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Adobe Inc. (ADBE) operating KPIs

ADBENasdaqServices-Prepackaged SoftwareFiscal year ends November 27
Financials through Q3 FY2026, quarter ended Aug 28, 2026Last filing: 10-Q on Sep 22, 2026Score 20/3056% below fair value
$250.23+2.11 (+0.85%)

Close on Oct 30, 2026Market cap $97.39BP/E 14.0Yield –

KPIs

Operating metrics that drive Adobe's business · fiscal year ends Friday closest to November 30

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Adobe's fiscal year ends Friday closest to November 30 — Q3 2026 = Jun–Aug 2026.

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Q3 2026
2026-08-28
Q2 2026
2026-05-29
Q1 2026
2026-02-27
Q4 2025
2025-11-28
Q3 2025
2025-08-29
Q2 2025
2025-05-30
Q1 2025
2025-02-28
Q4 2024
2024-11-29
Q3 2024
2024-08-30
Q2 2024
2024-05-31
Q1 2024
2024-03-01
Q4 2023
2023-12-01
Total Adobe Annualized Recurring Revenue — ARR (period end)($M)3
27,50027,10026,06025,20024,74024,08023,50022,610
Total Adobe ARR growth y/y (stated)(%)
11.2%12.5%10.9%11.5%
Annual ending ARR currency revaluation adjustment entering FY2026 (stated)($M)
460
Semrush acquisition contribution to Total Adobe ending ARR in Q2 FY2026 (stated)($M)
480
Digital Media ARR (period end, legacy headline metric through FY2025)($M)4
19,20018,59018,09017,63017,33016,76016,25015,76015,170
Digital Media ARR growth y/y (stated)(%)
11.5%11.7%12.1%12.6%13.0%9.0%6.0%3.0%14.0%
Net new Digital Media ARR added in period (stated)($M)
578504487432569
Creative Cloud ARR (period end)($M)
13,85013,45013,11012,78012,370
Document Cloud ARR (period end)($M)
3,4803,3103,1502,9802,810
Total Customer Group subscription revenue($M)6
6,5566,3906,1715,9635,7655,6145,4565,3385,1525,0324,889
Growth y/y (stated)(%)
14.0%14.0%13.0%12.0%
Constant-currency growth y/y (stated)(%)
13.0%12.0%12.0%11.0%
Creative & Marketing Professionals — subscription revenue($M)2
4,6514,5374,3894,2454,1174,0193,9223,8413,7153,6433,550
Growth y/y (stated)(%)
13.0%13.0%12.0%11.0%11.0%10.0%10.0%
Constant-currency growth y/y (stated)(%)
12.0%11.0%11.0%10.0%10.0%11.0%
Business Professionals & Consumers — subscription revenue($M)2
1,9051,8531,7821,7181,6481,5951,5341,4971,4371,3891,339
Growth y/y (stated)(%)
16.0%16.0%16.0%15.0%15.0%15.0%15.0%
Constant-currency growth y/y (stated)(%)
15.0%15.0%15.0%14.0%14.0%15.0%
Other subscription revenue (non-customer-group / legacy products)($M)
262627262727
Semrush acquisition contribution to subscription revenue in Q2 FY2026 (stated)($M)
40
Digital Media subscription revenue (legacy segment disaggregation)($M)4
4,5534,3974,2804,1594,0733,9213,8283,7253,613
Creative Cloud revenue (total solution revenue)($M)2
3,3023,1883,1263,0662,995
Creative revenue growth y/y (stated)(%)
10.0%10.0%10.0%11.0%12.0%
Creative revenue constant-currency growth y/y (stated)(%)
11.0%11.0%11.0%12.0%14.0%
Document Cloud revenue (total solution revenue)($M)2
843807782750721
Document Cloud revenue growth y/y (stated)(%)
17.0%18.0%19.0%18.0%16.0%
Document Cloud revenue constant-currency growth y/y (stated)(%)
17.0%18.0%19.0%18.0%17.0%
Digital Media total segment revenue growth y/y (stated)(%)
11.0%12.0%11.0%11.0%12.0%11.0%11.0%12.0%13.0%
Digital Media total segment revenue constant-currency growth y/y (stated)(%)
11.0%11.0%12.0%12.0%12.0%12.0%12.0%13.0%14.0%
Digital Experience subscription revenue (legacy segment disaggregation)($M)4
1,4101,3681,3341,2971,2651,2311,2041,1641,123
Digital Experience subscription revenue growth y/y (stated)(%)
11.0%11.0%11.0%11.0%13.0%12.0%13.0%12.0%12.0%
Digital Experience subscription revenue constant-currency growth y/y (stated)(%)
11.0%11.0%11.0%11.0%12.0%12.0%13.0%12.0%12.0%
Digital Experience total segment revenue growth y/y (stated)(%)
9.0%9.0%10.0%10.0%10.0%10.0%9.0%10.0%10.0%
Digital Experience total segment revenue constant-currency growth y/y (stated)(%)
8.0%9.0%10.0%10.0%10.0%10.0%9.0%10.0%11.0%
Publishing and Advertising subscription revenue (legacy segment disaggregation)($M)
262627272728282727
Total Adobe revenue growth y/y (stated)(%)1
13.0%13.0%12.0%10.0%11.0%11.0%10.0%11.0%11.0%10.0%11.0%12.0%
