CLAIM #4336 · Adobe Systems Incorporated (ADBE) · 2026Q2 earnings call · Jun 11, 2026 · due Nov 30, 2026
“Given we will be making more of these changes, in Q3 as it relates to you know, changing the traffic patterns, and we expect our seasonal enterprise strength. The enterprise and everything we are doing around content continues to be an area of strength for us. That will be perhaps a little bit more proportionately in Q4 than it was in, Q4 in the last few years.”
Shantanu Narayen · CEO
How to check this claim
Look at: Proportion of fiscal second-half net-new ARR (or ARR growth) contributed in Q4 versus Q3
It came true if: Q4 share of H2 net-new ARR is higher than the historical ~60% Q4/40% Q3 split seen in fiscal 2024 and fiscal 2025
Where: Company-disclosed ARR figures in Adobe's Q3 and Q4 FY2026 earnings releases/shareholder letters
In context
“me of it as it relates to the amount that we have on Firefly. So we shared some numbers. On that as well as on express, you know, which are growing well, but that will play out, I think, over 2027. More important, I think it sets the company up for the right, you know, sort of really growing our customer base, which, like we have done, with Reader, you know, then pays off for decades. And maybe the other thing, just to give color because I am sure people will ask this question. As you think about it in terms of how it plays out over the second half, you know, maybe the way to think about it is if you go back and look at our fiscal 2024 or our fiscal 2025 results, yeah, you can understand whatever our second half ARR expectations are. They probably typically pay out 40 and 60 in Q3 and Q4. Given we will be making more of these changes, in Q3 as it relates to you know, changing the traffic patterns, and we expect our seasonal enterprise strength. The enterprise and everything we are doing around content continues to be an area of strength for us. That will be perhaps a little bit more proportionately in Q4 than it was in, Q4 in the last few years. So, hopefully, that gives you both color on the line optimizations we can always introduce. But we wanted to be transparent with you. I think as it relates to the moving of the freemium, hopefully, we gave you a lot of indication as to why now all of the early success that we are seeing. And I just wanted to make sure you had color as to how that might play out in Q3 and Q4 as you do your modeling. Operator: And once again, if you would like to And we will take our next question from Matt Swanson with RBC Capital Markets. Matt Swanson: Brent. Thank you guys so much for taking my question. Not to front-run Cannes too much, but if we could focus a little bit on the brand visibility solution and kind of the broader idea of what SEMRush brings to the Adobe platform. You just kinda talk a litt”
Verify independently
SEC filings for ADBE ↗ · Claim quote is verbatim from the 2026Q2 earnings call.