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.

3 matches for “Adobe Express”; 3 quoted, at least 25 words apart.

David Wadhwanicompanyprepared

…from document consumption to content creation smoother than ever. The integration of Adobe Express features in Acrobat allows users to create richer PDFs with AI-generated…

Dan Durncompanyprepared

…subscription revenue from Document Cloud, Acrobat subscription revenue in Creative Cloud, and Adobe Express subscription revenue in Creative Cloud, all of which are part of…

Dan Durncompanyprepared

…Mobile growth driven by freemium funnel and app store optimizations. Growth in Adobe Express, fueled by top of funnel improvements, PLG journeys across Acrobat and…

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…

Shantanu Narayencompany“Generative AI / Gen AI” · prepared

…with major software providers and focus on SMB and enterprise sales. Our generative AI innovation is infused across the breadth of our products and its…

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