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Adobe10-K: Channel shift

Subscription revenue grew 12% to $22.9B, now comprising 96% of total revenue

Read at SEC EDGAR

What happened

Adobe's successful and near-complete transition to a subscription model is driving significant growth and creating a highly predictable revenue stream. This stability supports ongoing investment in strategic areas like AI and product development.

Source

SEC EDGARJan 15, 2026

Annual report (Form 10-K)

Adobe 10-K

Filing excerpt

Subscription$22,904 $20,521 $18,284 12 %%Percentage of total revenue96 %%95 %%94 %%

sec.gov/Archives/edgar/data/796343/000079634326000003/adbe-20251128.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Channel shift

What this signalsFilings often name leadership changes, deals and spending plans.

Dollar figure
$22.9B (Fiscal 2025 subscription revenue)
Filed
Jan 15, 2026

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The full record

From the Signal API record

Numbers

Percent
12% (Year-over-year growth in subscription revenue)

Details

CIK
796343
Accession number
0000796343-26-000003
Timeframe
Current year
Filing year
2026
Why it matters
New channel tools needed
Signal category
Market

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
channelShift

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/64da3b07-5d7f-4e2c-b1d1-fbe4b54ac099 returns this record as JSON. POST /v1/companies/enrich returns every signal for adobe.com.

{
  "signal_id": "64da3b07-5d7f-4e2c-b1d1-fbe4b54ac099",
  "signal_type": "sec-10k",
  "signal_subtype": "channelShift",
  "detected_at": "2026-02-03T08:23:49.973+00:00",
  "company": {
    "name": "Adobe",
    "domain": "adobe.com"
  },
  "data": {
    "detail": "Adobe's successful and near-complete transition to a subscription model is driving significant growth and creating a highly predictable revenue stream. This stability supports ongoing investment in strategic areas like AI and product development.",
    "metrics": {
      "pct": 0.12,
      "timeframe": "current_year",
      "pct_context": "Year-over-year growth in subscription revenue",
      "dollar_context": "Fiscal 2025 subscription revenue",
      "dollar_millions": 22904
    },
    "summary": "Subscription revenue grew 12% to $22.9B, now comprising 96% of total revenue",
    "excerpts": "Subscription$22,904 $20,521 $18,284 12 %%Percentage of total revenue96 %%95 %%94 %%",
    "relevance": 0.8,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/796343/000079634326000003/adbe-20251128.htm",
    "filing_date": "2026-01-15",
    "filing_year": 2026,
    "sales_relevance": "New channel tools needed",
    "signal_category": "market"
  }
}

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