Total Adobe revenue constant-currency growth y/y (stated)(%)
12.0%11.0%11.0%10.0%10.0%11.0%11.0%11.0%11.0%11.0%12.0%13.0%
Remaining performance obligations — RPO (contracted backlog, period end)($M)4
22,16022,27022,22022,52020,44019,69019,69019,96018,14017,86017,58017,220
RPO growth y/y (stated)(%)
8.0%13.0%13.0%13.0%13.0%10.0%12.0%16.0%15.0%16.0%
RPO constant-currency growth y/y (stated)(%)
8.0%12.0%12.0%12.0%11.0%13.0%16.0%
Current RPO (cRPO) — share expected to be recognized as revenue over the next 12 months(%)2
67.0%67.0%67.0%65.0%67.0%67.0%67.0%67.0%69.0%68.0%68.0%69.0%
cRPO growth y/y (stated)(%)
9.0%13.0%12.0%11.0%10.0%11.0%13.0%12.0%
cRPO constant-currency growth y/y (stated)(%)
9.0%12.0%11.0%10.0%10.0%12.0%
Unbilled non-cancelable contracts awaitingprovisioning — % added to RPO if included (stated)(%)
3.0%3.0%4.0%4.0%4.0%4.0%4.0%4.0%4.0%4.0%4.0%5.0%
Total deferred revenue (contract liabilities, period end)($M)3
7,2007,2507,3707,0306,5306,3306,4906,2605,9105,6906,1105,950
Deferred revenue — current($M)
7,0947,1527,2756,9056,3856,2206,3476,1315,7795,5585,9755,837
Deferred revenue — non-current($M)
1109895125149114143128127128135113
Revenue recognized in period from beginning-of-year deferred revenue balance($M)
1,2302,0903,2104201,0801,7602,8804401,0701,6902,670390
Unbilled receivables (included in accounts receivable, period end)($M)3
718981748292786683999980
Contract assets (other non-current assets, period end)($M)
238178201241229224218248214193153141
Customer deposits & advance billings (period end)($M)
7499658064876583445587115
Sales return & refund liabilities (accrued expenses, period end)($M)
138122120137124119117141107105107111
Capitalized contract acquisition costs — deferred sales commissions (total, period end)($M)
815782755721731730715717717716707656
Acrobat and Express combined Monthly Active Users (MAU) growth y/y (stated)(%)
20.0%20.0%20.0%25.0%
Creative freemium Monthly Active Users — Firefly, Express, Photoshop Web/Mobile & Lightroom Web (period end)(M)
90807050
Firefly standalone & credit-pack ARR sequential growth q/q (stated)(%)
40.0%50.0%75.0%
Adobe Express — new SMB / business customers onboarded in quarter (stated)
8,0006,0004,000
Next-quarter financial targets (issued in each quarterly release)9
Total revenue target — low end($M)1
6,8006,6706,4306,2506,0755,8755,7705,6305,5005,3305,2505,100
Total revenue target — high end($M)
6,8506,7206,4806,3006,1255,9255,8205,6805,5505,3805,3005,150
Creative & Marketing Professionals subscription revenue target — low end($M)1
4,6654,6104,4104,300
Creative & Marketing Professionals subscription revenue target — high end($M)
4,6954,6404,4404,330
Business Professionals & Consumers subscription revenue target — low end($M)1
1,9301,8701,8001,740
Business Professionals & Consumers subscription revenue target — high end($M)
1,9501,8901,8201,760
Digital Media net new ARR target (point target, legacy through Q4 FY2024)($M)
550460440410
Digital Media segment revenue target — low end (legacy through Q3 FY2025)($M)1
4,5304,3704,2704,1704,0903,9503,8703,770
High end($M)
4,5604,4004,3004,2004,1203,9803,9003,800
Digital Experience segment revenue target — low end (legacy through Q3 FY2025)($M)3
1,4951,4501,4301,3801,3601,3251,3101,270
High end($M)
1,5151,4701,4501,4001,3801,3451,3301,290
Digital Experience subscription revenue target — low end($M)
1,3951,3501,3151,2701,2301,2001,1651,140
Digital Experience subscription revenue target — high end($M)
1,4101,3601,3251,2901,2501,2201,1851,160
Non-GAAP diluted EPS target — low end($)3
6.306.055.805.855.355.154.954.954.634.504.354.35
Non-GAAP diluted EPS target — high end($)
6.356.105.855.905.405.20554.684.554.404.40
GAAP diluted EPS target — low end($)
4.654.404.354.554.2743.803.853.583.453.353.35
GAAP diluted EPS target — high end($)
4.704.454.404.604.324.053.853.903.633.503.403.40
Non-GAAP operating margin assumption (~%)(%)
44.0%44.0%44.5%47.0%45.5%45.5%45.0%47.0%
Assumed diluted share count (~millions)(M)
389395402411418425432439445453454
Full-year financial targets (initial & updated annual outlook by quarter)10
