ADBE · 10-Q · 2026Q3 · Full report

AI Product Development

ADOBE INC. · 2026-09-22 · Importance 31 · Surprise 42

Adobe is embedding AI across its portfolio through commercially safe Adobe Firefly models, partner AI models, conversational capabilities and agentic functionality. Creative professionals can use Firefly and partner models across an end-to-end ideation-to-creation workflow, while marketing customers use AI-powered content supply chain and customer-experience tools. Adobe Experience Platform unifies AI-powered applications and agents for campaign and customer-experience development, and Acrobat AI Assistant enables conversational analysis across documents and PDF Spaces. Adobe Express, Acrobat Studio, GenStudio and Firefly Services extend AI-enabled creation, productivity and marketing execution across web, mobile and enterprise workflows.

Key facts

• We will continue to focus on long-term opportunities and make significant investments in development of subscription and service offerings, apps and tools, including recruiting and hiring software developers. source
• Research and development expenses include AI training costs and increased R&D in the three and nine months ended August 28, 2026 were primarily due to increases in compensation costs and, to a lesser extent, hosting services and data center costs. source