ADOBE INC. (ADBE) Form 8-K — Sep 10, 2026
Adobe reported record Q3 FY2026 results on Sept. 10, 2026, with revenue of $6.76 billion, up 13% year over year (12% in constant currency). GAAP diluted EPS was $4.62 and non-GAAP EPS was $6.13, on GAAP net income of $1.83 billion and non-GAAP net income of $2.42 billion. The AI story was the headline: Adobe AI-first ARR grew more than 150% year over year and the company crossed a milestone of 1 billion monthly active users across creativity and productivity solutions.
Key figures
- Eps
- 4.62
- Revenue
- 6760000000
- Guidance
- Q4 FY2026: revenue $6.80B-$6.85B, GAAP EPS $4.65-$4.70, non-GAAP EPS $6.30-$6.35; updated FY2026: revenue $26.576B-$26.626B, GAAP EPS $18.12-$18.17, non-GAAP EPS $24.45-$24.50, ending ARR growth 10.2% YoY
- Net Income
- 1827000000
- Revenue Yoy
- 13% (12% constant currency)
- Total Assets
- 29981000000
- Cash Position
- 4359000000
- Rpo
- $22.16 billion
- Total arr
- $27.50 billion
- Non gaap eps q3
- 6.13
- Gaap tax rate q3
- 22.5%
- Buyback dollars q3
- $2.23 billion
- Crpo percent of rpo
- 67%
- Monthly active users
- 1 billion (milestone)
- Non gaap tax rate q3
- 18.0%
- Prior year q3 revenue
- $5.99 billion
- Shares repurchased q3
- approximately 9.5 million
- Diluted share count q3
- 395 million
- Non gaap net income q3
- $2.42 billion
- Operating cash flow q3
- $2.52 billion (record Q3)
- Prior year q3 gaap eps
- 4.18
- Ai first arr growth yoy
- more than 150%
- Gaap operating income q3
- $2.35 billion
- Bpc subscription revenue q3
- $1.91 billion (+16% YoY)
- Cmp subscription revenue q3
- $4.65 billion (+13% YoY)
- Non gaap operating income q3
- $2.97 billion
- Customer group subscription revenue
- $6.56 billion (+14% YoY)
Price after filing
Close on the filing date to close N calendar days later (from $254.86). Historical, not a forecast.
AI analysis
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