CLAIM #4314 · Adobe Systems Incorporated (ADBE) · 2026Q1 earnings call · Mar 12, 2026 · due Dec 31, 2026
“I don't see any reason why the trends we've seen in the business historically would inflect to drive a different dynamic as it relates to RPO, cRPO and translation to revenue.”
Dan Durn · CFO
How to check this claim
Look at: cRPO growth rate and its translation to revenue growth, year-over-year
It came true if: cRPO growth rate and revenue growth remain consistent with historical trend (within ~2 percentage points of prior year's growth rates), no material deceleration
Where: Adobe quarterly earnings release and 10-Q/10-K disclosures of RPO/cRPO and revenue
In context
“elieve that your revenue visibility via cRPO coverage might proportionately increase over the next number of years. Maybe just talk about that perhaps structural change that you foresee, if any, in your cRPO? Daniel Durn: Yes. Thanks, Jay. I appreciate the question. We're pleased with the momentum that we exited the year last year 2025, strong progression across all 3 customer audiences, and the business performed well. As we window into this year, you can see the strength in terms of our enterprise business and the way we're combining solutions from creativity to marketing to create those content automation solutions and help brands drive their business in this environment. So we're pleased with the progression and the performance and the strategy and the execution against that strategy. I don't see any reason why the trends we've seen in the business historically would inflect to drive a different dynamic as it relates to RPO, cRPO and translation to revenue. Shantanu Narayen: And Jay, I just wanted to say thank you for those kind thoughts. And I have to -- I'd be remiss if I didn't say that I'm even more excited about what we've been accomplishing as it relates to the AI transformation and the opportunity ahead of us. So we're going to stay really focused on capitalizing on that opportunity. Operator: We will take our next question from Saket Kalia with Barclays. Saket Kalia: Shantanu, I just want to start by echoing Jay's comments. I mean clearly, this has been a very dynamic space, but you've helped build one of the largest SaaS businesses in the world over the years. So let me just start by saying congrats. But maybe on that point, I was wondering just a bit of a broad question. What is the Board looking for in Adobe's next CEO? Shantanu N”
Verify independently
SEC filings for ADBE ↗ · Claim quote is verbatim from the 2026Q1 earnings call.