Adobe targets over 10% ARR growth in fiscal 2026 amid accelerating AI adoption and Semrush acquisition
View original at seekingalpha.comAdobe targets over 10% ARR growth in fiscal 2026 amid accelerating AI adoption and Semrush acquisition Earnings Call Insights: Adobe Inc…
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FY '26 guidance targets do not include contributions from the pending Semrush acquisition
80% confidenceDigital Experience achieved revenue of $1.52 billion for Q4 and a record $5.86 billion in revenue in FY '25
80% confidenceCredit consumption increased 3x quarter-over-quarter
80% confidenceAdobe can close the loop from creation of a campaign, execution, and impact on commerce
80% confidenceSubscription revenue for AEP and native apps grew over 40% year-over-year
80% confidenceFor Q1 FY '26, Adobe expects total revenue of $6.25 billion to $6.3 billion with non-GAAP EPS of $5.85 to $5.90
80% confidenceAdobe projects Creative and Marketing Professionals Subscription revenue of $17.75 billion to $17.9 billion for fiscal 2026
80% confidenceFoundry takes customization to a different level in terms of Adobe's ability to customize for enterprises
80% confidenceAcrobat AI Assistant and PDF Spaces driving over 4x year-over-year feature usage
80% confidenceAcrobat AI Assistant and PDF Spaces are driving over 4x year-over-year feature usage
80% confidenceAdobe projects Business Professionals and Consumers Subscription revenue of $7.35 billion to $7.4 billion for fiscal 2026
80% confidenceAcrobat AI Assistant and PDF Spaces are driving over 4x year-over-year feature usage
80% confidenceCombining Adobe and Semrush will deliver a comprehensive solution for marketers to improve brand visibility across owned and new channels
80% confidenceQ4 was an inflection point in early indicators for ARR growth
80% confidenceAdobe repurchased nearly $12 billion in shares and reduced shares outstanding by over 6% during fiscal 2025
80% confidenceTotal Adobe ending ARR book of business growth projected at 10.2% year-over-year for FY '26
80% confidenceLLMs are a great top of funnel and enable conversion into full paid plans
80% confidenceAdobe delivered record revenue of $23.77 billion in FY '25, growing 11% year-over-year as reported and in constant currency
80% confidenceFirefly Foundry takes customization to a different level in terms of ability to customize
80% confidenceAdobe is confident in ability to deliver industry-leading innovation, double-digit ARR growth and world class profitability
80% confidenceBusiness Professionals and Consumers Subscription revenue will be $7.35 billion to $7.4 billion in FY '26
80% confidenceAdobe achieved record bookings of deals greater than $1 million and over 25% year-over-year growth in customers with $10 million-plus in ARR
80% confidenceFor Q1 FY 2026, Adobe projects total revenue of $6.25 billion to $6.3 billion
80% confidenceFor Q1 FY 2026, Adobe projects GAAP EPS of $4.55 to $4.60 and non-GAAP EPS of $5.85 to $5.90
80% confidenceQ1 FY '26 total Adobe revenue will be $6.25 billion to $6.3 billion
80% confidenceAdobe projects Total Adobe ending ARR book of business growth of 10.2% year-over-year for fiscal 2026
80% confidenceAdobe can close the loop from campaign creation to execution to commerce impact measurement
80% confidenceQ4 was an inflection point in early indicators of ARR growth with strong leading indicators such as MAU and AI adoption
80% confidenceGAAP EPS for the year was $16.70 and non-GAAP EPS was $20.94, growing 35% and 14% year-over-year respectively
80% confidenceAdobe is confident in ability to deliver industry-leading innovation, double-digit ARR growth and world class profitability
80% confidence