Workflow
Adobe Q3 report after the bell: Here's what to watch
AdobeAdobe(US:ADBE) Youtubeยท2025-09-11 15:51

Group 1 - Adobe's stock has lagged behind its peers this year, with fragile sentiment heading into its earnings report [1][2] - The company warned investors in June about a longer timeline for AI monetization, similar to Salesforce's situation [2] - A key initiative for Adobe is its Firefly Gen AI platform, which has contributed to nearly doubling paid subscriptions in the last quarter [3] Group 2 - Adobe's digital media annualized recurring revenue is crucial for assessing customer retention and spending power, especially after a price hike of up to 17% on some plans [4] - Despite beating earnings expectations for the past 20 quarters, Adobe's shares have declined following results in the last four reports, indicating potential user cancellations due to increased prices [5]