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 (03.06.2026):
Adobe Inc. reported results for its first quarter of fiscal 2026 (Q1 FY2026, ended Feb. 27, 2026): record revenue and cash flow, continued subscription growth, and strong AI-driven momentum. Revenue was $6.40 billion (up 12% year-over-year), GAAP diluted EPS was $4.60 and non‑GAAP diluted EPS was $6.06, with record operating cash flow of $2.96 billion and Annualized Recurring Revenue (ARR) exiting the quarter of $26.06 billion.
Revenue and Profitability
Total revenue $6.40B (+12% YoY; +11% constant currency). GAAP operating income $2.42B; GAAP net income $1.89B. Diluted EPS: GAAP $4.60, non‑GAAP $6.06.
Subscription Trends & ARR
Total subscription revenue $6.17B (+13% YoY; +12% cc). AI-first ARR more than tripled YoY and total ARR exiting the quarter was $26.06B.
Cash Flow, RPO and Liquidity
Record Q1 cash flow from operations $2.96B. Remaining Performance Obligations (RPO) $22.22B with current RPO (cRPO) 67%. Cash & equivalents $6.33B at quarter end.
Customer Group Performance
Business Professionals & Consumers subscription revenue $1.78B (+16% YoY; +15% cc). Creative & Marketing Professionals subscription revenue $4.39B (+12% YoY; +11% cc).
Capital Allocation
Adobe repurchased ~8.1 million shares during the quarter and reported net cash used for financing $2.54B in the period (including buybacks).
Guidance and Targets
Q2 FY2026 revenue guide $6.43B–$6.48B. Q2 EPS guidance: GAAP $4.35–$4.40; non‑GAAP $5.80–$5.85. Adobe reaffirmed previously issued FY2026 targets and detailed non‑GAAP assumptions (18% non‑GAAP tax rate, ~402M diluted shares for Q2).
Corporate Update
CEO Shantanu Narayen will transition from the CEO role once a successor is appointed and will remain Chair; the board formed a special committee led by Frank Calderoni to direct the succession process.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
77473 M
Market cap (USD)
8,282,580
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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Ratings & reviews
andrei paladi
Maia Constantin
Ethan Wells
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