ADBE · News · 20260914N
Revenue Performance and Mix
ADOBE INC. · 2026-09-14 · Importance 49 · Surprise 22 · No source text
Adobe reported record fiscal third-quarter revenue of $6.76 billion, up 13% year over year. Total annualized recurring revenue reached $27.50 billion at the end of fiscal Q3. Creative freemium users exceeded 100 million, up 70%, while total monthly active users surpassed one billion, indicating a larger user base supporting future subscription monetization.
Key facts
- Revenue set a record in fiscal Q3, rising 13% year over year to $6.76 billion. source
- Adobe exited its fiscal third quarter with $27.50 billion of total annualized recurring revenue. source
- Net new annual recurring revenue declined 36-37% year over year. source
- Yahoo reported a 38% year-over-year decline in net new ARR for Adobe. source
- Remaining performance obligations grew 8%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +11.8% | Revenue set a record in fiscal Q3, rising 13% year over year to $6.76 billion. |