90 non-GAAP EPS.
- Adobe announced an all-cash deal to acquire Semrush for approximately $1.9 billion, expected to close in H1 FY26 with negligible first-year EPS impact and accretive thereafter.
Dec 10, 2025, 10:00 PM
Adobe reports record Q4 and FY2025 results
ADBE
Earnings
Guidance Update
Share Buyback
- Adobe achieved a record Q4 FY2025 revenue of $6.19 billion (up 10% y/y) with GAAP EPS of $4.45 and non-GAAP EPS of $5.50.
- For FY2025, Adobe delivered $23.77 billion in revenue (11% y/y growth), GAAP EPS of $16.70, non-GAAP EPS of $20.94, and generated $10.03 billion in operating cash flow.
- Fourth-quarter Digital Media revenue reached $4.62 billion (+11% y/y) and Digital Experience revenue was $1.52 billion (+9% y/y).
- Adobe exited FY2025 with $25.20 billion in ending ARR (up 11.5% y/y) and plans >10% ARR growth in FY2026.
- Share repurchases totaled 7.2 million shares in Q4 and 30.8 million shares in FY2025.
Dec 10, 2025, 9:05 PM
Adobe reports record Q4 and FY2025 results
ADBE
Earnings
Share Buyback
Guidance Update
- Adobe reported record Q4 FY2025 revenue of $6.19 billion, up 10% year-over-year; GAAP diluted EPS was $4.45 and non-GAAP EPS was $5.50.
- FY2025 total revenue reached $23.77 billion (11% year-over-year) and operating cash flows exceeded $10 billion.
- Q4 Digital Media revenue was $4.62 billion (+11% year-over-year) and Digital Experience revenue was $1.52 billion (+9% year-over-year).
- Adobe repurchased approximately 7.2 million shares in Q4 and targets FY2026 Total Adobe ending ARR growth of over 10%.
Dec 10, 2025, 9:05 PM
Adobe and HUMAIN form strategic generative AI partnership for Arab world
ADBE
New Projects/Investments
- Adobe partners with PIF-backed HUMAIN to develop culturally informed generative AI models and applications across Creative Cloud, Express, Firefly, Acrobat, and marketing products.
- Integration of HUMAIN's ALLAM Arabic-first LLM into Adobe's product suite to enable deep, culturally grounded Arabic language understanding.
- Launch of HUMAIN Chat, HUMAIN Create, and integration of Adobe Experience Platform Agents in HUMAIN ONE for scalable Arabic creative workflows.
- Qualcomm to deploy AI200 and AI250 Data Center AI solutions supporting diffusion-based image and video inference for the joint platform.
- The collaboration aims to empower over 400 million Arabic speakers with advanced generative AI tools.
Nov 19, 2025, 6:00 PM
Adobe to Acquire Semrush for $1.9 Billion
ADBE
M&A
New Projects/Investments
- Adobe will acquire Semrush in an all-cash transaction valued at $1.9 billion, expected to close in H1 2026, to enhance its generative AI marketing tools and Digital Experience business.
- The deal terms include a $12.00 per share offer, representing a 77.5% premium over Semrush’s last closing price and nearly doubling its market cap to $1.9 billion.
- Semrush has delivered 33% year-over-year ARR growth in its enterprise segment and counts Amazon, JPMorgan Chase, and TikTok among its customers.
- This marks Adobe’s first major acquisition since its 2022 bid for Figma, highlighting a strategic shift toward deeper AI integration in digital marketing.
Nov 19, 2025, 2:56 PM
Adobe reaffirms FY2025 guidance and showcases AI-driven innovation at Adobe MAX
ADBE
Guidance Update
Product Launch
- Adobe reaffirmed Q4 FY2025 total revenue guidance of $6.075 billion to $6.125 billion and full-year revenue of $23.65 billion to $23.70 billion.
- Digital Media segment revenue is targeted at $4.53 billion to $4.56 billion in Q4 and $17.56 billion to $17.59 billion for FY2025; Digital Experience revenue at $1.495 billion to $1.515 billion in Q4 and $5.84 billion to $5.86 billion for FY2025.
- The company highlighted AI innovations including Acrobat AI Assistant, Express AI Assistant (public beta), and Firefly enhancements such as the Image and Video editor, plus integrations with ChatGPT and Copilot.
- AI-influenced Annualized Recurring Revenue surpassed $5 billion exiting Q3 FY25, up from over $3.5 billion exiting FY24, underscoring the impact of Adobe’s AI strategy.
Oct 28, 2025, 8:30 PM
Quarterly earnings call transcripts for ADOBE.
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