Adobe (ADBE): FY25 Q1 earnings call, Mar 12, 2025
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.
UpdatedMarkets
10 words · 7 settled yes · our count agreed on 10 of 10- Kalshi: company speakers
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Subscription | Yes | 26 | 27 | ✓ | 94%transcripts from the transcript model | – |
| Creative Cloud | Yes | 17 | 18 | ✓ | 95%transcripts from the transcript model | – |
| Innovation | Yes | 15 | 16 | ✓ | 95%transcripts from the transcript model | – |
| Generative AI / Gen AI | Yes | 10 | 10 | ✓ | 93%transcripts from the transcript model | – |
| Document Cloud | Yes | 9 | 12 | ✓ | 93%transcripts from the transcript model | – |
| Retention | Yes | 2 | 2 | ✓ | 81%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 2 | ✓ | 14%transcripts from the transcript model | – |
| Figma | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
| Cloud Migration | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
27 matches for “Subscription”; 5 quoted, at least 25 words apart.
…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…
…already supported image, vector and design models. In addition to monetizing standalone subscriptions for Firefly, we will introduce multiple Creative Cloud offerings that include Firefly…
…had a strong Q1, achieving revenue of $1.41 billion for the quarter. Subscription revenue in the quarter was $1.3 billion, representing 11% year-over-year growth. Our…
…include; strong demand for Adobe Experience platform and native applications, with Q1 subscription revenue growing nearly 50% year-on-year. Release of Real-Time CDP Collaboration, delivering a…
…overall Adobe revenue, Digital Media and Digital Experience segment revenue, Digital Experience Subscription revenue and Digital Media ending ARR in aggregate rather than by cloud,…
Where the listed words were said
…and term offerings. Business Professionals and Consumers Group will consist of all subscription revenue from Document Cloud, Acrobat subscription revenue in Creative Cloud, and Adobe…
…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…
…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…
…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…
…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…
…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…
…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.…
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