ADBE · News · 20260911N

Revenue Performance and Mix

ADOBE INC. · 2026-09-11 · Importance 48 · Surprise 40 · No source text

Adobe reported fiscal Q3 2026 revenue of $6.76 billion, a record level that increased 13% year over year. Subscription growth powered the quarterly revenue beat, while total annual recurring revenue rose 11.2%. AI-first ARR reached $650 million, up 150% year over year, indicating a rapidly increasing contribution from AI-enabled products. Freemium Creative monthly active users reached 100 million, up 70% year over year, although user growth has not yet translated into proportionally faster total ARR growth.

Key facts

• Adobe's Q3 revenue rose 13% to a record $6.76 billion. source
• Q3 revenue was $6.76 billion and non-GAAP EPS was $6.13. source
• Total ARR grew 11.2% year-over-year. source
• Adobe's ARR growth has decelerated for ten consecutive quarters. source
• Total MAU exceeded 1 billion. source

Impact estimates