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Verified earnings summary

Research updated: Jul 12, 2026, 12:00 AM UTC

ADBE Q2 FY2026

Adobe reported results for the quarter ended May 29, 2026, citing broad subscription growth and accelerating AI-first recurring revenue, and raised its full-year revenue and non-GAAP earnings targets.

This page provides a source-verified release summary. It does not display a normalized metric table or post-earnings market reaction until those fields are independently verified.

Constructive signals after the release

  • Expanding adoption and monetization of Firefly and other AI-first offerings can increase engagement and create additional recurring-revenue pathways.
  • Growth across Business Professionals and Consumers and Creative and Marketing Professionals can broaden Adobe's recurring-revenue base.
  • Integrating Semrush can extend Adobe's reach into brand visibility and marketing workflows and create cross-selling opportunities.

Risks that still need monitoring

  • Generative-AI competition

    Fast-moving generative-AI competitors and changing creation workflows may weaken differentiation, pricing power or demand for established products.

  • Content, data and regulatory exposure

    AI training and output can create intellectual-property, privacy, content-safety and regulatory liabilities that raise costs or constrain product deployment.

  • Acquisition integration

    Realizing expected value from Semrush requires successful product, personnel and go-to-market integration while managing acquired goodwill and intangible assets.

Primary sources

Adobe Reports Record Q2 ResultsAdobe Inc. · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 6/11/2026, 12:00:00 AM

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Adobe Investor RelationsAdobe Inc. · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Form 10-Q for the Quarter Ended May 29, 2026Adobe Inc. · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 6/11/2026, 12:00:00 AM

Open original source

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