$ADBE · ADOBE INC.
Adobe reported record Q3 FY2026 results with total revenue of $6.76B (+13% YoY), GAAP diluted EPS of $4.62, and non-GAAP diluted EPS of $6.13. The company crossed 1 billion monthly active users and grew AI-first ARR over 150% YoY. Adobe raised its full-year FY2026 revenue target to $26.576B–$26.626B and non-GAAP EPS to $24.45–$24.50. Q3 operating cash flow was a record $2.52B, and the company repurchased ~9.5M shares.
- Record Q3 revenue of $6.76B, up 13% YoY (12% constant currency)
- GAAP diluted EPS of $4.62; non-GAAP diluted EPS of $6.13
- Adobe AI-first ARR grew more than 150% year over year
- Surpassed 1 billion monthly active users across creativity and productivity solutions
- FY2026 revenue guidance raised to $26.576B–$26.626B; non-GAAP EPS to $24.45–$24.50
Stock down 2.37% in regular session to $248.83 ahead of the print. After-hours reaction not yet reflected in the regular-session price; the raised full-year guidance and 1B MAU milestone could shift sentiment.
Adobe's AI monetization inflection (150%+ AI-first ARR growth) combined with a 1B-user milestone and raised full-year guidance signals durable growth in the AI era.
Adobe's 150%+ AI-first ARR growth and 1B MAU milestone reinforce its position as a leading AI beneficiary in enterprise software, alongside peers monetizing generative AI across creative and productivity suites.
Forward-looking statements cite risks around AI development and use, failure to innovate effectively, competition, and macroeconomic conditions that could cause actual results to differ materially from targets.
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