Adobe Q3 Revenue Rises 13% to $6.76B, AI-First ARR Up 150%
TL;DR
- Adobe Q3 FY2026 revenue hit $6.76 billion, up 13% year over year, with total ARR reaching $27.50 billion exiting the quarter.
- The company said its AI-first ARR grew more than 150% year over year, though it did not publish an absolute dollar figure for that book.
- Q4 guidance calls for revenue of $6.80–$6.85 billion and non-GAAP EPS of $6.30–$6.35, alongside a 1 billion monthly active user milestone.
Adobe posted Q3 fiscal 2026 revenue of $6.76 billion, up 13% year over year, and said its AI-first ARR grew more than 150% over the same period, according to the company's earnings release on Stock Titan. Total ARR exited the quarter at $27.50 billion.
"Adobe delivered record Q3 results, reflecting the strength of our AI innovation, expanding customer reach and leadership across creativity, productivity and customer experience," chair and CEO Shantanu Narayen said in the release. Senior vice president and interim CFO Steve Day added that Adobe is "raising full year revenue and EPS targets."
The company also flagged a milestone of 1 billion monthly active users across its creativity and productivity products. Business Professionals & Consumers subscription revenue reached $1.91 billion, up 16%; Creative & Marketing Professionals came in at $4.65 billion, up 13%. Non-GAAP diluted EPS was $6.13.
For Q4, Adobe guided to revenue of $6.80 to $6.85 billion and non-GAAP EPS of $6.30 to $6.35. The release does not publish an absolute dollar figure for AI-first ARR, so the 150% growth is measured off an undisclosed base. The print lands days after Adobe embedded Firefly, Veo, Runway, Kling, and Luma into Premiere, one of a run of generative-video moves we've tracked this month.
Originally reported by stocktitan.net
Read the original article →Original headline: Adobe Q3 Revenue Up 13% to $6.76B as AI-First ARR Jumps More Than 150% Year Over Year