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CLAIM #4308 · Adobe Systems Incorporated (ADBE) · 2026Q1 earnings call · Mar 12, 2026 · due Dec 31, 2026

If you think about the fact that we reaffirmed our targets, I mean, that would imply that we would expect double-digit ending book of business growth for the remaining 3 quarters.

Shantanu Narayen · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Ending book of business growth rate, year-over-year, as reported quarterly

It came true if: Double-digit YoY ending book of business growth (>= 10%) in each of the next 3 reported quarters

Where: Company quarterly earnings call management commentary / investor materials disclosing ending book of business growth

In context

or the selection. So I would suspect it will take a few months. This is not because I have just notified them. So hopefully gives you that a little flavor for that. And I'll start on the other question, Alex, a little bit and then ask David and Dan, which is, the way you have to think about it is our traffic patterns in terms of creativity at adobe.com is only going up and to the right. We have 2 options in terms of how we guide that traffic. We can guide that to ARR that comes immediately or we can guide it to a long-term value and what drives greater long-term value in terms of getting the right product. And increasingly, we're ensuring that we transition. So top line traffic is good, and that's why when we say dampen, I like phase shift also a little bit because that sort of moves out. If you think about the fact that we reaffirmed our targets, I mean, that would imply that we would expect double-digit ending book of business growth for the remaining 3 quarters. So hopefully, that gives you some flavor. But David? David Wadhwani: Yes. I'm happy to just add on a little bit there. So as Shantanu indicated, we look at creativity as a whole as bigger than it's ever been. And if we look forward, we couldn't be more excited about the fact that literally everyone in the world is going to be creating. They're going to be creating visually. They're going to be creating images, the videos, designs, and that's really our wheelhouse, right? And if we think about the shape of that broader creative audience, that is evolving, right? So we have creators now representing basically anyone in the world that wants to create visually. We have creative professionals who are under more and more pressure to create more prolifically and more content and we have enterpri

Verify independently

SEC filings for ADBE · Claim quote is verbatim from the 2026Q1 earnings call.