Full-year total revenue target — low end($M)1
26,57626,50025,90023,65023,50023,30023,30021,40021,300
Full-year total revenue target — high end($M)
26,62626,60026,10023,70023,60023,55023,55021,50021,500
Full-year Total Adobe ending ARR growth target (% y/y)(%)
10.2%10.2%10.2%
Full-year Creative & Marketing Professionals subscription revenue target — low end($M)1
18,24218,21017,750
High end($M)
18,27218,27017,900
Full-year Business Professionals & Consumers subscription revenue target — low end($M)1
7,4707,4407,350
High end($M)
7,4907,4807,400
Full-year Digital Media ending ARR growth target (% y/y, FY2025)(%)
11.3%11.0%11.0%11.0%
Full-year Digital Media segment revenue target — low end (legacy)($M)1
17,56017,45017,25017,25015,80015,750
High end($M)
17,59017,50017,40017,40015,85015,850
Full-year Digital Experience segment revenue target — low end (legacy)($M)3
5,8405,8005,8005,8005,3255,275
High end($M)
5,8605,9005,9005,9005,3755,375
Digital Experience subscription revenue target — low end($M)
5,3905,3755,3755,3754,7754,750
Digital Experience subscription revenue target — high end($M)
5,4105,4255,4255,4254,8254,800
Full-year Non-GAAP diluted EPS target — low end($)3
24.4524.3523.3020.8020.5020.2020.201817.60
Full-year Non-GAAP diluted EPS target — high end($)
24.5024.4523.5020.8520.7020.5020.5018.2018
Full-year GAAP diluted EPS target — low end($)
18.1217.9017.9016.5316.3015.8015.8011.8013.45
Full-year GAAP diluted EPS target — high end($)
18.171818.1016.5816.5016.1016.101213.85
Full-year Non-GAAP operating margin assumption (~%)(%)
45.0%45.0%45.0%46.0%46.0%46.0%46.0%
Full-year assumed diluted share count (~millions)(M)
400399403427428433433447
Non-GAAP operating income (company-reported)($M)3
2,9742,9453,0352,8242,7732,6742,7152,5962,5152,4412,4672,343
Non-GAAP net income (company-reported)($M)
2,4242,4002,4882,2942,2522,1712,2242,1322,0802,0232,0461,959
Non-GAAP diluted net income per share (company-reported)($)
6.135.966.065.505.315.065.084.814.654.484.484.27
Non-GAAP effective income tax rate (company-reported)(%)
18.0%18.0%18.0%18.5%18.5%18.5%18.5%18.5%18.5%18.5%18.5%18.5%
Semrush — Annual Recurring Revenue (ARR, period end)($M)3
471455435425412401378354337
Semrush — Average ARR per paying customer (period end)($)
4,3694,0003,7563,6083,5223,4143,2533,1633,125
Semrush — Dollar-based net revenue retention rate (NRR)(%)
104.0%105.0%105.0%106.0%106.0%107.0%107.0%107.0%107.0%
Semrush — Paying customers (exact point disclosures, period end)
108,000114,000116,000118,000117,000117,000116,000112,000108,000
Semrush — Revenue (GAAP, standalone pre-acquisition)($M)10
11811210910510397.491.085.883.4
Semrush — Gross profit (GAAP)($M)
94.689.987.885.283.880.476.071.269.7
Semrush — Research and development expense($M)
25.825.723.821.921.322.219.317.315.4
Semrush — Sales and marketing expense($M)
45.944.345.041.339.735.73533.931.0
Semrush — General and administrative expense($M)
36.824.323.32221.120.818.318.520.6
Semrush — Operating income / loss (GAAP)($M)
-13.9-4.49-4.34-0.071.741.703.391.472.68
Semrush — Non-GAAP operating income / loss($M)
15.014.112.012.211.812.112.29.748.31
Semrush — Net income / loss (GAAP)($M)
-11.1-2.14-6.570.853.341.091.662.146.87
Semrush — Operating cash flow($M)
14.921.90.6822.111.98.1412.114.811.6
Semrush — Deferred revenue (current, period end)($M)
93.283.681.779.971.86966.664.058.3
Semrush — Cash and cash equivalents (period end)($M)
26480.854.364.748.945.169.641.458.9
Semrush — Full-time employees (period end)
1,5671,5611,390
Adobe acquisition of Semrush — Goodwill recorded upon closing in Q2 FY2026($M)
1,251
Quarterly shares repurchased (total shares delivered in quarter / year)(M)2
9.508.508.107.2088.6074.605.204.603.101.80
Shares repurchased via ASR agreements(M)
02.308.605.900000.601.80
Shares repurchased via open-market transactions (XBRL)(M)
9.508.508.107.205.7001.10
Share repurchase cash outflow / prepayments($M)3
2,2322,1112,4782,4742,0573,5003,2502,5002,5002,5002,0001,000
Prepayments under ASR agreements($M)
003,5002,75000001,000
Cash paid for open-market share repurchases (XBRL)($M)
