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ADBE Earnings September 2026
September 10 @ 12:00 pm - 1:00 pm
ADBE Earnings September 2026
ADBE Quarterly Earnings: Non-GAAP EPS $6.13 (beat consensus $6.07), revenue $6.76 billion (beat consensus $6.69 billion, +13% YoY); soft Q4 revenue guidance triggered a share price dip (Thursday, at 12:00 pm ET (5:00 pm London)).
Date to be confirmed by the publisher; this is the scheduled date.
- Actual
- Non-GAAP EPS $6.13
Updated
Adobe reported record third-quarter fiscal 2026 revenue of $6.76 billion and non-GAAP earnings per share of $6.13, both ahead of analyst estimates, but shares fell after the company issued softer than expected fourth-quarter revenue guidance on September 10, 2026.
Adobe Inc (NASDAQ: ADBE) is expected to report its fiscal third-quarter 2026 results on Thursday, September 10, 2026, with the earnings call typically starting around 12:00 pm ET (5:00 pm London). The report will be published by Adobe itself, alongside a live investor call hosted by company executives. Markets watch this release closely because Adobe is a bellwether for enterprise software spending, digital advertising budgets and the pace at which artificial intelligence tools are being adopted by creative and marketing professionals. Full schedule and background: ADBE earnings hub.
Adobe has not yet confirmed the exact date and time for this release. Software companies including Adobe typically report quarterly results in the second week of the relevant month, and this page will be updated once Adobe issues an official notice.
What is Adobe’s quarterly earnings report?
Adobe’s quarterly earnings report is a scheduled disclosure of the company’s financial performance over the preceding three months, required of all publicly listed companies in the United States. It includes revenue, profit, earnings per share (EPS, meaning how much profit is attributed to each outstanding share), and guidance, which is management’s own forecast for the coming quarter. Adobe splits its business into three main segments: Digital Media (Creative Cloud and Document Cloud, including products such as Photoshop and Acrobat), Digital Experience (marketing and analytics software for businesses), and Publishing. Participants on the earnings call usually include the chief executive, chief financial officer, and a group of equity analysts from major investment banks who ask questions about growth drivers, pricing and competitive pressure.
Because Adobe sells subscriptions rather than one-off licences, investors pay close attention to metrics such as annualised recurring revenue (ARR), which measures the value of subscription contracts on an annual basis, and how much of that growth is being driven by artificial intelligence features embedded in its products.
When is Adobe’s Q3 FY2026 earnings report and how to follow it
The report is scheduled for Thursday, September 10, 2026, with the press release expected after the US market closes and the earnings call to follow around 12:00 pm ET (17:00 London time). As noted above, this date has not been formally confirmed by Adobe, so investors should treat it as an estimate based on the company’s usual reporting pattern rather than a locked-in date. Once Adobe issues its official press release date, typically a few weeks beforehand, this page will be updated to reflect it.
Results and the accompanying investor presentation are normally published on Adobe’s investor relations website, with a live audio webcast of the call available to anyone, not just institutional investors. A replay is usually posted within a few hours for those in different time zones, which matters for readers in Asia where the call falls in the early hours of the following morning, and for those in Europe where it lands in the early evening.
What to expect from Adobe’s Q3 FY2026 results
A consensus forecast for Q3 FY2026 has not yet been published. Analyst estimates typically firm up in the weeks immediately before the report, drawing on data compiled by services such as LSEG and FactSet. When those estimates become available, this page will be updated with the consensus figures and the source.
Investors are likely to focus on several themes carried over from recent quarters. First, the pace of growth in Adobe’s Digital Media segment, which includes Creative Cloud subscriptions and has been the company’s largest source of revenue. Second, the contribution of generative AI features, such as Firefly, to both new subscriptions and to average revenue per user, since Adobe has previously flagged AI-influenced annualised recurring revenue as a specific metric worth watching. Third, trends in the Digital Experience segment, which serves corporate marketing departments and can be sensitive to broader corporate spending on advertising and data software. Finally, any change to full-year guidance will be scrutinised, since Adobe’s own targets often set the tone for how the stock reacts regardless of the headline beat or miss.
The table below shows Adobe’s four most recent quarterly results as reported to investors, according to Adobe’s own investor relations disclosures and contemporaneous reporting by outlets including CNBC and Yahoo Finance.
| Quarter | Revenue | Non-GAAP EPS | vs estimate |
|---|---|---|---|
| Q3 FY2025 (reported September 11, 2025) | $5.99 billion | $5.31 | Beat consensus, according to LSEG-compiled estimates cited by CNBC |
| Q2 FY2025 | Not verified for this page | Not verified for this page | Not verified for this page |
| Q1 FY2025 | Not verified for this page | Not verified for this page | Not verified for this page |
| Q4 FY2024 | Not verified for this page | Not verified for this page | Not verified for this page |
Readers should treat the three unverified rows above as placeholders pending confirmation from Adobe’s investor relations filings, rather than as confirmed figures.
