Adobe (NasdaqGS:ADBE) Earnings Call Presentation

Financial Performance & Targets - Adobe reaffirms its Q4 FY2025 total revenue target to be between $6075 billion and $6125 billion[14] - Adobe reaffirms its FY2025 total revenue target to be between $2365 billion and $2370 billion[62] - The company's Digital Media segment revenue is targeted at $453 billion to $456 billion for Q4 FY2025 and $1756 billion to $1759 billion for FY2025[62] - Digital Experience segment revenue is targeted at $1495 billion to $1515 billion for Q4 FY2025 and $584 billion to $586 billion for FY2025[62] - Digital Experience subscription revenue is targeted at $1395 billion to $1410 billion for Q4 FY2025 and $539 billion to $541 billion for FY2025[62] Growth & Innovation - Adobe's AI-influenced ARR surpassed $5 billion exiting Q3FY25, up from over $35 billion exiting FY24[65] - Acrobat and Express have over 700 million monthly active users (MAU), growing 25% year-over-year[65] - Key components of GenStudio have ARR surpassing $1 billion, growing over 25% year-over-year[65] Customer Focus - Adobe is focusing on AI-powered apps for Business Professionals & Consumers, creative power for Creative Professionals, and customer experience orchestration for Marketing Professionals[19] - The company's strategy includes strategic product platform initiatives across Acrobat + Express, Firefly, Creative Cloud, AEP + Apps, and AEM + Agentic Web[21] - One Adobe deals are growing 60% year-over-year[65]