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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Alex Zukin | Wolfe Research | 9 | 0% |
| Keith Weiss | Morgan Stanley | 8 | 13% |
| Mark Murphy | JPMorgan | 5 | 0% |
| Mike Turrin | Wells Fargo | 4 | 0% |
| Saket Kalia | Barclays | 4 | 0% |
| Brent Thill | Jefferies | 4 | 0% |
| Mark Moerdler | Bernstein | 3 | 0% |
| Keith Bachman | BMO Capital Markets | 3 | 0% |
| Brad Zelnick | Deutsche Bank | 3 | 0% |
| Kirk Materne | Evercore ISI | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 9 | 0% |
| Morgan Stanley | 1 | 8 | 13% |
| Jefferies | 2 | 6 | 0% |
| JPMorgan | 1 |
| 5 |
| 0% |
| Barclays | 1 | 4 | 0% |
| Wells Fargo | 1 | 4 | 0% |
| Evercore ISI | 1 | 3 | 0% |
| Griffin Securities | 1 | 3 | 0% |
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.
Cloud & AI | Revenue Growth | Competitive Dynamics | Subscriber Growth | Pricing | Demand | Innovation & R&D | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 2 | 5 | 4 | 1 | 1 | 1 |
| 2025Q1 | 6 | 5 | 2 | 1 | 2 | 2 | ||
| 2025Q2 | 4 | 4 | 4 | 1 | 3 | 1 | 1 | |
| 2025Q3 | 11 | 4 | 2 | 1 | 1 | 1 | 3 | |
| 2025Q4 | 5 | 3 | 2 | 1 | 2 | 2 | 1 | |
| 2026Q1 | 3 | 6 | 3 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 4 | 6 | 4 | 11 | 5 | 3 |
| Revenue Growth | 4 | 5 | 4 | 4 | 3 | 6 |
| Competitive Dynamics | 2 | 2 | 4 | 2 | 2 | 3 |
| Subscriber Growth | 5 | 1 | 1 | 1 | 1 | 2 |
| Pricing | 4 | 3 | 1 | 2 | ||
| Demand | 1 | 2 | 1 | 2 | 1 | |
| Innovation & R&D | 1 | 2 | 1 | 3 | ||
| Guidance Reliability | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |