Adobe (ADBE) Q4 2025 Earnings Call Transcript

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• $460M positive ARR revaluation at fiscal year-end attributed primarily to FX rate changes, increasing starting ARR for fiscal 2026 to $25.66B

  80% confidence

• Credit consumption increased 3x quarter over quarter and drove 2x quarter over quarter growth in first-time subscriptions of Firefly

  80% confidence

• AI-influenced ARR now exceeds 1/3 of total book of business

  80% confidence

• Approximately 50% of Q4 commercial ETLA renewals upgraded to Acrobat Studio

  80% confidence

• Semrush acquisition expected to have negligible non-GAAP EPS impact in FY1 and be accretive thereafter

  80% confidence

• Adobe achieved record revenue of $23.77B and non-GAAP EPS of $20.94 in FY2025 with FY2026 total Adobe ARR growth target of over 10%

  80% confidence

• FY2026 guidance represents highest beginning-of-year guide for total net new ARR ever

  80% confidence

• Adobe and Semrush will deliver a solution to enable marketers to shape how their brands appear across own channels, LLMs, traditional search, and the wider web

  80% confidence

• Adobe Experience Platform processes 35 trillion segment evaluations and 70B+ profile activations daily

  80% confidence

• Media/entertainment customer with $10M ARR on core creative products purchased $7M ARR Firefly Foundry solution after 6-month engagement with models trained in 2-3 months delivering efficiency gains

  80% confidence

• Generative AI traffic to US retail sites increased 760% year-to-date during 2025 holiday season according to Adobe Digital Index

  80% confidence

• Acrobat AI Assistant usage increased 4x year-over-year

  80% confidence

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