Group 1 - Adobe forecasts fiscal 2026 revenue and profit above Wall Street expectations, indicating strong demand for its design tools and increasing monetization of AI offerings [1][4] - The company has seen a 35% year-over-year increase in monthly active users for its freemium offerings, surpassing 70 million users [2] - Adobe's acquisition of Semrush for $1.9 billion aims to enhance marketers' understanding of brand visibility through online searches and generative AI bots [3] Group 2 - Adobe expects annual revenue between $25.90 billion and $26.10 billion, slightly above the estimated $25.87 billion [4] - The company anticipates adjusted annual earnings per share between $23.30 and $23.50, exceeding the estimate of $23.34 per share [4] - In the fourth quarter, Adobe reported revenue of $6.19 billion, surpassing estimates of $6.11 billion [5]
Adobe sees upbeat annual results on AI, design software strength