2,2322,1102,4782,4752,0560500
Remaining share repurchase authorization at period end($M)
24,54926,7813,8916,3698,84410,90014,40017,65020,15022,6501502,504
Operating lease commitments — total undiscounted future lease payments (period end)1
Operating lease right-of-use (ROU) assets($M)
286299305312307259266281368381366358
Property and equipment, gross (period end, annual)1
Property and equipment, net($M)
1,8701,8701,8521,8731,9081,8901,8931,9361,9691,9691,9882,030
Purchased and other intangibles, net (period end)($M)15
9561,0124544955556317067828589331,0111,088
Customer contracts and relationships, net($M)
378406325351376402431461492523554585
Purchased technology, net($M)
41143024285189130173213254295337
Trademarks, net($M)
10011162718293104114126137148159
Other intangible assets, net($M)
67654345464741342719147
Purchased intangibles, gross($M)
2,1022,0901,4822,5212,5202,5142,5012,4942,4942,4922,4872,586
Purchased intangibles, accumulated amortization($M)
1,1461,0781,0282,0261,9651,8831,7951,7121,6361,5591,4761,498
Amortization of purchased intangibles (total)($M)
685041628183848484848491
Amortization of intangibles in Cost of Revenue($M)
27125244242434241424249
Amortization of intangibles in Operating Expenses($M)
403735373841414243424242
Estimated future intangible amortization — remainder of fiscal year (Q1–Q3)($M)
671311206214322783166250
Estimated future intangible amortization — Year 1($M)
214208119161160159160303301300
Estimated future intangible amortization — Year 2($M)
15315173119118117118151149147
Estimated future intangible amortization — Year 3($M)
1471466973737272109107106
Estimated future intangible amortization — Year 4($M)
1421436569696868666563
Estimated future intangible amortization — Thereafter($M)
23323388737261126125125
Goodwill (total, period end)($M)3
14,03714,04112,86912,85712,86212,83012,77712,78812,81412,80312,80312,805
Goodwill — Digital Media (legacy segment)($M)
3,9063,8893,890
Goodwill — Digital Experience (legacy segment)($M)
8,5538,5018,517
Goodwill — Publishing and Advertising (legacy segment)($M)
398398398
Total full-time employees (period end, annual)1
Employees located outside the United States (% of total headcount)(%)
52.0%52.0%49.0%50.0%50.0%50.0%51.0%50.0%50.0%50.0%50.0%50.0%
Unrecognized stock-based compensation cost — future expense backlog (period end)($M)4
4,0304,2104,4403,2403,4703,6804,0902,9303,2803,5603,9002,870
Stock-based compensation in Cost of Revenue($M)
353531293231302730312927
Stock-based compensation in Research and Development($M)
277277271262254247247228241234229217
Stock-based compensation in Sales and Marketing($M)
150150142134145141137132140134129120
Stock-based compensation in General and Administrative($M)
777465646662615463686463
Restricted Stock Units (RSUs) — non-vested shares outstanding (period end)(M)7
12.812.812.57.9088.509.3077.708.409.107.80
RSUs granted in period(M)
1.501.405.6010.600.303.300.300.300.302.300.20
RSUs vested in period(M)
1.101.100.900.900.900.900.900.900.800.900.900.90
RSUs forfeited in period(M)
0.400.400.100.200.200.200.100.100.200.100.100.10
Performance Shares — non-vested shares outstanding (period end)(M)
0.600.600.600.600.600.600.600.500.500.500.500.50
Performance Shares granted in period(M)
000.300000.300000.200
Performance Shares vested in period(M)
000.200000.100000.100
Employee Stock Purchase Plan (ESPP) shares issued in period(M)
100.3000.8000.3000.9000.300
U.S. Private Fixed Investment in Software (seasonally adjusted annual rate, quarterly)($M)
809,265790,777774,944762,757744,664722,980705,314694,474680,288663,871650,531
U.S. Quarterly E-Commerce Retail Sales (seasonally adjusted)($M)1
340,244327,861317,999310,817303,284297,701300,329295,249288,822283,038276,781
U.S. E-Commerce share of total retail sales(%)
17.1%17.0%16.7%16.4%16.3%16.0%16.2%16.2%16.1%15.9%15.5%
Revenue (GAAP)($M)9
6,7606,6186,3986,1945,9885,8735,7145,6065,4085,3095,1825,048
Subscription revenue($M)
6,5826,4166,1985,9895,7915,6415,4835,3655,1805,0604,9164,763
Product revenue (perpetual / on-premise)($M)
678990746888958182104119114
