ADBE · News · 20261013N
Revenue Performance and Mix
ADOBE INC. · 2026-10-13 · Importance 67 · Surprise 76 · In source text
Adobe reported record fiscal third-quarter revenue and raised its full-year targets, while revenue growth remained in the double digits. The company surpassed 1 billion monthly active users, expanding the potential conversion pool for its subscription products, including Photoshop, Premiere, Illustrator, Acrobat, and Experience Cloud. Net new annual recurring revenue declined significantly as freemium adoption reduced bookings and generative-AI tools increased competition for Adobe’s creative products. Adobe’s recovery therefore depends on converting free users into paying subscribers and sustaining growth across Creative Cloud and Experience Cloud.
Key facts
- Adobe raised its full-year targets. source
- Adobe crossed 1 billion monthly active users. source
- Adobe posted record revenue in its fiscal third quarter. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | Adobe raised its full-year targets. |