Form 10-Q · Quarterly report

Adobe Inc. 10-Q, filed Sep 22, 2026

Filed
CIK
0000796343
Accession no.
0000796343-26-000156
AI-generated summary

Summary

Adobe reported third-quarter fiscal 2026 total customer group subscription revenue of $6.56 billion, up 14% year over year, with total annualized recurring revenue reaching $27.50 billion, up 11.2%. Adobe also consolidated its Digital Media, Digital Experience, and Publishing and Advertising segments into a single reportable segment earlier in fiscal 2026 and acquired Semrush in April 2026 to strengthen its Adobe Experience Manager search offerings.

Key points

  • Total Adobe annualized recurring revenue reached $27.50 billion at the end of the third quarter of fiscal 2026, up 11.2% year over year, helped by Creative Cloud flagship apps, Acrobat, Adobe Experience Manager and agentic web apps, plus the Semrush contribution.
  • Creative & Marketing Professionals subscription revenue was $4.65 billion, up 13% from $4.12 billion a year earlier.
  • Business Professionals & Consumers subscription revenue was $1.91 billion, up 16% from $1.65 billion a year earlier.
  • In the first quarter of fiscal 2026, Adobe combined its Digital Media, Digital Experience, and Publishing and Advertising segments into a single operating and reportable segment.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

From the filing

ITEM 2. MANAGEMENT’S DISCUSSION BUSINESS OVERVIEW Adobe’s mission is to empower everyone to create. We build innovative platforms and tools that unleash creativity, productivity and personalized customer experiences. For over four decades, our innovations have transformed how people everywhere engage across all types of media. Adobe’s solutions are the foundation of digital experiences, starting with the first creative spark, to the creation and development of all content and media, to the personalized delivery across every channel. We have operations in the Americas; Europe, Middle East and Africa (“EMEA”); and Asia-Pacific (“APAC”). …

An excerpt of the text as filed with the SEC, cut for length.

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