ADBE · 10-Q · 2026Q3 · Full report

Market Demand Trends

ADOBE INC. · 2026-09-22 · Importance 66 · Surprise 40

Adobe reported strong demand across its subscription-based portfolio in the third quarter of fiscal 2026, with total Adobe ARR reaching $27.50 billion, up 11.2% year over year. Total customer group subscription revenue increased 14% to $6.56 billion, supported by growth in both Creative & Marketing Professionals and Business Professionals & Consumers. Creative & Marketing Professionals subscription revenue rose 13% to $4.65 billion, while Business Professionals & Consumers subscription revenue increased 16% to $1.91 billion. Demand was strongest for Creative Cloud flagship apps, Acrobat, Adobe Experience Manager and agentic web applications.