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CLAIM #4267 · Adobe Systems Incorporated (ADBE) · 2025Q3 earnings call · Sep 11, 2025 · due Nov 30, 2025

Adobe AI influenced ARR surpassed $5 billion and we expect it to continue to rise as a percent of our business.

Dan Durn · CFO

CANNOT_DETERMINE
versus commitment · official band 5 percent
Committed
Adobe AI influenced ARR surpassed $5 billion and we expect it to continue to rise as a percent of our business
Reported
Total new AI-influenced ARR now exceeds one-third of our overall book of business

How to check this claim

Look at: Adobe AI-influenced ARR as a percent of total ARR/business (as disclosed by management)

It came true if: Reported AI-influenced ARR percentage of business in Q4 FY2025 higher than the Q3 FY2025 level (i.e., directionally rising)

Where: Management commentary on Q4 FY2025 earnings call / investor materials

In context

back to Dan. Daniel Durn: Thanks, Anil. Today, I'll start by summarizing Adobe's performance in Q3 Fiscal 2025, highlighting growth drivers across our businesses, and I'll finish with our targets. In Q3, we exceeded our targets and once again delivered double-digit top line and EPS growth. We're driving demand by infusing AI into our category-leading solutions as well as delivering new AI-first products across Business Professionals and Consumers. Creative Professionals and creators and Marketing Professionals. Adobe achieved revenue of $5.99 billion, which represents 11% year-over-year growth as reported or 10% in constant currency. GAAP diluted earnings per share in Q3 was $4.18 and non-GAAP diluted earnings per share was $5.31 reflecting 11% and 14% year-over-year growth, respectively. Adobe AI influenced ARR surpassed $5 billion and we expect it to continue to rise as a percent of our business. Notably, ARR from our new AI-first products including Firefly, Acrobat AI Assistant and GenStudio for performance marketing has already achieved our end-of-year target of over $250 million. Third quarter business and financial highlights included: Digital Media revenue of $4.46 billion. Digital Media ending ARR of $18.59 billion, growing 11.7% year-over-year. Digital Experience revenue of $1.48 billion, cash flows from operations of $2.20 billion which is a record for Q3. And exiting quarter remaining performance obligations were $20.44 billion, growing 13% year-over-year or 12% in constant currency and CRPO growing 10% as reported and in constant currency. In our Digital Media segment, we achieved 12% year-over-year revenue growth as reported or 11% in constant currency. We exited the qu

Verify independently

SEC filings for ADBE · Claim quote is verbatim from the 2025Q3 earnings call.