Adobe Inc. (ADBE) Q3 2026 Earnings Call Transcript
Adobe Inc. delivered a double beat in fiscal Q3, raising full-year guidance. ADBE's revenue reached a record $6.8B, with growth accelerating to nearly 13%, the highest since fiscal Q2 2022. AI-driven offerings are fueling rapid expansion, with AI-first annual recurring revenues up 150% and outpacing overall company growth by 10x.
Adobe NASDAQ: ADBE reported third-quarter fiscal 2026 revenue of $6.76 billion, up 13% year over year as reported and 12% in constant currency, while also announcing a leadership transition that will take effect Dec. 1.
The headline numbers for Adobe (ADBE) give insight into how the company performed in the quarter ended August 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Adobe Systems (ADBE) came out with quarterly earnings of $6.13 per share, beating the Zacks Consensus Estimate of $6.08 per share. This compares to earnings of $5.31 per share a year ago.
Adobe touted artificial-intelligence momentum in the most recent quarter, but that wasn't enough to excite investors.
Adobe Inc (NASDAQ:ADBE) reported record third-quarter results that beat Wall Street estimates and raised its full-year revenue and profit guidance, as the software company's push into artificial intelligence tools continues to gain traction. The company posted third-quarter revenue of $6.8 billion, up 13% from a year earlier and ahead of analyst estimates of $6.69 billion.
Adobe is turning Acrobat into an AI-powered productivity platform as adoption rises and competition intensifies with Microsoft and Alphabet.
Adobe Inc (NASDAQ:ADBE) is expected to report fiscal third-quarter results largely in line with guidance, according to Jefferies, as investors weigh a surprise leadership change alongside ongoing questions about the software giant's ability to fend off disruption from AI-native tools. Jefferies expects Adobe revenue of $6.7 billion, near guidance midpoint, implying 11.8% growth, a deceleration from 12.7% due to tougher comps despite Semrush's contribution.
Stock futures are losing ground ahead of the release of key inflation data and tech earnings reports; crude oil prices and Treasury yields are each rising further thanks to persistent worries about the Iran war and inflation; the Producer Price Index is expected to show an acceleration in wholesale price inflation; Oracle and Adobe are set to report earnings this afternoon; and American Eagle shares are tumbling after a disappointing quarterly report. Here's what you need to know today.
Adobe stock (NASDAQ: ADBE) has beaten Wall Street expectations consistently, but investors seem unimpressed. The Photoshop maker reports fiscal third-quarter results after the US market closes on Thursday, with analysts expecting revenue of about $6.69 billion and adjusted earnings of roughly $6.08 a share.
Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.