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What Adobe's latest 10-Q says: 12 signals

Adobe filed its latest 10-Q with the SEC on Jun 15, 2026. It discusses AI investment, compliance burden and customer churn.

Public (ADBE)Software Development10,000+ employeesadobe.comLinkedIn

Filed
Jun 15, 2026
Filings
2
Signals
19

10-Q · latest 10

What Adobe's 10-Q filings say

  1. 10-Q

    Filed · 12 signals

    SEC EDGAR

  2. 10-Q

    Filed · 7 signals

    SEC EDGAR

Showing 10 of 19 filing signals. The Signal API returns all of them.

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Earnings calls

Adobe earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call dateWhat the company said
AI-first ARR exceeds $650M, growing over 150% YoYThe company is capitalizing on a massive AI opportunity, with AI-first ending ARR now exceeding $650 million, growing over 150% year-over-year. Firefly-specific ARR also grew 40% quarter-over-quarter, driven by accelerating credit consumption. The core strategy is to leverage 'Agentic AI' to democratize creativity and productivity across all product lines.
Raising full-year revenue and EPS targets on strong performanceDue to strong year-to-date performance, the company is raising its full-year FY26 targets. Total revenue is now targeted at $26.576 billion to $26.626 billion, and non-GAAP EPS is raised to $24.45 to $24.50. The Q4 revenue target is set between $6.8 billion and $6.85 billion.
Creative freemium MAU surpasses 100M, growing over 70% YoYThe freemium strategy is driving massive user acquisition. Creative freemium monthly active users (MAU) now exceed 100 million, a growth of over 70% year-over-year. Total MAU across all businesses is over 1 billion, up more than 20% YoY, while Acrobat AI assistant MAU doubled quarter-over-quarter, indicating strong adoption of new AI features.
Q3 revenue hits $6.76B, up 12% YoY, with strong segment growthAchieved record Q3 revenue of $6.76 billion, representing 12% year-over-year growth in constant currency. Non-GAAP EPS was $6.13, up 15% YoY. Growth was driven by Business Professionals & Consumers subscription revenue of $1.91B (up 15%) and Creative & Marketing Professional subscription revenue of $4.65B (up 12%).
Acquiring Topaz Labs to integrate state-of-the-art AI enhancement modelsAnnounced an agreement to acquire Topaz Labs, which has over 1 million users and Emmy award-winning AI technology. The acquisition will add state-of-the-art AI enhancement models to Adobe Firefly services and Creative Cloud, enabling users to enhance footage, restore archival content, and blend AI-generated content. The transaction is expected to close in Q4.
Launched Adobe Brand Visibility solution integrating Semrush AI intelligenceDelivered a new unified brand visibility solution by integrating Semrush's AI visibility intelligence with Adobe's agentic content optimization. This solution for 'generative engine optimization' (GEO) helps brands understand their visibility on platforms like ChatGPT and Google AI Mode. The number of paying customers for brand visibility solutions doubled quarter-over-quarter.

Signal API · MCP

Track Adobe with the Signal API

One POST /v1/companies/enrich call with adobe.com returns Adobe 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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2 credits per signal returned; zero-result calls are free. Endpoint reference

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"adobe.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Adobe 10-Q

When did Adobe file its latest 10-Q?
Adobe filed its latest 10-Q on Jun 15, 2026. The one before it was filed on Mar 25, 2026.
What did Adobe disclose in its latest 10-Q?
From the filing dated Jun 15, 2026: Adobe records goodwill impairment for its Publishing & Advertising unit in Q2 2026.
What did Adobe say on its recent earnings calls?
Q3 FY2026: AI-first ARR exceeds $650M, growing over 150% YoY (dated Sep 10, 2026).
Where can I read Adobe's 10-Q filing?
The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/796343/000079634326000112/adbe-20260529.htm. This page summarizes what the filing says and links to it.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of .

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