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.
14 matches for “Subscription”; 5 quoted, at least 25 words apart.
…application, which can be purchased through our Firefly standard, pro, and premium subscription plans. Firefly has a rich set of generative AI capabilities that allow…
…creative workflows. We drove two times quarter over quarter growth in first-time subscriptions of Firefly. The release of Premier Mobile in Q4 marks an important…
…the quarter, and a record $5.86 billion in revenue in FY 2025. Subscription revenue in the quarter was $1.41 billion, representing 11% year-over-year growth. Adobe…
…transform how businesses build, deliver, and optimize marketing campaigns and customer experiences. Subscription revenue for AEP and native apps grew over 40% year over year,…
…9% year over year as reported and in constant currency. Digital Experience subscription revenue was $5.41 billion, growing 11% year over year as reported and…
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…
…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