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Adobe Inc.

ADBE · Information Technology

Last earnings Sep 10, 2026

Key results

Company Reports Record revenuequarter

$20 Billion

com FOR IMMEDIATE RELEASE Adobe Raises FY25 Digital Media ARR Growth, Total Revenue, and EPS Targets Company Reports Record Revenue and RPO Surpasses $20 Billion, Accelerating to 13 Percent Year-Over-Year Growth SAN JOSE, Calif.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Revenuefull-year

$5.99 billion

Third Quarter Fiscal Year 2025 Financial Highlights Adobe achieved record revenue of $5.99 billion in its third quarter of fiscal year 2025, which represents 11 percent year-over-year growth, or 10 percent in constant currency.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

EPSfull-year

$4.18

Diluted earnings per share was $4.18 on a GAAP basis and $5.31 on a non-GAAP basis.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

GAAP operating incomefull-year

$2.17 billion

GAAP operating income in the third quarter was $2.17 billion and non-GAAP operating income was $2.77 billion.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Operating incomefull-year

$2.77 billion

GAAP operating income in the third quarter was $2.17 billion and non-GAAP operating income was $2.77 billion.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

GAAP net incomefull-year

$1.77 billion

GAAP net income was $1.77 billion and non-GAAP net income was $2.25 billion.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Net incomefull-year

$2.25 billion

GAAP net income was $1.77 billion and non-GAAP net income was $2.25 billion.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Third Quarter Fiscal Year 2025 Business Segment Highlights Digital Media segment revenue was $4.46 billion, which represents 12 percent year-over-year growth, or 11 percent in constant currency.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Media Annualized Recurring revenuefull-year

$18.59 billion

Digital Media Annualized Recurring Revenue ( ARR ) exiting the quarter was $18.59 billion, representing 11.7 percent year-over-year growth.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Digital Experience segment revenue was $1.48 billion, representing 9 percent year-over-year growth as reported and in constant currency.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Revenuequarter

$5,988 million

Total revenue 5,988 5,408 17,575 15,899

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Gross marginquarter

$5,346 million

Gross profit 5,346 4,854 15,673 14,157

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Research and developmentquarter

$1,088 million

Research and development 1,088 1,022 3,196 2,945

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Operating expensesquarter

$3,173 million

Total operating expenses 3,173 2,862 9,228 9,373

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Operating incomequarter

$2,173 million

Operating income 2,173 1,992 6,445 4,784

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Net incomequarter

$1,772 million

Net income $ 1,772 $ 1,684 $ 5,274 $ 3,877

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

AI analysis

Q3 FY2025 · reported Sep 11, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 FY2025
$5,988M
Full year: $5.99 billion
EX-99 · Sep 11, 2025
EPS · Q3 FY2025
$4.18
EX-99 · Sep 11, 2025
Net income · Q3 FY2025
$1,772M
Full year: $1.77 billion
EX-99 · Sep 11, 2025
Operating income · Q3 FY2025
$2,173M
Full year: $2.17 billion
EX-99 · Sep 11, 2025

Headline figures

MetricQ3 FY2025Prior qtrYear ago
Company Reports Record revenue$20 Billion——
Revenue$5,988 million——
Gross margin$5,346 million——
Research and development$1,088 million——
Operating expenses$3,173 million——
Operating income$2,173 million——
Net income$1,772 million——

EX-99 · Sep 11, 2025

Guidance · company-stated

No guidance located in the held release

Stated figure44.0%

“non-GAAP operating margin of 44.0%”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$5,346M

Capital allocation

Adobe repurchased approximately 8.0 million shares during the quarter.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Diluted earnings per share was $4.18 on a GAAP basis and $5.31 on a non-GAAP basis

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Adobe repurchased approximately 8.0 million shares during the quarter.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Strategy & priorities

Given our customer strategy, AI product innovation and strong go-to-market execution, we re pleased to once again raise our FY25 total revenue and EPS targets.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

We re raising our FY25 total revenue and EPS targets as we execute against our growth strategy to deliver category leading and AI-infused solutions to meet the diverse needs of our customers.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Risks & headwinds

Each of the forward-looking statements we make in this press release involves risks, uncertainties and assumptions based on information available to us as of the date of this press release.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Such risks and uncertainties, many of which relate to matters beyond our control, could cause actual results to differ materially from these forward-looking statements.

SEC original ↗Adobe Inc. — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Documents

Earnings deck slides

5 decks with slide view

Adobe Inc. — Adobe Investor Meeting 2023 (company IR deck) — Slide view unavailable — the original PDF could not be retrieved for segmentation (file exceeds size cap).

Slide history — recurring slides by stated title

Slides are matched across this company’s decks by their stated title only; a title listed here appeared in more than one held deck.

APPENDIX — Oct 31, 2026 · slide 29 · Oct 31, 2026 · slide 55 · Oct 31, 2026 · slide 12

Use of Non-GAAP Financial Information — Oct 31, 2026 · slide 30 · Oct 31, 2026 · slide 61 · Oct 31, 2026 · slide 17

Agenda — Oct 31, 2026 · slide 4 · Oct 31, 2026 · slide 4

MAX Investor — Oct 31, 2026 · slide 1 · Oct 31, 2026 · slide 1

Non-GAAP reconciliation — Oct 31, 2026 · slide 56 · Oct 31, 2026 · slide 13

Welcome — Oct 31, 2026 · slide 2 · Oct 31, 2026 · slide 2

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

64 documents

Earnings releases

24 documents

Presentations

6 documents

Transcripts

0 documents

No transcripts for Adobe Inc. are held in this edition of the library.

Mentioned by

8 companies

Other tracked companies whose held documents mention Adobe Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.