Adobe(US:ADBE)2025-09-11 21:00Q3 FY2025 Financial Performance - Adobe achieved a record revenue of $5.99 billion, representing a 10% year-over-year growth[14] - GAAP earnings per share was $4.18, and non-GAAP earnings per share was $5.31, a 14% year-over-year increase[14] - Digital Media segment revenue reached $4.46 billion, up 11% year-over-year[30, 68] - Digital Experience segment revenue was $1.48 billion, a 9% year-over-year increase[49, 68] - Digital Experience subscription revenue totaled $1.37 billion, growing 11% year-over-year[49, 62] AI and Product Innovation - AI-influenced ARR surpassed $5 billion, exceeding initial targets[25, 65] - ARR from new AI-first products like Firefly and Acrobat AI Assistant exceeded the year-end target of $250 million[65] - Acrobat and Express monthly active users grew approximately 25% year-over-year[27, 72] - AEP and Apps ending ARR grew over 40% year-over-year[58, 76] Key Growth Drivers and Metrics - Acrobat AI Assistant units grew over 40% quarter-over-quarter, with engagement increasing nearly 50%[38] - Express adoption increased significantly, with a 4x increase in businesses adding Express compared to the previous year[38, 72] - Firefly App MAU grew 30% quarter-over-quarter, with 29 billion generations[48] - GenStudio components exceeded $1 billion in ARR, growing over 25% year-over-year[22, 85] FY2025 Targets - The company is targeting total revenue of $23.65 to $23.70 billion for FY25[95] - The company is targeting Digital Media segment revenue of $17.56 to $17.59 billion for FY25[95] - The company is targeting Digital Experience segment revenue of $5.84 to $5.86 billion for FY25[95]