Services and other revenue($M)
111113110131129144136160146145147171
Digital Media segment revenue (legacy through FY2025)($M)
4,6184,4594,3454,2274,1453,9953,9083,8163,716
Digital Experience segment revenue (legacy through FY2025)($M)
1,5171,4761,4571,4141,3961,3541,3271,2891,266
Publishing and Advertising segment revenue (legacy through FY2025)($M)
595371736559747766
Americas revenue($M)
3,9743,8723,7553,6603,5553,5003,4053,3523,2413,1883,1103,053
EMEA revenue($M)
1,8521,8091,7391,6601,5861,5411,5021,4691,4051,3611,3191,266
APAC revenue($M)
934937904874847832807785762760753729
Cost of revenue (GAAP)($M)6
763715664649642638622616554598590634
Subscription cost of revenue($M)
633586540522510505490475413456455505
Product cost of revenue($M)
556656666856
Services and other cost of revenue($M)
125124118121127127126135135134130123
Digital Media cost of revenue (legacy through FY2025)($M)
222212208199191137181171210
Digital Experience cost of revenue (legacy through FY2025)($M)
405410408402402395395397403
Publishing and Advertising cost of revenue (legacy through FY2025)($M)
222022212322222221
Gross profit (GAAP)($M)6
5,9975,9035,7345,5455,3465,2355,0924,9904,8544,7114,5924,414
Digital Media gross profit (legacy through FY2025)($M)
4,3964,2474,1374,0283,9543,8583,7273,6453,506
Digital Media gross margin % (stated in XBRL)(%)
95.0%95.0%95.0%97.0%95.0%96.0%
Digital Experience gross profit (legacy through FY2025)($M)
1,1121,0661,0491,012994959932892863
Digital Experience gross margin % (stated in XBRL)(%)
72.0%72.0%72.0%71.0%70.0%69.0%
Publishing and Advertising gross profit (legacy through FY2025)($M)
373349524237525545
Publishing and Advertising gross margin % (stated in XBRL)(%)
62.0%69.0%71.0%63.0%70.0%71.0%
Operating expenses (GAAP)($M)9
3,6433,6653,3163,2843,1733,1262,9293,0332,8622,8263,6852,671
Research and development (from XBRL; not in DB)($M)
1,2881,1981,1101,0981,0881,0821,0269991,022984939889
Sales and marketing($M)
1,8271,8841,7081,7281,6391,6261,4951,5361,4311,4451,3521,368
General and administrative($M)
488546463421408377367456366355352372
CODM single-segment expense — Cost of revenue (excl. SBC & amortization)($M)
710669630568565550
CODM single-segment expense — Research and development (excl. SBC)($M)
1,006911834823834782
CODM single-segment expense — Sales and marketing (excl. SBC)($M)
1,6741,7291,5661,4861,4851,360
CODM single-segment expense — General and administrative (excl. SBC)($M)
396364333338315307
CODM single-segment reconciling item — Stock-based compensation($M)
544556514521482469
CODM single-segment reconciling item — Amortization of intangibles($M)
584639798383
Operating income (GAAP)($M)
2,3542,2382,4182,2612,1732,1092,1631,9571,9921,8859071,743
Income before income taxes (GAAP)($M)
2,3572,2382,4222,2642,1872,1012,1821,9912,0421,9309681,808
Provision for income taxes (GAAP)($M)
530526533408415410371308358357348325
Net income (GAAP)($M)
1,8271,7121,8891,8561,7721,6911,8111,6831,6841,5736201,483
Diluted EPS (GAAP)($)1
4.624.254.604.183.944.143.763.491.36
Basic EPS (GAAP)($)
4.634.264.604.183.954.153.783.501.37
Diluted shares outstanding(M)1
396403411424429438448451456
Basic shares outstanding(M)
395402410424428436445449453
Operating cash flow (GAAP)($M)6
2,5232,1652,9583,1602,1982,1912,4822,9212,0211,9401,1741,597
Capital expenditure($M)
855837347247264857413747
Stock-based compensation (cash flow)($M)
539536509489497481475441474467451427
Depreciation and amortization (cash flow)($M)
215193174184208209217218213214212222
Change in deferred revenue (cash flow)($M)
-46-223340496200-156231353220-424160467
Income taxes paid, net of refunds($M)
4409641255145231,0001823384886962051,264
Cash paid for acquisitions, net($M)
-0-017-0-0
Total assets($M)3
29,98129,93329,70429,49628,75428,10729,95530,23029,83030,00728,75129,779
Cash and short-term investments($M)
5,6395,6266,8906,5955,9405,7137,4357,8867,5158,0656,8207,842
Accounts receivable, net($M)
2,0811,9932,0922,3442,0931,7351,9732,0721,8021,6122,0572,224
Total stockholders' equity($M)
11,76411,51811,43311,62311,77011,44813,09514,10514,54514,84315,46016,518

