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.
9 matches for “GenStudio”; 5 quoted, at least 25 words apart.
…Sites Optimizer, and Brand Concierge, deliver brand visibility and discovery. And Adobe Gen Studio enables enterprises to optimize their full contact supply chain to realize…
…Acrobat AI Assistant, creating custom models through Firefly services, Firefly Foundry, and GenStudio, as well as infusing AI within our applications, including Photoshop, Lightroom, Express,…
…with a growing ecosystem of ad networks. Ending ARR for the Adobe Gen Studio solution grew over 25% year over year as the world's leading…
…Services and Firefly with ending ARR more than doubling year over year. GenStudio solution ending ARR grew over 25% year over year. And continued success…
…just look at it and for enterprises. The entire content supply chain Gen Studio is really the offering that we wanna provide that takes care…
Where the listed words were said
…Premiere. With the Firefly application, we're giving creators a rich set of generative AI capabilities that allow users to generate with Adobe and partner models,…
…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…
…introduced agentic web offerings with over 50 customers in Q4 for Adobe LLM optimizer sites optimizer, and brand concierge. Growing international momentum resulting in a…
…important milestone in next-generation AI video editing. In partnership with Google and YouTube, we are introducing AI-driven audio and video tools to streamline how creators…
…in SMB, enterprise, and emerging markets. And key enterprise wins include Coca-Cola, Humane, IKEA, JPMorgan Chase, Lowe's, Nintendo, and Sony. Over the last few years,…
…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