Adobe Inc.'s management explains the business in its own materials. The slides below do the most of that work, pulled from the documents preserved in Sources. Each source link opens the complete presentation at that slide in a new tab.
Management's fullest current overview — mission, the AI-era market opportunity, the product portfolio, business momentum and capital return. · Open the full document →
p. 3 — The mission in one line — 'Empowering everyone to create' — the frame for everything that follows. · Open the full presentation →p. 4 — Adobe's three customer groups and what each buys: quick consumer/pro apps, professional creative tools, and enterprise experience orchestration. · Open the full presentation →p. 5 — How AI reshapes the addressable market — new surfaces, agents, models and pricing, laid out for individuals versus enterprises. · Open the full presentation →p. 6 — The full AI product map — apps, agents, models and business models across individuals and enterprises, with the metrics that track them. · Open the full presentation →p. 7 — Adobe Summit at a glance: ~14,000 attendees, the enterprise partner roster, and the customer-experience products it launched. · Open the full presentation →p. 10 — >$26B total ARR and the momentum beneath it — 850M+ MAU, Firefly and GenStudio ARR, and $400M+ AI-first ARR. · Open the full presentation →p. 11 — Capital return: the new $25B share-repurchase authorization running through April 2030. · Open the full presentation →
The latest quarterly deck: current financials, the product-to-segment map, and revenue split across the two reported customer groups. · Open the full document →
p. 4 — Strategic product platform — which products serve each customer group, all sitting on the Adobe AI Platform. · Open the full presentation →p. 17 — Q2 FY2026 scorecard on one page — $6.62B revenue, EPS, operating margins, $27.1B ARR, cash flow and RPO. · Open the full presentation →p. 19 — Revenue by customer group — $1.85B Business Professionals & Consumers versus $4.54B Creative & Marketing Professionals. · Open the full presentation →
Q4 & Full-Year FY2025 Earnings Call — Q4 FY2025 · 29 pages · Full-year FY2025 results, the announced Semrush acquisition, and the initial FY2026 revenue, ARR and EPS targets management set. · Open →
Q4 & Full-Year FY2024 Earnings Call — Q4 FY2024 · 24 pages · The FY2024 full-year results and the FY2025 targets that framed the prior year's plan — a baseline for measuring progress. · Open →
