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.
4 matches for “OpenAI”; 4 quoted, at least 25 words apart.
…integrate with leading AI platforms such as Anthropic, Google, Microsoft, NVIDIA and OpenAI, providing customers with access, choice and flexibility. We're jointly driving enterprise…
…Users can generate with over 30 industry-leading models, including Adobe, Google and OpenAI. They can collaboratively ideate with stakeholders in Adobe Firefly Boards. They can…
…generation and editing Illustrator expanded its generative design capabilities with models from OpenAI, Ideogram and Google to support frequent vector workflows. Premiere added AI Object…
…70% of all AEP customers using the agentic capabilities. Partnership in the OpenAI initiative to enable brands to create ads for ChatGPT. Accelerating momentum for…
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…
…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…
…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