What the outcome could mean
| Scenario | Likely market read | Plain-English meaning |
|---|---|---|
| Beat on revenue and EPS, with raised guidance | Shares likely to rise, particularly if AI-related revenue accelerates | Adobe is selling more subscriptions and its AI tools are translating into paying customers, which supports the case that software companies can monetise generative AI |
| In line with prior trends, modest guidance | Muted reaction, possible focus on management commentary about AI monetisation | Business is stable but investors may want clearer evidence that AI features are driving meaningfully faster growth |
| Miss on revenue, EPS or guidance, or a slowdown in Digital Media growth | Shares likely to fall, with read-through for other software and creative-tools companies | Signals that either enterprise software spending is slowing or that competition, including from AI-native tools, is starting to weigh on Adobe’s core Creative Cloud business |
What It Means for Your Money
Adobe is one of the largest constituents of major US technology indices, meaning it sits inside many popular index funds and exchange-traded funds, including those tracking the S&P 500 and Nasdaq 100. If you hold a workplace pension or a personal investment account with any exposure to US equities or a global tracker fund, a sharp move in Adobe’s share price after this report will have a small but real effect on the value of your holdings, even if you have never bought Adobe shares directly.
The report also matters beyond Adobe itself. Software and technology stocks often move together on earnings days, so a strong or weak result can affect sentiment towards other creative-software, marketing-technology and AI-adjacent companies listed in the US, Europe and Asia. For freelancers, designers, marketers and small businesses that rely on Adobe’s Creative Cloud subscription, any commentary on pricing changes during the call could be an early signal of future subscription cost increases.
There is no direct link between this earnings report and mortgage rates, savings rates or the value of the pound, dollar or euro, since Adobe’s results are a company-specific event rather than a macroeconomic one. However, if the report contributes to a broader shift in sentiment towards US technology shares, that can filter through to pension funds and investment portfolios that are heavily weighted towards big technology names, a common feature of many popular global equity funds.
Related events
- Adobe’s fiscal Q4 2026 earnings report, expected in December 2026
- US non-farm payrolls report for September 2026, which can influence broader technology sector sentiment around the same period
- Other major US technology earnings released in the same reporting season, which together shape the market narrative on AI spending
Frequently Asked Questions
What time does Adobe report Q3 FY2026 earnings?
The report is expected around 12:00 pm ET (5:00 pm London time) on September 10, 2026, though Adobe has not formally confirmed this date.
What was Adobe’s prior quarterly result?
In Q3 FY2025, reported on September 11, 2025, Adobe posted non-GAAP EPS of $5.31 on revenue of $5.99 billion, according to Adobe’s own investor relations materials and reporting by CNBC and Yahoo Finance.
Is there a consensus forecast for this report yet?
No, a consensus forecast has not yet been published. Analyst estimates for Adobe’s Q3 FY2026 results are expected to be compiled by services such as LSEG and FactSet closer to the reporting date.
Where can I watch Adobe’s earnings call live?
Adobe typically streams its earnings call as a live audio webcast on its investor relations website, with a replay made available afterwards for those in different time zones.
Why does Adobe’s earnings report matter beyond its own shareholders?
Because Adobe is a large, widely held technology company, its results can influence sentiment across index funds, pension portfolios and other software and AI-related stocks in the US, Europe and Asia.
Results: Adobe Q3 FY2026 Earnings
| Measure | Consensus | Actual | Prior (Q3 FY2025) |
|---|---|---|---|
| Revenue | $6.69 billion | $6.76 billion (record, +13% YoY) | $5.99 billion |
| Non-GAAP EPS | $6.07 | $6.13 | $5.31 |
| GAAP EPS | Not separately tracked here | $4.62 | Not verified for this page |
Adobe reported record quarterly revenue of $6.76 billion for the third quarter of fiscal 2026, up 13% year on year, according to the company’s own SEC filing. Non-GAAP earnings per share, which strips out certain items such as stock-based compensation, came in at $6.13, ahead of the analyst consensus of $6.07 tracked by Investing.com. This landed close to the beat-and-raise scenario flagged in the earlier preview, with both revenue and profit ahead of Wall Street’s expectations for a fifth consecutive quarter of double-digit revenue growth.
Despite the headline beat, Adobe’s guidance for the fourth quarter came in below what some investors had hoped for, which overshadowed the strong Q3 print. This is a familiar pattern for the stock: Adobe shares have fallen after 10 of its last 12 earnings reports, according to Benzinga, even when quarterly results themselves have topped estimates.
Market Reaction
Adobe shares fell in the aftermath of the report as investors focused on the softer fourth-quarter revenue guidance rather than the Q3 beat itself, according to Investing.com. The move added to a difficult year for the stock, which had already fallen around 27% year to date heading into the print amid concerns that generative AI tools could erode demand for Adobe’s core Creative Cloud products, alongside uncertainty tied to a chief executive transition, according to Parameter.
Options markets had priced in an implied move of roughly 5.4% around the earnings date, according to Trader Central, and the actual reaction fell within that range. As with previous quarters, the market’s focus has shifted quickly from the headline beat towards forward-looking metrics such as annualised recurring revenue growth in Digital Media and any AI-related contribution to future guidance, both of which will remain in focus heading into Adobe’s fiscal fourth-quarter report expected in December 2026.
What this means for your money now
For anyone holding a pension or investment fund with exposure to US technology shares, this report is a reminder that a strong headline earnings beat does not guarantee a rising share price if forward guidance disappoints. Adobe’s share price decline, following a similar pattern in previous quarters, adds to a run of underperformance for the stock relative to the broader market this year, which can weigh modestly on diversified funds and index trackers that hold Adobe as one of their larger technology positions.
There is no direct read-through from this report to mortgage rates, savings rates or currency markets, since this remains a company-specific event. However, continued weakness in a major software and AI-adjacent stock can contribute to broader caution around technology valuations, which is worth watching for anyone with a portfolio concentrated in US growth or technology funds.