1 metric has no data in the last 12 quarters — .

Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).

Methodology and excluded metrics
  • Latest reported company quarter: Q3 2026 (ended August 28, 2026; Form 10-Q and Form 8-K filed September 10, 2026); latest completed fiscal year: FY2025 (ended November 28, 2025; Form 10-K filed January 15, 2026).
  • In Q1 FY2026, Adobe reorganized from three operating segments (Digital Media, Digital Experience, Publishing & Advertising) into a single operating segment and shifted its headline recurring revenue metric from Digital Media ARR to Total Adobe ARR ($27.50B at Q3 FY2026) and Customer Group Subscription Revenue (Creative & Marketing Professionals and Business Professionals & Consumers). Both the current Customer Group / Total ARR series and the 10-year historical Digital Media / Creative / Document Cloud / Digital Experience series (FY2015–FY2025, marked legacy) are preserved.
  • Remaining Performance Obligations (RPO, $22.52B at Q3 FY2026 with 67% current cRPO), contract balances, unconditional purchase obligations ($5.69B at FY2025), operating lease schedules, PP&E by category, purchased intangibles amortization schedules, RSU/Performance Share/ESPP activity, and Research & Development expense (missing from the Postgres financial_values table) are extracted directly from SEC XBRL filings.
  • On April 28, 2026 (Q2 FY2026), Adobe completed the acquisition of Semrush Holdings, Inc. (NYSE: SEMR, CIK 0001831840) for ~$1.9B in cash, which contributed ~$480M to Total Adobe ARR and ~$40M to subscription revenue in Q2 FY2026. Group 6 presents Semrush's self-reported pre-acquisition SEC filings (FY2019–FY2025 & Q1 2020–Q4 2025: ARR, ARR per paying customer, NRR %, Paying Customers, Enterprise ARR, and standalone GAAP financials).
  • No parent-only financial statements exist under U.S. GAAP (Form 10-K Item 15 omits Schedule I), so no Consolidated − Parent subtraction is performed.
  • Monthly columns include 110 months of Part II Item 2 share repurchases (2015-09 → 2026-08) and U.S. BLS / Census / FRED software & e-commerce indicators through September 2026 (1 month ahead of Adobe's Q3 FY2026). Annual columns include the 2026 U.S. Holiday Online Spend Forecast ($275.1B, +6.8% YoY) published by Adobe Analytics on September 24, 2026.
  • All figures are strictly as reported (with verbatim quotes on hover for text-extracted metrics; bound figures such as 'over 1B MAU', 'over 900M Acrobat+Express MAU', and 'over 100M Creative freemium MAU in Q3 FY26' are excluded). The only arithmetic shown is period splitting (Q4 = full year − nine months; quarterly cash flow = YTD − prior YTD), displayed in italic with the formula.

