Overview
- Adobe reported Q4 EPS of $5.50 on revenue of $6.19 billion, beating consensus estimates of $5.39 and $6.11 billion.
- Digital Media revenue reached $4.62 billion, up 11% year over year, and total subscription revenue rose 12% to $5.96 billion.
- The company guided fiscal 2026 GAAP EPS to $17.90–$18.10 and said it is targeting double-digit ARR growth.
- Adobe rolled out Photoshop, Adobe Express, and Acrobat inside ChatGPT, bringing its tools to the platform’s reported 800 million weekly users.
- Shares were little changed around $345 after the release, following weeks of mixed analyst moves and price‑target cuts.