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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Adobe Inc. (ADBE) is 7/10.
Adobe grew revenue 12% year-over-year to $6.40 billion with non-GAAP EPS of $6.06 surging 19% as the creative freemium MAU base crossed 80 million growing 50% and AI-first application ARR more than tripled year-over-year. Generative credit consumption rose 45% quarter-over-quarter, indicating deepening AI adoption across the creative and enterprise user base. Management reaffirmed FY2026 targets with total Adobe ARR growing 10.9% to $26.06 billion.
Scored from Adobe Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.61B | +11.1% | $3.80 | +17.6% | 89.0% | 34.9% | 30.0% | $2.87B |
| FY2025 Q1 | $5.71B | +10.3% | $4.13 | +203.7% | 89.1% | 37.9% | 31.7% | $2.46B |
| FY2025 Q2 | $5.87B | +10.6% | $3.95 | +13.2% | 89.1% | 35.9% | 28.8% | $2.14B |
| FY2025 Q3 | $5.99B | +10.7% | $4.18 | +11.2% | 89.3% | 36.3% | 29.6% | $2.13B |
| FY2025 Q4 | $6.19B | +10.5% | $4.45 | +17.1% | 88.9% | 36.5% | 30.0% | $3.13B |
| FY2026 Q1 | $6.40B | +12.0% | $4.60 | +11.4% | 89.1% | 37.8% | 29.5% | $2.92B |
| FY2026 Q2 | $6.62B | +12.7% | $4.25 | +7.6% | 89.2% | 33.8% | 25.9% | $2.45B |