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.
8 matches for “Semrush”; 5 quoted, at least 25 words apart.
…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…
…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…
…of industry leaders like Amazon, JPMorgan Chase, and TikTok. Together, Adobe and Semrush will deliver a solution to enable marketers to shape how their brands…
…to over 150. On November 19, we announced the intent to acquire Semrush Holdings for an equity value of approximately $1.9 billion in an all-cash…
…assume current macroeconomic conditions. Our targets do not include any contribution from SEMRush. As is customary, we revalued ending ARR at the end of FY…
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,…
…of the things that we do really well by bringing, Adobe and Semrush together, we'll be able to offer a comprehensive solution for marketers so…
…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…
…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