Adobe (ADBE): FY25 Q3 earnings call, Sep 11, 2025

Thu, Sep 11Earnings callSpeaker-labelled transcriptAdobe

No Kalshi or Polymarket word markets were listed for Adobe’s Sep 11, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

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

14 matches for “Subscription”; 5 quoted, at least 25 words apart.

Shantanu Narayencompanyprepared

…lead third-party models. We are seeing strong adoption of the standalone Firefly subscription offering. We recently added Google Gemini Flash 2.5, alongside Google's Veo and…

David Wadhwanicompanyprepared

…are available through GenStudio as well as to individuals through Firefly App subscriptions. Consumption of Firefly Services and custom models grew 32% and 68% quarter-over-quarter,…

Anil Chakravarthycompanyprepared

…had a strong Q3, achieving revenue of $1.48 billion for the quarter. Subscription revenue in the quarter was $1.37 billion, representing 11% year-over-year growth, making…

Anil Chakravarthycompanyprepared

…business highlights include strong demand for AEP and native apps with Q3 subscription revenue growing over 40% year-over-year. Continued adoption and momentum for AEP AI…

Daniel Durncompanyprepared

…Illustrator as part of our new Creative Cloud Pro offering. Strong new subscription adoption of the Firefly App by individuals and Firefly Services by enterprises.…

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