“Our extensive customer base, innovative CXO products, and robust pipeline, give us confidence for a seasonally strong second half.”

In context

“enterprise AI platforms including Microsoft Copilot, Anthropic, OpenAI, Google Gemini. Our partnership with NVIDIA brings CX enterprise coworker capabilities into the NemoClaw enterprise agent platform. Enabling brands to deploy, Adobe's customer experience intelligence within NVIDIA's secure policy-governed, open-shell run time. Leading global agencies Dentsu, Havas, Omnicom, Publicis, Stagwell, and WPP are standardizing on Adobe, combining our AI powered capabilities with their unique IP and industry expertise, to co develop innovative differentiated solutions for joint clients. Our vision, deep expertise, and creativity in marketing, track record of innovation, and broad partner ecosystem uniquely position Adobe as the partner of choice for AI powered customer experience orchestration. Our extensive customer base, innovative CXO products, and robust pipeline, give us confidence for a seasonally strong second half. I will now pass it to Steven. Steven Day: Thanks, Anil. Today, I will start by summarizing Adobe's performance in Q2 FY 26, highlighting growth drivers across our customer groups, I will finish with our financial targets. In Q2, Adobe achieved record revenue of $6.62 billion growing 13% year-over-year as reported and 11% in constant Diluted earnings per share was $4.25 on a GAAP basis and $5.96 on a non GAAP basis. Our GAAP results reflected a $70 million or $0.17 per share of a non cash goodwill impairment charge related to our Publishing and Advertising reporting unit. Q2 financial highlights included total Adobe ending ARR of $27.1 billion growing 12.5% year over year including approximately $480 million from the acquisition of SEMrush. Total customer group subscription revenue of $6.3”