AI REVENUE WARS ● 2026-10-30

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Adobe

public · ADBE · SEC filings · Design & creative

Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (29)

PeriodMetricValueYoYQualityHowSource
Q3 FY2026 · 2026-05-30→2026-08-28filed revenue$6.76B+12.9%verifiedreported · us-gaap:Revenues10-Q
as of 2026-08-28ARRAI-first ARR$650.00M—reportedreported
“Adobe AI-first ARR grew more than 150% year over year”
The dollar figure comes from earnings-call coverage; the release gives the growth rate. The source says “more than” this figure.
Adobe (8-K exhibit copy)
Q2 FY2026 · 2026-02-28→2026-05-29filed revenue$6.62B+12.7%verifiedreported · us-gaap:Revenues10-Q
Q1 FY2026 · 2025-11-29→2026-02-27filed revenue$6.40B+12.0%verifiedreported · us-gaap:Revenues10-Q
FY2025 · 2024-11-30→2025-11-28filed revenue$23.77B+10.5%verifiedreported · us-gaap:Revenues10-K
Q4 FY2025 · 2025-08-30→2025-11-28filed revenue$6.19B+10.5%verifiedderived · us-gaap:Revenues
Derived: fiscal-year revenue (10-K filed 2026-01-15) minus nine-month year-to-date revenue (10-Q filed 2025-09-24). Q4 is not filed as a three-month figure.
10-K
Q3 FY2025 · 2025-05-31→2025-08-29filed revenue$5.99B+10.7%verifiedreported · us-gaap:Revenues10-Q
Q2 FY2025 · 2025-03-01→2025-05-30filed revenue$5.87B+10.6%verifiedreported · us-gaap:Revenues10-Q
Q1 FY2025 · 2024-11-30→2025-02-28filed revenue$5.71B+10.3%verifiedreported · us-gaap:Revenues10-Q
FY2024 · 2023-12-02→2024-11-29filed revenue$21.50B+10.8%verifiedreported · us-gaap:Revenues10-K
Q4 FY2024 · 2024-08-31→2024-11-29filed revenue$5.61B+11.1%verifiedderived · us-gaap:Revenues
Derived: fiscal-year revenue (10-K filed 2025-01-13) minus nine-month year-to-date revenue (10-Q filed 2024-09-25). Q4 is not filed as a three-month figure.
10-K
Q3 FY2024 · 2024-06-01→2024-08-30filed revenue$5.41B+10.6%verifiedreported · us-gaap:Revenues10-Q
Q2 FY2024 · 2024-03-02→2024-05-31filed revenue$5.31B+10.2%verifiedreported · us-gaap:Revenues10-Q
Q1 FY2024 · 2023-12-02→2024-03-01filed revenue$5.18B+11.3%verifiedreported · us-gaap:Revenues10-Q
FY2023 · 2022-12-03→2023-12-01filed revenue$19.41B+10.2%verifiedreported · us-gaap:Revenues10-K
Q4 FY2023 · 2023-09-02→2023-12-01filed revenue$5.05B+11.6%verifiedderived · us-gaap:Revenues
Derived: fiscal-year revenue (10-K filed 2024-01-17) minus nine-month year-to-date revenue (10-Q filed 2023-09-27). Q4 is not filed as a three-month figure.
10-K
Q3 FY2023 · 2023-06-03→2023-09-01filed revenue$4.89B+10.3%verifiedreported · us-gaap:Revenues10-Q
Q2 FY2023 · 2023-03-04→2023-06-02filed revenue$4.82B+9.8%verifiedreported · us-gaap:Revenues10-Q
Q1 FY2023 · 2022-12-03→2023-03-03filed revenue$4.66B+9.2%verifiedreported · us-gaap:Revenues10-Q
FY2022 · 2021-12-04→2022-12-02filed revenue$17.61B+11.5%verifiedreported · us-gaap:Revenues10-K
Q4 FY2022 · 2022-09-03→2022-12-02filed revenue$4.53B+10.1%verifiedderived · us-gaap:Revenues
Derived: fiscal-year revenue (10-K filed 2023-01-17) minus nine-month year-to-date revenue (10-Q filed 2022-09-28). Q4 is not filed as a three-month figure.
10-K
Q3 FY2022 · 2022-06-04→2022-09-02filed revenue$4.43B+12.7%verifiedreported · us-gaap:Revenues10-Q
Q2 FY2022 · 2022-03-05→2022-06-03filed revenue$4.39B+14.4%verifiedreported · us-gaap:Revenues10-Q
Q1 FY2022 · 2021-12-04→2022-03-04filed revenue$4.26B+9.1%verifiedreported · us-gaap:Revenues10-Q
FY2021 · 2020-11-28→2021-12-03filed revenue$15.79B+22.7%verifiedreported · us-gaap:Revenues10-K
Q4 FY2021 · 2021-09-04→2021-12-03filed revenue$4.11B+20.0%verifiedderived · us-gaap:Revenues
Derived: fiscal-year revenue (10-K filed 2022-01-21) minus nine-month year-to-date revenue (10-Q filed 2021-09-29). Q4 is not filed as a three-month figure.
10-K
Q3 FY2021 · 2021-06-05→2021-09-03filed revenue$3.94B+22.0%verifiedreported · us-gaap:Revenues10-Q
Q2 FY2021 · 2021-03-06→2021-06-04filed revenue$3.83B—verifiedreported · us-gaap:Revenues10-Q
Q1 FY2021 · 2020-11-28→2021-03-05filed revenue$3.90B—verifiedreported · us-gaap:Revenues10-Q