Adobe (ADBE): FY25 Q4 earnings call, Dec 10, 2025

Wed, Dec 10Earnings callSpeaker-labelled transcriptAdobe

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.

Updated

Markets

11 words · 6 settled yes · our count agreed on 11 of 11

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Generative AI / Gen AI Yes88✓93%n=1+tx from settlement history blended with transcripts–
Semrush Yes78✓17%transcripts from the transcript model–
LLM Optimizer Yes44✓55%transcripts from the transcript model–
YouTube Yes33✓17%transcripts from the transcript model–
Humain Yes22✓17%transcripts from the transcript model–
3D Yes11✓71%transcripts from the transcript model–
Firefly Video No00✓66%transcripts from the transcript model–
Inference No00✓44%transcripts from the transcript model–
Black Friday No00✓39%transcripts from the transcript model–
Qualcomm No00✓30%transcripts from the transcript model–
Google Cloud No00✓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 words

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

2 matches for “OpenAI”; 2 quoted, at least 25 words apart.

Shantanu Narayencompanyprepared

…with partnerships and integrations across AWS, Azure, Google Gemini, Humane, Microsoft Copilot, OpenAI, and others, offering unprecedented access, choice, and flexibility to customers. Leading the…

David Wadhwanicompanyprepared

…own commercially safe models and over 25 leading partner models, including Google, OpenAI, Black Forest Labs, Luma, Runway, Topaz Labs, and Eleven Labs. These models…

Where the listed words were said

Shantanu Narayencompany“Generative AI / Gen AI” · prepared

…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,…

Shantanu Narayencompany“Semrush” · prepared

…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…

Shantanu Narayencompany“LLM Optimizer” · prepared

…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…

David Wadhwanicompany“YouTube” · prepared

…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…

David Wadhwanicompany“Humain” · prepared

…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,…

David Wadhwanicompany“3D” · qa

…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