Adobe reports AI-first ARR exceeding $650M, up over 150% YoY, and raises FY26 outlook
Adobe reported AI-first ending ARR now exceeding $650M and growing more than 150% year over year, alongside a solid earnings beat. The company also raised its FY26 revenue and EPS outlook and guided Q4 EPS of $6.30-$6.35.
Detected & updated continuously · Source: Nebula
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@Ashton_1nvests
My initial thoughts on Adobe $ADBE earnings: A solid beat and raise, but the biggest number was AI-first ARR surpassing $500M and growing more than 150% YoY. AI is still a small part of Adobe’s overall business, but that growth is a strong response to the belief that AI will https://t.co/5RJAsCOrSj
@dollar_mara
$ADBE *ADOBE CEO: AI-FIRST ENDING ARR NOW EXCEEDING $650M
@dollar_mara
$ADBE *ADOBE: ADOBE AI-FIRST ARR GREW OVER 150% YEAR OVER YEAR
@schaeffers
Adobe $ADBE just raised its FY26 outlook: Revenue: $26.576B-$26.626B vs. $26.54B est. 🟢 EPS: $24.45-$24.50 vs. $24.41 est. 🟢 Ending ARR growth: +10.2% YoY Q4 EPS guide of $6.30-$6.35 brackets the $6.33 consensus.