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.
10 matches for “Innovation”; 5 quoted, at least 25 words apart.
…$20.94, which represents outstanding financial performance. We are leveraging AI to accelerate innovation to anticipate and serve the needs of large and expanding audiences: business…
…unprecedented access, choice, and flexibility to customers. Leading the way in AI innovation around conversational and agentic interfaces, including products like LLM Optimizer and Acrobat…
…plus in ARR. Our customer group strategy, large market opportunity, and product innovation drove strong FY 2025 results. This is the foundation for our FY…
…consumers, 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…
…assistant is capable of conversationally editing images, flyers, presentations, infographics, and more. Innovations like these have contributed to significant express MAU growth. Adobe Acrobat…
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,…
…to customers and are pleased with our recently announced intent to acquire SEMRush to help brands enhance their visibility and expand audience reach. Driving significant…
…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…
…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