Adobe posts record quarter, lifts guidance as AI push pays off

Tech Software & Services Written by: Angela Harmantas 16:17 Thu 10 Sep 2026 --> Disclaimer No investment advice About this content Editorial Standards & Policies Share article About this content × About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government. She earned a Bachelor of... Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and actionable business and finance news content to a global investment audience. All our content is produced independently by our experienced and qualified teams of news journalists. Proactive news team spans the world’s key finance and investing hubs with bureaus and studios in London, New York, Toronto, Vancouver, Sydney and Perth. We are experts in medium and small-cap markets, we also keep our community up to date with blue-chip companies, commodities and broader investment stories. This is content that excites and engages motivated private investors. The team delivers news and unique insights across the market including but not confined to: biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto and emerging digital and EV technologies. Use of technology Proactive has always been a forward looking and enthusiastic technology adopter. Our human content creators are equipped with many decades of valuable expertise and experience. The team also has access to and use technologies to assist and enhance workflows. Proactive will on occasion use automation and software tools, including generative AI. Nevertheless, all content published by Proactive is edited and authored by humans, in line with best practice in regard to content production and search engine optimisation. Adobe Inc ( NASDAQ:ADBE ) View Price & Profile Adobe posts record quarter, lifts guidance as AI push pays off Published: 16:17 10 Sep 2026 EDT Adobe Inc (NASDAQ:ADBE) reported record third-quarter results that beat Wall Street estimates and raised its full-year revenue and profit guidance, as the software company's push into artificial intelligence tools continues to gain traction. The company posted third-quarter revenue of $6.8 billion, up 13% from a year earlier and ahead of analyst estimates of $6.69 billion. Adjusted earnings per share came in at $6.13, topping estimates of $6.09 and up 15% year-over-year. Annual recurring revenue reached $27.5 billion, with AI-first ARR growth exceeding 150%. "Adobe delivered record Q3 results, reflecting the strength of our AI innovation, expanding customer reach and leadership across creativity, productivity and customer experience," said Shantanu Narayen, CEO, Adobe. For the full fiscal year, Adobe now expects revenue of $26.58 billion to $26.63 billion, above the previous estimate of $26.51 billion, and earnings per share of $24.45 to $24.50, topping the $24.36 estimate. The company guided for ARR growth of 10.2% year-over-year. For the fourth quarter, Adobe forecast revenue of $6.80 billion to $6.85 billion, compared with estimates of $6.84 billion, and EPS of $6.30 to $6.35 against estimates of $6.32. "Adobe delivered double-digit revenue and EPS growth in Q3 and we're raising full year revenue and EPS targets," said Steve Day, senior vice president and interim CFO, Adobe. By segment, Customer Groups generated $6.6 billion in net revenue, up 14% year-over-year. Business Professionals & Consumers revenue rose 16% to $1.9 billion, while Creative & Marketing Professionals revenue grew 13% to $4.7 billion. The company also said it surpassed 1 billion monthly active users during the quarter. "Reaching a landmark of more than one billion monthly active users is a defining moment for Adobe, and I have confidence that Anil will build on this momentum to drive Adobe's next chapter of growth and innovation in the AI era," Narayen said. Shares of Adobe rose around 1.3% afterhours. Continue reading