Adobe (ADBE): FY25 Q1 earnings call, Mar 12, 2025

Wed, Mar 12Earnings callSpeaker-labelled transcriptAdobe

On its Mar 12, 2025 earnings call (FY25 Q1), Adobe said 7 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 7 settled yes · our count agreed on 10 of 10

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Subscription Yes2627✓94%transcripts from the transcript model–
Creative Cloud Yes1718✓95%transcripts from the transcript model–
Innovation Yes1516✓95%transcripts from the transcript model–
Generative AI / Gen AI Yes1010✓93%transcripts from the transcript model–
Document Cloud Yes912✓93%transcripts from the transcript model–
Retention Yes22✓81%transcripts from the transcript model–
Tariff Yes12✓14%transcripts from the transcript model–
Figma No00✓47%transcripts from the transcript model–
Cloud Migration No00✓14%transcripts from the transcript model–
Trump No00✓14%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

38 matches for “Acrobat”; 5 quoted, at least 25 words apart.

Shantanu Narayencompanyprepared

…creativity and productivity in an all-in-one solution. The combination of Express and Acrobat, is Adobe’s opportunity to make the journey from document creation to consumption…

Shantanu Narayencompanyprepared

…is also reflected in our AI-first standalone and add-on products such as Acrobat AI Assistant, Firefly App and Services and GenStudio for Performance Marketing, which…

David Wadhwanicompanyprepared

…Business Professionals and Consumers are increasingly benefitting from deep integration between Acrobat, Express and Firefly while Creative Professionals, Creators and Marketers are investing…

David Wadhwanicompanyprepared

…with them across mobile, web and desktop. Features like AI Assistant in Acrobat and Reader have been a game-changer for everyone from sales teams to…

David Wadhwanicompanyprepared

…adoption. These new capabilities and our cross-surface investments have paid off, with Acrobat and Reader monthly active usage growing 23% year-over-year. Our success with Acrobat…

Where the listed words were said

Shantanu Narayencompany“Subscription” · prepared

…most comprehensive set of web, mobile and desktop applications, delivered through various subscription tiers. In addition to Creative Cloud, we will offer new Firefly web…

Shantanu Narayencompany“Creative Cloud” · prepared

…growth of the creative economy and the customer-focused innovations we’ve delivered across Creative Cloud, Document Cloud and Experience Cloud. Our groundbreaking solutions are empowering an…

Shantanu Narayencompany“Innovation” · prepared

…Summit, our flagship digital experience conference, where we will unveil the latest innovations across our portfolio. In addition, we will host our Annual Investor Meeting…

David Wadhwanicompany“Generative AI / Gen AI” · prepared

…release of the Adobe Firefly Video Model in February, a commercially safe generative AI video model, has been very positively received by brands and creative…

David Wadhwanicompany“Document Cloud” · prepared

…year-over-year. We continue to see healthy performance in both Creative Cloud and Document Cloud. Creative growth was driven by broad-based adoption across our routes to…

Dan Durncompany“Retention” · prepared

…for Performance Marketing in adoption and pipeline; and improvements in overall enterprise retention. Turning now to our customer group performance. Creative and Marketing Professionals Group…

Shantanu Narayencompany“Tariff” · qa

…trying to understand what happens in the economy. But I'm -- the tariffs, et cetera, don't really impact Adobe, the way they impact other businesses.…

Agents: this page as TSV at /api/v1/appearances/adobe:2025-03-12:earnings_call · words: /api/v1/brief?appearance=adobe:2025-03-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP