Adobe (ADBE): FY26 Q1 earnings call, Mar 12, 2026
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.
UpdatedMarkets
11 words · 5 settled yes · our count agreed on 11 of 11- Kalshi: company speakers + operator
Kalshi
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 | 4 | 5 | ✓ | 94%n=2+tx from settlement history blended with transcripts | – |
| LLM Optimizer | Yes | 4 | 4 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Semrush | Yes | 3 | 3 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| 3D | Yes | 1 | 1 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| Holiday | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | – |
| YouTube | No | 0 | 0 | ✓ | 51%n=1+tx from settlement history blended with transcripts | – |
| Firefly Video | No | 0 | 0 | ✓ | 47%n=1+tx from settlement history blended with transcripts | – |
| Humain | No | 0 | 0 | ✓ | 47%n=1+tx from settlement history blended with transcripts | – |
| Inference | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Qualcomm | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Google Cloud | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “GenStudio”; 5 quoted, at least 25 words apart.
…products include Adobe Acrobat Studio with Adobe Express, Adobe Firefly and Adobe GenStudio. Our new AI-first offerings ending ARR more than tripled year-over-year, reflecting progress…
…over 30% year-over-year growth in AEP and apps as well as Adobe GenStudio ending ARR. Our goal has always been to meet customers wherever they…
…personalized customer experiences, and the demand for high-quality on-brand content has exploded. GenStudio is our comprehensive content supply chain offering, spanning content ideation, creation,…
…including Amazon Ads, Google, LinkedIn and Meta. Ending ARR for the Adobe GenStudio family of products grew over 30% year-over-year as the world's leading brands…
…Accelerating momentum for Firefly Services and custom models as part of the GenStudio solution with over 2,500 custom models since launch and Q1 industry analyst…
Where the listed words were said
…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…
…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…
…which assume current macroeconomic conditions and do not include the contribution of Semrush, which we continue to expect to close in Q2, subject to regulatory…
…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