Adobe Inc. Q3 2026 Earnings Recap

ADBE Q3 2026 Published September 12, 2026

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Adobe’s shares rose 1.4% after earnings, a broadly neutral reaction. Q3 revenue was $6.76 billion, up 12% year over year, while the call highlighted fast growth in AI-first ARR alongside a CEO transition.

Earnings Per Share Beat

$6.13 vs $6.08 est.

+0.8% surprise

Revenue Beat

6760000000 vs 6693883000 est.

+1.0% surprise

Market Reaction

Post-Earnings +1.37%

Sep 12 to Sep 17 +0.17%

Sep 12 to Oct 4 -5.76%

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Key Takeaways

Revenue was $6.76 billion, up 12% year over year; GAAP EPS was $4.62, up 11%, and non-GAAP EPS was $6.13, up 15%.
Adobe reported more than 1 billion monthly active users across its businesses, up over 20% year over year; creative premium MAUs surpassed 100 million and grew over 70%.
AI-first ending ARR exceeded $650 million, growing over 150% year over year.
Subscription revenue for business professionals and consumers was $1.91 billion, up 15%; Adobe is expanding AI features across Acrobat, Reader, and Express.
Anil S. Chakravarthy will become CEO and join the board effective December 1; Shantanu Narayen will become Executive Chair.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit ADBE on AllInvestView.

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