CLAIM #4313 · Adobe Systems Incorporated (ADBE) · 2026Q1 earnings call · Mar 12, 2026 · due Dec 31, 2026
“And frankly, you'll continue to see more partnerships. So stay tuned.”
Shantanu Narayen · CEO
How to check this claim
Look at: Number of new publicly announced technology/model partnerships (e.g., similar to Google Nano Banana partnership)
It came true if: At least one new partnership announced beyond those disclosed as of 2026-03-12
Where: Company press releases, investor communications, or management commentary on subsequent earnings calls
In context
“ess to these different models because they have different brand attributes. And I think if you look at the larger companies like Google, we're actually with them and with Nano Banana, it's been a great partnership because we are providing them with a lot of customers and they're providing us with great technology. And so -- and to some degree, I look at that, and I think I may have said that in my prepared remarks. I definitely look at that as I looked at when iOS came along or Android came along or the browser came along, whether that's Edge or Chrome, or Mac and PC, frankly, every single environment in which people want to engage is additive to the opportunity. And if we don't think it's additive to the opportunity, we're just unnecessarily ignoring that. So that's the way I look at it. And frankly, you'll continue to see more partnerships. So stay tuned. I mean that's something that we continue to work on. Operator: We will take our next question from Brent Thill with Jefferies. Brent Thill: The dampening of ARR with new premium offerings, I guess, what gives you confidence on the back side that you can monetize this? Daniel Durn: Yes. So I would say, first of all, we already are monetizing it. You see the momentum we have with Express. You see the momentum we have with Firefly. And we've got a long history. Acrobat, I think, is the first freemium funnel around software, and it's the one of the most performing parts of our business. And so we feel good about the journey we've been on which takes a large surface area of highly engaged users, takes them on journeys where they dive deeper from a feature functionality standpoint, hit pay wall”
Verify independently
SEC filings for ADBE ↗ · Claim quote is verbatim from the 2026Q1 earnings call.