Adobe (ADBE): FY26 Q1 earnings call, Mar 12, 2026

Thu, Mar 12Earnings callSpeaker-labelled transcriptAdobe

On its Mar 12, 2026 earnings call (FY26 Q1), Adobe said 5 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 5 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 Yes45✓94%n=2+tx from settlement history blended with transcripts–
LLM Optimizer Yes44✓72%n=1+tx from settlement history blended with transcripts–
Semrush Yes33✓64%n=1+tx from settlement history blended with transcripts–
3D Yes11✓78%n=1+tx from settlement history blended with transcripts–
Holiday Yes11✓46%transcripts from the transcript model–
YouTube No00✓51%n=1+tx from settlement history blended with transcripts–
Firefly Video No00✓47%n=1+tx from settlement history blended with transcripts–
Humain No00✓47%n=1+tx from settlement history blended with transcripts–
Inference No00✓28%n=1+tx from settlement history blended with transcripts–
Qualcomm No00✓24%n=1+tx from settlement history blended with transcripts–
Google Cloud No00✓12%n=1+tx from settlement history blended with transcripts–

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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

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

1 match for “Adobe Express”; 1 quoted, at least 25 words apart.

Shantanu Narayencompanyprepared

…investing in new offerings. These new products include Adobe Acrobat Studio with Adobe Express, Adobe Firefly and Adobe GenStudio. Our new AI-first offerings ending ARR…

Where the listed words were said

David Wadhwanicompany“Generative AI / Gen AI” · prepared

…and our focus remains on giving customers meaningful choice between stock and generative AI as they build their creative and marketing workflows. Q1 reinforced our…

Anil Chakravarthycompany“LLM Optimizer” · prepared

…per visit. Adobe's brand visibility solution, which includes Adobe Experience Manager, Adobe LLM Optimizer and Adobe Brand Concierge empowers brands to engage consumers across their…

Anil Chakravarthycompany“Semrush” · prepared

…decisions using immersive and conversational experiences. We expect our pending acquisition of Semrush will expand our offering to provide marketers with a comprehensive solution to…

David Wadhwanicompany“3D” · prepared

…content production capabilities, which can be run in automated workflows. These include 3D digital twin workflows showcasing physical products, image and video resizing across every…

Agents: this page as TSV at /api/v1/appearances/adobe:2026-03-12:earnings_call · words: /api/v1/brief?appearance=adobe:2026-03-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP