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Source document· June 11, 2026

Adobe Reports Record Q2 Results

View original at finance.yahoo.com
Adobe Reports Record Q2 Results Adobe Raises FY26 Total Revenue and Non-GAAP EPS Targets AI-first ARR triples year over year and exceeds $500 million SAN JOSE, Calif., June 11, 2026--(BUSINESS WIRE)--Adobe (Nasdaq:ADBE), the global technology leader that unleashes creativity and productivity for individuals and busines…
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  • FY26 financial targets factor in the acquisition of Semrush Holdings, Inc. and assume current macroeconomic conditions.

    60% confidence

  • AI-first ARR tripled year over year and exceeded $500 million.

    60% confidence

  • Adobe is bringing AI products to consumers, business professionals, creators, and marketers to deliver on its mission to Empower Everyone to Create.

    60% confidence

  • Q2 FY2026 GAAP results reflect a $0.17 per share non-cash goodwill impairment charge related to the Publishing & Advertising reporting unit.

    60% confidence

  • Adobe delivered record revenue of $6.62 billion in Q2 reflecting strong AI-driven demand across customer groups and is raising full-year fiscal 2026 revenue and non-GAAP EPS targets.

    60% confidence

Data points we hold from this source

Adobe Inc. · backlog27.10 USD
Adobe Inc. · margin2.24 USD
Adobe Inc. · eps4.25 USD
Adobe Inc. · cash2.17 USD
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AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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