ADOBE $ADBE Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $6.8B (Est. $6.69B) 🟢; +13% YoY
🔹 Adj. EPS: $6.13 (Est. $6.09) 🟢; +15% YoY
🔹 GAAP EPS: $4.62; +11% YoY
🔹 ARR: $27.5B
Raises FY26 Guide:
🔹 Revenue: $26.58B-$26.63B (Est. $26.51B) 🟢
🔹 EPS: $24.45-$24.50 (Est. $24.36) 🟢
🔹 ARR Growth: 10.2% YoY
Q4 Guide:
🔹 Revenue: $6.80B-$6.85B (Est. $6.84B) 🟡
🔹 EPS: $6.30-$6.35 (Est. $6.32) 🟡
Segment Net Revenue:
🔹 Customer Groups: $6.6B; +14% YoY
🔹 Business Professionals & Consumers: $1.9B; +16% YoY
🔹 Creative & Marketing Professionals: $4.7B; +13% YoY
Other Q3 Metrics:
🔹 Non-GAAP Operating Income: $3.0B (Est. $2.95B) 🟢
🔹 RPO: $22.2B
🔹 cRPO: 67%
🔹 AI-first ARR Growth: 150%+
🔹 Cash Flow From Operations: $2.5B
🔹 Monthly Active Users: 1 billion+
Comments:
🔸 “Reaching a landmark of more than one billion monthly active users is a defining moment for Adobe”
🔸 “we're raising full year revenue and EPS targets”
🔹 Revenue: $6.8B (Est. $6.69B) 🟢; +13% YoY
🔹 Adj. EPS: $6.13 (Est. $6.09) 🟢; +15% YoY
🔹 GAAP EPS: $4.62; +11% YoY
🔹 ARR: $27.5B
Raises FY26 Guide:
🔹 Revenue: $26.58B-$26.63B (Est. $26.51B) 🟢
🔹 EPS: $24.45-$24.50 (Est. $24.36) 🟢
🔹 ARR Growth: 10.2% YoY
Q4 Guide:
🔹 Revenue: $6.80B-$6.85B (Est. $6.84B) 🟡
🔹 EPS: $6.30-$6.35 (Est. $6.32) 🟡
Segment Net Revenue:
🔹 Customer Groups: $6.6B; +14% YoY
🔹 Business Professionals & Consumers: $1.9B; +16% YoY
🔹 Creative & Marketing Professionals: $4.7B; +13% YoY
Other Q3 Metrics:
🔹 Non-GAAP Operating Income: $3.0B (Est. $2.95B) 🟢
🔹 RPO: $22.2B
🔹 cRPO: 67%
🔹 AI-first ARR Growth: 150%+
🔹 Cash Flow From Operations: $2.5B
🔹 Monthly Active Users: 1 billion+
Comments:
🔸 “Reaching a landmark of more than one billion monthly active users is a defining moment for Adobe”
🔸 “we're raising full year revenue and EPS targets”