Not shown because recent periods are missing (7)

  • Product, AI Monetization & User Engagement (Stated in Releases / Calls) › Adobe Express student MAU growth y/y (stated)
  • Product, AI Monetization & User Engagement (Stated in Releases / Calls) › Acrobat AI Assistant ARR multiple y/y (stated)
  • Product, AI Monetization & User Engagement (Stated in Releases / Calls) › Fortune 500 adoption of Adobe Express (stated)
  • Product, AI Monetization & User Engagement (Stated in Releases / Calls) › Fortune 100 companies using Adobe Experience Cloud for CXM (stated)
  • Product, AI Monetization & User Engagement (Stated in Releases / Calls) › Adobe Experience Platform (AEP) customers adopting AEP AI Assistant (stated)
  • Product, AI Monetization & User Engagement (Stated in Releases / Calls) › Enterprise customers using Adobe CX Enterprise Coworker (stated)
  • Financial Targets (Guidance) & Non-GAAP Profitability › Full-year financial targets (initial & updated annual outlook by quarter) › Full-year Digital Media net new ARR target (~$M, legacy)

Data updated 2026-10-23.

Every KPI on its own page

Full history, chart, sources and a citation for each metric

Annualized Recurring Revenue — ARR & Net New ARR (Key)

Customer Group & Solution Subscription Revenue (Key)

RPO, Contracted Backlog & Contract Balances (Forward-Looking)

Product, AI Monetization & User Engagement (Stated in Releases / Calls)

Financial Targets (Guidance) & Non-GAAP Profitability

Subsidiary Self-Reported Metrics & Financials — Semrush Holdings, Inc.

Share Repurchases — Monthly & Quarterly (Open Market vs. ASR)

Purchase Commitments, Leases, PP&E & Intangible Assets

Workforce, Equity Grants (RSU / Performance Shares), Proxy & Facilities

Industry Benchmarks — Adobe Analytics Digital Economy Index & U.S. Macro (FRED)

Financial, Segment & Geographic Context (from Database + XBRL)