Adobe Inc
ADBE
ISIN null / Valor 903472
Adobe Inc
UMushroom community rating:
About company
Adobe Inc., a pioneering company in the digital software industry, has significantly shaped the landscape of digital creativity, document management, and digital marketing solutions over its 40-year history. The company is renowned for its comprehensive suite of products that cater to a wide range of users, from individual creatives and students to small businesses and large enterprises. Adobe's flagship offerings include the Adobe Creative Cloud, a collection of tools and services for digital content creation; Adobe Document Cloud, which facilitates document productivity and management; and Adobe Experience Cloud, designed to empower businesses with end-to-end digital marketing solutions. Additionally, Adobe is at the forefront of integrating artificial intelligence into its products through Adobe Sensei and Adobe Firefly, enhancing user experience with features that boost efficiency, creativity, and personalization. This strategic focus on innovation and AI underscores Adobe's commitment to driving the future of digital experiences.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (14.07.2026):
Adobe Inc. reported record results for the second quarter of fiscal 2026 (Q2 FY2026): revenue of $6.62 billion (13% year‑over‑year), GAAP diluted EPS of $4.25 and non‑GAAP diluted EPS of $5.96, and management raised full‑year FY2026 revenue and non‑GAAP EPS targets while noting AI‑first ARR has more than tripled and exceeds $500 million.
Revenue & growth
Q2 FY2026 total revenue $6.62B, up 13% YoY (11% constant currency). Total subscription revenue $6.39B, up 14% YoY (12% cc). Business Professionals & Consumers subscriptions $1.85B (+16% YoY); Creative & Marketing Professionals $4.54B (+13% YoY).
Profitability & EPS
GAAP diluted EPS $4.25 (includes a $0.17 per‑share non‑cash goodwill impairment); non‑GAAP diluted EPS $5.96. GAAP operating income $2.24B; non‑GAAP operating income $2.95B.
ARR, RPO & AI momentum
Total Adobe ending ARR $27.10B (includes ~ $480M from Semrush). Remaining Performance Obligations (RPO) $22.27B with current RPO 67%. Company highlighted AI‑first ARR tripling YoY and exceeding $500M.
Cash flow & balance sheet
Cash flows from operations were $2.17B. Cash & cash equivalents $4.92B at quarter end. Total debt on the balance sheet approximately $6.65B (current $1.84B; long‑term $4.80B).
Guidance & updated FY2026 targets
Q3 FY2026 revenue guide: $6.67B–$6.72B. Updated FY2026 revenue target: $26.50B–$26.60B. FY2026 diluted EPS guidance: GAAP $17.90–$18.00; non‑GAAP $24.35–$24.45. Company assumes non‑GAAP tax rate ~18% and diluted share count ~399M for the year.
Capital return, M&A & one‑time items
Adobe repurchased ~8.5 million shares in the quarter and completed the Semrush acquisition (contributing ARR and acquisition cash outflow of ~$1.56B in the period). The quarter included a $70M goodwill impairment (impacting GAAP results).
Management update
CFO Dan Durn is departing effective June 15, 2026; Steve Day will serve as interim CFO effective the same date.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
89481 M
Market cap (USD)
4,719,923
Daily traded volume (Shares)
447.58 / 438.83
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
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Dividend yield (p.a.)
Est dividend (USD)
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P/E ratio
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Ratings & reviews
andrei paladi
Maia Constantin
Ethan Wells
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