Adobe (ADBE): FY25 Q4 earnings call, Dec 10, 2025
On its Dec 10, 2025 earnings call (FY25 Q4), Adobe said 6 of the 11 words Kalshi and Polymarket listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 6 settled yes · our count agreed on 11 of 11- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Generative AI / Gen AI | Yes | 8 | 8 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Semrush | Yes | 7 | 8 | ✓ | 17%transcripts from the transcript model | – |
| LLM Optimizer | Yes | 4 | 4 | ✓ | 55%transcripts from the transcript model | – |
| YouTube | Yes | 3 | 3 | ✓ | 17%transcripts from the transcript model | – |
| Humain | Yes | 2 | 2 | ✓ | 17%transcripts from the transcript model | – |
| 3D | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Firefly Video | No | 0 | 0 | ✓ | 66%transcripts from the transcript model | – |
| Inference | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Black Friday | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Qualcomm | No | 0 | 0 | ✓ | 30%transcripts from the transcript model | – |
| Google Cloud | No | 0 | 0 | ✓ | 17%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
21 matches for “Creative Cloud”; 5 quoted, at least 25 words apart.
…FIREFLY models as well as seamlessly integrating third-party partner models across Creative Cloud flagship applications like Photoshop, Illustrator, and Premiere. With the Firefly application,…
…significant new user acquisition across individuals and enterprises, with products including Acrobat, Creative Cloud, Express, and Firefly, achieving total MAU growth of greater than 15%…
…Eleven Labs. These models are now integrated into our FIREFLY Express and Creative Cloud applications. We also announced advanced model capabilities, including custom model support…
…consume more generative credits, they have the choice of moving to higher-value Creative Cloud offerings or acquiring Firefly credit add-ons. We also took a huge…
…an affordable price. In addition, we're seeing strong adoption of Firefly from Creative Cloud customers as they embrace the growing breadth of AI models and…
Where the listed words were said
…and creators and creative professionals, underpinned by two big areas of innovation: generative AI models and agentic experiences. Digital media achieved revenue of $4.62 billion…
…Analytics, and the newly available Adobe LLM Optimizer. The pending acquisition of SEMRush, we announced a few weeks ago, brings complementary assets to help us…
…customer engagement and loyalty. Adobe Experience Manager and AgenTic Web Solutions, including LLM Optimizer, Sites Optimizer, and Brand Concierge, deliver brand visibility and discovery. And…
…with the Firefly app, we've introduced new products like premium mobile with YouTube integration and Photoshop mobile to further serve creators anywhere they create. We're…
…leading AI ecosystems with partnerships and integrations across AWS, Azure, Google Gemini, Humane, Microsoft Copilot, OpenAI, and others, offering unprecedented access, choice, and flexibility to…
…and their brand guidelines. We're able to generate images, videos, audio, and 3D models. And we operate it as a managed service. So, marketing teams…
Agents: this page as TSV at /api/v1/appearances/adobe:2025-12-10:earnings_call · words: /api/v1/brief?appearance=adobe:2025-12-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP