ADBE · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
ADOBE INC. · 2026-09-22 · Importance 54 · Surprise 40 · From source text
Third-quarter fiscal 2026 revenue was $6.76 billion, up $772 million, or 13%, from $5.99 billion in the year-ago quarter. Subscription revenue increased 14% to $6.58 billion and represented approximately 97% of total revenue. Creative & Marketing Professionals subscription revenue rose 13% to $4.65 billion, driven by Creative Cloud flagship apps, Adobe Experience Manager and agentic web apps, including Semrush. Business Professionals & Consumers subscription revenue increased 16% to $1.91 billion, primarily due to Acrobat, while total customer-group subscription revenue increased 14% to $6.56 billion.
Key facts
- Total Adobe ARR of $27.50 billion as of August 28, 2026 increased by 11.2% from $24.74 billion as of August 29, 2025 revalued using currency rates determined at the beginning of fiscal 2026. source
- Total customer group subscription revenue was $6.56 billion in the third quarter of fiscal 2026, up from $5.77 billion in the third quarter of fiscal 2025, representing 14% year-over-year growth. source
- Creative & Marketing Professionals customer group subscription revenue was $4.65 billion in the third quarter of fiscal 2026, up from $4.12 billion in the third quarter of fiscal 2025, representing 13% year-over-year growth. source
- Business Professionals & Consumers customer group subscription revenue was $1.91 billion in the third quarter of fiscal 2026, up from $1.65 billion in the third quarter of fiscal 2025, representing 16% year-over-year growth. source
- Total revenue of $6.76 billion during the three months ended August 28, 2026 increased by $772 million, or 13%, compared to the year-ago period. source
- Total subscription revenue of $6.58 billion during the three months ended August 28, 2026 increased by $791 million, or 14%, compared to the year-ago period. source
- Net income was $1.83 billion during the three months ended August 28, 2026, an increase of $55 million, or 3%, compared to the year-ago period. source
- Remaining performance obligations were $22.16 billion as of August 28, 2026, an increase of 8% from $20.44 billion as of August 29, 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +12.7% | Remaining performance obligations were $22.16 billion as of August 28, 2026, an increase of 8% from $20.44 billion as of August 29, 2025. |
| revenue | positive | realized | +11.7% | Total customer group subscription revenue was $6.56 billion in the third quarter of fiscal 2026, up from $5.77 billion in the third… |
| revenue | positive | realized | +11.4% | Total revenue of $6.76 billion during the three months ended August 28, 2026 increased by $772 million, or 13%, compared to the year-ago… |
| revenue | positive | realized | +7.8% | Creative & Marketing Professionals customer group subscription revenue was $4.65 billion in the third quarter of fiscal 2026, up from… |
| revenue | positive | realized | +3.9% | Business Professionals & Consumers customer group subscription revenue was $1.91 billion in the third quarter of fiscal 2026, up from… |
| net_income | positive | realized | +0.8% | Net income was $1.83 billion during the three months ended August 28, 2026, an increase of $55 million, or 3%, compared to the year-ago… |
| revenue | positive | probable | — | Total Adobe ARR of $27.50 billion as of August 28, 2026 increased by 11.2% from $24.74 billion as of August 29, 2025 revalued using… |