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.
6 matches for “Photoshop”; 5 quoted, at least 25 words apart.
…50% year-over-year and includes web and mobile versions of Firefly, Express, Premiere, Photoshop and Lightroom. Second, AI usage continues to grow quickly, as measured through…
…assemble image, video and audio using Firefly's prompt-based editing capabilities with integrated Photoshop and Express web journeys. Firefly momentum is strong with generative credit consumption…
…applications continue to embed new AI capabilities, making users far more productive. Photoshop added new partner models and support for higher resolution image generation and…
…acquisition grew 50% year-over-year. Additional Q1 Creators & Creative Professionals highlights include: Photoshop launched a conversational editing experience in ChatGPT. 85% Of films premiering…
…50% year-over-year and includes web and mobile versions of Firefly, Express, Premiere, Photoshop and Lightroom. Generative credit consumption increased more than 45% quarter-over-quarter. Firefly…
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